Turnover was EUR 50.5 billion, down 3.8% year over year, driven by a 5.9% foreign exchange headwind. Excluding currency, turnover rose 2.3%, supported by underlying sales growth and partially offset by portfolio actions. Unilever cited a net impact from acquisitions and disposals of -1.2%, with acquisitions contributing 0.6% (including Minimalist, Wild, and Dr. Squatch) and disposals contributing -1.8% (including the prior-year exits of Unilever Russia and the China water purification business, along with 2 ...

Unilever (NYSE:UL) H2 2025 Earnings call February 12, 2026 03:00 AM ET Speaker4Hello, and welcome to Unilever's full year results announcement. Thank you for joining us. In a moment, Srinivas Phatak, our Chief Financial Officer, will take you through a detailed breakdown of Unilever results for 2025. But before that, I would like to share with you a few reflections on our performance last year. Let me start by saying that we have delivered a solid year, fully in line with our commitments, despite challengin ...

LONDON — Growth at Unilever’s beauty and well-being division outstripped the consumer giant’s overall performance in 2025, with brands including Nutrafol, Liquid I.V., Vaseline and Dove leading the way. Underlying sales in the division grew 4.3 percent to 12.8 billion euros, driven by a balance of volume and price growth. Wellness products as well as Vaseline and Dove grew in the double digits. By contrast, growth in prestige beauty, core skin care and hair care, was in the low-to-midsingle digits. More f ...

Full Year 2025 Results 12 February 2026 Fernando Fernandez & Srinivas Phatak 1 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. Words and terminology such as 'will', 'aim' ...

Once Upon A Farm, PBC ( OFRM ) is an early-stage company that just went public . This is a PBC, or public benefit corporation, that plans to benefit society and make money. According to SA, the consumer packaged goods (CPG) companyI am a freelance business writer. I formerly wrote articles for the Motley Fool Blogging Network, where I won several editor's choice awards. After that, I wrote articles for the main Motley Fool site. I typically focus on restaurants, retailers, and food manufacturers, considerin ...

Concord Asset Management LLC VA lowered its holdings in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 19.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,452 shares of the company’s stock after selling 4,214 shares during the quarter. Concord Asset Management LLC VA’s holdings in Procter & Gamble were worth $2,681,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Get Procter ...

Key Takeaways PM posted adjusted EPS of $1.70, up 9.7% Y/Y, beating estimates despite revenues missing expectations.Smoke-free revenues rose 12% and accounted for over half of net revenues in three of four regions.Net revenues climbed 6.8% as pricing strength and smoke-free volumes offset lower cigarette shipments.Philip Morris International Inc. (PM) reported fourth-quarter 2025 results, with both top and bottom lines increasing year over year. Net sales missed the Zacks Consensus Estimate, while earnings ...

Core Insights - Ibotta, Inc. released its third annual State of Spend report indicating that consumers feel less direct impact from inflation but remain focused on value [1] - Brand loyalty among consumers is weakening, suggesting a fundamental shift in how consumer packaged goods (CPG) brands acquire and retain customers [1] - Consumers are not reverting to pre-inflation shopping habits, indicating a change in purchasing behavior [1]

Core Viewpoint - Post Holdings, Inc. has announced the appointment of Greg Pearson as President and Chief Executive Officer of Post Consumer Brands, effective April 1, 2026, succeeding Nicolas Catoggio [1] Group 1: Leadership Transition - Greg Pearson will join Post from Compana Pet Brands, where he served as CEO since January 2023, leading significant business transformation efforts [1] - Pearson has 25 years of experience in the consumer packaged goods industry, including previous roles at Pretzels, Inc. and Chewy.com [1] - Nicolas Catoggio will transition to the role of Executive Vice President and Chief Operating Officer of Post Holdings [1] Group 2: Company Background - Post Holdings, Inc. is a consumer packaged goods holding company based in St. Louis, Missouri, with operations in various food categories [1] - The company’s brands include Post Consumer Brands, Weetabix, Michael Foods, and Bob Evans Farms, with Post Consumer Brands being a leader in ready-to-eat cereals and pet food [1] - Weetabix is noted as the number one selling ready-to-eat cereal brand in the UK [1]

Core Thesis - The Procter & Gamble Company (PG) is viewed as a compelling investment opportunity due to its strong brand portfolio and consistent financial performance, despite a trailing P/E ratio that some may consider slightly high [3][4]. Financial Performance - As of January 28th, PG's share price was $149.90, with trailing and forward P/E ratios of 21.83 and 21.05 respectively [1]. - The company has demonstrated consistent revenue and profit growth over the last five years, maintaining industry-leading margins of 19–20% [3][4]. Brand Strength and Market Position - PG benefits from a portfolio of iconic brands such as Gillette and Pampers, which are hard to replace, providing stability compared to more globally diversified competitors like Unilever [3][4]. - The company has rationalized its portfolio by divesting over 100 brands to focus on five core segments, enhancing operational efficiency [4]. Dividend and Capital Returns - PG has a remarkable track record of capital returns, having raised dividends annually for 69 consecutive years, indicating strong financial health and commitment to shareholders [4]. Management and Leadership Transition - A CEO transition is expected in January 2026, with the new leader facing challenges in reigniting growth amid slowing organic sales and external pressures [5]. - The incoming CEO has a proven track record within PG, particularly in turning around the Fabric & Home Care division, suggesting potential for continued success [5]. Future Catalysts - Potential operational improvements under the new CEO, involvement from activist investors, and product innovations like Tide EVO could serve as catalysts for growth [6]. - The valuation of PG is estimated to range from $130 to $144, presenting a reasonable entry point for investors [6]. Competitive Landscape - PG's focus on U.S.-based brands and strategic initiatives under new leadership is emphasized as a key differentiator compared to competitors like Colgate-Palmolive [7].