Unilever PLC (NYSE:UL) Q2 2021 Earnings Conference Call July 22, 2021 5:00 AM ET Company Participants Richard Williams - Head, Investor Relations Alan Jope - Chief Executive Officer Graeme Pitkethly - Chief Financial Officer Conference Call Participants Martin Deboo - Jefferies Tom Sykes - DB Guillaume Delmas - UBS Alicia Forry - Investec Warren Ackerman - Barclays Celine Pannuti - JPMorgan John Ennis - Goldman Sachs Jeff Stent - Exane Bruno Monteyne - Bernstein Jeremy Fialko - HSBC Operator Good morning, l ...

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Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark one) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED DECEMBER 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES ...

FORM 6-K SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 REPORT OF FOREIGN ISSUER Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 For the month of March, 2021 UNILEVER PLC (Translation of registrant's name into English) UNILEVER HOUSE, BLACKFRIARS, LONDON, ENGLAND (Address of principal executive offices) Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F. Form 20-F..X.. Form 40-F Indicate by check mark if the ...

Financial Data and Key Metrics Changes - Underlying operating profit was €9.4 billion, up 0.7% at constant rates, and free cash flow reached a record €7.7 billion, an increase of €1.5 billion compared to the previous year [8][41] - Turnover for the full year was €50.7 billion, a decline of 2.4% driven by currency, while underlying sales growth was up by 1.9% [36] - Underlying earnings per share decreased by 2.4% due to a negative currency impact of 6.5%, but constant underlying earnings per share were up 4.1% [40] Business Line Data and Key Metrics Changes - Beauty & Personal Care grew 1.2% in the full year, with double-digit growth in skin cleansing, while the Prestige Beauty business was impacted by door closures but saw strong e-commerce performance [18][20] - Food & Refreshment division grew 1.3%, driven by price, with retail foods business growing 12% and ice cream sales remaining level year-on-year despite channel volatility [22][23] - Home Care grew 4.5% in the full year, driven by volume, with high demand for household cleaning products [25] Market Data and Key Metrics Changes - In North America, underlying sales growth was 7.7%, driven by strong consumer demand for in-home foods and ice cream, while Food Solutions and Prestige beauty businesses were negatively impacted by channel closures [33] - Latin America saw underlying sales grow 4.1%, with resilient growth in Brazil but significant volume declines in Mexico, Colombia, and Ecuador due to restrictions [31][32] - In Europe, underlying sales were down 1% for the year, driven by a deflationary environment, although the U.K. and Germany grew strongly [35] Company Strategy and Development Direction - The company aims to be the global leader in sustainable business, focusing on operational excellence and competitive growth [47][48] - Strategic choices include evolving the portfolio towards higher growth segments in hygiene, skincare, Prestige beauty, functional nutrition, and plant-based foods [78][81] - The company is committed to building a purpose-led organization and enhancing its digital capabilities to drive growth [99][100] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the unprecedented volatility and uncertainty of 2020 but expressed confidence in the company's ability to adapt to changing environments [45][46] - The company expects underlying sales growth to be ahead of market growth, targeting a range of 3% to 5% in the coming years [108] - Management highlighted the importance of sustainability and brand purpose in driving future growth and consumer engagement [85][90] Other Important Information - E-commerce grew by 61% in the full year, now making up 9% of the company's business, with strong growth across all regions [27][28] - The company is actively managing its portfolio, including the separation of its tea business and evaluating options for smaller brands [12][13] - The company has a healthy pipeline of savings programs expected to deliver €2 billion per annum, alongside a commitment to invest €1 billion per annum in assets and capabilities [110][111] Q&A Session Summary Question: What is the outlook for Unilever's growth in key markets? - Management emphasized strong positions in the U.S., India, and China, which are expected to account for a significant portion of global economic growth by 2030 [91][92][94] Question: How is Unilever addressing the challenges in the Prestige beauty segment? - The company noted that while the Prestige beauty business faced challenges due to lockdowns, e-commerce performance remained strong, with over 50% of sales now through online channels [20][21] Question: What are the company's plans for sustainability and brand purpose? - Management reiterated the commitment to sustainability as a core part of the business strategy, linking it to brand power and consumer engagement [56][59][88]

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| --- | --- | |------------------------------------------------------------------|-------| | | | | | | | Unilever Q3 2020 Trading Statement Alan Jope & Graeme Pitkethly | | | 22nd October 2020 | | Safe harbour statement This announcement may contain forward-looking statements, including 'forward-looking statements' within the meaning of the United States Private Securities Litigation Reform Act of 1995. Words such as 'will', 'aim', 'expects', 'anticipates', 'intends', 'looks', 'believes', 'vision', or the n ...