Unilever PLC (UL)

GB — Consumer Defensive Sector
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News

From Frank's to Cholula, McCormick's decade of deals sets stage for bold Unilever move
MKC, UL
Published: March 20, 2026 by: Reuters
Sentiment: Positive

Spice maker McCormick has built a reputation as a savvy acquirer in ‌the past decade, turning brands like Frank's RedHot and French's mustard into growth drivers that now account for a sizeable chunk of its $6.8 billion in annual sales, analysts say.

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image for news From Frank's to Cholula, McCormick's decade of deals sets stage for bold Unilever move
Why Mayo and Soap No Longer Mix for Unilever
UL
Published: March 20, 2026 by: WSJ
Sentiment: Neutral

The owner of Hellmann's and Dove is in talks to sell its food business to McCormick.

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image for news Why Mayo and Soap No Longer Mix for Unilever
Unilever in talks to spin off food unit and merge with McCormick
MKC, UL
Published: March 20, 2026 by: Proactive Investors
Sentiment: Positive

Unilever PLC (LSE:ULVR) is in discussions to separate its food business and combine it with McCormick & Company Inc (NYSE:MKC) in a potential all-stock transaction, according to a Wall Street Journal report. Both companies confirmed the talks on Friday, a day after the Journal first reported the development, while cautioning that negotiations are ongoing and no agreement has been finalized.

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image for news Unilever in talks to spin off food unit and merge with McCormick
Explainer: How important is food to Unilever?
UL, KHC
Published: March 19, 2026 by: Reuters
Sentiment: Negative

Unilever shares were down on Thursday, extending losses from Wednesday after a report the company may spin off its food business, and had held merger talks with Kraft Heinz that have ended.

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image for news Explainer: How important is food to Unilever?
Unilever, Kraft Heinz held talks to merge food business and condiments division, FT reports
KHC, UL
Published: March 18, 2026 by: Reuters
Sentiment: Positive

Unilever and Kraft Heinz held talks to merge Unilever's food business and Kraft Heinz's condiments division, the Financial Times ​reported on Wednesday, citing people familiar with the talks.

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image for news Unilever, Kraft Heinz held talks to merge food business and condiments division, FT reports
Barclays bets on emerging markets rebound to drive Unilever growth in 2026
BCS, UL
Published: February 03, 2026 by: Proactive Investors
Sentiment: Positive

Broker says volumes, margins and mix set to improve as India and Asia recover Unilever PLC (LSE:ULVR) is poised for a stronger growth phase in 2026 as its emerging markets portfolio rebounds and cost savings feed through to margins, according to a detailed note from Barclays, which has reiterated its 'overweight' stance on the shares. Barclays argues that Unilever has been “quietly outperforming” peers but has been overshadowed by broader noise in European consumer staples.

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image for news Barclays bets on emerging markets rebound to drive Unilever growth in 2026
Unilever PLC (UL) Discusses Leadership Transition, Portfolio Changes, and Cultural Transformation Transcript
UL
Published: December 11, 2025 by: Seeking Alpha
Sentiment: Neutral

Unilever PLC (UL) Discusses Leadership Transition, Portfolio Changes, and Cultural Transformation Transcript

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image for news Unilever PLC (UL) Discusses Leadership Transition, Portfolio Changes, and Cultural Transformation Transcript
Unilever's new ice-cream-free era does not impress all analysts
UL
Published: December 10, 2025 by: Proactive Investors
Sentiment: Negative

Not all analysts are bullish about prospects for Unilever PLC (LSE:ULVR) after it demerged its ice cream arm, with UBS keeping its 'sell' rating as it predicts difficulty for the shares. While other analysts rushed to hail an exciting new era for the Hellmanns-to-Domestos maker, the Swiss bank trimmed its 12-month price target to 4,440p from 4,635p, citing subdued market growth and earnings dilution from the demerger of its tea, coffee and ice cream businesses, The Magnum Ice Cream Company, which was completed last weekend.

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image for news Unilever's new ice-cream-free era does not impress all analysts
Unilever set for growth breakthrough after ice cream scoop-out, says Barclays
BCS, UL
Published: December 09, 2025 by: Proactive Investors
Sentiment: Positive

Unilever PLC (LSE:ULVR) is entering what analysts at Barclays and JPMorgan believe is a game-changing period after scooping out its ice cream arm. "We believe 2026 will be Unilever's inflection point," said Barclays, predicting a year when the Marmite, Hellmann's, Comfort and Domestos maker will "prove its volume muscle".

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image for news Unilever set for growth breakthrough after ice cream scoop-out, says Barclays
Magnum Ice Cream CEO Backs RFK Jr.'s ‘Healthy America' Push
UL
Published: December 05, 2025 by: WSJ
Sentiment: Neutral

New chief executive Peter ter Kulve said he is aligned with the Make America Healthy Again movement, endorsing the push for higher-quality foods despite selling high-calorie products.

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image for news Magnum Ice Cream CEO Backs RFK Jr.'s ‘Healthy America' Push
Unilever: Ice cream and some hard arithmetic
UL
Published: November 10, 2025 by: Proactive Investors
Sentiment: Negative

Ice cream first, arithmetic later. UBS thinks the forthcoming spin-off of The Magnum Ice Cream Company (TMICC) leaves Unilever PLC (LSE:ULVR) with more moving parts than the market appreciates — and not much near-term help to earnings.

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image for news Unilever: Ice cream and some hard arithmetic
Unilever: Time to shine for the laggard food conglomerate?
UL
Published: November 07, 2025 by: Proactive Investors
Sentiment: Positive

Unilever PLC's (LSE:ULVR) investors have had little to shout about in recent years, but Barclays reckons 2026 could finally mark a turning point. The bank believes the consumer goods giant is on course to combine steady growth with rising profitability, arguing that margins of around 20% need not be viewed as a ceiling.

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image for news Unilever: Time to shine for the laggard food conglomerate?
Ben & Jerry's co-founder says Unilever 'stopped' ice cream company from creating a 'flavor for Palestine'
UL
Published: October 29, 2025 by: Fox Business
Sentiment: Negative

Ben & Jerry's co-founder Ben Cohen said he is creating his own Palestine-themed ice cream after Unilever allegedly "stopped" the company from making one.

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image for news Ben & Jerry's co-founder says Unilever 'stopped' ice cream company from creating a 'flavor for Palestine'
Unilever pushes back ice cream split due to US govt shutdown
UL
Published: October 21, 2025 by: Proactive Investors
Sentiment: Neutral

Unilever PLC (LSE:ULVR) said splitting off its ice cream business is being hampered by the US government shutdown. The FTSE 100 group said it was revising its timetable as the shutdown extends to the US financial regulator but is still confident that the demerger will happen by the end of the calendar year.

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image for news Unilever pushes back ice cream split due to US govt shutdown
Unilever delays Magnum demerger timeline on US government shutdown
UL
Published: October 21, 2025 by: Reuters
Sentiment: Negative

Unilever said on Tuesday the timeline for the planned demerger of The Magnum Ice Cream Company has been delayed due to the U.S. federal government shutdown, with further updates on the revised schedule to be provided as soon as possible.

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image for news Unilever delays Magnum demerger timeline on US government shutdown
Bank keeps Unilever faith with despite tricky patch for consumer goods giant
UL
Published: October 03, 2025 by: Proactive Investors
Sentiment: Positive

Citi has kept faith with Unilever PLC (LSE:ULVR) despite a tricky near-term outlook, reiterating its “buy” rating and £52 target price even as it warns that third-quarter growth may leave investors underwhelmed. The broker expects underlying sales growth of 3.6% in the quarter, dented by headwinds in goods and services tax changes and in Latin America.

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image for news Bank keeps Unilever faith with despite tricky patch for consumer goods giant
Magnum ice cream company to use NotCo AI for new products
UL
Published: September 22, 2025 by: Reuters
Sentiment: Positive

Unilever's Magnum ice cream business, set to publicly list in November, plans to use Chilean start-up NotCo's artificial intelligence to reformulate products and create new ones.

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image for news Magnum ice cream company to use NotCo AI for new products
Ben & Jerry's is now just…Ben
UL
Published: September 17, 2025 by: The Street
Sentiment: Negative

Jerry Greenfield has been at odds with Unilever over his social activism.

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image for news Ben & Jerry's is now just…Ben
The Jerry from Ben & Jerry's has quit — and is criticizing parent company Unilever on his way out
UL
Published: September 17, 2025 by: Business Insider
Sentiment: Negative

Ben & Jerry's cofounder Jerry Greenfield is leaving the ice cream brand. Greenfield said he had experienced pushback from parent company Unilever on the brand's advocacy on social issues.

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image for news The Jerry from Ben & Jerry's has quit — and is criticizing parent company Unilever on his way out
A Ben & Jerry's co-founder is quitting. He says Unilever and Magnum have muzzled the iconoclastic ice-cream company's voice.
UL
Published: September 17, 2025 by: Market Watch
Sentiment: Negative

Jerry Greenfield said he's quitting the ice-cream company he co-founded with Ben Cohen.

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image for news A Ben & Jerry's co-founder is quitting. He says Unilever and Magnum have muzzled the iconoclastic ice-cream company's voice.
Ben & Jerry's cofounder leaves business after 47 years, claiming he's been 'silenced' by Unilever
UL
Published: September 17, 2025 by: Fox Business
Sentiment: Negative

Jerry Greenfield leaves Ben & Jerry's as tensions with Unilever escalate over the ice cream brand's position on Gaza and accusations of being silenced.

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image for news Ben & Jerry's cofounder leaves business after 47 years, claiming he's been 'silenced' by Unilever
Ben & Jerry's co-founder Jerry Greenfield quits over social activism row with Unilever
UL
Published: September 17, 2025 by: CNBC
Sentiment: Negative

Jerry Greenfield has stepped down from the ice cream maker after nearly 50 years. Greenfield dubbed the decision "painful," but said that the Unilever had silenced the company's ability to speak up on global issues.

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image for news Ben & Jerry's co-founder Jerry Greenfield quits over social activism row with Unilever
Ben & Jerry's co-founder quits, parent Unilever unmoved
UL
Published: September 17, 2025 by: Proactive Investors
Sentiment: Negative

Unilever PLC (LSE:ULVR) ice cream brand Ben & Jerry's co-founder Jerry Greenfield has left the company over the loss of independence imposed by its FTSE 100-listed parent. Greenfield said in a letter that he was quitting as Unilever put a halt to its social activism, which seemed to come a head in 2021 when the brand said it would stop selling in Israeli settlements in the occupied West Bank and East Jerusalem.

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image for news Ben & Jerry's co-founder quits, parent Unilever unmoved
What Makes Unilever (UL) a New Buy Stock
UL
Published: September 11, 2025 by: Zacks Investment Research
Sentiment: Positive

Unilever (UL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

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image for news What Makes Unilever (UL) a New Buy Stock
Unilever: Magnum valuation looks capped
UL
Published: September 10, 2025 by: Proactive Investors
Sentiment: Neutral

Unilever PLC (LSE:ULVR) investor day for its ice cream arm put Magnum in the spotlight, with management setting out plans to sharpen marketing and make more of “consumption occasions”. The company also promised gains from productivity improvements.

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image for news Unilever: Magnum valuation looks capped
Unilever stays competitive against a tough backdrop - here's why
UL
Published: August 01, 2025 by: Proactive Investors
Sentiment: Positive

The story here is that Unilever PLC's (LSE:ULVR) organic sales growth (OSG) for the second quarter came in at 3.8%, which Barclays sees as competitive, especially against tough comparisons and in a tricky consumer environment. Looking ahead, it forecasts OSG picking up sequentially to 4.1% in Q3 and 4.6% in Q4, driven by a bounce-back in Asia and sustained momentum in developed markets.

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image for news Unilever stays competitive against a tough backdrop - here's why
Unilever: Fourth Time's The Charm
UL
Published: July 22, 2025 by: Seeking Alpha
Sentiment: Positive

Unilever's transformation—simplified structure, focused leadership, and strategic spinoffs—positions it to finally break out of a near decade-long stagnation. Core strengths remain unmatched: global distribution reach and powerful brands, especially in emerging markets, support long-term growth potential. New CEO Fernandez brings operational discipline, prioritizing gross margin and hard-currency EPS growth, with executive incentives aligned to these goals.

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image for news Unilever: Fourth Time's The Charm
Top Beauty and Cosmetics Stocks That May Drive Long-Term Growth
COTY, EL, JNJ, UL, ULTA
Published: July 16, 2025 by: Zacks Investment Research
Sentiment: Positive

EL, COTY and ULTA are tapping AI, e-commerce, and clean beauty to ride the next wave of long-term industry growth.

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image for news Top Beauty and Cosmetics Stocks That May Drive Long-Term Growth
Unilever appoints new Ben & Jerry's CEO as battle over board's lefty politics heats up
UL
Published: July 11, 2025 by: New York Post
Sentiment: Neutral

Jochanan Senf, a Dutch Unilever executive who previously managed Ben & Jerry's Europe business, will start in the new role this month.

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image for news Unilever appoints new Ben & Jerry's CEO as battle over board's lefty politics heats up
Unilever finds its footing as it sheds its cold baggage
UL
Published: June 27, 2025 by: Proactive Investors
Sentiment: Positive

Unilever PLC (LSE:ULVR) has had a shaky first half, but Barclays reckons the consumer goods heavyweight could be about to turn a corner. The shares have been lagging, down nearly 6% this year, underperforming the broader European staples sector.

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image for news Unilever finds its footing as it sheds its cold baggage

About Unilever PLC (UL)

  • IPO Date 1980-03-25
  • Website https://www.unilever.com
  • Industry Household & Personal Products
  • CEO Fernando Fernandez
  • Employees 115964

Unilever PLC operates as a fast-moving consumer goods company. It operates through Beauty & Personal Care, Foods & Refreshment, and Home Care segments. The Beauty & Personal Care segment provides skin care and hair care products, deodorants, and skin cleansing products. The Foods & Refreshment segment offers ice cream, soups, bouillons, seasonings, mayonnaise, ketchups, and tea categories. The Home Care segment provides fabric solutions and various cleaning products. The company offers its products under the Domestos, OMO, Seventh Generation, Ben & Jerry's, Knorr, Magnum, Wall's, Bango, the Vegetarian Butcher, Axe, Cif, Comfort, Dove, Lifebuoy, Lux, Rexona, Sunsilk, Equilibra, OLLY, Liquid I.V., SmartyPants, Onnit, Hellmann's, and Vaseline brands. Unilever PLC was incorporated in 1894 and is headquartered in London, the United Kingdom.