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Unilever Community
LSE:ULVR Community
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Unilever
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Rising Natural Trends Will Erode Legacy Brands While Spurring Change
Key Takeaways Shifting consumer preferences and increased regulatory pressure on sustainability threaten Unilever's brand appeal, raise costs, and challenge long-term profit growth. Heavy emerging market exposure and rising competition from private labels and agile digital brands create earnings volatility and increase market share and margin risks.
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UK£38.50
FV
16.5% overvalued
intrinsic discount
-3.03%
Revenue growth p.a.
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2 days ago
author updated this narrative
Unilever
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Emerging Markets And Digitalization Will Unlock Premium Potential
Key Takeaways Portfolio focus on premium, science-driven brands and the Ice Cream business separation are set to drive higher margins, operating efficiency, and cash flow for reinvestment. Accelerating digitalization, emerging market growth, and leadership in sustainability are boosting brand loyalty, sales velocity, and long-term revenue growth prospects.
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UK£58.77
FV
23.7% undervalued
intrinsic discount
4.35%
Revenue growth p.a.
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3 days ago
author updated this narrative
Unilever
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Emerging Markets And Digital Commerce Will Transform Future Landscape
Key Takeaways Shifting focus to premium, science-led products and divesting non-core brands is streamlining operations, boosting margins, and enhancing long-term profitability. Emphasis on digital expansion, emerging markets, and brand investment is fueling sustained revenue growth and stronger competitive positioning.
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UK£49.81
FV
10.0% undervalued
intrinsic discount
2.74%
Revenue growth p.a.
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4 days ago
author updated this narrative
Your Valuation for
ULVR
ULVR
Unilever
Your Fair Value
UK£
Current Price
UK£44.84
23.4% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
69b
2015
2018
2021
2024
2025
2027
2030
Revenue €69.1b
Earnings €6.4b
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