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联合利华营收、利润下滑 预计下半年增长领先于上半年

Group 1 - The core business segments of Unilever include Beauty & Wellbeing, Personal Care, Home Care, Nutrition, and Ice Cream [1] - In the Beauty & Wellbeing segment, the underlying sales growth was 3.4% in the first half of the year, with 1.7% from volume and 2.0% from price increases, although the growth rate has slowed compared to last year [1] - Revenue for the Beauty & Wellbeing segment reached €6.5 billion (approximately ¥53.5 billion), a decline of 0.8% [1] - The Personal Care segment saw a 4.8% increase in underlying sales, with revenue also at €6.5 billion (approximately ¥53.5 billion), but a decline of 5.9% in revenue [1] Group 2 - Despite a sluggish market, growth in the second half of the year is expected to outpace the first half, driven by continued strength in developed markets and improving performance in emerging markets, particularly India, Indonesia, and China [1] - Unilever anticipates a profit margin of at least 18.5% in the second half of the year, showing significant improvement compared to the second half of 2024 [1] Group 3 - On July 31, Unilever reported its first decline in revenue for the first half of the year in nearly five years, with revenue and profit both decreasing [3] - Although underlying sales increased slightly by 3.4%, revenue fell by 3.2% year-on-year to €30.1 billion (approximately ¥247.6 billion) due to the depreciation of the dollar and weak core business sales [3] - The underlying operating profit dropped significantly by 10.6% to €5.3 billion (approximately ¥54.3 billion) [3]