General Mills shares slide on slashed 2026 guidance Proactive uses images sourced from Shutterstock General Mills Inc (NYSE:GIS, XETRA:GRM) shares fell more than 7% on Tuesday after the consumer packaged goods company downwardly revised its 2026 outlook, citing weaker-than-expected consumer demand and heightened market uncertainty. The maker of Cheerios, Yoplait, and other major brands now expects organic net sales to decline 1.5% to 2% for the full year, compared with its prior forecast of a 1% decline t ...

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 ...

Core Viewpoint - Procter & Gamble Company (NYSE: PG) has seen significant changes in institutional holdings, with some investors increasing their stakes while others, like Concord Asset Management, have reduced theirs by 19.4% in the third quarter. The company reported mixed financial results, with a slight year-over-year revenue increase and a dividend announcement. Group 1: Institutional Holdings - Concord Asset Management LLC VA reduced its holdings in Procter & Gamble by 19.4%, owning 17,452 shares worth $2,681,000 after selling 4,214 shares in the third quarter [2] - Other institutional investors have also modified their positions, with Halbert Hargrove Global Advisors LLC buying a new stake valued at approximately $25,000, and Manning & Napier Advisors LLC purchasing shares worth $44,000 [3] - Hedge funds and institutional investors collectively own 65.77% of Procter & Gamble's stock [3] Group 2: Financial Performance - Procter & Gamble reported earnings of $1.88 per share for the last quarter, exceeding analysts' expectations of $1.86 by $0.02, with revenue of $22.21 billion, slightly below the expected $22.36 billion [5] - The company achieved a net margin of 19.30% and a return on equity of 32.21%, with revenue up 1.5% year-over-year [5] - Procter & Gamble has set its FY 2026 EPS guidance at 6.830-7.090, with analysts expecting an EPS of 6.91 for the current fiscal year [5] Group 3: Dividend Information - Procter & Gamble announced a quarterly dividend of $1.0568 per share, to be paid on February 17th, with a record date of January 23rd, representing an annualized dividend of $4.23 and a yield of 2.7% [6] - The company's current payout ratio stands at 62.67% [6] Group 4: Stock Performance and Analyst Ratings - Procter & Gamble shares opened at $159.33, with a 52-week low of $137.62 and a high of $179.99, and a market capitalization of $370.28 billion [4] - Analysts have varied opinions on the stock, with BNP Paribas Exane reducing its target price from $172.00 to $164.00 while maintaining an "outperform" rating [8] - The consensus rating for Procter & Gamble is "Moderate Buy" with a target price of $167.67, with 13 analysts rating it as a Buy and 8 as Hold [8]

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]