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Unilever Plc (UL)

  • 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.
    | Comment!
  • 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.
    | 1 Comment
  • 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.
    | Comment!
  • 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.
    | Comment!
  • 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.
    | Comment!
  • 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.
    | Comment!
  • Fri, Jan. 2, 7:39 AM
    • Major consumer products sellers are on a drive to increase sales in emerging markets through offering more premium products and hiking prices on revamped designs of old products.
    • Unilever (NYSE:UL), Procter & Gamble (NYSE:PG), and Colgate-Palmolive (NYSE:CL) have all adopted the tactic.
    | Comment!
  • Dec. 22, 2014, 12:54 PM
    • Procter & Gamble (PG +0.3%) announces it sold the Camay (global) and Zest (outside North America and Caribbean) brands to Unilever (UL +0.9%) for an undisclosed amount.
    • A manufacturing facility in Mexico will also be included in the deal.
    • The transaction is expected to close in 1H of 2015 pending regulatory review.
    • The moves are consistent with P&G stated goal to focus energy on core brands.
  • Dec. 19, 2014, 6:47 AM
    • Unilever (NYSE:UL) drops a lawsuit against Hampton Creek over false advertising claims.
    • The legal action from the company, which took issue with the lack of eggs in Hampton Creek's Just Mayo product, created a mild consumer backlash over bullying tactics.
  • Dec. 18, 2014, 10:34 AM
    • Antitrust regulators in France have fined 11 companies a combined $1.17B on price-rigging charges.
    • Companies hit by the action include L'Oreal (OTCPK:LRLCF), Unilever (NYSE:UL), Colgate-Palmolive (NYSE:CL), Hillshire Brands (NYSE:HSH), Johnson & Johnson's (NYSE:JNJ) French business, and Reckitt Benckiser Group (OTCPK:RBGLY).
    • Statements from the consumer products sellers expressed some outrage over the sanctions due to the limited impact on consumers.
  • Dec. 4, 2014, 2:00 PM
    • Unilever (UL +0.4%) CEO Paul Polman presented along with other top management at an investor conference today.
    • Polman says the company is looking to acquire high-end personal care brands as part of its growth strategy.
    • The exec says if the right deal came along it would consider a high valuation sticker price.
    • Presentation speeches and slides
    • Previously: Unilever to separate spreads business
    | Comment!
  • Dec. 4, 2014, 6:40 AM
    • Unilever (NYSE:UL) plans to separate its U.S. and European spreads businesses into a separate unit.
    • The new unit is expecting to be operating by the middle of next year.
    • Unilever's spreads brands include Flora and I Can’t Believe It’s Not Butter.
    • UL +1.9% premarket.
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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.