H1 2025 Performance - Unilever's H1 2025 underlying sales growth (USG) was 3.4%, driven by 1.5% underlying volume growth (UVG) and 1.9% underlying price growth (UPG)[10] - Power Brands' Q2 2025 USG improved to 4.4%, with 2.1% UVG and 2.3% UPG[12] - The company's turnover decreased by 3.2% year-over-year, from €31.1 billion in H1 2024 to €30.1 billion in H1 2025, impacted by net disposals and adverse currency effects[48] Segment Performance - North America achieved 5.4% USG in H1 2025, representing 23% of Group turnover[13] - Europe saw 3.4% USG in H1 2025, with 3.7% UVG and 1.6% UPG, accounting for 21% of Group turnover[15, 16] - Asia Pacific Africa (APA) experienced 3.5% USG in H1 2025, while Latin America had 0.5% USG[19] - Beauty & Wellbeing segment achieved 3.7% USG in H1 2025, with a €6.5 billion turnover[21, 22] - Dove's H1 2025 USG was 4.8%, driven by 3.3% UPG and 1.4% UVG[26] Strategic Initiatives - The Ice Cream business demerger is on track for mid-November, with Unilever retaining less than 20% stake in TMICC[8, 45] - Post demerger, based on FY 2024 financials, Unilever expects approximately €52 billion turnover, +160 bps GM, +100 bps UOM, +100 bps ROIC, ~100% cash conversion, and ~2x expected leverage[70] Financial Outlook - The company is on track to deliver its full-year 2025 outlook, including an improvement in FY underlying operating margin and USG within the 3-5% range[62, 63] - The company expects second half margins of at least 18.5%[63] - The company completed €1.5 billion share buyback in H1 2025[61]

-投资动态- 梦龙拟向德国冰淇淋工厂投资数百万美元 日前，联合利华旗下的梦龙冰淇淋公司计划在德国黑森州Heppenheim的工厂投资数百万美元，以建立新生产线、冷库和能源基础设施。该厂生产其备受 欢迎的Langnese冰淇淋。 Heppenheim的梦龙冰淇淋生产线于2024年建立，每年产量超过20亿件，主要销往德国市场，以及部分欧洲国家。（品牌官方） 小编评： 于梦龙而言，这不仅是一次简单的产能扩张，而是新公司在高端化、可持续与供应链安全战上打响的"奠基之战"。 日前，澜沧古茶公告宣布拟以每股2.46港元配售2400万股H股，较7月25日收盘价折让16.61%，预计集资约5900万港元，用于补充营运资金。根据公告， 此次配售股份占扩大后总股本16%，净筹资金额约5804万港元。（观点网） 小编评： 近期港股市场频现折让配股案例，部分上市公司通过股权融资缓解现金流压力，澜沧古茶此举也可以进一步其巩固财务基础。 近日，ADM宣布已与日本知名食品企业朝日集团食品株式会社签署独家协议，负责推广和分销其专有乳酸菌类创新型后生元产品——格氏乳杆菌 CP2305。格氏乳杆菌CP2305为朝日集团所有，是其在多年对可尔必思 ...

Group 1 - Unilever PLC, a UK-based global FMCG company, has been undergoing a business transformation for some time [1] - Stockholders have expressed dissatisfaction, indicating a lack of positive developments for investors [1] Group 2 - The article does not provide specific financial metrics or performance data related to Unilever PLC [1]

Unilever’s Growth Comes From Finding Opportunity https://t.co/87A9JHFoEc https://t.co/fzeaYTtfgf ...

Growth Strategy - Unilever's growth stems from identifying and capitalizing on opportunities [1] Industry Focus - The article highlights Unilever's approach to growth, a key concern in the consumer goods industry [1]

Core Viewpoint - Food safety is the cornerstone and baseline for the development of the catering industry, serving as the foundation for high-quality development [4] Group 1: Event Overview - The "2025 Catering Industry Food Safety Innovation Practice Industry Chain High-Quality Development Promotion Conference" was held in Beijing, guided by the State Administration for Market Regulation and organized by the China Cuisine Association [1] - Attendees shared excellent practices in food safety risk prevention, system improvement, quality optimization, and technological innovation [1] Group 2: Industry Practices and Initiatives - Unilever Food Solutions has provided professional support to over 11,000 restaurants through training on food safety management, kitchen management, and supply chain management over the past 10 years, reaching over 11.7 million people through online public education [4] - The China Cuisine Association and Unilever Food Solutions awarded "2024 Annual Food Safety Best Practice" certificates to outstanding enterprises, encouraging more catering businesses to engage in food safety construction [4] Group 3: Market Trends and Consumer Preferences - The catering industry has maintained a leading growth rate, with market scale steadily expanding and consumer demand becoming more personalized, diversified, and quality-oriented [5] - Health-conscious dining trends have led to the emergence of new popular categories such as low-calorie, low-fat, high-fiber, and nutritionally balanced options, appealing particularly to younger consumers [5] Group 4: Health Initiatives - Unilever Food Solutions, in collaboration with Sodexo and Shanghai Junshi Life Science Research Institute, launched the "Healthy Canteen Program," optimizing 105 healthy recipes with over a 20% reduction in salt, oil, and sugar usage, and improving employee satisfaction with meals by over 10% [5] - The company is also addressing the nutritional imbalance in student meals by analyzing dietary structures and improving meal solutions through scientific ingredient and cooking technique combinations [5] Group 5: Future Directions - Unilever Food Solutions aims to continuously update nutritional health standards for products and solutions, collaborating with chefs, consumers, and industry partners to create a healthy ecosystem that supports high-quality development in the catering industry [6]

Core Insights - Ben & Jerry's is launching a summer promotion called Doughlivery in Toronto, offering free ice cream to celebrate National Ice Cream Day on July 20, 2025 [1][3] - The Doughlivery initiative includes surprise deliveries via Uber Eats from July 18-20, where customers can receive a free pint of Ben & Jerry's ice cream with their restaurant orders [2][12] - All ice cream sold in Canada is made with 100% Canadian milk and cream sourced from their Simcoe, Ontario creamery, emphasizing local production [4] Company Overview - Ben & Jerry's is a socially responsible company that produces super-premium ice cream and Non-Dairy/vegan desserts, focusing on high-quality ingredients and social justice initiatives [6] - The company operates as a Certified B Corp and is a wholly owned subsidiary of Unilever, with a mission statement that includes product quality and addressing social, racial, and environmental injustices [6] - In 2024, the Ben & Jerry's Foundation granted $4.5 million to support grassroots organizing for progressive causes [6] Unilever Overview - Unilever is a leading global supplier of various products, including ice cream, with sales in over 190 countries and a customer base of 3.4 billion people [7][8] - The company generated sales of €60.8 billion in 2024 and employs 128,000 people [7][8]

Group 1: Leadership Changes - Unilever has appointed Jochanan Senf as the new CEO of Ben & Jerry's, following the abrupt firing of former CEO David Stever [1][4] - The independent board of Ben & Jerry's, which oversees the company's social activism, accused Unilever of improperly terminating Stever [2][9] Group 2: Board Dynamics - The independent board was not allowed to participate in the selection process for Stever's replacement, as stipulated in the acquisition agreement from 2000 [3] - Unilever claimed that the board declined to engage in the appointment process, despite being offered the opportunity to do so [6][7] Group 3: Corporate Strategy - Unilever plans to spin off its ice cream unit, including Ben & Jerry's, and rename it the Magnum Ice Cream Company, with plans for a separate listing in the Netherlands [10][12] - Despite the spin-off, Unilever has stated it has no intention of selling Ben & Jerry's, countering a bid from the brand's founders [11]

Group 1 - Unilever has sold its ice cream business in Venezuela to Mack de Colombia CA, effective from July 3, involving the Tio Rico brand and related facilities, with financial details undisclosed [1] - The decision to partner with Mack was based on their professional capabilities, corporate values, and long-term business development plans, ensuring a smooth transition for employees, customers, and partners [1][2] - Venezuela's economic environment is facing multiple challenges, including high inflation and currency market imbalances, which have severely restricted business operations [1] Group 2 - The sale reflects the survival difficulties of the private sector in Venezuela under complex economic conditions and indicates a strategic adjustment trend among multinational companies amid geopolitical fluctuations and inflation pressures [2] - Unilever continues to operate its personal care brands like Dove in the Chinese market, indicating no exit from that sector, while maintaining a diverse product portfolio for Venezuelan consumers [2] - The divestment of non-core assets allows Unilever to focus on its core business, while Mack's entry into the ice cream sector presents an interesting case for future operational strategies and market performance [2]

Core Insights - Unilever has made a strategic investment in the hair care brand Messy, leading a $5 million funding round, with over $3 million already received [1][3] - Messy, founded by Alli Webb, is recognized as a prominent independent hair care brand, having launched five core products and planning to expand its product range [3] - Unilever's recent activities in the hair care sector indicate a focus on high-growth and high-margin beauty and health segments, with significant investments in brands like NEXXUS [4] Company Developments - Messy has gained attention for its innovative approach in the hair care market, with plans to introduce mini products, hair accessories, and travel kits [3] - Unilever's investment in Messy is likely influenced by Webb's extensive entrepreneurial experience in the hair care industry [3] - The company has been actively enhancing its brand portfolio in China, as seen with the launch of NEXXUS and its marketing strategies [4] Industry Trends - The hair care market in China is experiencing rapid growth, with a projected market size exceeding 30 billion yuan in 2024, reflecting a year-on-year growth rate of over 33% [5] - Competition in the hair care sector is intensifying, with both international and domestic brands entering the market, including recent moves by Proya and other local brands [5] - The market is characterized by a high level of maturity, making it challenging for new entrants unless they can offer significant technological differentiation and strong branding [5]