换帅、裁员、拆分业务消费品巨头联合利华“刮骨疗毒”谋破局：三季度全球销售额下滑，中国市场回暖

Core Insights - Unilever is undergoing significant changes in its business and organizational structure, including plans to spin off its ice cream business and leadership changes [1][6] Financial Performance - In Q3 2025, Unilever reported sales of €14.7 billion, a year-on-year decline of 3.5%, while the underlying sales grew by 3.9% [2] - For the first three quarters, the company achieved sales of €44.8 billion, down 3.3% year-on-year [2] - All five business segments experienced a decline in sales, with the largest drop in home care at 5.3% and ice cream at 4.2% [2] - The Asia-Pacific and Africa regions saw a 6.8% increase in underlying sales, with China and Indonesia markets returning to growth [2][3] Market Adjustments - The ice cream business is expected to be spun off by 2025, with the initial plan to complete the listing by mid-November being delayed [1][5] - The ice cream business, now operating as a separate entity, Dream Ice Cream Company, had a projected revenue of €7.9 billion for 2024 and holds a 21% market share in the global retail market [3][4] Leadership Changes - Fernando Fernandez became the CEO on March 1, 2023, and Srinivasan Patak was appointed CFO in September 2023 [6] - The company plans to rotate 25% of its leadership positions as part of its restructuring efforts [6][7] - Unilever has initiated a global workforce reduction, aiming to cut approximately 7,500 positions over three years, with 6,000 already eliminated by Q1 2023 [6]