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Household U.K. Investing Ideas
Unilever
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Rising Commodity Costs And Geopolitical Risks Will Undermine Stability
Key Takeaways Rising competition from private labels and value brands, along with shifting consumer preferences, threatens Unilever's market share and revenue growth prospects. Ongoing cost pressures from regulatory demands, supply chain disruptions, and commodity inflation are likely to reduce profitability and heighten earnings volatility.
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UK£37.90
FV
17.4% overvalued
intrinsic discount
-3.06%
Revenue growth p.a.
Set Fair Value
0
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2
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7 days ago
author updated this narrative
Reckitt Benckiser Group
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Focus On Emerging Markets And High-Margin Categories Will Strengthen Future Prospects
Key Takeaways The company aims to reduce fixed costs through digital and AI measures to expand operating margins while exiting underperforming segments to focus on high-growth areas. Investing in higher-margin categories and geographical expansion in Emerging Markets is expected to drive revenue and sustain long-term growth.
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UK£57.43
FV
12.2% undervalued
intrinsic discount
2.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
46
users have followed this narrative
7 days ago
author updated this narrative
Unilever
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Implementing GAP 2030 Will Strengthen Brand Presence In India
Key Takeaways Strategic GAP 2030 aims to enhance brand growth in key markets, boosting market share and premium offerings for revenue increase. Productivity program and divestment plans are set to streamline operations, improve net margins, and focus on core operations for enhanced earnings.
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UK£49.24
FV
9.7% undervalued
intrinsic discount
1.79%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
101
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7 days ago
author updated this narrative
Unilever
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Digital Transformation And Health Focus Will Unlock Secular Potential
Key Takeaways Brand-driven innovation, operational streamlining, and digital transformation are poised to unlock above-market revenue growth, margin expansion, and cash flow gains. Strategic focus on health, wellbeing, and sustainability positions Unilever to outpace industry trends in premiumization, consumer demand, and long-term value creation.
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UK£59.19
FV
24.8% undervalued
intrinsic discount
4.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
9 days ago
author updated this narrative
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