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Unilever Plc (UL)

  • Thu, Jul. 23, 2:31 AM
    • Unilever (NYSE:UL): 1H15 EPS of €0.91 up 16% due to underlying sales growth, 8% positive currency impact, improved core operating margin, and impact from purchasing the estate shares.
    • Revenue up 12% to €27B driven by 10% positive currency impact, volume up by 1.1% and price up by 1.7%.
    • Press Release
  • Mon, Jul. 20, 3:05 AM
    • Alibaba (NYSE:BABA) has signed a strategic partnership agreement with Unilever (NYSE:UL) to help reach more Chinese shoppers, after the latter's sales in the country fell 20% in the final three months of 2014.
    • The partnership will allow Unilever to widen its distribution channels to reach rural consumers in China and use data from Alibaba's online marketing unit, Alimama, and its cloud business to advance its digital advertising strategy.
  • Mon, Jul. 13, 8:59 AM
    • Unilever (UN, UL) is searching for a new chairman, according to Sky News.
    • An announcement on a successor to Michael Treschow is expected to be made by the end of the year.
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  • Fri, Jul. 10, 7:43 AM
    • Unilever (UN, UL) is upgraded by Jefferies to a Hold rating after being slotted previously at Underperform.
    • The bear call on Unilever didn't work out as planned for Jefferies as the consumer products company outperformed P&G and Kimberly Clark this year.
    • UL +4.32% premarket to $44.87, while the Netherlands-listed UN +5.68% to $44.10.
  • Wed, Jun. 17, 3:26 AM
    • Beginning in 2018, companies will have to seek approval before they can put partially hydrogenated oils into foods, after the FDA said the ingredient should no longer be considered safe and laid out far-reaching restrictions.
    • While not a ban, the FDA's move marks the first restriction on trans fats at the national level. It first proposed the action in 2013.
    • Related tickers: Nestle (OTCPK:NSRGY), PepsiCo (NYSE:PEP), Tyson Foods (NYSE:TSN), Mondelez International (NASDAQ:MDLZ), Unilever (NYSE:UL), General Mills (NYSE:GIS), Kraft Foods (NASDAQ:KRFT), Kellogg (NYSE:K), Dean Foods (NYSE:DF), Campbell Soup (NYSE:CPB), Hormel (NYSE:HRL), Hershey (NYSE:HSY), Pilgrims Pride (NASDAQ:PPC).
  • Tue, Jun. 9, 12:07 PM
    • Unilever (UL) says it will take a cautious approach to investing and pricing in Indonesia where it is the largest consumer products seller.
    • Consumer spending trends in Indonesia have weakened.
    • Unilever Indonesia reported revenue growth of 8% after the first three quarters of FY15.
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  • Thu, Apr. 16, 8:21 AM
    • Unilever (UN, UL) trades higher in early trading after a strong U.S. dollar helped lift Q1 results.
    • F/X swings increased Unilever's sales by 10.6% during the quarter.
    • Volume was up 0.9% and pricing improved 1.9% on broad strength across regions and products.
    • Unilever earnings release (.pdf)
    • UL +4.2% premarket.
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  • Wed, Apr. 8, 11:17 AM
    • Procter & Gamble (PG +0.4%) has started the process to take offers for its Wella haircare business, sources tell Bloomberg.
    • The sale of the unit could fetch as much as $19B in one deal or several piecemeal transactions.
    • Henkel (OTCPK:HENKY, OTCPK:HENOY), OTC:HELKF, Revlon (REV +1%), Unilever (UL -0.1%), Coty (COTY -1.2%), and Kao Corp. (OTC:KAOCF, OTCPK:KCRPY) are reported to be in the running.
    • P&G in the midst of a large brand-shedding initiative which is expected to leave it leaner and more efficient.
  • Fri, Mar. 6, 10:46 AM
    • Global consumer staples stocks are weaker than market averages as concerns on market pricing and F/X sit in the background.
    • The 1.21% gain in the U.S. Dollar Index isn't going unnoticed by traders.
    • Notable decliners include General Mills (NYSE:GIS) -1.6%, Colgate-Palmolive (NYSE:CL) -2.0%, Unilever (NYSE:UL) -1.9%, General Mills (GIS) -1.8%, Mondelez International (NASDAQ:MDLZ) -1.9%, Post Holdings (NYSE:POST) -1.8%, Hershey (NYSE:HSY) -1.8%, Coca-Cola (NYSE:KO) -1.2%.
    • The Consumer Staples ETF (NYSEARCA:XLP) is down 1.2% versus S&P 500 -0.4%.
    • Other staples ETFs: VDC, FXG, RHS, FSTA, PSL, PSCC
  • Mon, Mar. 2, 9:12 AM
    • Unilever (NYSE:UL) shareholders are more restless over the performance of CEO Paul Polman than in the past, according to an annual Bernstein Research survey.
    • "We were very struck at just how polarised investor opinion is, ranging from strong criticism to strongly positive views," analyst Andrew Wood tells the FT.
    • Suggestions for Polman range from selling the Flora margarines business to adding more personal care acquisitions.
    • Polman's biggest directive has been to increase Unilever's exposure to emerging markets.
    • UL +0.6% premarket.
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  • Mon, Jan. 26, 10:46 AM
    • Unilever (UL +1.8%) trades higher after Bank of America upgrades the stock in a two-notch move to a Buy rating from Underperform.
    • The analysts at BofA are confident the company is at an inflection point for EPS improvement.
    • SA contributor Vuru has the cautious stance on Unilever covered.
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  • Tue, Jan. 20, 9:25 AM
    • Economic slowdowns in China, India, and Brazil continue to chip away at growth for Unilever (NYSE:UL).
    • The company doesn't expect a big turnaround in the key markets for 2015.
    • "We’re not going to be too bullish at this time," said CFO Jean-Marc Huet.
    • Previously: Unilever reports FY14 earnings
    • Previously: Unilever profit rises despite sales miss
    • UL -1.3% premarket.
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  • Tue, Jan. 20, 6:11 AM
    • Unilever (NYSE:UL): FY'14 core EPS of €1.61.
    • Revenue €48.4B (-2.7% Y/Y).
    • Underlying Sales growth +2.9% Y/Y
    • Press Release
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  • Tue, Jan. 20, 3:59 AM
    • Unilever (NYSE:UL) posted a rise in full-year profit today despite struggling in recent quarters due to a sales slump in emerging markets.
    • Full-year profit climbed 6.8% to €5.2B ($6B) despite a 2.7% fall in revenue to €48.4B, dragged down by a 20% sales decline in China in Q4.
    • "We do not plan on a significant improvement in market conditions in 2015," Chief Executive Officer Paul Polman said in the statement.
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  • Wed, Jan. 14, 1:14 PM
    • Unilever (UL +0.2%) appears well-positioned to take advantage of the acquisition of the Camay and Zest brands from Procter & Gamble as it strengthens its position in the skin care market.
    • The Skin and Hair care segment already accounted for around 26% of Unilever's sales.
    • Though cost synergies and pricing power are sure to be realized, the lack of disclosure on the transaction prices for the sales makes a deeper dive into analyzing the deal tricky.
    • Previously: Procter & Gamble unloads brands to Unilever (Dec. 22 2014)
  • Wed, Jan. 7, 1:44 PM
    • NBC (NASDAQ:CMCSA) says 95% of its Super Bowl advertising inventory is sold with another 3.5 weeks to go before the biggest TV event of the year.
    • The network began the campaign with a goal to make between $4.4M-$4.5M per 30-second ad, but a couple of high-profile NFL scandals and a slight cooling off from Madison Avenue on traditional TV advertising is thought to have taken that range lower.
    • What to watch: Anheuser-Busch InBev (NYSE:BUD) purchased 7 spots with Budweiser and Bud Light expected to get their usual exposure. Carnival (NYSE:CCL) will air its first-ever SB ad, while Unilever (NYSE:UL) will return its Dove Men+Care brand back to the spotlight. Perhaps under the most pressure to make an impression is McDonald's which has secured a 30-second spot in the 1st half.
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Company Description
Unilever PLC is a supplier of fast moving consumer goods. Its four principal areas of operations are: Personal Care, Home Care, Foods and Refreshment.