Core Viewpoint - Unilever PLC is undergoing significant changes, including the demerger of its ice cream arm, which has led to mixed reactions from analysts and investors [1][3][6] Financial Performance - UBS maintains a "Sell" rating for Unilever, adjusting its price target from 4,635 GBp to 4,440 GBp, indicating potential challenges ahead [2][6] - The current stock price of Unilever is $64.19, with a market capitalization of approximately $158.79 billion [5] Market Growth and Challenges - The demerger of Unilever's ice cream, tea, and coffee businesses raises concerns about market growth and earnings dilution, with UBS suggesting an 8.4% potential downside from the current share price [3][6] - Unilever aims for mid-single-digit underlying sales growth in the medium term, despite current market volume growth being closer to 1% [4][6] Operational Expectations - Unilever expects its operating margin, excluding ice cream, to be at least 19.5% for the second half of the year [4] - The company reaffirms its fourth-quarter volume growth guidance to match the third quarter's 1.7% [3]

Shares of Caleres Inc. fell over 18 percent in pre-market trading on Tuesday as the footwear company reported third-quarter earnings below analyst expectations. The St. Louis-based company said net sales in the third quarter of fiscal 2025 totaled $790.1 million, up 6.6 percent from $740.9 million the same time last year. Adjusted net earnings in the third quarter 2025 were $13.1 million, or 38 cents per diluted share, down from $42.6 million, or $1.23 per diluted share, in the third quarter of 2024. More ...