特朗普关税引爆连锁反应，价格飙升正在席卷美国市场。周一，美股期货开盘走低，市场担忧涨价潮将导致消费需求萎缩和通胀压力上升的双重打击。 亚马逊近千种商品平均涨价29%，而Shein美容和健康类商品中排名前100的产品平均涨价51%，部分品类商品价格暴涨高达377%。 这波价格调整不仅影响在 线零售商，还波及宝洁、联合利华等消费品巨头。 电商平台掀起涨价潮 在特朗普政府关税政策威胁下，电商巨头们已开始大规模涨价行动。 亚马逊平台上的商家正面临严峻抉择：要么提高价格，要么自行承担美国新关税带来的额外成本。而这些卖家早已面临利润被挤压的困境。过去几年，仓储、 配送、运输和广告费等成本不断上升，同时激烈的平台竞争也带来了价格压力。 另据媒体报道，快时尚巨头Shein在即将到来的小包裹关税实施前大幅提高了美国产品价格。 数据显示，Shein在美国大部分物价上涨发生在周五，部分品类的涨幅明显高于其他品类。美国市场上Shein的美容和健康类商品中排名前100的产品较周四平 均涨价51%，家居厨房产品和玩具平均涨幅超过30%，一款10件套厨房毛巾价格暴涨377%，女装价格平均上涨8%。 媒体对50件不同类别商品的抽样调查发现， ...

智通财经APP获悉，全球多家企业的首席执行官近期警告称，从奇巧巧克力、纸尿裤，到汽车在内的多 种消费品价格都将上涨。企业为应对高企的关税与原材料成本，不得不将部分成本转嫁至消费者，势必 对全球消费需求造成新一轮冲击，并加剧通胀风险。 这波涨价潮不仅对消费者钱包构成压力，也给美国总统特朗普和其他国家领导人带来政治挑战。特朗普 近日不断淡化贸易战带来的影响，但多项数据和企业行动却显示，现实远没有他描绘得那么轻松。 日用消费品巨头宝洁(PG.US)在最新财报中估算，目前已生效和即将实施的关税预计将使其年度成本增 加10亿至15亿美元。公司首席执行官Jon Moeller在接受采访时直言："关税本质上就是通胀推动因 素。"宝洁已计划对旗下产品涨价以部分抵消成本压力。 摩根大通分析师Andrea Teixeira在电话会议中指出，为应对关税冲击，宝洁或需平均将商品售价提高1% 至2%。公司首席财务官Jon Moeller表示赞同，但指出具体涨幅会因产品类型、品牌定位、销售地区和 原材料来源而有所不同。 联合利华(UL.US)和雀巢(NSRGY.US)已经开始上调部分产品价格，以应对原材料成本上涨。雀巢首席执 行官Lau ...

1 Our unwavering priority is driving growth Q1 2025 Trading Statement Fernando Fernandez & Srinivas Phatak 24 April 2025 Safe harbour statement This presentation may contain forward-looking statements within the meaning of the securities laws of certain jurisdictions, including 'forward-looking statements' within the meaning of the United States Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact are, or may be deemed to be, forward-looking statements. W ...

Unilever has threatened to pull funding for the Ben & Jerry’s Foundation – escalating its battle to muzzle the left-leaning ice cream brand’s progressive activism, according to a report.The company has demanded Ben & Jerry’s Foundation submit to an expedited audit of its donations to continue receiving funding, sources familiar with the matter told Reuters.Unilever, which is based in London, gives approximately $5 million to the foundation each year, based on a formula of the ice cream company’s sales and i ...

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Group 1 - Unilever gained more than 10% in 2025 to date on a total return basis, while the S&P 500 lost almost 9% [1] - Unilever represents around 7% of the portfolio weight, making it one of the largest positions for the analyst [1] - The approach taken is mostly value-oriented, focusing on long-term chances or risks rather than short- to mid-term timing indicators [1] Group 2 - The analyst holds a beneficial long position in Unilever shares through stock ownership, options, or other derivatives [2] - The article expresses the analyst's own opinions and is not compensated for it, aside from Seeking Alpha [2] - Seeking Alpha clarifies that past performance is not a guarantee of future results and does not provide specific investment recommendations [3]

Unilever (NYSE: UL ) has a powerful scale, a deep brand portfolio , and a geographical spread that allows the company to simultaneously maintain a strong position in Europe, increase sales in India, and develop new products in the premiumMy professional background spans multiple continents and includes experience in private banking, corporate finance, and strategic advisory. For several years, I developed and led a private banking department in Dubai, where I crafted tailored investment solutions to meet th ...

Ben & Jerry's accused its parent company, Unilever, of ousting its CEO, court documents show.Ben & Jerry's suit against Unilever, which is ongoing, accused it in a new filing of silencing activism.Attorneys for Ben & Jerry's said activism is integral to its brand, attracting customers.Ice cream brand Ben & Jerry's accused its parent company Unilever of ousting its chief executive, according to new court filings. The removal of CEO David Stever came after disagreements over the ice cream brand's commitment ...

Ben and Jerry's claims its chief executive has been sacked amid a longstanding row with its UK parent firm over the ice cream maker's political activism.Court documents allege David Stever was being removed from his post by Unilever because he was too outspoken on social issues. Last month the ice cream company, which had launched a flavour in support of Democrat presidential candidate Kamala Harris, accused Unilever of demanding it stop any public criticism of Donald Trump.Money latest: 'I've created somet ...

Financial Performance - In 2024, Unilever experienced negative net material inflation of €(0.4) billion due to decreased commodity prices towards the end of 2023 and into the first half of 2024[1433]. - Dividends declared for 2024 were £1.48 per share, consistent with the previous year, while dividends paid were £1.47 per share[1429]. - In 2024, sales in Iran accounted for significantly less than 0.5% of Unilever's worldwide turnover, with gross revenues of approximately €2,842,776 and net profits of less than €1,168,954[1448]. - Audit fees for 2024 amounted to €32 million, an increase from €23 million in both 2023 and 2022[1513]. - There have been no material defaults in the payment of principal or interest related to the Group's indebtedness[1498]. Shareholder Engagement - Approximately 40% of Unilever's ordinary shares were held in the United States in 2024, indicating a strong presence in the US market[1424]. - The company announced a share buyback program of up to €1.5 billion on 8 February 2024, completing the program on 5 November 2024, with a total of 27,368,909 shares repurchased at an average price of €54.8 per share[1509]. - Under the first tranche of the buyback, 13,437,701 shares were purchased for an aggregate market value of €700,101,906, while the second tranche involved 13,931,208 shares for €799,897,969[1510]. - PLC received $5,084,322 from Deutsche Bank for processing cash distributions and other reimbursements in relation to the ADS program for fiscal year 2024[1497]. - Any unclaimed dividends after 12 years revert to PLC, and unclaimed amounts may be invested for the benefit of PLC[1505]. Innovation and Research - The company invested approximately €900 million in R&D each year for the last three years, focusing on innovations and sustainable practices[1438]. - Unilever holds over 20,000 patents, with significant advancements in microbiome research leading to new product innovations[1440]. - Unilever's innovation strategy includes the use of digital and automated technology to enhance product development efficiency[1439]. Sustainability Initiatives - The company is committed to sustainability goals, focusing on renewable materials and reducing plastic pollution[1441]. - The company’s sustainability strategy includes 15 external goals across four priority areas: Climate, Nature, Plastics, and Livelihoods[1538]. - Unilever aims for a 100% reduction in Scope 1 and 2 GHG emissions by 2030, using a 2015 baseline[1609]. - The company targets a 42.0% reduction in Scope 3 energy and industrial GHG emissions by 2030, against a 2021 baseline[1610]. - Unilever's Climate Transition Action Plan (CTAP) outlines 2030 climate targets and aims for net zero GHG emissions by 2039[1608]. Cyber Security - Unilever's Cyber Security Risk Management Framework is aligned with industry standards, promoting a culture of cyber security awareness across the organization[1453]. - No known cyber security incidents materially affected Unilever during the year ended December 31, 2024[1455]. - The Chief Financial Officer (CFO) oversees cyber security risk management, supported by a dedicated team and regular briefings to the executive leadership team[1452]. - The Information Protection Council (IPC) actively reviews and prioritizes cyber security risk management initiatives across the enterprise[1459]. - Unilever's cyber security policies are subject to periodic review and modifications based on changes in risk, ensuring continuous improvement in resilience posture[1466]. Operational Footprint - The average number of employees in 2024 included 129 seasonal workers, reflecting a stable relationship with labor unions[1414]. - Unilever operates over 250 factories globally and employs over 120,000 employees[1553]. - The Group currently has no plans to construct or materially expand existing facilities, indicating a stable operational footprint[1450]. - Unilever's properties are predominantly used for production and distribution activities, with no individual property being materially significant to the Group as a whole[1449]. Risk Management - The company has established processes to manage risks related to the integrity of sustainability information disclosed[1552]. - Water withdrawal from operations and upstream value chain could lead to water shortages, particularly in high water stress areas[1592]. - The risk of biodiversity loss could escalate into shock events affecting commodities and financial markets[1593]. - Hazardous waste from product manufacturing and disposal may lead to environmental contamination and public health issues[1594]. - Compliance with Extended Producer Responsibility (EPR) schemes could lead to higher expenses for waste management and packaging redesign[1594].