Group 1 - The Magnum Ice Cream Company held its first Capital Markets Day, indicating a significant step in its journey towards becoming a stand-alone listed company [1] - The company started the demerger process in March 2024 and has been operating as a stand-alone entity within Unilever since July 1 of this year [2] - A sell-side analyst visit to Turkey was hosted at the end of June, showcasing the company's engagement with investors [2]

PresentationAdrian GoreFounder, Group Chief Executive & Executive Director Good morning, and thank you very much for the time. It is always a pleasure and an honor for me to present our group's results to you, and the results today are for the full 12 months to 30 June 2025. At the outset, let me say it's been an absolutely tremendous year. The growth of our business has been really strong, as you can see. Operating profit has grown by 29% and the other measures tend to follow that. And there's a lot to be ...

Group 1 - Unilever Food Solutions launched its third annual thought leadership whitepaper titled "Future Menus" at an exclusive event in Canada [1]

Company Overview - Unilever PLC is a British multinational consumer goods company, a leading global supplier in sectors such as Beauty & Wellbeing, Personal Care, Home Care, Foods, and Ice Cream [1] - The stock price of Unilever has a 52-week range of $54.32 to $65.87, with a current dividend yield of 3.09% [1] Financial Performance - For H1 2025, Unilever reported an adjusted EPS of $1.74 and revenues of $32.92 billion [2] - The company achieved a second-quarter growth of 3.8%, contributing to a first-half underlying sales growth of 3.4%, balanced across volume and price [3] Future Outlook - Unilever expects its full-year 2025 underlying sales growth to be between 3% to 5%, with anticipated second-half growth surpassing that of the first half despite challenging market conditions [4]

Unilever PLC (UL) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changing earning ...

Company Performance - Ollie's Bargain Outlet (OLLI) has gained approximately 18.2% year-to-date, significantly outperforming the average gain of 2.8% in the Consumer Staples sector [4] - The Zacks Consensus Estimate for OLLI's full-year earnings has increased by 2.5% over the past quarter, indicating improved analyst sentiment and a stronger earnings outlook [4] - Ollie's Bargain Outlet holds a Zacks Rank of 2 (Buy), suggesting it is positioned to outperform the broader market in the near term [3] Industry Context - Ollie's Bargain Outlet is part of the Consumer Products - Staples industry, which consists of 37 individual stocks and currently ranks 163 in the Zacks Industry Rank [6] - Stocks within the Consumer Products - Staples industry have experienced an average decline of about 4.8% year-to-date, highlighting OLLI's relative strength in this group [6] - Unilever PLC, another stock in the Consumer Staples sector, has also shown strong performance with a year-to-date return of 10.7% and a Zacks Rank of 2 (Buy) [5]

Core Insights - Magnum CEO Peter ter Kulve emphasized that the company is not considering selling Ben & Jerry's and is focused on regaining market share and increasing sales as it prepares for its spin-off from Unilever [2][5] - Unilever's ice cream business, which includes brands like Magnum and Ben & Jerry's, is projected to hold over 20% of the approximately $88 billion global ice cream market, competing against rivals such as Nestle-backed Froneri [3] - The separation from Unilever has allowed Magnum to invest in supply chains, sales, and distribution, marking a significant shift after years of declining market share and stagnant profits [3] Company Developments - The CEO of Unilever, Fernando Fernandez, is implementing changes to streamline management and enhance profit margins, with Unilever retaining less than 20% of the ice cream business post-listing [7] - Magnum's CFO Abhijit Bhattacharya stated that the demerger is beneficial for both Unilever and Magnum, allowing Unilever to focus its portfolio while giving Magnum the chance to improve margins [7] - The demerger structure ensures that Unilever shareholders will receive a stake in Magnum, which helps mitigate the market volatility typically associated with an IPO [8]

Core Viewpoint - The founders of Ben & Jerry's are urging Unilever to allow the ice cream brand to operate independently, expressing concerns over Unilever's failure to honor commitments made during the 2000 acquisition [1][3][7] Company Operations - Unilever plans to spin off its ice cream operations, creating a new entity called The Magnum Ice Cream Company (TMICC), which will include Ben & Jerry's and other brands like Solero, Cornetto, Twister, and Carte D'Or, and will be listed on exchanges in London, Amsterdam, and New York [2] Founders' Concerns - Cohen and Greenfield assert that Unilever has not respected the autonomy promised in the 2000 takeover agreement, which allowed Ben & Jerry's to pursue its social mission [3][4] - The founders claim that their brand's voice has been suppressed by Unilever, particularly regarding social justice issues, which contradicts the original vision they had for the company [4] Legal Actions - Ben & Jerry's has taken legal action against Unilever, alleging that the company attempted to silence its social mission by ousting its CEO and restricting public criticism of political figures and issues [5] - The ice cream brand previously halted sales in the Israeli-occupied West Bank, leading to Unilever's sale of its operations in the region to mitigate diplomatic tensions [6] Future Outlook - The founders believe that Ben & Jerry's should not be part of a corporate entity that does not support its founding mission, indicating a desire for the brand to operate independently from Unilever's influence [7]

Group 1 - Magnum CEO Peter ter Kulve emphasized that the company is not considering selling Ben & Jerry's and is focused on reclaiming market share and growing sales as it prepares for its spin-off from Unilever [1][3] - Unilever's ice cream business, which includes brands like Magnum, Ben & Jerry's, Wall's, and Cornetto, is expected to hold over 20% of the approximately $88 billion global ice cream market, competing with rivals such as Nestle-backed Froneri [1] - The separation from Unilever has allowed Magnum to invest in supply chains, sales, and distribution, leading to a significant increase in market share last year [2] Group 2 - Unilever's CEO Fernando Fernandez is implementing changes to streamline management and enhance margins, with the company retaining less than 20% of the ice cream business post-listing [4] - The demerger will provide every Unilever shareholder with a relative stake in Magnum, which is expected to mitigate market volatility typically associated with an IPO [5] - Magnum's CFO Abhijit Bhattacharya stated that the split is beneficial for both Unilever and Magnum, allowing Unilever to focus its portfolio while giving Magnum the opportunity to improve margins [4][5]

Core Viewpoint - Unilever's Vice President emphasizes the importance of long-term commitment in the Chinese market, likening the approach to that of a "marathon runner" due to the market's size, innovation, and stable policies [2] Group 1 - Nearly a hundred executives from multinational companies and leaders of international investment institutions have gathered in China for the 25th China International Investment and Trade Fair [2] - The Chinese market is characterized by its large scale, strong innovation capabilities, and stable policies, making it an attractive destination for investment [2] - Unilever aims to deepen its engagement in China, indicating a strategic focus on sustained growth and adaptation to local market conditions [2]