Unilever (NYSE:UL) H2 2025 Earnings call February 12, 2026 03:00 AM ET Company ParticipantsCeline Pannuti - Managing Director and Head of Consumer Staples Research EuropeDavid Hayes - Managing DirectorFernando Fernandez - CEOGuillaume Delmas - Executive DirectorJemma Spalton - Head of Investor RelationsJeremy Fialko - Head of Consumer Staples ResearchOlivier Nicolaï - Head of European Consumer Staples ResearchSarah Simon - Managing Director and Head of European Consumer StaplesSrinivas Phatak - CFOTom Sykes ...

Unilever (NYSE:UL) H2 2025 Earnings call February 12, 2026 03:00 AM ET Company ParticipantsCeline Pannuti - Managing Director and Head of Consumer Staples Research EuropeDavid Hayes - Managing DirectorFernando Fernandez - CEOGuillaume Delmas - Executive DirectorJemma Spalton - Head of Investor RelationsJeremy Fialko - Head of Consumer Staples ResearchOlivier Nicolaï - Head of European Consumer Staples ResearchSarah Simon - Managing Director and Head of European Consumer StaplesSrinivas Phatak - CFOTom Sykes ...

Cost, diversification, and portfolio strategy set these two consumer staples ETFs apart for investors seeking sector exposure.The Fidelity MSCI Consumer Staples Index ETF (FSTA +1.24%) and the Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS +1.46%) both target U.S. consumer staples stocks, but they take different approaches.FSTA tracks a market-cap-weighted index, heavily favoring the sector’s largest players, while RSPS equally weights all S&P 500 consumer staples constituents. This comparison unpa ...

The State Street Consumer Staples Select Sector SPDR ETF (NYSEMKT:XLP) and the Invesco Food & Beverage ETF (NYSEMKT:PBJ) both target the U.S. consumer sector, but XLP offers broader staples exposure at a lower cost and higher yield, while PBJ focuses on food and beverage with a more diversified sector mix and higher trading friction. XLP and PBJ both give investors access to U.S. companies in food, beverage, and consumer defensive industries, but their approaches and underlying holdings differ. This comp ...

The trading week is about to serve up a heavy dose of consumer reality with a trio of earnings reports from the titans of fast food, consumer staples, and beverages. McDonald’s (MCD), Kraft Heinz (KHC), and Anheuser-Busch InBev (BUD) are all scheduled to report within a tight window starting early Wednesday, Feb. 11, providing a comprehensive look at how the American consumer is handling the high-cost economy of 2026. This cluster of reports functions like a post-Super Bowl feast for analysts, revealing ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Good morning! Here's the latest in trending:Tech earnings: AMD (AMD) shares are falling despite results and outlook topping estimates. Alphabet (GOOGL) and Qualcomm (QCOM) due later today.On the Hill: The House passed legislation to fund most of the government for the rest of the fiscal year, ending the four-day partial shutdown.Tensions simmer: The U.S. Navy shot down an ...

Group 1 - The Procter & Gamble Company (NYSE:PG) shares have decreased by 10% over the past year but have increased by 5.7% year-to-date [2] - Barclays raised the share price target for Procter & Gamble to $155 from $151 while maintaining an Equal Weight rating, citing pressures from oil and currency as potential headwinds in 2026 [2] - UBS lowered its share price target for Procter & Gamble to $161 from $176 but kept a Buy rating, reflecting concerns over uncertain market conditions for consumer staples stocks in late 2026 [2] - JPMorgan expressed optimism about Procter & Gamble, suggesting that the company could see sales growth acceleration and improved margins [2] - Jim Cramer supports the positive outlook from JPMorgan, highlighting the potential impact of the new CEO on the company's performance [3] Group 2 - The new CEO of Procter & Gamble is described as having an international orientation, discussing markets such as Brazil, Mexico, and China, which indicates a shift in the company's focus [3] - There is a belief that while Procter & Gamble has investment potential, certain AI stocks may offer higher returns with limited downside risk [4]

We recently published 14 Stocks on Jim Cramer’s Radar.  The Procter & Gamble Company (NYSE:PG) is one of the stocks on Jim Cramer's radar. The Procter & Gamble Company (NYSE:PG) is one of the largest consumer goods companies in the world. Its shares are down by more than 11% over the past year and are up by 5.4% year-to-date. In mid-January, investment bank UBS cut the firm’s share price target to $161 from $176 and kept a Buy rating on the shares. The financial firm commented that while The Procter & Gam ...

Core Insights - Procter & Gamble (P&G) has seen its stock increase over 10,000% since the 1980s, but it has struggled to attract market attention recently [1] - The company's recent quarterly earnings are not expected to significantly change its market status, with geopolitical factors influencing investor behavior [2] Business Backdrop - Over the past decade, P&G has focused on a tighter portfolio of essential brands, moving away from food and smaller brands, which has allowed it to outperform competitors like Unilever [4] - Growth is now more reliant on pricing, product mix, and cost control rather than volume gains from innovation, making the company vulnerable in a tightening consumer environment [5] Quarterly Performance - For the quarter ending December 31, P&G reported $22.2 billion in sales, a 1% increase from the previous year, but organic sales remained flat due to a 1% drop in volume [6] - The decline in volume affected various segments, with Baby, Feminine, and Family Care seeing a 4% drop in organic sales, while Health Care and Beauty performed better due to premium products [7] Margin Pressures - Tariffs have significantly impacted P&G's margins, with an expected $400 million in after-tax tariff costs for fiscal 2026, leading to a 60 basis point decline in margins [8]

Core Viewpoint - A class action lawsuit has been filed against Perrigo Company plc for failing to disclose significant issues in its infant formula business, leading to overstated financial results and subsequent stock price decline [2][8]. Allegation Details - The lawsuit alleges that Perrigo did not disclose: 1. Significant underinvestment in maintenance and operational improvements in the infant formula business acquired from Nestlé [8]. 2. The need for substantial capital and operational expenditures beyond previously stated estimates to remediate the infant formula business [8]. 3. Significant manufacturing deficiencies in the infant formula facility [8]. 4. The impact of these issues resulted in overstated financial results, including earnings and cash flow [8]. Financial Impact - On November 5, 2025, Perrigo announced disappointing financial results for Q3 2025, leading to a reduction in its fiscal year 2025 outlook primarily due to challenges in the infant formula industry [8]. - Following this announcement, Perrigo's stock price fell by $5.09, or 25.2%, closing at $15.10 per share on the same day [8].