Unilever（UNV0）株式概要ユニリーバPLCは、アジア太平洋、アフリカ、アメリカ大陸、ヨーロッパにおいて、躍進する消費財企業として事業を展開している。 詳細UNV0 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績5/6財務の健全性2/6配当金5/6報酬当社が推定した公正価値より30.1%で取引されている 収益は年間7.77%増加すると予測されています 過去1年間で収益は4.6%増加しました 3.86%の安定した配当金を支払う リスク分析多額の負債を抱えている すべてのリスクチェックを見るUNV0 Community Fair Values Create NarrativeSee what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€50.8916.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture060b2016201920222025202620282031Revenue €59.5bEarnings €6.7bAdvancedSet Fair ValueView all narrativesUnilever PLC 競合他社BeiersdorfSymbol: XTRA:BEIMarket cap: €15.5bHenkel KGaASymbol: XTRA:HEN3Market cap: €26.6bL'OréalSymbol: ENXTPA:ORMarket cap: €205.0bHindustan UnileverSymbol: NSEI:HINDUNILVRMarket cap: ₹5.1t価格と性能株価の高値、安値、推移の概要Unilever過去の株価現在の株価UK£50.8952週高値UK£63.3952週安値UK£46.98ベータ0.451ヶ月の変化4.60%3ヶ月変化-9.59%1年変化-17.63%3年間の変化-2.58%5年間の変化-10.16%IPOからの変化106.18%最新ニュースお知らせ • May 22TRESemmé Professional Appoints Executive AppointmentsTRESemmé Professional announced the appointment of Maura Higgins as the first-ever Head of Hair at TRESemmé Professional. In this newly created role, Maura will serve as a muse and creative force, shaping iconic red-carpet looks and fronting a major TRESemmé Professional campaign across the UK and Ireland. Maura's appointment coincides with the announcement of her long-time collaborator, acclaimed celebrity hairstylist Luke Pluckrose, as Head Stylist at TRESemmé Professional. In this role, Luke will bring the trusted stylist–client dynamic to life across the brand, translating professional artistry into elevated yet achievable at-home looks. Debuting on May 27, 2026, Maura's first campaign will run across TV, social, and out-of-home, with all hair created by Luke using the soon-to-launch next-generation TRESemmé Professional collections.お知らせ • May 12Dove Men+Care Launches Care For Your Skin Like You Care For The Game Global PlatformDove Men+Care, Official Sponsor of the FIFA World Cup 2026™, launched a new global platform, 'Care for Your Skin Like You Care for the Game,' celebrating the passion of soccer fans around the world and the real impact that fandom can have on skin. Dove Men+Care is reminding fans to give their skin the same attention they give the match, so they can keep enjoying the game without sacrificing skincare in the process. Dove Men+Care is bringing the sound of global fandom to life by featuring one of the most recognizable stadium chants in sports in the brand's FIFA World Cup 2026™ campaign. The campaign's hero spot set to the iconic sports anthem follows fans across cities, stadiums, and everyday moments as the chant builds from a single voice into a global chorus. The 'Care for Your Skin Like You Care for the Game' campaign highlights how gameday rituals like chanting, celebrating and wearing body paint can take a toll on both your body and skin. Dove Men+Care encourages men and all soccer fans to take care of their skin as much as they show up for the game – with a range of products designed to help them stay fresh, comfortable, and protected through every moment. This global campaign has officially rolled out across a series of cultural touchpoints, including: Winning Tickets for World Stage Action: Fans have a chance to score tickets to a match through Dove Men+Care FIFA World Cup 2026 Limited-Edition body washes and deodorants—including Whole Body Deo in invigorating scents like All Star Comfort, with more than 300 tickets available across Dove Men+Care and Unilever promotions; A Roster of Cultural Voices: A diverse roster of creator partners spanning sports, entertainment, and pop culture, including Marshawn Lynch, Trinity Rodman, Karl-Anthony Towns, Jordyn Woods, Matt King, Speedy Morman, Victor Cruz, Edwin Castro, Leo Gonzalez and Devin Caherly, bringing the campaign to life through original content capturing their personal fan rituals, match-day routines, and real experiences championing the message to care for your skin like you care for the game; On-the-Ground Fan Experiences: Consumer activations across key host cities, including 'Ritual House' experiences in Kansas City throughout the tournament and influencer-led moments in New York City and Miami throughout June and July, featuring interactive installations that bring to life game-day rituals and the toll they can take on your skin – from continuously wearing the same lucky jersey and body paint to refusing to shave a lucky beard until the final whistle. The 'Care for Your Skin Like You Care for the Game' FIFA World Cup 2026™ campaign builds on Dove Men+Care's long-term commitment to show up grounded in care, whether in the stands, on the field, or just everyday moments.Declared Dividend • May 03Fourth quarter dividend of UK£0.40 announcedShareholders will receive a dividend of UK£0.40. Ex-date: 14th May 2026 Payment date: 26th June 2026 Dividend yield will be 3.8%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 2.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 02+ 1 more updateUnilever PLC Declares a Quarterly Interim Dividend for First Quarter 2026, Payable on 26 June 2026The Board of Unilever PLC has declared a quarterly interim dividend for first quarter 2026 of EUR 0.4664 per Unilever PLC ordinary share or £0.4046 per Unilever PLC ordinary share at the applicable exchange rate issued by WM/Reuters on 28 April 2026. The following amounts will be paid in respect of this quarterly interim dividend on the relevant payment date: Per Unilever PLC ordinary share (traded on the London Stock Exchange): £0.4046; Per Unilever PLC ordinary share (traded on Euronext in Amsterdam): €0.4664; Per Unilever PLC American Depositary Receipt: US 0.5449. US dollar cheques for the quarterly interim dividend will be mailed on 26 June 2026 to holders of record at the close of business on 15 May 2026.お知らせ • Apr 17Dove Introduces Scalp And Hair TherapyDove introduced the latest innovation in scalp and hair care, a cutting-edge range designed to deliver tailored solutions for every scalp. Dove Scalp + Hair Therapy is designed as a complete scalp skincare system, restoring and strengthening the scalp's protective barrier while nourishing and caring for hair. Developed by scientific teams, the collection is powered by skincare-inspired ingredients and cutting-edge technology including Glycerin to nourish the scalp and reduce dry flakes, Niacinamide (Vitamin B3) to moisturise, strengthen the scalp skin barrier, and maintain balance, and Biomimetic technology to repair hair from within. Through advanced proteomic mapping, Dove scientists have identified the precise proteins and amino acids lost through every day and accumulative damage. One key discovery is the depletion of Glutamic Acid, a vital amino acid that plays a critical role in maintaining hair fibre resilience. Dove Scalp + Hair Therapy Density & Growth is powered by Dynazinc technology, this range helps anchor follicles to the scalp and prolong the hair's growth cycle. It inhibits the enzyme responsible for weakening the bond between fibre and follicle by reinforcing it at the root to support stronger, faster growing hair. In clinical testing, it supported the anchoring of up to 10,000 more hairs at the root, helping hair stay in place for longer and contributing to visibly fuller density over time. Scalp + Hair Therapy Density & Growth Shampoo and Conditioner reinforces the fibre-to-follicle connection while gently removing impurities and restoring hydration balance at the scalp. Scalp + Hair Therapy Density & Growth 3-in-1 Scalp Serum helps strengthen root anchoring and create optimum conditions for hair to thrive. In clinical testing, it helped deliver up to 10,000 more hairs in just 12 weeks. Scalp + Hair Therapy Density & Growth Root Lift Spray instantly plumps and lifts, so hair appears stronger, and with amplified volume from root to tip. 89% of women saw thicker, stronger hair and increased hair volume. Scalp + Hair Therapy Density & Growth 10-in-1 Strengthening Mask reinforces bonds to restore resilience and deliver 10 transformative benefits including up to 10x stronger hair, frizz control, more shine, and up to 99% less hair fall. Available at Boots, Superdrug, Amazon, Tesco, Sainsbury's and most major retailers. RRP starting from £5. Unilever has around 5,000 experts working in Research & Development worldwide.お知らせ • Apr 11Unilever PLC (LSE:ULVR) agreed to acquire Gruns Nutrition, Inc.Unilever PLC (LSE:ULVR) agreed to acquire Gruns Nutrition, Inc. on April 9, 2026. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is later this year.最新情報をもっと見るRecent updatesお知らせ • May 22TRESemmé Professional Appoints Executive AppointmentsTRESemmé Professional announced the appointment of Maura Higgins as the first-ever Head of Hair at TRESemmé Professional. In this newly created role, Maura will serve as a muse and creative force, shaping iconic red-carpet looks and fronting a major TRESemmé Professional campaign across the UK and Ireland. Maura's appointment coincides with the announcement of her long-time collaborator, acclaimed celebrity hairstylist Luke Pluckrose, as Head Stylist at TRESemmé Professional. In this role, Luke will bring the trusted stylist–client dynamic to life across the brand, translating professional artistry into elevated yet achievable at-home looks. Debuting on May 27, 2026, Maura's first campaign will run across TV, social, and out-of-home, with all hair created by Luke using the soon-to-launch next-generation TRESemmé Professional collections.お知らせ • May 12Dove Men+Care Launches Care For Your Skin Like You Care For The Game Global PlatformDove Men+Care, Official Sponsor of the FIFA World Cup 2026™, launched a new global platform, 'Care for Your Skin Like You Care for the Game,' celebrating the passion of soccer fans around the world and the real impact that fandom can have on skin. Dove Men+Care is reminding fans to give their skin the same attention they give the match, so they can keep enjoying the game without sacrificing skincare in the process. Dove Men+Care is bringing the sound of global fandom to life by featuring one of the most recognizable stadium chants in sports in the brand's FIFA World Cup 2026™ campaign. The campaign's hero spot set to the iconic sports anthem follows fans across cities, stadiums, and everyday moments as the chant builds from a single voice into a global chorus. The 'Care for Your Skin Like You Care for the Game' campaign highlights how gameday rituals like chanting, celebrating and wearing body paint can take a toll on both your body and skin. Dove Men+Care encourages men and all soccer fans to take care of their skin as much as they show up for the game – with a range of products designed to help them stay fresh, comfortable, and protected through every moment. This global campaign has officially rolled out across a series of cultural touchpoints, including: Winning Tickets for World Stage Action: Fans have a chance to score tickets to a match through Dove Men+Care FIFA World Cup 2026 Limited-Edition body washes and deodorants—including Whole Body Deo in invigorating scents like All Star Comfort, with more than 300 tickets available across Dove Men+Care and Unilever promotions; A Roster of Cultural Voices: A diverse roster of creator partners spanning sports, entertainment, and pop culture, including Marshawn Lynch, Trinity Rodman, Karl-Anthony Towns, Jordyn Woods, Matt King, Speedy Morman, Victor Cruz, Edwin Castro, Leo Gonzalez and Devin Caherly, bringing the campaign to life through original content capturing their personal fan rituals, match-day routines, and real experiences championing the message to care for your skin like you care for the game; On-the-Ground Fan Experiences: Consumer activations across key host cities, including 'Ritual House' experiences in Kansas City throughout the tournament and influencer-led moments in New York City and Miami throughout June and July, featuring interactive installations that bring to life game-day rituals and the toll they can take on your skin – from continuously wearing the same lucky jersey and body paint to refusing to shave a lucky beard until the final whistle. The 'Care for Your Skin Like You Care for the Game' FIFA World Cup 2026™ campaign builds on Dove Men+Care's long-term commitment to show up grounded in care, whether in the stands, on the field, or just everyday moments.Declared Dividend • May 03Fourth quarter dividend of UK£0.40 announcedShareholders will receive a dividend of UK£0.40. Ex-date: 14th May 2026 Payment date: 26th June 2026 Dividend yield will be 3.8%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 2.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 02+ 1 more updateUnilever PLC Declares a Quarterly Interim Dividend for First Quarter 2026, Payable on 26 June 2026The Board of Unilever PLC has declared a quarterly interim dividend for first quarter 2026 of EUR 0.4664 per Unilever PLC ordinary share or £0.4046 per Unilever PLC ordinary share at the applicable exchange rate issued by WM/Reuters on 28 April 2026. The following amounts will be paid in respect of this quarterly interim dividend on the relevant payment date: Per Unilever PLC ordinary share (traded on the London Stock Exchange): £0.4046; Per Unilever PLC ordinary share (traded on Euronext in Amsterdam): €0.4664; Per Unilever PLC American Depositary Receipt: US 0.5449. US dollar cheques for the quarterly interim dividend will be mailed on 26 June 2026 to holders of record at the close of business on 15 May 2026.お知らせ • Apr 17Dove Introduces Scalp And Hair TherapyDove introduced the latest innovation in scalp and hair care, a cutting-edge range designed to deliver tailored solutions for every scalp. Dove Scalp + Hair Therapy is designed as a complete scalp skincare system, restoring and strengthening the scalp's protective barrier while nourishing and caring for hair. Developed by scientific teams, the collection is powered by skincare-inspired ingredients and cutting-edge technology including Glycerin to nourish the scalp and reduce dry flakes, Niacinamide (Vitamin B3) to moisturise, strengthen the scalp skin barrier, and maintain balance, and Biomimetic technology to repair hair from within. Through advanced proteomic mapping, Dove scientists have identified the precise proteins and amino acids lost through every day and accumulative damage. One key discovery is the depletion of Glutamic Acid, a vital amino acid that plays a critical role in maintaining hair fibre resilience. Dove Scalp + Hair Therapy Density & Growth is powered by Dynazinc technology, this range helps anchor follicles to the scalp and prolong the hair's growth cycle. It inhibits the enzyme responsible for weakening the bond between fibre and follicle by reinforcing it at the root to support stronger, faster growing hair. In clinical testing, it supported the anchoring of up to 10,000 more hairs at the root, helping hair stay in place for longer and contributing to visibly fuller density over time. Scalp + Hair Therapy Density & Growth Shampoo and Conditioner reinforces the fibre-to-follicle connection while gently removing impurities and restoring hydration balance at the scalp. Scalp + Hair Therapy Density & Growth 3-in-1 Scalp Serum helps strengthen root anchoring and create optimum conditions for hair to thrive. In clinical testing, it helped deliver up to 10,000 more hairs in just 12 weeks. Scalp + Hair Therapy Density & Growth Root Lift Spray instantly plumps and lifts, so hair appears stronger, and with amplified volume from root to tip. 89% of women saw thicker, stronger hair and increased hair volume. Scalp + Hair Therapy Density & Growth 10-in-1 Strengthening Mask reinforces bonds to restore resilience and deliver 10 transformative benefits including up to 10x stronger hair, frizz control, more shine, and up to 99% less hair fall. Available at Boots, Superdrug, Amazon, Tesco, Sainsbury's and most major retailers. RRP starting from £5. Unilever has around 5,000 experts working in Research & Development worldwide.お知らせ • Apr 11Unilever PLC (LSE:ULVR) agreed to acquire Gruns Nutrition, Inc.Unilever PLC (LSE:ULVR) agreed to acquire Gruns Nutrition, Inc. on April 9, 2026. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is later this year.お知らせ • Apr 01+ 1 more updateUnilever PLC, Annual General Meeting, May 13, 2026Unilever PLC, Annual General Meeting, May 13, 2026. Location: hilton london bankside, 2 8 great suffolk street, se1 0ug, london United Kingdomお知らせ • Mar 31+ 1 more updateUnilever Reportedly Nears Deal to Create $60 Billion Food Giant with McCormickUnilever PLC (LSE:ULVR) is in advanced talks to combine its food business with spice-maker McCormick & Company, Incorporated (NYSE:MKC) in a deal that would create a new food behemoth worth roughly $60 billion, including debt, according to people familiar with the matter. A cash-and-stock deal could be announced as soon as March 31, 2026, when McCormick is set to report its latest quarterly results, the people said, cautioning that the plans could still slip.お知らせ • Mar 21+ 1 more updateMcCormick & Company Confirms Discussions with UnileverMcCormick & Company, Incorporated (NYSE:MKC) ('McCormick' or the 'Company'), in response to the announcement issued by Unilever earlier March 20, 2026, confirmed that it is engaged in discussions with Unilever PLC (LSE:ULVR) regarding a potential strategic transaction involving Unilever's Foods business. While these discussions are ongoing, there can be no certainty or assurances as to whether an agreement for a transaction will be reached or as to the terms or timing of any such transaction. McCormick regularly evaluates its portfolio and strategic options in pursuit of maximizing shareholder value and consistent with its fiduciary duties and in consultation with its financial and legal advisors. The Company does not intend to make any additional comments regarding this matter unless and until it is determined that additional disclosure is appropriate or necessary.お知らせ • Mar 20+ 1 more updateUnilever PLC Confirms Inbound Offer and Discussions with McCormick & Company, Inc. for Foods BusinessUnilever PLC (LSE:ULVR) noted recent media speculation regarding a potential transaction involving its Foods business. The Board believes Foods is a highly attractive business, with a strong financial profile led by market-leading brands in growing categories and is confident in the future of the Foods business as part of Unilever. Unilever confirms that it has received an inbound offer for its Foods business and is in discussions with McCormick & Company, Incorporated (NYSE:MKC). There can be no certainty that any transaction will be agreed.お知らせ • Mar 17Dove Unveils the Art of Repair Limited Edition Haircare Collection Exclusively At WalmartDove unveiled its new haircare collection, The Art of Repair, a limited-edition, Walmart-exclusive range that celebrates the artistry of hair restoration through damage repair. Inspired by the meticulous craft of fine art conservation, the collection rebuilds damaged hair fibers with precision—reviving brilliance, restoring strength, and honoring hair as the personal masterpiece it is. Featuring Dove's signature Bio-Protein Care technology, this system meticulously rebuilds broken bonds, refilling hair with protein builders to help reverse signs of up to three years of accumulated damage. Strands are transformed from dry and damaged, to hair that is hydrated, smooth and 10x stronger, using the complete 3-step system (shampoo, conditioner, and treatment). Dove's The Art of Repair collection brings this philosophy to life through special, limited-edition packaging featuring iconic works of art, turning an everyday hair repair routine into an artful ritual. Curated with a sophisticated fragrance of juicy red berries, soft florals, and creamy vanilla, Dove Limited Edition The Art of Repair system adds a sensory layer to the ritual of hair restoration, and includes: Dove Limited Edition The Art of Repair Bond Strength Restorative Shampoo ($5.84 SRP): Made with Bio-Protein Care and infused with Peptides, this is the first step to visibly repair signs of damage for chemically treated hair. Dove Limited Edition The Art of Repair Bond Strength Restorative Conditioner ($5.84 SRP): The second step to help reverse signs of as much as three years of accumulated damage and restore smoothness. Dove Limited Edition The Art of Repair Silk Canvas Bi-Phase Serum + Oil ($9.97 SRP): An ultra-light, fast-absorbing formula that delivers 89% less breakage*, enhances shine for up to 48 hours, reduces split ends and helps provide an anti-humidity shield for up to 72 hours of frizz control. The Art of Repair introduces a bold new look for Dove, featuring sleek black bottles across the range. The darker backdrop was artfully designed to evoke the feeling of a gallery setting, allowing the featured artworks to stand out on shelf, bringing the elevated experience of art into the haircare aisle. Dove is debuting "The Art of Repair," a cinematic social film that imagines museum-worthy art being carefully restored before revealing the limited-edition collection. The short film is supported by a broader social and retail campaign, including creator partnerships, sensory branded content, and in-store displays designed to bring The Art of Repair collection to life for shoppers. The Dove Limited Edition The Art of Repair Collection is now available for a limited time, exclusively at Walmart stores nationwide and on Walmart.com. Fans can show how they bring The Art of Repair into their routine by tagging @Dove and sharing their favorite looks from the collection.お知らせ • Mar 03Unilever Appoints Reema Jain as Chief Information OfficerUnilever has appointed Reema Jain as Chief Information Officer (CIO) to oversee its core IT operations, reporting to the company’s Chief Digital and Technology Officer. Jain rejoined Unilever in 2025 as Global VP of Digital Technology and now steps into the CIO role as part of the group’s ongoing transformation under CEO Fernando Fernandez. Since taking the helm in 2025, Fernandez has continued a wide-ranging restructuring plan initiated in 2024, including a 25% leadership reduction, the spin-off of the ice cream business, 7,500 job cuts, and changes to the sustainability leadership team. Jain’s appointment reinforces Unilever’s push to modernize its technology backbone and embed AI across the value chain, aligning IT leadership with its broader transformation and digital acceleration agenda.Recent Insider Transactions • Feb 18CEO & Director recently sold €1.0m worth of stockOn the 12th of February, Fernando Fernandez sold around 17k shares on-market at roughly €60.27 per share. This transaction amounted to 5.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Fernando's only on-market trade for the last 12 months.Declared Dividend • Feb 15Fourth quarter dividend of UK£0.41 announcedShareholders will receive a dividend of UK£0.41. Ex-date: 26th February 2026 Payment date: 10th April 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 15Full year 2025 earnings released: EPS: €2.60 (vs €2.92 in FY 2024)Full year 2025 results: EPS: €2.60 (down from €2.92 in FY 2024). Revenue: €50.5b (down 17% from FY 2024). Net income: €5.68b (down 1.1% from FY 2024). Profit margin: 11% (up from 9.5% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Feb 12+ 2 more updatesUnilever PLC (LSE:ULVR) announces an Equity Buyback for £1,500 million worth of its shares.Unilever PLC (LSE:ULVR) announces a share repurchase program. Under the program, the company will repurchase up to €1,500 million worth of its shares. The purpose of program is to reduce capital of the company.Buy Or Sell Opportunity • Jan 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.8% to €55.30. The fair value is estimated to be €69.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 0.8% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.Board Change • Dec 21High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CFO & Director Srini Phatak was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 10Unilever PLC to Report Q2, 2026 Results on Jul 28, 2026Unilever PLC announced that they will report Q2, 2026 results on Jul 28, 2026お知らせ • Dec 01Katjes International GmbH & Co. KG agreed to acquire Nature Delivered Ltd from Unilever PLC (LSE:ULVR).Katjes International GmbH & Co. KG entered into an agreement to acquire Nature Delivered Ltd from Unilever PLC (LSE:ULVR) on December 1, 2025. The transaction is subject to approval by regulatory board / committee and debt financing secured by acquirer. The expected completion of the transaction is January 1, 2026 to June 30, 2026. As part of the acquisition, funding will be provided through cash and a loan. This strategic initiative is designed to enhance Katjes' brand portfolio in the European healthy snacking market.お知らせ • Nov 12Unilever plc Announces Executive ChangesUnilever has appointed Michael Stewart as its new Chief Corporate Affairs and Communications Officer, following the departure of Rebecca Marmot, who is stepping down after nearly two decades with the company. In his new role, he will oversee communications, sustainability, public policy, and government relations for the global consumer goods giant. Stewart joins Unilever from PwC, where he served as Global Leader for Corporate Affairs and Communications. Stewart brings more than two decades of experience in corporate communications and reputation management. Before his time at PwC, he spent over a decade at Edelman, serving as Global Vice Chair and previously as European CEO. Earlier in his career, he spent 12 years at McKinsey & Company as Partner and Global Director of Communications. Stewart's appointment underscores Unilever's focus on strengthening its reputation and advancing its sustainability commitments amid growing global expectations for corporate transparency and responsible business leadership.お知らせ • Oct 30Dove Brings Back the Holiday Treats Limited-Edition Collection Nationwide with Six Festive Fragrances and New Body Mist FormatBeauty brand Dove and Madison Square Garden Entertainment Corp. announced a new partnership naming Dove an Official Partner of the Rockettes – who are celebrating their 100 anniversary this year – and the 2025 Christmas SpectacularStarring the Radio City Rockettes. Through this partnership, Dove will bring its Holiday Treats Limited-Edition Collection, which includes six festive fragrances across Body Wash, Beauty Bar, Scrubs, Deodorant, Liquid Hand Wash and new Body Mist format to life through interactive experiences at Radio City Music Hall beginning with the opening of the Christmas Spectacular on November 6, 2025. The partnership brings multiple activations to Radio City Music Hall throughout the season, including a photobooth on the second mezzanine, product integration in the lounges for guests to enjoy, and product gifting for audience members following three select shows. The collection will also be featured in a billboard in the show's iconic Times Square scene during the fan-favorite "New York at Christmas" number, viewed by the more than one million guests who attend the Christmas Spectacular during the production's eight-week run. Additionally, the Dove Holiday Treats Limited-Edition Collection is available nationwide, online and in stores through January 2026, while supplies last. The collection offers six seasonal scents and delivers the superior care you love from Dove, including sulfate-free and paraben-free Body Washes, Beauty Bar, Body Scrubs and Liquid Hand Washes, alongside paraben-free Antiperspirant Deodorants, and a brand new Body Mist format: Sugar Cookie Sprinkle – A comforting blend of vanilla nuttiness and freshly baked sugar cookies. Peppermint Bark – A sweet swirl of peppermint candy and creamy chocolate. Spiced Chai Latte – Cozy notes of cardamom and clove that warm the senses (Walmart exclusive). Frosted Plum Berry – A sparkling winter mix of frosted plum and spun sugar (Target exclusive). Gingerbread Delight – Nostalgic notes of butter, molasses, and candied ginger (Target exclusive). Hot Cocoa Swirl – A rich fusion of cocoa and toasted marshmallow for the ultimate winter treat (Target exclusive). Debuting for the first time ever, Dove Holiday Treats Body Mists are available in Sugar Cookie Sprinkle, Frosted Plum Berry, and Gingerbread Delight exclusively at Target in stores and on Target.com. To extend the magic of the holidays beyond the shower, the lightweight body mists are infused with essential oils and festive scents that can be layered with your favorite Dove Body Wash, Scrub, or Deodorant.Declared Dividend • Oct 26Dividend of UK£0.39 announcedShareholders will receive a dividend of UK£0.39. Ex-date: 6th November 2025 Payment date: 5th December 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 23+ 1 more updateUnilever PLC to Report Q4, 2025 Results on Feb 12, 2026Unilever PLC announced that they will report Q4, 2025 results on Feb 12, 2026お知らせ • Oct 16Rare Beauty Brands, Inc. agreed to acquire Kate Somerville Skincare, LLC from Unilever PLC (LSE:ULVR).Rare Beauty Brands, Inc. agreed to acquire Kate Somerville Skincare, LLC from Unilever PLC (LSE:ULVR) on October 14, 2025. The transaction is subject to regulatory approvals and is expected to close in Q4 of 2025. PricewaterhouseCoopers Corporate Finance Inc. acted as exclusive financial advisor to Unilever PLC.Buy Or Sell Opportunity • Oct 15Now 20% undervaluedOver the last 90 days, the stock has risen 1.6% to €52.20. The fair value is estimated to be €65.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 9.9% per annum over the same time period.お知らせ • Oct 07Unilever plc Appoints Belén Garijo López as an Independent Non-Executive Director, Effective from 13 May 2026Unilever PLC announced that Belén Garijo López has been appointed as an independent Non-Executive Director. Belén will join the Unilever Board with effect from 13 May 2026. Belén also serves on the board of Banco Bilbao Vizcaya Argentaria (BBVA) and previously served as Non-Executive Director for L'Oreal from 2014 to 2024. She is serving as Chair of the Executive Board and Chief Executive Officer of Merck Group until the end of April 2026. Belén brings extensive global commercial expertise across the FMCG and healthcare sectors, with a proven track record of driving performance and leading complex transformations. She is widely recognised for her leadership in diversity and international collaboration.お知らせ • Sep 19Unilever PLC Appoints Srinivas Phatak to the Board, Effective 18 September 2025Unilever PLC announced appointment of Srinivas Phatak to the board, effective 18 September 2025 . In February 2025, Unilever PLC announced that Srinivas, who was Deputy Chief Financial Officer and Group Controller at the time, would become acting CFO and that a full search would be initiated to appoint a permanent CFO. Srinivas is currently Independent Non-Executive Director on the board of Coats Group plc.お知らせ • Sep 16Unilever PLC Appoints Srinivas Phatak as Its New Chief Financial Officer, Effective September 16, 2025Unilever PLC announced the appointment of Srinivas Phatak as its new Chief Financial Officer after a thorough internal and external search process. Srinivas's appointment as CFO, and to the Board and Unilever Leadership Executive is effective September 16, 2025. In February 2025, Unilever PLC announced that Srinivas, who was Deputy Chief Financial Officer and Group Controller at the time, would become acting CFO and that a full search would be initiated to appoint a permanent CFO. Following that process, the Unilever Board is in unanimous agreement that Srinivas is the best candidate for the role, due to the strength of his industry and functional experience and having performed strongly as acting CFO.Buy Or Sell Opportunity • Sep 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.8% to €53.24. The fair value is estimated to be €66.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.Buy Or Sell Opportunity • Aug 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.9% to €53.82. The fair value is estimated to be €67.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 9.9% per annum over the same time period.Declared Dividend • Aug 03Dividend of UK£0.39 announcedShareholders will receive a dividend of UK£0.39. Ex-date: 14th August 2025 Payment date: 12th September 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 01First half 2025 earnings released: EPS: €1.43 (vs €1.48 in 1H 2024)First half 2025 results: EPS: €1.43 (down from €1.48 in 1H 2024). Revenue: €30.1b (down 3.2% from 1H 2024). Net income: €3.51b (down 5.1% from 1H 2024). Profit margin: 12% (in line with 1H 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Jul 31Unilever plc Announces Quarterly Dividend, Payable on September 12, 2025Unilever PLC announced quarterly dividend is €0.4528 per share or £0.3916 per Unilever PLC ordinary share at the applicable exchange rate issued by WM/Reuters on 29 July 2025. Ex-dividend Date for ADRs is August 15, 2025. Record date is August 15, 2025. The dividend will be payable on September 12, 2025.お知らせ • Jul 24Baby Dove Announces the Launch of Nested, A New Digital Hub Creates in Partnership with PeanutBaby Dove announced the launch of Nested, a new digital hub created in partnership with Peanut. Informed by the rising "nesting" trend, where expecting moms prepare a safe, comforting space before baby, Nested is an innovative initiative that brings expert care, emotional connection, and the trusted, superior care legacy from Dove to new parents navigating the realities of modern motherhood-- just in time for peak birth season and ahead of National Breastfeeding Awareness Month this Fall. Built on the Dove legacy of trust, superior care, superior care, Baby Dove goes a step beyond with products specially designed for babies' delicate skin - dermatologist-tested, pediatrician recommended, and crafted to gently cleanse, moisturize, and protect. Baby Dove is more than just exceptional care; it's a brand driven by purpose. With Nested, Baby is redefining what support for new parents looks like. A recent Baby Dove-commissioned survey revealed that 69% of Gen-Z and Millennial first-time moms don't feel prepared for motherhood1. Even more revealing, 60% of moms say that hearing honest experiences from other moms would help, yet half lack a circle of fellow moms they can rely on2. For Black moms, the gap is even wider: 42% say they don't receive enough support during pregnancy and childbirth, compared to 25% of moms overall3. Baby Dove is committed to changing that - raising the bar not just in baby care, but in the care of parents, too. As part of the Baby Dove x Peanut Nested launch, Cadet will interview Nicole Deggins, certified nurse midwife, birth advocate, doula trainer, and Baby Dove partner, for a powerful dialogue on the reality of motherhood today, the resurgence of community-based care, and what it means to build a village in a digital age. With Nested, Baby Dove continues its mission to support every kind of family--not just with product, but with purpose.Buy Or Sell Opportunity • Jul 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to €51.18. The fair value is estimated to be €64.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings are also forecast to grow by 8.5% per annum over the same time period.お知らせ • Jul 01Dove Debuts Garden Tea Party-Inspired Body Care Collection Exclusively at TargetDove is capturing the elegance of fresh florals and the charm of afternoon tea with its NEW Limited-Edition Dove Garden Tea Party Collection, available exclusively online and in-store at Target for a limited time starting June 30. With nearly half a billion views on TikTok, trends like Rococo and Regency Romance have captivated audiences with their elegant aesthetic, blending rococo fashion, floral landscapes and garden-inspired gatherings. The Garden Tea Party Collection brings this enchanting world to life, offering a self-care escape inspired by leisurely afternoon teas and the beauty of blooming gardens. Aligning to 2025's top scent trends, such as fig, berry notes and florals, this collection offers fragrances a new way to turn everyday care into a feel-good ritual. The collection features four popular fragrances across Dove Body Wash, Body Scrub, Beauty Bar, and Antiperspirant Deodorant. Velvet Fig Bloom: A rich, fruity floral blend that evokes the essence of garden tea parties, with notes ofvelty fig, blooming lilac and warm spun sugar for an indulgent pampering experience resulting in velvet soft skin. English Pear Blossom: A bright, floral-fruity scent with crisp pears, soft floral breezes and a hint of Meyer lemon that wraps in a delightfully indulgent, uplifting embrace while leaving skin soft and smooth. Rose Berry Bouquet: This vibrant fusion of freshly picked wild roses, juicy raspberries and a hint of sugared vanilla captures the charm of a sunny afternoon soiree, leaving skin petal-soft. Honeysuckle Gardenia: A robust floral scent of gardenia petals, sweet honeysuckle and a touch of lushbergamot, leaving skin soft, delicately scented and delightfully refreshed. The Dove Garden Tea Party Collection includes: Body Wash ($7.99 /20 fl oz) - Infused with 24-hour Renewing MicroMoisture and plant-based moisturizers for petal-soft skin. Body Scrub ($7.99 /15 fl oz) - With Dove's signature 1/4 moisturizing cream and plant-based cleansers, it gently exfoliates for glowing skin. Beauty Bar ($6.99 /3.75 oz, 4-pack) - Gentle cleansing and deep moisture to nourish skin daily. Antiperspirant Deodorants ($7.99 /2.6 oz) - Helps replenish ceramide levels while offering lasting protection and indulgent fragrance. The Dove Garden Tea Party collection is available for a limited time starting June30, exclusively online and in-store At Target.お知らせ • Jun 24Unilever PLC (LSE:ULVR) signed an agreement to acquire Dr. Squatch, LLC from Summit Partners, L.P and others.Unilever PLC (LSE:ULVR) signed an agreement to acquire Dr. Squatch, LLC from Summit Partners, L.P and others on June 23, 2025. The transaction is expected to close later this year, subject to customary regulatory approvals and closing conditions.お知らせ • Jun 19Unilever Reportedly Explores Sale of Healthy Snack Brand GrazeUnilever PLC (LSE:ULVR) is exploring a sale of its healthy snack brand Graze (Nature Delivered Ltd), as the consumer group’s new chief presses ahead with plans to tilt its portfolio away from food and towards personal care and beauty. The maker of Dove soap and Marmite has recently approached a number of consumer goods groups and food manufacturers to gauge their interest in buying Graze, according to people familiar with the matter. One banker estimated that Graze, which Unilever bought for £150 million in 2019, would be valued at between £50 million and £80 million in a sale. Unilever declined to comment. The brand, which sells oat bars and packets of roasted corn, blamed the recent decline on a slowdown in its direct-to-consumer sales. Graze has made an operating loss every year under Unilever’s ownership, according to accounts filed at UK Companies House. Unilever promoted its chief financial officer, Fernando Fernandez, to chief executive in March, abruptly replacing Hein Schumacher, who had planned to sell food brands generating a total of €1bn of annual revenue as part of his turnaround efforts. Fernandez is continuing with his predecessor’s plans as part of a shift in focus to higher margin beauty, personal care and health and wellness categories. In the past six months Unilever has sold Dutch brands Conimex and Unox, as well as plant-based brand The Vegetarian Butcher. Graze, which Unilever acquired from private equity group Carlyle, was founded in 2005 as a snack box delivery service, before starting to supply supermarkets and other retailers in 2015. Unilever integrated Graze into its wider operations last year. Unilever bought the brand as part of a push into direct-to-consumer selling, which included the $1 billion acquisition of subscription razor service Dollar Shave Club, and to meet growing consumer demand for healthier snacks.Buy Or Sell Opportunity • Jun 17Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €54.22. The fair value is estimated to be €67.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.Upcoming Dividend • May 11Upcoming dividend of UK£0.39 per shareEligible shareholders must have bought the stock before 15 May 2025. Payment date: 13 June 2025. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (2.2%).お知らせ • May 04Unilever's Clear Launches Scientific Anti-Dandruff Series: Lab-Proven Tech Targets Oil, Flakes, and SensitivityOn April 17, 2025, CLEAR, Unilever's premium professional anti-dandruff brand, officially launched its first SCALPCEUTICALS PRO RANGE globally at TANK Shanghai. This series embodies the brand's 50 years of scientific research and unites the efforts of five global labs and over 200 dermatologists. Using three patented technologies to precisely target scalp concerns like oiliness, dandruff, and sensitivity, it powerfully initiates a revolutionary new era of "cellular-level repair" in scalp care, ushering in a new chapter for premium quality in the field. Currently, China's premium scalp care market is experiencing explosive growth, expanding at a rate of 190% and reaching a scale of over 33 billion RMB. Faced with evolving consumer demands and their diverse needs for scalp health, simply focusing on 'cleansing' is no longer enough to satisfy their desire for a premium experience. This series, developed through a decade of research in partnership with five global labs and tested by more than 200 dermatologists, reportedly features a revolutionary "cellular-level hair care technology matrix." It's designed to address the core issues of oiliness, dandru, and sensitivity, helping to build a healthy scalp environment. Thus, the CLEAR SCALPCEUTicalS PRO RANGE, built upon three patented technologies, now introduced five targeted products: The Selenium Disulfide Anti-Dandruff Shampoo incorporates Unilever's proprietary Selenium Disulfide PRO Technology, which strengthens the protein "skeleton" and "outer walls" of barrier cells to eliminate and prevent dandruff at its root cause, clearing 99% of flakes in just one wash, and correcting oiliness, dandruff), and itch in 4 weeks. The Scalp Massage Essence helps repair the scalp barrier and create an invisible shield against dandruff. For recurrent dandruff issues, the Anti-Dandruff Conditioning Shampoo utilizes Piroctone Olamine Technology to not only inhibit and fight dandruff but also to improve the scalp environment, boosting dandruff resistance by 500%. Beyond breakthroughs in dandruff control, CLEAR has launched its first clinically proven Oil Control Shampoo to address excessive sebum secretion. A third-party study involving 34 consumers with severe dandruff shows statistically significant agreement in self-assessments after 4 weeks' use of CLEAR Selenium Disulfide Anti theDandruff Shampoo. Individual results may vary. Itch refers to scalp itch caused by dandruff. Piroctone Olamines Unilever internal testing shows that after 4 weeks of continuous use of CLEAR Control Shampoo, instrumental measurements indicated a significant reduction in scalp oil compared to before use. Individual results may vary. Individual results may vary. Correcting oiliness, dandruff and itch in 4 weeks: A third-party study involving34 consumers with severe dandruff show statistically significant agreement in self- assessments after 4 weeks' using CLEAR Selenium Disulfides Anti-Dandruff Sh shampoo. Individual results may vary; Itch refers to scalp itch causing by dandruff. Pipctone Olamine: Piroctone Olamin: Piroctone Olimine: PiroctoneOlamine: Piroct one Olamine; Boosting dandruff resistance by 500%: Unilever internal testing showsthat after 4 weeks' use of ClearAR Selenium Disulfide anti-Dandruff Shampoo.お知らせ • May 03Unilever PLC Elects Zoe Yujnovich as DirectorUnilever PLC at its AGM held on April 30, 2025, elected Zoe Yujnovich as a Director.お知らせ • May 02+ 1 more updateUnilever plc Announces Committee AppointmentsUnilever announced membership of each of the Board Committees will be as follows, effective as of 1 May 2025: Nominating and Corporate Governance Committee: Ian Meakins (Chair), Adrian Hennah, Zoe Yujnovich. Compensation Committee: Susan Kilsby (Chair), Nelson Peltz, Ian Meakins, Judith McKenna. Corporate Responsibility Committee: Judith McKenna (Chair), Ruby Lu, Benoît Potier, Zoe Yujnovich. Susan Kilsby will be appointed as Senior Independent Director and Vice Chair of the Board.Declared Dividend • Apr 27Fourth quarter dividend of UK£0.39 announcedShareholders will receive a dividend of UK£0.39. Ex-date: 15th May 2025 Payment date: 13th June 2025 Dividend yield will be 3.1%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (78% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 02Paulig Oy completed the acquisition of Conimex from Unilever PLC (LSE:ULVR).Paulig Oy agreed to acquire Conimex from Unilever PLC (LSE:ULVR) on December 18, 2024. The closing of the acquisition is subject to merger control clearance by the Dutch competition authority. DLA Piper UK LLP acted as legal advisor to Unilever PLC. Paulig Oy completed the acquisition of Conimex from Unilever PLC (LSE:ULVR) on April 1, 2025.お知らせ • Apr 01Unilever PLC (LSE:ULVR) acquired Wild Cosmetics Limited.Unilever PLC (LSE:ULVR) acquired Wild Cosmetics Limited in March 2025. Unilever PLC (LSE:ULVR) completed the acquisition of Wild Cosmetics Limited in March 2025.お知らせ • Mar 21Vivera Holding B.V. signed a letter of intent to acquire The Vegetarian Butcher B.V.Vivera Holding B.V. signed a letter of intent to acquire The Vegetarian Butcher B.V. on March 20, 2025. The binding offer is subject to the usual closing conditions, regulatory requirements, and consultation processes. Completion is expected by Q3 2025.Reported Earnings • Mar 16Full year 2024 earnings released: EPS: €2.30 (vs €2.58 in FY 2023)Full year 2024 results: EPS: €2.30 (down from €2.58 in FY 2023). Revenue: €60.8b (up 1.9% from FY 2023). Net income: €5.74b (down 12% from FY 2023). Profit margin: 9.5% (down from 11% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 27+ 1 more updateBen & Jerry’s Founders Reportedly Discuss Buying Back Brand from UnileverThe founders of Ben & Jerry's Homemade Inc.’s have expressed interest in buying back their namesake ice cream brand from Unilever PLC (LSE:ULVR), according to people familiar with the matter. Ben Cohen and Jerry Greenfield have held some initial discussions in recent months about a potential deal, the people said. They may look to partner with socially minded investors in any transaction, the people said, asking not to be identified discussing confidential information. The Ben & Jerry’s business could be valued at several billion dollars in a sale, which means the founders would need deep-pocketed financial backers to make it happen, one of the people said. There’s no certainty the discussions will progress and they could decide not to pursue a deal, according to the people. “As confirmed during our 2024 Fiscal Year results announcement, we are on track to separate the ice cream business by way of a demerger,” a spokesperson for Unilever said in an emailed statement. “Ben & Jerry’s is an important part of the ice cream business, and it’s not for sale.” A representative for Cohen and Greenfield declined to comment.お知らせ • Feb 25+ 2 more updatesUnilever PLC Announces CFO ChangesUnilever PLC announced that Fernando Fernandez, currently Unilever Chief Financial Officer and Executive Director, will be appointed Chief Executive Officer effective from 1 March 2025. Prior to becoming CFO in January 2024, Fernando had a successful tenure as President of Beauty & Wellbeing, one of Unilever's fastest growing businesses. In previous roles as President Latin America, CEO Brazil and CEO Philippines he led some of the company's best performing markets, delivering strong financial results while developing exceptional talent. A thorough internal and external search process is being initiated to appoint a permanent CFO. From 1 March 2025, Srinivas Phatak, currently Unilever's Deputy Chief Financial Officer and Group Controller, will become acting CFO. Srinivas has served in global and local senior finance, strategy and supply chain roles including a successful term as CFO of Hindustan Unilever Limited. Srinivas' leadership qualities and his broad experience will enable him to partner Fernando in successfully executing Unilever's strategy.Declared Dividend • Feb 15Fourth quarter dividend of UK£0.38 announcedShareholders will receive a dividend of UK£0.38. Ex-date: 27th February 2025 Payment date: 28th March 2025 Dividend yield will be 3.2%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 15+ 1 more updateUnilever plc Declares A Quarterly Interim Dividend for Fourth Quarter of 2024 , Payment Date Is 28 March 2025The Board of Unilever PLC has declared a quarterly interim dividend for fourth quarter of 2024 of £0.3775 per Unilever PLC ordinary share or €0.4528 per Unilever PLC ordinary share at the applicable exchange rate issued by WM/Reuters on 11 February 2025. Ex-dividend Date for Ordinary Shares is 27 February 2025. Ex-dividend Date for ADRs is 28 February 2025. Record Date is 28 February 2025. Last Date for DRIP Election is 07 March 2025. Payment Date is 28 March 2025.Reported Earnings • Feb 14Full year 2024 earnings released: EPS: €2.30 (vs €2.58 in FY 2023)Full year 2024 results: EPS: €2.30 (down from €2.58 in FY 2023). Revenue: €60.8b (up 1.9% from FY 2023). Net income: €5.74b (down 12% from FY 2023). Profit margin: 9.5% (down from 11% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.お知らせ • Feb 13Unilever PLC (LSE:ULVR) announces an Equity Buyback for £1,500 million worth of its shares.Unilever PLC (LSE:ULVR) announces a share repurchase program. Under the program, the company will repurchase up to €1,500 million worth of its shares. The purpose of program is to reduce capital of the company. The repurchase program will be valid till June 6, 2025.お知らせ • Feb 07Unilever PLC Announces Board ChangesUnilever PLC announced that Zoe Yujnovich has been appointed as an independent Non-Executive Director. Zoe will join the Unilever Board with effect from 1 March 2025. Zoe is Shell's Integrated Gas and Upstream Director and has held various senior management positions across Shell since joining in 2014. Prior to joining Shell, Zoe spent almost two decades in Rio Tinto, including as President and CEO of the Iron Ore Company of Canada. Zoe brings deep experience of fast paced transformations at scale across global businesses. She has an extensive network and experience in engaging with governments, regulators and civil society stakeholders across the world. Zoe Yujnovich will also join the Nominating and Corporate Governance Committee and Corporate Responsibility Committee effective as at 1 March 2025. Non-Executive Director Andrea Jung has decided not to stand for re-election at the 2025 AGM.お知らせ • Feb 06Unilever PLC, Annual General Meeting, Apr 30, 2025Unilever PLC, Annual General Meeting, Apr 30, 2025.お知らせ • Dec 20Unilever PLC to Report Q2, 2025 Results on Jul 31, 2025Unilever PLC announced that they will report Q2, 2025 results on Jul 31, 2025お知らせ • Dec 10Unilever PLC Announces Executive Changes, Effective 1 January 2025Unilever PLC announced organisational changes to the Unilever Leadership Executive (ULE) in order to bring further focus and simplification to the leadership structure, in support of Unilever's strategic agenda under the "Growth Action Plan 2030" ("GAP 2030"). Reginaldo Ecclissato, currently Chief Business Operations and Supply Chain Officer, has been appointed President One Unilever Markets and will report to the Chief Executive Officer. As a result Fernando Fernandez, Chief Financial Officer (CFO), will take responsibility for a number of operational activities, including supply chain and procurement, digital and technology and business services. Willem Uijen, currently Chief Procurement Officer, has been appointed to the role of Chief Supply Chain Officer reporting to the CFO. The new operating model and organisational changes will be effective from 1 January 2025.お知らせ • Nov 16Unilever Reportedly Eyes Sale of Dutch Brands Unox, Conimex in Turnaround StrategyUnilever PLC (LSE:ULVR) is exploring the sale of some of its Dutch food brands, three sources with knowledge of the process said, as part of a turnaround strategy led by CEO Hein Schumacher to focus on its biggest "power" labels. Unilever has lined up ABN Amro to conduct a sale of some of the Dutch food brands, including Unox soups and Conimex seasonings, according to the sources, who spoke on the condition of anonymity because the talks were private. The brands have been deemed non-core to Unilever, the sources said, with one adding that the Dutch brands for sale have profits of about EUR 40 million ($42.16 million). Unilever is also trying to sell smaller food brands in Britain and other countries in Europe, this source and a second source said. The company declined to comment. An ABN Amro spokesperson declined to comment. Unilever, home to about 400 brands worldwide, has over the past year been trying to recalibrate its operations to focus more on marketing its top 30 "power" brands and streamlining its business, particularly in Europe. In March, Unilever said it would spin off its ice cream unit, home to brands such as Magnum and Ben & Jerry's. Its restructuring under Schumacher, who previously ran Dutch dairy firm FrieslandCampina, has been generally well-received by investors, including activist Nelson Peltz who took a seat on Unilever's board in 2022. Former CEO Alan Jope, who departed Unilever soon after Peltz's stake was revealed, was criticised for allowing the group's portfolio to balloon, leaving management with too little time to grow strong performers like Knorr, Hellmann's and Dove. Schumacher told Reuters in February that Peltz's views were "very much in line" with Unilever's growth strategy. This involves investing more in its top 30 brands that represent more than 70% of sales, supporting its innovation pipeline for the next few years and working towards a better operating discipline, he said.Declared Dividend • Oct 27Dividend of UK£0.37 announcedShareholders will receive a dividend of UK£0.37. Ex-date: 7th November 2024 Payment date: 6th December 2024 Dividend yield will be 2.9%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 24+ 1 more updateUnilever plc Declares Quarterly Interim Dividend for Third Quarter 2024, Payable on 06 December 2024The Board has declared a quarterly interim dividend for third quarter 2024 of £0.3663 per Unilever PLC ordinary share or €0.4396 per Unilever PLC ordinary share at the applicable exchange rate issued by WM/Reuters on 22 October 2024. Ex-dividend Date for Ordinary Shares: 08 November 2024. Record Date: 08 November 2024 and Payment Date: 06 December 2024.お知らせ • Aug 21Unilever U.S. Recalls Approximately 137,000 Cases of Popsicle Jolly Rancher Frozen Confection Pop ProductsUnilever in the United States is recalling approximately 137,000 cases of Popsicle Jolly Rancher Frozen Confection Pop products (single serve offerings) because the products may contain milk, which is not listed as an ingredient on the label. Persons who have an allergy or severe sensitivity to milk run the risk of a serious or life-threatening allergic reaction if they consume this product. The only impacted products are Popsicle Jolly Rancher Frozen Confection Pop single-serve products which are marked for individual sale. These products are typically sold through channels such as ice cream trucks, concession stands, and grab-and-go freezers throughout the United States. This recall does not apply to the 18-count Popsicle Jolly Rancher multi-pack products that are sold in grocery stores and retailers nationwide. The following products are subject to recall: Product; Lot Codes; Size; GTIN/UCC; and Consumer Unit UPC: Popsicle Jolly Rancher Green Apple Blue Raspberry Grape Frozen Confection Pop; MAY1725KY4, MAY1825KY4, MAY1925KY4, JAN3026KY4, JAN3126KY4, FEB0126KY4, MAR1226KY4, MAR1326KY4, MAR1426KY4, MAR1526KY4, and MAR1626KY4; 2.71 fl oz; 10077567003727; and 077567003720. The products were distributed nationally to wholesale distributors and operators between February 1, 2024, and August 15, 2024. The applicable UPC and lot codes can be found on the outside wrapper of the product. This recall has been initiated as a result of findings which indicate there may be a presence of milk allergens in the product which is not disclosed on the packaging. There have been two reported allergic reactions in connection with the use of this product. No other Unilever or Popsicle products are affected by this recall. Anyone concerned about an allergic reaction should contact a healthcare provider.Declared Dividend • Jul 28Dividend of UK£0.37 announcedShareholders will receive a dividend of UK£0.37. Ex-date: 8th August 2024 Payment date: 6th September 2024 Dividend yield will be 2.9%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 27Yong Chao Venture Capital Co., Ltd. agreed to acquire an unknown minority stake in Qinyuan Group Co., Ltd. from Unilever PLC (LSE:ULVR).Yong Chao Venture Capital Co., Ltd. agreed to acquire an unknown minority stake in Qinyuan Group Co., Ltd. from Unilever PLC (LSE:ULVR) on July 25, 2024.Reported Earnings • Jul 26First half 2024 earnings released: EPS: €1.48 (vs €1.41 in 1H 2023)First half 2024 results: EPS: €1.48 (up from €1.41 in 1H 2023). Revenue: €31.1b (up 2.3% from 1H 2023). Net income: €3.70b (up 4.3% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.お知らせ • Jul 25Unilever PLC to Report Q4, 2024 Results on Feb 13, 2025Unilever PLC announced that they will report Q4, 2024 results on Feb 13, 2025お知らせ • Jul 22Unilever PLC Appoints Benoît Potier as A Non-Executive Director and Member of Audit Committee and the Corporate Responsibility Committee, with Effect from 1 January 2025Unilever PLC announced that Benoît Potier has been appointed as a Non-Executive Director of the company, with effect from 1 January 2025. Benoît will join both the Audit Committee and the Corporate Responsibility Committee upon his appointment. Benoît brings a wealth of experience across the industrials and consumer goods sectors, having held executive and non-executive positions at a number of major global businesses. He served as Chief Executive Officer of Air Liquide, a multinational industrials company headquartered in Paris from 2001 to 2022, and he was appointed as Chairman of the Board in 2006, a position he continues to hold. He currently also serves as a Non-Executive Director on the Siemens AG Supervisory Board. Previously he was a Non-Executive Director at Danone from 2003 to 2021, and a Non-Executive Director on the Supervisory Board of Michelin from 2003 to 2013.お知らせ • Jun 08Yellow Wood Partners, LLC completed the acquisition of Elida Beauty Limited from Unilever PLC (LSE:ULVR).Yellow Wood Partners, LLC entered into a letter of intent to acquire Elida Beauty Limited from Unilever PLC (LSE:ULVR) on December 18, 2023. The transaction is expected to be completed by mid-2024 upon completion of customary closing and regulatory approvals. Morgan Stanley & Co. International plc acted as financial advisor to Unilever PLC. Melissa Fogarty, Alanna Hunter, Alistair Woodland, François Farmine, André Duminy, Stephen Reese, Edward Page, Michael Rueter, Thomas Critchley and Benjamin Sibbett of Clifford Chance LLP acted as legal advisor to Unilever PLC. Ryan McCarthy, Farah O’Brien, Susan Parker, Alex Harris, Gail Crawford, Shaun Thompson, Matthias Rubner, Romain Nairi, Helen Lethaby and Andrea Ramezan-Jackson of Latham & Watkins LLP acted as legal advisor to Yellow Wood Partners, LLC.Yellow Wood Partners, LLC completed the acquisition of Elida Beauty Limited from Unilever PLC (LSE:ULVR) on June 6, 2024. Alfie Vivian, a seasoned C-level consumer packaged goods executive, has been appointed as Chief Executive Officer of Elida to work with the Yellow Wood team to develop the next chapter of the company's growth. Mr. Vivian most recently served as Senior Vice President, Group General Manager of Tyson Foods.お知らせ • May 18Dove Launches New Bond Strength Collection for Damaged Hair Delivering Visible Results in Just One MinuteDove announced the national launch of its most scientifically advanced hair care collection on the market: Dove Bond Strength. The new range offers a complete damage repair routine with four products featuring Dove proprietary Bio-Protein Care™? and peptides. Backed by more than 10 years of research, the Dove Bond Strength collection's superior formulas are powered by three patented technologies to visibly repair hair and strengthen damaged bonds deep inside the hair at a microscopic level. The Dove Bond Strength collection offers a complete damage repair routine while strengthening bonds at the deepest microscopic level of the hair with four breakthrough products: Dove 10-in-1 Bond Strength Serum Mask ($9.99 SRP): This weekly intense treatment contains Peptides and peptides and peptides and peptide and offers 10 transformative benefits in just one minute for instant improvement like boosting shine, detangle strands, and restoring bounce. Dove 10-in-1 bond Strength Shield Super Serum ($9.99 SRP: Shielding hair from external aggressors and further damage, this wet or dry styler is a finisher to promote hair hydration and give a glossy finish. Dove Bond Strength Shampoo & Conditioner ($3.99 SRP): Work in tandem on all hair types to visibly transform hair and strengthen bonds from the inside out. Across all hair types, hair damage is a universally shared experience. Heat tools, brushing, chemical treatments, coloring, UV rays, pollution, chlorine and more can lead to bond damage, which can leave hair feeling dry, brittle, and dull without the proper hair care. To help educate women everywhere on the different causes of hair damage and show the power of Dove Bond Strength - even when take hair to the damage limit - Dove has partnered with Professional Surfer Coco Ho to share her personal experience protecting her hair against natural elements like sun and salt water, which can be harsh on strands.New Risk • May 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (108% net debt to equity). Shareholders have been diluted in the past year (3.7% increase in shares outstanding).Upcoming Dividend • May 12Upcoming dividend of UK£0.37 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.0%).Declared Dividend • Apr 28Fourth quarter dividend of UK£0.37 announcedShareholders will receive a dividend of UK£0.37. Ex-date: 16th May 2024 Payment date: 7th June 2024 Dividend yield will be 3.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 27Unilever PLC Declares Interim Dividend for First Quarter of 2024, Payable on 07 June 2024The Board of Unilever PLC declared a quarterly interim dividend for first quarter of 2024 of £0.3674 per Unilever PLC ordinary share or €0.4268 per Unilever PLC ordinary share. Ex-Dividend Date is 16 May 2024. Record Date is 17 May 2024. Payment date is June 07, 2024.New Risk • Apr 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (108% net debt to equity). Shareholders have been diluted in the past year (3.3% increase in shares outstanding).Buy Or Sell Opportunity • Mar 21Now 20% undervaluedOver the last 90 days, the stock has risen 4.1% to €45.41. The fair value is estimated to be €57.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 4.5% per annum over the same time period.お知らせ • Mar 06Unilever Appoints Heiko Schipper as President, Nutrition Business Group, Effective May 1, 2024Unilever announced the appointment of Heiko Schipper as President, Nutrition Business Group. Heiko, currently President, Bayer Consumer Health, has deep experience and a successful track record in the global foods and nutrition industry. He started his career at Nestle, spending more than 20 years in sales and marketing roles in Asia, before rising to lead Nestle's global Nutrition business division as CEO in 2014. He joined Bayer in 2018 and has since driven significant performance improvements to deliver growth for Bayer's Consumer Health division. Heiko will join Unilever and its Leadership Executive on 1 May 2024.Upcoming Dividend • Feb 15Upcoming dividend of UK£0.36 per share at 3.7% yieldEligible shareholders must have bought the stock before 22 February 2024. Payment date: 22 March 2024. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (2.0%).Declared Dividend • Feb 11Fourth quarter dividend of UK£0.36 announcedShareholders will receive a dividend of UK£0.36. Ex-date: 22nd February 2024 Payment date: 22nd March 2024 Dividend yield will be 3.5%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 2.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 09Full year 2023 earnings released: EPS: €2.58 (vs €3.00 in FY 2022)Full year 2023 results: EPS: €2.58 (down from €3.00 in FY 2022). Revenue: €59.6b (flat on FY 2022). Net income: €6.49b (down 15% from FY 2022). Profit margin: 11% (down from 13% in FY 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 08+ 2 more updatesUnilever plc Declares Quarterly Interim Dividend for the Fourth Quarter of 2023, Payable on March 22, 2024Unilever PLC declared a quarterly interim dividend for the fourth quarter of 2023 of £0.3647 per Unilever PLC ordinary share or €0.4268 per Unilever PLC ordinary share at the applicable exchange rate issued by WM/Reuters on 6 February 2024. Ex-Dividend Date February 22, 2024, Record Date February 23, 2024, Payment Date March 22, 2024.お知らせ • Feb 01+ 1 more updateUnilever PLC Announces Directorate ChangeUnilever announced that Judith McKennahas been appointed as an independent Non-Executive Director. Judith will join the Unilever Board with effect from 1 March 2024. Judith has deep and extensive experience of the consumer goods and retail sector, having spent 27 years of her career at Walmart. She most recently served as President and CEO of Walmart International from 2018-2023, where she was responsible for all aspects of Walmart's footprint outside the U.S. Prior to leading Wal-Mart International, Judith served as Executive Vice President and Chief Operating Officer for Wal-Mart U.S. and was the Chief Financial Officer for the supermarket chain Asda, in the UK, for more than a decade and Non-Executive Directors Nils Andersen, Judith Hartmann, Youngme Moon and Strive Masiyiwa have decided not to stand for re-election at the 2024 AGM. Judith has in the past 5 years previously been the Chair of Walmex, a Bolsa-listed company, and a board member of Flipkart and PhonePe in India. She is no longer a director of those companies.株主還元UNV0DE Personal ProductsDE 市場7D6.9%4.7%-2.6%1Y-17.6%-7.6%-1.4%株主還元を見る業界別リターン: UNV0過去 1 年間で-7.6 % の収益を上げたGerman Personal Products業界を下回りました。リターン対市場: UNV0は、過去 1 年間で-1.4 % のリターンを上げたGerman市場を下回りました。価格変動Is UNV0's price volatile compared to industry and market?UNV0 volatilityUNV0 Average Weekly Movement3.6%Personal Products Industry Average Movement5.0%Market Average Movement5.9%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: UNV0 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: UNV0の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト186093,732Fernando Fernandezwww.unilever.comユニリーバPLC は、アジア太平洋、アフリカ、米州、欧州で躍進する消費財メーカーである。5つのセグメントで事業を展開している：ビューティ＆ウェルビーイング、パーソナルケア、ホームケア、食品、アイスクリーム。ビューティ＆ウェルビーイング部門は、シャンプー、コンディショナー、スタイリング剤などのヘアケア製品、フェイス、ハンド、ボディ用モイスチャライザーなどのスキンケア製品、プレステージのビューティ＆ウェルビーイング製品の販売を行っている。パーソナルケア部門は、石鹸やシャワーなどのスキンケア製品、デオドラント製品、歯磨き粉、歯ブラシ、マウスウォッシュなどのオーラルケア製品を提供している。ホームケア部門は、洗濯用パウダーや液体洗剤、リンス・コンディショナーなどのファブリックケア製品、ファブリックエンハンサー、家庭用および衛生用クリーニング製品の販売に携わっている。食品部門は、スープ、ブイヨン、調味料などの調理補助食品やミニミール、マヨネーズ、ケチャップなどの調味料、フードソリューションを提供している。アイスクリーム部門は、家庭用アイスクリーム、家庭外アイスクリームなどのアイスクリーム製品を提供している。同社は、AXE、ベン＆ジェリーズ、クリア、シフ、クローズアップ、コンフォート、コルネット、ダーマロジカ、ドメストス、ダヴ、ダヴ メン＋ケア、ヘルマンズ、ホーリックス、クノール、ラックス、ライフブイ、リキッドI V.、マグナム、ニュートラフォル、リキッドI.V、Magnum、Nutrafol、OMO、Pond's、Paula's Choice、Pepsodent、Rexona、Sunlight、Sunsilk、Surf、TRESemmé、Vaseline、Wall's、Yassoのブランド名。ユニリーバPLC は1860 年に設立され、英国ロンドンに本社を置いている。もっと見るUnilever PLC 基礎のまとめUnilever の収益と売上を時価総額と比較するとどうか。UNV0 基礎統計学時価総額€110.40b収益（TTM）€5.68b売上高(TTM)€50.50b19.4xPER（株価収益率2.2xP/SレシオUNV0 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計UNV0 損益計算書（TTM）収益€50.50b売上原価€26.79b売上総利益€23.71bその他の費用€18.03b収益€5.68b直近の収益報告Dec 31, 2025次回決算日Jul 28, 2026一株当たり利益（EPS）2.62グロス・マージン46.95%純利益率11.25%有利子負債／自己資本比率153.2%UNV0 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.9%現在の配当利回り76%配当性向UNV0 配当は確実ですか？UNV0 配当履歴とベンチマークを見るUNV0 、いつまでに購入すれば配当金を受け取れますか？Unilever 配当日配当落ち日May 14 2026配当支払日Jun 26 2026配当落ちまでの日数28 days配当支払日までの日数15 daysUNV0 配当は確実ですか？UNV0 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/10 03:58終値2026/06/10 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Unilever PLC 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。42 アナリスト機関null nullArgus Research CompanyAndreas von ArxBaader Helvea Equity ResearchArancha PiñeiroBanco de Sabadell. S.A.39 その他のアナリストを表示
お知らせ • May 22TRESemmé Professional Appoints Executive AppointmentsTRESemmé Professional announced the appointment of Maura Higgins as the first-ever Head of Hair at TRESemmé Professional. In this newly created role, Maura will serve as a muse and creative force, shaping iconic red-carpet looks and fronting a major TRESemmé Professional campaign across the UK and Ireland. Maura's appointment coincides with the announcement of her long-time collaborator, acclaimed celebrity hairstylist Luke Pluckrose, as Head Stylist at TRESemmé Professional. In this role, Luke will bring the trusted stylist–client dynamic to life across the brand, translating professional artistry into elevated yet achievable at-home looks. Debuting on May 27, 2026, Maura's first campaign will run across TV, social, and out-of-home, with all hair created by Luke using the soon-to-launch next-generation TRESemmé Professional collections.
お知らせ • May 12Dove Men+Care Launches Care For Your Skin Like You Care For The Game Global PlatformDove Men+Care, Official Sponsor of the FIFA World Cup 2026™, launched a new global platform, 'Care for Your Skin Like You Care for the Game,' celebrating the passion of soccer fans around the world and the real impact that fandom can have on skin. Dove Men+Care is reminding fans to give their skin the same attention they give the match, so they can keep enjoying the game without sacrificing skincare in the process. Dove Men+Care is bringing the sound of global fandom to life by featuring one of the most recognizable stadium chants in sports in the brand's FIFA World Cup 2026™ campaign. The campaign's hero spot set to the iconic sports anthem follows fans across cities, stadiums, and everyday moments as the chant builds from a single voice into a global chorus. The 'Care for Your Skin Like You Care for the Game' campaign highlights how gameday rituals like chanting, celebrating and wearing body paint can take a toll on both your body and skin. Dove Men+Care encourages men and all soccer fans to take care of their skin as much as they show up for the game – with a range of products designed to help them stay fresh, comfortable, and protected through every moment. This global campaign has officially rolled out across a series of cultural touchpoints, including: Winning Tickets for World Stage Action: Fans have a chance to score tickets to a match through Dove Men+Care FIFA World Cup 2026 Limited-Edition body washes and deodorants—including Whole Body Deo in invigorating scents like All Star Comfort, with more than 300 tickets available across Dove Men+Care and Unilever promotions; A Roster of Cultural Voices: A diverse roster of creator partners spanning sports, entertainment, and pop culture, including Marshawn Lynch, Trinity Rodman, Karl-Anthony Towns, Jordyn Woods, Matt King, Speedy Morman, Victor Cruz, Edwin Castro, Leo Gonzalez and Devin Caherly, bringing the campaign to life through original content capturing their personal fan rituals, match-day routines, and real experiences championing the message to care for your skin like you care for the game; On-the-Ground Fan Experiences: Consumer activations across key host cities, including 'Ritual House' experiences in Kansas City throughout the tournament and influencer-led moments in New York City and Miami throughout June and July, featuring interactive installations that bring to life game-day rituals and the toll they can take on your skin – from continuously wearing the same lucky jersey and body paint to refusing to shave a lucky beard until the final whistle. The 'Care for Your Skin Like You Care for the Game' FIFA World Cup 2026™ campaign builds on Dove Men+Care's long-term commitment to show up grounded in care, whether in the stands, on the field, or just everyday moments.
Declared Dividend • May 03Fourth quarter dividend of UK£0.40 announcedShareholders will receive a dividend of UK£0.40. Ex-date: 14th May 2026 Payment date: 26th June 2026 Dividend yield will be 3.8%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 2.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 02+ 1 more updateUnilever PLC Declares a Quarterly Interim Dividend for First Quarter 2026, Payable on 26 June 2026The Board of Unilever PLC has declared a quarterly interim dividend for first quarter 2026 of EUR 0.4664 per Unilever PLC ordinary share or £0.4046 per Unilever PLC ordinary share at the applicable exchange rate issued by WM/Reuters on 28 April 2026. The following amounts will be paid in respect of this quarterly interim dividend on the relevant payment date: Per Unilever PLC ordinary share (traded on the London Stock Exchange): £0.4046; Per Unilever PLC ordinary share (traded on Euronext in Amsterdam): €0.4664; Per Unilever PLC American Depositary Receipt: US 0.5449. US dollar cheques for the quarterly interim dividend will be mailed on 26 June 2026 to holders of record at the close of business on 15 May 2026.
お知らせ • Apr 17Dove Introduces Scalp And Hair TherapyDove introduced the latest innovation in scalp and hair care, a cutting-edge range designed to deliver tailored solutions for every scalp. Dove Scalp + Hair Therapy is designed as a complete scalp skincare system, restoring and strengthening the scalp's protective barrier while nourishing and caring for hair. Developed by scientific teams, the collection is powered by skincare-inspired ingredients and cutting-edge technology including Glycerin to nourish the scalp and reduce dry flakes, Niacinamide (Vitamin B3) to moisturise, strengthen the scalp skin barrier, and maintain balance, and Biomimetic technology to repair hair from within. Through advanced proteomic mapping, Dove scientists have identified the precise proteins and amino acids lost through every day and accumulative damage. One key discovery is the depletion of Glutamic Acid, a vital amino acid that plays a critical role in maintaining hair fibre resilience. Dove Scalp + Hair Therapy Density & Growth is powered by Dynazinc technology, this range helps anchor follicles to the scalp and prolong the hair's growth cycle. It inhibits the enzyme responsible for weakening the bond between fibre and follicle by reinforcing it at the root to support stronger, faster growing hair. In clinical testing, it supported the anchoring of up to 10,000 more hairs at the root, helping hair stay in place for longer and contributing to visibly fuller density over time. Scalp + Hair Therapy Density & Growth Shampoo and Conditioner reinforces the fibre-to-follicle connection while gently removing impurities and restoring hydration balance at the scalp. Scalp + Hair Therapy Density & Growth 3-in-1 Scalp Serum helps strengthen root anchoring and create optimum conditions for hair to thrive. In clinical testing, it helped deliver up to 10,000 more hairs in just 12 weeks. Scalp + Hair Therapy Density & Growth Root Lift Spray instantly plumps and lifts, so hair appears stronger, and with amplified volume from root to tip. 89% of women saw thicker, stronger hair and increased hair volume. Scalp + Hair Therapy Density & Growth 10-in-1 Strengthening Mask reinforces bonds to restore resilience and deliver 10 transformative benefits including up to 10x stronger hair, frizz control, more shine, and up to 99% less hair fall. Available at Boots, Superdrug, Amazon, Tesco, Sainsbury's and most major retailers. RRP starting from £5. Unilever has around 5,000 experts working in Research & Development worldwide.
お知らせ • Apr 11Unilever PLC (LSE:ULVR) agreed to acquire Gruns Nutrition, Inc.Unilever PLC (LSE:ULVR) agreed to acquire Gruns Nutrition, Inc. on April 9, 2026. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is later this year.
お知らせ • May 22TRESemmé Professional Appoints Executive AppointmentsTRESemmé Professional announced the appointment of Maura Higgins as the first-ever Head of Hair at TRESemmé Professional. In this newly created role, Maura will serve as a muse and creative force, shaping iconic red-carpet looks and fronting a major TRESemmé Professional campaign across the UK and Ireland. Maura's appointment coincides with the announcement of her long-time collaborator, acclaimed celebrity hairstylist Luke Pluckrose, as Head Stylist at TRESemmé Professional. In this role, Luke will bring the trusted stylist–client dynamic to life across the brand, translating professional artistry into elevated yet achievable at-home looks. Debuting on May 27, 2026, Maura's first campaign will run across TV, social, and out-of-home, with all hair created by Luke using the soon-to-launch next-generation TRESemmé Professional collections.
お知らせ • May 12Dove Men+Care Launches Care For Your Skin Like You Care For The Game Global PlatformDove Men+Care, Official Sponsor of the FIFA World Cup 2026™, launched a new global platform, 'Care for Your Skin Like You Care for the Game,' celebrating the passion of soccer fans around the world and the real impact that fandom can have on skin. Dove Men+Care is reminding fans to give their skin the same attention they give the match, so they can keep enjoying the game without sacrificing skincare in the process. Dove Men+Care is bringing the sound of global fandom to life by featuring one of the most recognizable stadium chants in sports in the brand's FIFA World Cup 2026™ campaign. The campaign's hero spot set to the iconic sports anthem follows fans across cities, stadiums, and everyday moments as the chant builds from a single voice into a global chorus. The 'Care for Your Skin Like You Care for the Game' campaign highlights how gameday rituals like chanting, celebrating and wearing body paint can take a toll on both your body and skin. Dove Men+Care encourages men and all soccer fans to take care of their skin as much as they show up for the game – with a range of products designed to help them stay fresh, comfortable, and protected through every moment. This global campaign has officially rolled out across a series of cultural touchpoints, including: Winning Tickets for World Stage Action: Fans have a chance to score tickets to a match through Dove Men+Care FIFA World Cup 2026 Limited-Edition body washes and deodorants—including Whole Body Deo in invigorating scents like All Star Comfort, with more than 300 tickets available across Dove Men+Care and Unilever promotions; A Roster of Cultural Voices: A diverse roster of creator partners spanning sports, entertainment, and pop culture, including Marshawn Lynch, Trinity Rodman, Karl-Anthony Towns, Jordyn Woods, Matt King, Speedy Morman, Victor Cruz, Edwin Castro, Leo Gonzalez and Devin Caherly, bringing the campaign to life through original content capturing their personal fan rituals, match-day routines, and real experiences championing the message to care for your skin like you care for the game; On-the-Ground Fan Experiences: Consumer activations across key host cities, including 'Ritual House' experiences in Kansas City throughout the tournament and influencer-led moments in New York City and Miami throughout June and July, featuring interactive installations that bring to life game-day rituals and the toll they can take on your skin – from continuously wearing the same lucky jersey and body paint to refusing to shave a lucky beard until the final whistle. The 'Care for Your Skin Like You Care for the Game' FIFA World Cup 2026™ campaign builds on Dove Men+Care's long-term commitment to show up grounded in care, whether in the stands, on the field, or just everyday moments.
Declared Dividend • May 03Fourth quarter dividend of UK£0.40 announcedShareholders will receive a dividend of UK£0.40. Ex-date: 14th May 2026 Payment date: 26th June 2026 Dividend yield will be 3.8%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 2.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 9.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 02+ 1 more updateUnilever PLC Declares a Quarterly Interim Dividend for First Quarter 2026, Payable on 26 June 2026The Board of Unilever PLC has declared a quarterly interim dividend for first quarter 2026 of EUR 0.4664 per Unilever PLC ordinary share or £0.4046 per Unilever PLC ordinary share at the applicable exchange rate issued by WM/Reuters on 28 April 2026. The following amounts will be paid in respect of this quarterly interim dividend on the relevant payment date: Per Unilever PLC ordinary share (traded on the London Stock Exchange): £0.4046; Per Unilever PLC ordinary share (traded on Euronext in Amsterdam): €0.4664; Per Unilever PLC American Depositary Receipt: US 0.5449. US dollar cheques for the quarterly interim dividend will be mailed on 26 June 2026 to holders of record at the close of business on 15 May 2026.
お知らせ • Apr 17Dove Introduces Scalp And Hair TherapyDove introduced the latest innovation in scalp and hair care, a cutting-edge range designed to deliver tailored solutions for every scalp. Dove Scalp + Hair Therapy is designed as a complete scalp skincare system, restoring and strengthening the scalp's protective barrier while nourishing and caring for hair. Developed by scientific teams, the collection is powered by skincare-inspired ingredients and cutting-edge technology including Glycerin to nourish the scalp and reduce dry flakes, Niacinamide (Vitamin B3) to moisturise, strengthen the scalp skin barrier, and maintain balance, and Biomimetic technology to repair hair from within. Through advanced proteomic mapping, Dove scientists have identified the precise proteins and amino acids lost through every day and accumulative damage. One key discovery is the depletion of Glutamic Acid, a vital amino acid that plays a critical role in maintaining hair fibre resilience. Dove Scalp + Hair Therapy Density & Growth is powered by Dynazinc technology, this range helps anchor follicles to the scalp and prolong the hair's growth cycle. It inhibits the enzyme responsible for weakening the bond between fibre and follicle by reinforcing it at the root to support stronger, faster growing hair. In clinical testing, it supported the anchoring of up to 10,000 more hairs at the root, helping hair stay in place for longer and contributing to visibly fuller density over time. Scalp + Hair Therapy Density & Growth Shampoo and Conditioner reinforces the fibre-to-follicle connection while gently removing impurities and restoring hydration balance at the scalp. Scalp + Hair Therapy Density & Growth 3-in-1 Scalp Serum helps strengthen root anchoring and create optimum conditions for hair to thrive. In clinical testing, it helped deliver up to 10,000 more hairs in just 12 weeks. Scalp + Hair Therapy Density & Growth Root Lift Spray instantly plumps and lifts, so hair appears stronger, and with amplified volume from root to tip. 89% of women saw thicker, stronger hair and increased hair volume. Scalp + Hair Therapy Density & Growth 10-in-1 Strengthening Mask reinforces bonds to restore resilience and deliver 10 transformative benefits including up to 10x stronger hair, frizz control, more shine, and up to 99% less hair fall. Available at Boots, Superdrug, Amazon, Tesco, Sainsbury's and most major retailers. RRP starting from £5. Unilever has around 5,000 experts working in Research & Development worldwide.
お知らせ • Apr 11Unilever PLC (LSE:ULVR) agreed to acquire Gruns Nutrition, Inc.Unilever PLC (LSE:ULVR) agreed to acquire Gruns Nutrition, Inc. on April 9, 2026. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is later this year.
お知らせ • Apr 01+ 1 more updateUnilever PLC, Annual General Meeting, May 13, 2026Unilever PLC, Annual General Meeting, May 13, 2026. Location: hilton london bankside, 2 8 great suffolk street, se1 0ug, london United Kingdom
お知らせ • Mar 31+ 1 more updateUnilever Reportedly Nears Deal to Create $60 Billion Food Giant with McCormickUnilever PLC (LSE:ULVR) is in advanced talks to combine its food business with spice-maker McCormick & Company, Incorporated (NYSE:MKC) in a deal that would create a new food behemoth worth roughly $60 billion, including debt, according to people familiar with the matter. A cash-and-stock deal could be announced as soon as March 31, 2026, when McCormick is set to report its latest quarterly results, the people said, cautioning that the plans could still slip.
お知らせ • Mar 21+ 1 more updateMcCormick & Company Confirms Discussions with UnileverMcCormick & Company, Incorporated (NYSE:MKC) ('McCormick' or the 'Company'), in response to the announcement issued by Unilever earlier March 20, 2026, confirmed that it is engaged in discussions with Unilever PLC (LSE:ULVR) regarding a potential strategic transaction involving Unilever's Foods business. While these discussions are ongoing, there can be no certainty or assurances as to whether an agreement for a transaction will be reached or as to the terms or timing of any such transaction. McCormick regularly evaluates its portfolio and strategic options in pursuit of maximizing shareholder value and consistent with its fiduciary duties and in consultation with its financial and legal advisors. The Company does not intend to make any additional comments regarding this matter unless and until it is determined that additional disclosure is appropriate or necessary.
お知らせ • Mar 20+ 1 more updateUnilever PLC Confirms Inbound Offer and Discussions with McCormick & Company, Inc. for Foods BusinessUnilever PLC (LSE:ULVR) noted recent media speculation regarding a potential transaction involving its Foods business. The Board believes Foods is a highly attractive business, with a strong financial profile led by market-leading brands in growing categories and is confident in the future of the Foods business as part of Unilever. Unilever confirms that it has received an inbound offer for its Foods business and is in discussions with McCormick & Company, Incorporated (NYSE:MKC). There can be no certainty that any transaction will be agreed.
お知らせ • Mar 17Dove Unveils the Art of Repair Limited Edition Haircare Collection Exclusively At WalmartDove unveiled its new haircare collection, The Art of Repair, a limited-edition, Walmart-exclusive range that celebrates the artistry of hair restoration through damage repair. Inspired by the meticulous craft of fine art conservation, the collection rebuilds damaged hair fibers with precision—reviving brilliance, restoring strength, and honoring hair as the personal masterpiece it is. Featuring Dove's signature Bio-Protein Care technology, this system meticulously rebuilds broken bonds, refilling hair with protein builders to help reverse signs of up to three years of accumulated damage. Strands are transformed from dry and damaged, to hair that is hydrated, smooth and 10x stronger, using the complete 3-step system (shampoo, conditioner, and treatment). Dove's The Art of Repair collection brings this philosophy to life through special, limited-edition packaging featuring iconic works of art, turning an everyday hair repair routine into an artful ritual. Curated with a sophisticated fragrance of juicy red berries, soft florals, and creamy vanilla, Dove Limited Edition The Art of Repair system adds a sensory layer to the ritual of hair restoration, and includes: Dove Limited Edition The Art of Repair Bond Strength Restorative Shampoo ($5.84 SRP): Made with Bio-Protein Care and infused with Peptides, this is the first step to visibly repair signs of damage for chemically treated hair. Dove Limited Edition The Art of Repair Bond Strength Restorative Conditioner ($5.84 SRP): The second step to help reverse signs of as much as three years of accumulated damage and restore smoothness. Dove Limited Edition The Art of Repair Silk Canvas Bi-Phase Serum + Oil ($9.97 SRP): An ultra-light, fast-absorbing formula that delivers 89% less breakage*, enhances shine for up to 48 hours, reduces split ends and helps provide an anti-humidity shield for up to 72 hours of frizz control. The Art of Repair introduces a bold new look for Dove, featuring sleek black bottles across the range. The darker backdrop was artfully designed to evoke the feeling of a gallery setting, allowing the featured artworks to stand out on shelf, bringing the elevated experience of art into the haircare aisle. Dove is debuting "The Art of Repair," a cinematic social film that imagines museum-worthy art being carefully restored before revealing the limited-edition collection. The short film is supported by a broader social and retail campaign, including creator partnerships, sensory branded content, and in-store displays designed to bring The Art of Repair collection to life for shoppers. The Dove Limited Edition The Art of Repair Collection is now available for a limited time, exclusively at Walmart stores nationwide and on Walmart.com. Fans can show how they bring The Art of Repair into their routine by tagging @Dove and sharing their favorite looks from the collection.
お知らせ • Mar 03Unilever Appoints Reema Jain as Chief Information OfficerUnilever has appointed Reema Jain as Chief Information Officer (CIO) to oversee its core IT operations, reporting to the company’s Chief Digital and Technology Officer. Jain rejoined Unilever in 2025 as Global VP of Digital Technology and now steps into the CIO role as part of the group’s ongoing transformation under CEO Fernando Fernandez. Since taking the helm in 2025, Fernandez has continued a wide-ranging restructuring plan initiated in 2024, including a 25% leadership reduction, the spin-off of the ice cream business, 7,500 job cuts, and changes to the sustainability leadership team. Jain’s appointment reinforces Unilever’s push to modernize its technology backbone and embed AI across the value chain, aligning IT leadership with its broader transformation and digital acceleration agenda.
Recent Insider Transactions • Feb 18CEO & Director recently sold €1.0m worth of stockOn the 12th of February, Fernando Fernandez sold around 17k shares on-market at roughly €60.27 per share. This transaction amounted to 5.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Fernando's only on-market trade for the last 12 months.
Declared Dividend • Feb 15Fourth quarter dividend of UK£0.41 announcedShareholders will receive a dividend of UK£0.41. Ex-date: 26th February 2026 Payment date: 10th April 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 15Full year 2025 earnings released: EPS: €2.60 (vs €2.92 in FY 2024)Full year 2025 results: EPS: €2.60 (down from €2.92 in FY 2024). Revenue: €50.5b (down 17% from FY 2024). Net income: €5.68b (down 1.1% from FY 2024). Profit margin: 11% (up from 9.5% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Feb 12+ 2 more updatesUnilever PLC (LSE:ULVR) announces an Equity Buyback for £1,500 million worth of its shares.Unilever PLC (LSE:ULVR) announces a share repurchase program. Under the program, the company will repurchase up to €1,500 million worth of its shares. The purpose of program is to reduce capital of the company.
Buy Or Sell Opportunity • Jan 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.8% to €55.30. The fair value is estimated to be €69.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 0.8% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.
Board Change • Dec 21High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CFO & Director Srini Phatak was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 10Unilever PLC to Report Q2, 2026 Results on Jul 28, 2026Unilever PLC announced that they will report Q2, 2026 results on Jul 28, 2026
お知らせ • Dec 01Katjes International GmbH & Co. KG agreed to acquire Nature Delivered Ltd from Unilever PLC (LSE:ULVR).Katjes International GmbH & Co. KG entered into an agreement to acquire Nature Delivered Ltd from Unilever PLC (LSE:ULVR) on December 1, 2025. The transaction is subject to approval by regulatory board / committee and debt financing secured by acquirer. The expected completion of the transaction is January 1, 2026 to June 30, 2026. As part of the acquisition, funding will be provided through cash and a loan. This strategic initiative is designed to enhance Katjes' brand portfolio in the European healthy snacking market.
お知らせ • Nov 12Unilever plc Announces Executive ChangesUnilever has appointed Michael Stewart as its new Chief Corporate Affairs and Communications Officer, following the departure of Rebecca Marmot, who is stepping down after nearly two decades with the company. In his new role, he will oversee communications, sustainability, public policy, and government relations for the global consumer goods giant. Stewart joins Unilever from PwC, where he served as Global Leader for Corporate Affairs and Communications. Stewart brings more than two decades of experience in corporate communications and reputation management. Before his time at PwC, he spent over a decade at Edelman, serving as Global Vice Chair and previously as European CEO. Earlier in his career, he spent 12 years at McKinsey & Company as Partner and Global Director of Communications. Stewart's appointment underscores Unilever's focus on strengthening its reputation and advancing its sustainability commitments amid growing global expectations for corporate transparency and responsible business leadership.
お知らせ • Oct 30Dove Brings Back the Holiday Treats Limited-Edition Collection Nationwide with Six Festive Fragrances and New Body Mist FormatBeauty brand Dove and Madison Square Garden Entertainment Corp. announced a new partnership naming Dove an Official Partner of the Rockettes – who are celebrating their 100 anniversary this year – and the 2025 Christmas SpectacularStarring the Radio City Rockettes. Through this partnership, Dove will bring its Holiday Treats Limited-Edition Collection, which includes six festive fragrances across Body Wash, Beauty Bar, Scrubs, Deodorant, Liquid Hand Wash and new Body Mist format to life through interactive experiences at Radio City Music Hall beginning with the opening of the Christmas Spectacular on November 6, 2025. The partnership brings multiple activations to Radio City Music Hall throughout the season, including a photobooth on the second mezzanine, product integration in the lounges for guests to enjoy, and product gifting for audience members following three select shows. The collection will also be featured in a billboard in the show's iconic Times Square scene during the fan-favorite "New York at Christmas" number, viewed by the more than one million guests who attend the Christmas Spectacular during the production's eight-week run. Additionally, the Dove Holiday Treats Limited-Edition Collection is available nationwide, online and in stores through January 2026, while supplies last. The collection offers six seasonal scents and delivers the superior care you love from Dove, including sulfate-free and paraben-free Body Washes, Beauty Bar, Body Scrubs and Liquid Hand Washes, alongside paraben-free Antiperspirant Deodorants, and a brand new Body Mist format: Sugar Cookie Sprinkle – A comforting blend of vanilla nuttiness and freshly baked sugar cookies. Peppermint Bark – A sweet swirl of peppermint candy and creamy chocolate. Spiced Chai Latte – Cozy notes of cardamom and clove that warm the senses (Walmart exclusive). Frosted Plum Berry – A sparkling winter mix of frosted plum and spun sugar (Target exclusive). Gingerbread Delight – Nostalgic notes of butter, molasses, and candied ginger (Target exclusive). Hot Cocoa Swirl – A rich fusion of cocoa and toasted marshmallow for the ultimate winter treat (Target exclusive). Debuting for the first time ever, Dove Holiday Treats Body Mists are available in Sugar Cookie Sprinkle, Frosted Plum Berry, and Gingerbread Delight exclusively at Target in stores and on Target.com. To extend the magic of the holidays beyond the shower, the lightweight body mists are infused with essential oils and festive scents that can be layered with your favorite Dove Body Wash, Scrub, or Deodorant.
Declared Dividend • Oct 26Dividend of UK£0.39 announcedShareholders will receive a dividend of UK£0.39. Ex-date: 6th November 2025 Payment date: 5th December 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 23+ 1 more updateUnilever PLC to Report Q4, 2025 Results on Feb 12, 2026Unilever PLC announced that they will report Q4, 2025 results on Feb 12, 2026
お知らせ • Oct 16Rare Beauty Brands, Inc. agreed to acquire Kate Somerville Skincare, LLC from Unilever PLC (LSE:ULVR).Rare Beauty Brands, Inc. agreed to acquire Kate Somerville Skincare, LLC from Unilever PLC (LSE:ULVR) on October 14, 2025. The transaction is subject to regulatory approvals and is expected to close in Q4 of 2025. PricewaterhouseCoopers Corporate Finance Inc. acted as exclusive financial advisor to Unilever PLC.
Buy Or Sell Opportunity • Oct 15Now 20% undervaluedOver the last 90 days, the stock has risen 1.6% to €52.20. The fair value is estimated to be €65.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 9.9% per annum over the same time period.
お知らせ • Oct 07Unilever plc Appoints Belén Garijo López as an Independent Non-Executive Director, Effective from 13 May 2026Unilever PLC announced that Belén Garijo López has been appointed as an independent Non-Executive Director. Belén will join the Unilever Board with effect from 13 May 2026. Belén also serves on the board of Banco Bilbao Vizcaya Argentaria (BBVA) and previously served as Non-Executive Director for L'Oreal from 2014 to 2024. She is serving as Chair of the Executive Board and Chief Executive Officer of Merck Group until the end of April 2026. Belén brings extensive global commercial expertise across the FMCG and healthcare sectors, with a proven track record of driving performance and leading complex transformations. She is widely recognised for her leadership in diversity and international collaboration.
お知らせ • Sep 19Unilever PLC Appoints Srinivas Phatak to the Board, Effective 18 September 2025Unilever PLC announced appointment of Srinivas Phatak to the board, effective 18 September 2025 . In February 2025, Unilever PLC announced that Srinivas, who was Deputy Chief Financial Officer and Group Controller at the time, would become acting CFO and that a full search would be initiated to appoint a permanent CFO. Srinivas is currently Independent Non-Executive Director on the board of Coats Group plc.
お知らせ • Sep 16Unilever PLC Appoints Srinivas Phatak as Its New Chief Financial Officer, Effective September 16, 2025Unilever PLC announced the appointment of Srinivas Phatak as its new Chief Financial Officer after a thorough internal and external search process. Srinivas's appointment as CFO, and to the Board and Unilever Leadership Executive is effective September 16, 2025. In February 2025, Unilever PLC announced that Srinivas, who was Deputy Chief Financial Officer and Group Controller at the time, would become acting CFO and that a full search would be initiated to appoint a permanent CFO. Following that process, the Unilever Board is in unanimous agreement that Srinivas is the best candidate for the role, due to the strength of his industry and functional experience and having performed strongly as acting CFO.
Buy Or Sell Opportunity • Sep 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.8% to €53.24. The fair value is estimated to be €66.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.
Buy Or Sell Opportunity • Aug 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.9% to €53.82. The fair value is estimated to be €67.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 9.9% per annum over the same time period.
Declared Dividend • Aug 03Dividend of UK£0.39 announcedShareholders will receive a dividend of UK£0.39. Ex-date: 14th August 2025 Payment date: 12th September 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 01First half 2025 earnings released: EPS: €1.43 (vs €1.48 in 1H 2024)First half 2025 results: EPS: €1.43 (down from €1.48 in 1H 2024). Revenue: €30.1b (down 3.2% from 1H 2024). Net income: €3.51b (down 5.1% from 1H 2024). Profit margin: 12% (in line with 1H 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Jul 31Unilever plc Announces Quarterly Dividend, Payable on September 12, 2025Unilever PLC announced quarterly dividend is €0.4528 per share or £0.3916 per Unilever PLC ordinary share at the applicable exchange rate issued by WM/Reuters on 29 July 2025. Ex-dividend Date for ADRs is August 15, 2025. Record date is August 15, 2025. The dividend will be payable on September 12, 2025.
お知らせ • Jul 24Baby Dove Announces the Launch of Nested, A New Digital Hub Creates in Partnership with PeanutBaby Dove announced the launch of Nested, a new digital hub created in partnership with Peanut. Informed by the rising "nesting" trend, where expecting moms prepare a safe, comforting space before baby, Nested is an innovative initiative that brings expert care, emotional connection, and the trusted, superior care legacy from Dove to new parents navigating the realities of modern motherhood-- just in time for peak birth season and ahead of National Breastfeeding Awareness Month this Fall. Built on the Dove legacy of trust, superior care, superior care, Baby Dove goes a step beyond with products specially designed for babies' delicate skin - dermatologist-tested, pediatrician recommended, and crafted to gently cleanse, moisturize, and protect. Baby Dove is more than just exceptional care; it's a brand driven by purpose. With Nested, Baby is redefining what support for new parents looks like. A recent Baby Dove-commissioned survey revealed that 69% of Gen-Z and Millennial first-time moms don't feel prepared for motherhood1. Even more revealing, 60% of moms say that hearing honest experiences from other moms would help, yet half lack a circle of fellow moms they can rely on2. For Black moms, the gap is even wider: 42% say they don't receive enough support during pregnancy and childbirth, compared to 25% of moms overall3. Baby Dove is committed to changing that - raising the bar not just in baby care, but in the care of parents, too. As part of the Baby Dove x Peanut Nested launch, Cadet will interview Nicole Deggins, certified nurse midwife, birth advocate, doula trainer, and Baby Dove partner, for a powerful dialogue on the reality of motherhood today, the resurgence of community-based care, and what it means to build a village in a digital age. With Nested, Baby Dove continues its mission to support every kind of family--not just with product, but with purpose.
Buy Or Sell Opportunity • Jul 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to €51.18. The fair value is estimated to be €64.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings are also forecast to grow by 8.5% per annum over the same time period.
お知らせ • Jul 01Dove Debuts Garden Tea Party-Inspired Body Care Collection Exclusively at TargetDove is capturing the elegance of fresh florals and the charm of afternoon tea with its NEW Limited-Edition Dove Garden Tea Party Collection, available exclusively online and in-store at Target for a limited time starting June 30. With nearly half a billion views on TikTok, trends like Rococo and Regency Romance have captivated audiences with their elegant aesthetic, blending rococo fashion, floral landscapes and garden-inspired gatherings. The Garden Tea Party Collection brings this enchanting world to life, offering a self-care escape inspired by leisurely afternoon teas and the beauty of blooming gardens. Aligning to 2025's top scent trends, such as fig, berry notes and florals, this collection offers fragrances a new way to turn everyday care into a feel-good ritual. The collection features four popular fragrances across Dove Body Wash, Body Scrub, Beauty Bar, and Antiperspirant Deodorant. Velvet Fig Bloom: A rich, fruity floral blend that evokes the essence of garden tea parties, with notes ofvelty fig, blooming lilac and warm spun sugar for an indulgent pampering experience resulting in velvet soft skin. English Pear Blossom: A bright, floral-fruity scent with crisp pears, soft floral breezes and a hint of Meyer lemon that wraps in a delightfully indulgent, uplifting embrace while leaving skin soft and smooth. Rose Berry Bouquet: This vibrant fusion of freshly picked wild roses, juicy raspberries and a hint of sugared vanilla captures the charm of a sunny afternoon soiree, leaving skin petal-soft. Honeysuckle Gardenia: A robust floral scent of gardenia petals, sweet honeysuckle and a touch of lushbergamot, leaving skin soft, delicately scented and delightfully refreshed. The Dove Garden Tea Party Collection includes: Body Wash ($7.99 /20 fl oz) - Infused with 24-hour Renewing MicroMoisture and plant-based moisturizers for petal-soft skin. Body Scrub ($7.99 /15 fl oz) - With Dove's signature 1/4 moisturizing cream and plant-based cleansers, it gently exfoliates for glowing skin. Beauty Bar ($6.99 /3.75 oz, 4-pack) - Gentle cleansing and deep moisture to nourish skin daily. Antiperspirant Deodorants ($7.99 /2.6 oz) - Helps replenish ceramide levels while offering lasting protection and indulgent fragrance. The Dove Garden Tea Party collection is available for a limited time starting June30, exclusively online and in-store At Target.
お知らせ • Jun 24Unilever PLC (LSE:ULVR) signed an agreement to acquire Dr. Squatch, LLC from Summit Partners, L.P and others.Unilever PLC (LSE:ULVR) signed an agreement to acquire Dr. Squatch, LLC from Summit Partners, L.P and others on June 23, 2025. The transaction is expected to close later this year, subject to customary regulatory approvals and closing conditions.
お知らせ • Jun 19Unilever Reportedly Explores Sale of Healthy Snack Brand GrazeUnilever PLC (LSE:ULVR) is exploring a sale of its healthy snack brand Graze (Nature Delivered Ltd), as the consumer group’s new chief presses ahead with plans to tilt its portfolio away from food and towards personal care and beauty. The maker of Dove soap and Marmite has recently approached a number of consumer goods groups and food manufacturers to gauge their interest in buying Graze, according to people familiar with the matter. One banker estimated that Graze, which Unilever bought for £150 million in 2019, would be valued at between £50 million and £80 million in a sale. Unilever declined to comment. The brand, which sells oat bars and packets of roasted corn, blamed the recent decline on a slowdown in its direct-to-consumer sales. Graze has made an operating loss every year under Unilever’s ownership, according to accounts filed at UK Companies House. Unilever promoted its chief financial officer, Fernando Fernandez, to chief executive in March, abruptly replacing Hein Schumacher, who had planned to sell food brands generating a total of €1bn of annual revenue as part of his turnaround efforts. Fernandez is continuing with his predecessor’s plans as part of a shift in focus to higher margin beauty, personal care and health and wellness categories. In the past six months Unilever has sold Dutch brands Conimex and Unox, as well as plant-based brand The Vegetarian Butcher. Graze, which Unilever acquired from private equity group Carlyle, was founded in 2005 as a snack box delivery service, before starting to supply supermarkets and other retailers in 2015. Unilever integrated Graze into its wider operations last year. Unilever bought the brand as part of a push into direct-to-consumer selling, which included the $1 billion acquisition of subscription razor service Dollar Shave Club, and to meet growing consumer demand for healthier snacks.
Buy Or Sell Opportunity • Jun 17Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €54.22. The fair value is estimated to be €67.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
Upcoming Dividend • May 11Upcoming dividend of UK£0.39 per shareEligible shareholders must have bought the stock before 15 May 2025. Payment date: 13 June 2025. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (2.2%).
お知らせ • May 04Unilever's Clear Launches Scientific Anti-Dandruff Series: Lab-Proven Tech Targets Oil, Flakes, and SensitivityOn April 17, 2025, CLEAR, Unilever's premium professional anti-dandruff brand, officially launched its first SCALPCEUTICALS PRO RANGE globally at TANK Shanghai. This series embodies the brand's 50 years of scientific research and unites the efforts of five global labs and over 200 dermatologists. Using three patented technologies to precisely target scalp concerns like oiliness, dandruff, and sensitivity, it powerfully initiates a revolutionary new era of "cellular-level repair" in scalp care, ushering in a new chapter for premium quality in the field. Currently, China's premium scalp care market is experiencing explosive growth, expanding at a rate of 190% and reaching a scale of over 33 billion RMB. Faced with evolving consumer demands and their diverse needs for scalp health, simply focusing on 'cleansing' is no longer enough to satisfy their desire for a premium experience. This series, developed through a decade of research in partnership with five global labs and tested by more than 200 dermatologists, reportedly features a revolutionary "cellular-level hair care technology matrix." It's designed to address the core issues of oiliness, dandru, and sensitivity, helping to build a healthy scalp environment. Thus, the CLEAR SCALPCEUTicalS PRO RANGE, built upon three patented technologies, now introduced five targeted products: The Selenium Disulfide Anti-Dandruff Shampoo incorporates Unilever's proprietary Selenium Disulfide PRO Technology, which strengthens the protein "skeleton" and "outer walls" of barrier cells to eliminate and prevent dandruff at its root cause, clearing 99% of flakes in just one wash, and correcting oiliness, dandruff), and itch in 4 weeks. The Scalp Massage Essence helps repair the scalp barrier and create an invisible shield against dandruff. For recurrent dandruff issues, the Anti-Dandruff Conditioning Shampoo utilizes Piroctone Olamine Technology to not only inhibit and fight dandruff but also to improve the scalp environment, boosting dandruff resistance by 500%. Beyond breakthroughs in dandruff control, CLEAR has launched its first clinically proven Oil Control Shampoo to address excessive sebum secretion. A third-party study involving 34 consumers with severe dandruff shows statistically significant agreement in self-assessments after 4 weeks' use of CLEAR Selenium Disulfide Anti theDandruff Shampoo. Individual results may vary. Itch refers to scalp itch caused by dandruff. Piroctone Olamines Unilever internal testing shows that after 4 weeks of continuous use of CLEAR Control Shampoo, instrumental measurements indicated a significant reduction in scalp oil compared to before use. Individual results may vary. Individual results may vary. Correcting oiliness, dandruff and itch in 4 weeks: A third-party study involving34 consumers with severe dandruff show statistically significant agreement in self- assessments after 4 weeks' using CLEAR Selenium Disulfides Anti-Dandruff Sh shampoo. Individual results may vary; Itch refers to scalp itch causing by dandruff. Pipctone Olamine: Piroctone Olamin: Piroctone Olimine: PiroctoneOlamine: Piroct one Olamine; Boosting dandruff resistance by 500%: Unilever internal testing showsthat after 4 weeks' use of ClearAR Selenium Disulfide anti-Dandruff Shampoo.
お知らせ • May 03Unilever PLC Elects Zoe Yujnovich as DirectorUnilever PLC at its AGM held on April 30, 2025, elected Zoe Yujnovich as a Director.
お知らせ • May 02+ 1 more updateUnilever plc Announces Committee AppointmentsUnilever announced membership of each of the Board Committees will be as follows, effective as of 1 May 2025: Nominating and Corporate Governance Committee: Ian Meakins (Chair), Adrian Hennah, Zoe Yujnovich. Compensation Committee: Susan Kilsby (Chair), Nelson Peltz, Ian Meakins, Judith McKenna. Corporate Responsibility Committee: Judith McKenna (Chair), Ruby Lu, Benoît Potier, Zoe Yujnovich. Susan Kilsby will be appointed as Senior Independent Director and Vice Chair of the Board.
Declared Dividend • Apr 27Fourth quarter dividend of UK£0.39 announcedShareholders will receive a dividend of UK£0.39. Ex-date: 15th May 2025 Payment date: 13th June 2025 Dividend yield will be 3.1%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (78% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 02Paulig Oy completed the acquisition of Conimex from Unilever PLC (LSE:ULVR).Paulig Oy agreed to acquire Conimex from Unilever PLC (LSE:ULVR) on December 18, 2024. The closing of the acquisition is subject to merger control clearance by the Dutch competition authority. DLA Piper UK LLP acted as legal advisor to Unilever PLC. Paulig Oy completed the acquisition of Conimex from Unilever PLC (LSE:ULVR) on April 1, 2025.
お知らせ • Apr 01Unilever PLC (LSE:ULVR) acquired Wild Cosmetics Limited.Unilever PLC (LSE:ULVR) acquired Wild Cosmetics Limited in March 2025. Unilever PLC (LSE:ULVR) completed the acquisition of Wild Cosmetics Limited in March 2025.
お知らせ • Mar 21Vivera Holding B.V. signed a letter of intent to acquire The Vegetarian Butcher B.V.Vivera Holding B.V. signed a letter of intent to acquire The Vegetarian Butcher B.V. on March 20, 2025. The binding offer is subject to the usual closing conditions, regulatory requirements, and consultation processes. Completion is expected by Q3 2025.
Reported Earnings • Mar 16Full year 2024 earnings released: EPS: €2.30 (vs €2.58 in FY 2023)Full year 2024 results: EPS: €2.30 (down from €2.58 in FY 2023). Revenue: €60.8b (up 1.9% from FY 2023). Net income: €5.74b (down 12% from FY 2023). Profit margin: 9.5% (down from 11% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 27+ 1 more updateBen & Jerry’s Founders Reportedly Discuss Buying Back Brand from UnileverThe founders of Ben & Jerry's Homemade Inc.’s have expressed interest in buying back their namesake ice cream brand from Unilever PLC (LSE:ULVR), according to people familiar with the matter. Ben Cohen and Jerry Greenfield have held some initial discussions in recent months about a potential deal, the people said. They may look to partner with socially minded investors in any transaction, the people said, asking not to be identified discussing confidential information. The Ben & Jerry’s business could be valued at several billion dollars in a sale, which means the founders would need deep-pocketed financial backers to make it happen, one of the people said. There’s no certainty the discussions will progress and they could decide not to pursue a deal, according to the people. “As confirmed during our 2024 Fiscal Year results announcement, we are on track to separate the ice cream business by way of a demerger,” a spokesperson for Unilever said in an emailed statement. “Ben & Jerry’s is an important part of the ice cream business, and it’s not for sale.” A representative for Cohen and Greenfield declined to comment.
お知らせ • Feb 25+ 2 more updatesUnilever PLC Announces CFO ChangesUnilever PLC announced that Fernando Fernandez, currently Unilever Chief Financial Officer and Executive Director, will be appointed Chief Executive Officer effective from 1 March 2025. Prior to becoming CFO in January 2024, Fernando had a successful tenure as President of Beauty & Wellbeing, one of Unilever's fastest growing businesses. In previous roles as President Latin America, CEO Brazil and CEO Philippines he led some of the company's best performing markets, delivering strong financial results while developing exceptional talent. A thorough internal and external search process is being initiated to appoint a permanent CFO. From 1 March 2025, Srinivas Phatak, currently Unilever's Deputy Chief Financial Officer and Group Controller, will become acting CFO. Srinivas has served in global and local senior finance, strategy and supply chain roles including a successful term as CFO of Hindustan Unilever Limited. Srinivas' leadership qualities and his broad experience will enable him to partner Fernando in successfully executing Unilever's strategy.
Declared Dividend • Feb 15Fourth quarter dividend of UK£0.38 announcedShareholders will receive a dividend of UK£0.38. Ex-date: 27th February 2025 Payment date: 28th March 2025 Dividend yield will be 3.2%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 15+ 1 more updateUnilever plc Declares A Quarterly Interim Dividend for Fourth Quarter of 2024 , Payment Date Is 28 March 2025The Board of Unilever PLC has declared a quarterly interim dividend for fourth quarter of 2024 of £0.3775 per Unilever PLC ordinary share or €0.4528 per Unilever PLC ordinary share at the applicable exchange rate issued by WM/Reuters on 11 February 2025. Ex-dividend Date for Ordinary Shares is 27 February 2025. Ex-dividend Date for ADRs is 28 February 2025. Record Date is 28 February 2025. Last Date for DRIP Election is 07 March 2025. Payment Date is 28 March 2025.
Reported Earnings • Feb 14Full year 2024 earnings released: EPS: €2.30 (vs €2.58 in FY 2023)Full year 2024 results: EPS: €2.30 (down from €2.58 in FY 2023). Revenue: €60.8b (up 1.9% from FY 2023). Net income: €5.74b (down 12% from FY 2023). Profit margin: 9.5% (down from 11% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Feb 13Unilever PLC (LSE:ULVR) announces an Equity Buyback for £1,500 million worth of its shares.Unilever PLC (LSE:ULVR) announces a share repurchase program. Under the program, the company will repurchase up to €1,500 million worth of its shares. The purpose of program is to reduce capital of the company. The repurchase program will be valid till June 6, 2025.
お知らせ • Feb 07Unilever PLC Announces Board ChangesUnilever PLC announced that Zoe Yujnovich has been appointed as an independent Non-Executive Director. Zoe will join the Unilever Board with effect from 1 March 2025. Zoe is Shell's Integrated Gas and Upstream Director and has held various senior management positions across Shell since joining in 2014. Prior to joining Shell, Zoe spent almost two decades in Rio Tinto, including as President and CEO of the Iron Ore Company of Canada. Zoe brings deep experience of fast paced transformations at scale across global businesses. She has an extensive network and experience in engaging with governments, regulators and civil society stakeholders across the world. Zoe Yujnovich will also join the Nominating and Corporate Governance Committee and Corporate Responsibility Committee effective as at 1 March 2025. Non-Executive Director Andrea Jung has decided not to stand for re-election at the 2025 AGM.
お知らせ • Feb 06Unilever PLC, Annual General Meeting, Apr 30, 2025Unilever PLC, Annual General Meeting, Apr 30, 2025.
お知らせ • Dec 20Unilever PLC to Report Q2, 2025 Results on Jul 31, 2025Unilever PLC announced that they will report Q2, 2025 results on Jul 31, 2025
お知らせ • Dec 10Unilever PLC Announces Executive Changes, Effective 1 January 2025Unilever PLC announced organisational changes to the Unilever Leadership Executive (ULE) in order to bring further focus and simplification to the leadership structure, in support of Unilever's strategic agenda under the "Growth Action Plan 2030" ("GAP 2030"). Reginaldo Ecclissato, currently Chief Business Operations and Supply Chain Officer, has been appointed President One Unilever Markets and will report to the Chief Executive Officer. As a result Fernando Fernandez, Chief Financial Officer (CFO), will take responsibility for a number of operational activities, including supply chain and procurement, digital and technology and business services. Willem Uijen, currently Chief Procurement Officer, has been appointed to the role of Chief Supply Chain Officer reporting to the CFO. The new operating model and organisational changes will be effective from 1 January 2025.
お知らせ • Nov 16Unilever Reportedly Eyes Sale of Dutch Brands Unox, Conimex in Turnaround StrategyUnilever PLC (LSE:ULVR) is exploring the sale of some of its Dutch food brands, three sources with knowledge of the process said, as part of a turnaround strategy led by CEO Hein Schumacher to focus on its biggest "power" labels. Unilever has lined up ABN Amro to conduct a sale of some of the Dutch food brands, including Unox soups and Conimex seasonings, according to the sources, who spoke on the condition of anonymity because the talks were private. The brands have been deemed non-core to Unilever, the sources said, with one adding that the Dutch brands for sale have profits of about EUR 40 million ($42.16 million). Unilever is also trying to sell smaller food brands in Britain and other countries in Europe, this source and a second source said. The company declined to comment. An ABN Amro spokesperson declined to comment. Unilever, home to about 400 brands worldwide, has over the past year been trying to recalibrate its operations to focus more on marketing its top 30 "power" brands and streamlining its business, particularly in Europe. In March, Unilever said it would spin off its ice cream unit, home to brands such as Magnum and Ben & Jerry's. Its restructuring under Schumacher, who previously ran Dutch dairy firm FrieslandCampina, has been generally well-received by investors, including activist Nelson Peltz who took a seat on Unilever's board in 2022. Former CEO Alan Jope, who departed Unilever soon after Peltz's stake was revealed, was criticised for allowing the group's portfolio to balloon, leaving management with too little time to grow strong performers like Knorr, Hellmann's and Dove. Schumacher told Reuters in February that Peltz's views were "very much in line" with Unilever's growth strategy. This involves investing more in its top 30 brands that represent more than 70% of sales, supporting its innovation pipeline for the next few years and working towards a better operating discipline, he said.
Declared Dividend • Oct 27Dividend of UK£0.37 announcedShareholders will receive a dividend of UK£0.37. Ex-date: 7th November 2024 Payment date: 6th December 2024 Dividend yield will be 2.9%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 24+ 1 more updateUnilever plc Declares Quarterly Interim Dividend for Third Quarter 2024, Payable on 06 December 2024The Board has declared a quarterly interim dividend for third quarter 2024 of £0.3663 per Unilever PLC ordinary share or €0.4396 per Unilever PLC ordinary share at the applicable exchange rate issued by WM/Reuters on 22 October 2024. Ex-dividend Date for Ordinary Shares: 08 November 2024. Record Date: 08 November 2024 and Payment Date: 06 December 2024.
お知らせ • Aug 21Unilever U.S. Recalls Approximately 137,000 Cases of Popsicle Jolly Rancher Frozen Confection Pop ProductsUnilever in the United States is recalling approximately 137,000 cases of Popsicle Jolly Rancher Frozen Confection Pop products (single serve offerings) because the products may contain milk, which is not listed as an ingredient on the label. Persons who have an allergy or severe sensitivity to milk run the risk of a serious or life-threatening allergic reaction if they consume this product. The only impacted products are Popsicle Jolly Rancher Frozen Confection Pop single-serve products which are marked for individual sale. These products are typically sold through channels such as ice cream trucks, concession stands, and grab-and-go freezers throughout the United States. This recall does not apply to the 18-count Popsicle Jolly Rancher multi-pack products that are sold in grocery stores and retailers nationwide. The following products are subject to recall: Product; Lot Codes; Size; GTIN/UCC; and Consumer Unit UPC: Popsicle Jolly Rancher Green Apple Blue Raspberry Grape Frozen Confection Pop; MAY1725KY4, MAY1825KY4, MAY1925KY4, JAN3026KY4, JAN3126KY4, FEB0126KY4, MAR1226KY4, MAR1326KY4, MAR1426KY4, MAR1526KY4, and MAR1626KY4; 2.71 fl oz; 10077567003727; and 077567003720. The products were distributed nationally to wholesale distributors and operators between February 1, 2024, and August 15, 2024. The applicable UPC and lot codes can be found on the outside wrapper of the product. This recall has been initiated as a result of findings which indicate there may be a presence of milk allergens in the product which is not disclosed on the packaging. There have been two reported allergic reactions in connection with the use of this product. No other Unilever or Popsicle products are affected by this recall. Anyone concerned about an allergic reaction should contact a healthcare provider.
Declared Dividend • Jul 28Dividend of UK£0.37 announcedShareholders will receive a dividend of UK£0.37. Ex-date: 8th August 2024 Payment date: 6th September 2024 Dividend yield will be 2.9%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 27Yong Chao Venture Capital Co., Ltd. agreed to acquire an unknown minority stake in Qinyuan Group Co., Ltd. from Unilever PLC (LSE:ULVR).Yong Chao Venture Capital Co., Ltd. agreed to acquire an unknown minority stake in Qinyuan Group Co., Ltd. from Unilever PLC (LSE:ULVR) on July 25, 2024.
Reported Earnings • Jul 26First half 2024 earnings released: EPS: €1.48 (vs €1.41 in 1H 2023)First half 2024 results: EPS: €1.48 (up from €1.41 in 1H 2023). Revenue: €31.1b (up 2.3% from 1H 2023). Net income: €3.70b (up 4.3% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Jul 25Unilever PLC to Report Q4, 2024 Results on Feb 13, 2025Unilever PLC announced that they will report Q4, 2024 results on Feb 13, 2025
お知らせ • Jul 22Unilever PLC Appoints Benoît Potier as A Non-Executive Director and Member of Audit Committee and the Corporate Responsibility Committee, with Effect from 1 January 2025Unilever PLC announced that Benoît Potier has been appointed as a Non-Executive Director of the company, with effect from 1 January 2025. Benoît will join both the Audit Committee and the Corporate Responsibility Committee upon his appointment. Benoît brings a wealth of experience across the industrials and consumer goods sectors, having held executive and non-executive positions at a number of major global businesses. He served as Chief Executive Officer of Air Liquide, a multinational industrials company headquartered in Paris from 2001 to 2022, and he was appointed as Chairman of the Board in 2006, a position he continues to hold. He currently also serves as a Non-Executive Director on the Siemens AG Supervisory Board. Previously he was a Non-Executive Director at Danone from 2003 to 2021, and a Non-Executive Director on the Supervisory Board of Michelin from 2003 to 2013.
お知らせ • Jun 08Yellow Wood Partners, LLC completed the acquisition of Elida Beauty Limited from Unilever PLC (LSE:ULVR).Yellow Wood Partners, LLC entered into a letter of intent to acquire Elida Beauty Limited from Unilever PLC (LSE:ULVR) on December 18, 2023. The transaction is expected to be completed by mid-2024 upon completion of customary closing and regulatory approvals. Morgan Stanley & Co. International plc acted as financial advisor to Unilever PLC. Melissa Fogarty, Alanna Hunter, Alistair Woodland, François Farmine, André Duminy, Stephen Reese, Edward Page, Michael Rueter, Thomas Critchley and Benjamin Sibbett of Clifford Chance LLP acted as legal advisor to Unilever PLC. Ryan McCarthy, Farah O’Brien, Susan Parker, Alex Harris, Gail Crawford, Shaun Thompson, Matthias Rubner, Romain Nairi, Helen Lethaby and Andrea Ramezan-Jackson of Latham & Watkins LLP acted as legal advisor to Yellow Wood Partners, LLC.Yellow Wood Partners, LLC completed the acquisition of Elida Beauty Limited from Unilever PLC (LSE:ULVR) on June 6, 2024. Alfie Vivian, a seasoned C-level consumer packaged goods executive, has been appointed as Chief Executive Officer of Elida to work with the Yellow Wood team to develop the next chapter of the company's growth. Mr. Vivian most recently served as Senior Vice President, Group General Manager of Tyson Foods.
お知らせ • May 18Dove Launches New Bond Strength Collection for Damaged Hair Delivering Visible Results in Just One MinuteDove announced the national launch of its most scientifically advanced hair care collection on the market: Dove Bond Strength. The new range offers a complete damage repair routine with four products featuring Dove proprietary Bio-Protein Care™? and peptides. Backed by more than 10 years of research, the Dove Bond Strength collection's superior formulas are powered by three patented technologies to visibly repair hair and strengthen damaged bonds deep inside the hair at a microscopic level. The Dove Bond Strength collection offers a complete damage repair routine while strengthening bonds at the deepest microscopic level of the hair with four breakthrough products: Dove 10-in-1 Bond Strength Serum Mask ($9.99 SRP): This weekly intense treatment contains Peptides and peptides and peptides and peptide and offers 10 transformative benefits in just one minute for instant improvement like boosting shine, detangle strands, and restoring bounce. Dove 10-in-1 bond Strength Shield Super Serum ($9.99 SRP: Shielding hair from external aggressors and further damage, this wet or dry styler is a finisher to promote hair hydration and give a glossy finish. Dove Bond Strength Shampoo & Conditioner ($3.99 SRP): Work in tandem on all hair types to visibly transform hair and strengthen bonds from the inside out. Across all hair types, hair damage is a universally shared experience. Heat tools, brushing, chemical treatments, coloring, UV rays, pollution, chlorine and more can lead to bond damage, which can leave hair feeling dry, brittle, and dull without the proper hair care. To help educate women everywhere on the different causes of hair damage and show the power of Dove Bond Strength - even when take hair to the damage limit - Dove has partnered with Professional Surfer Coco Ho to share her personal experience protecting her hair against natural elements like sun and salt water, which can be harsh on strands.
New Risk • May 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (108% net debt to equity). Shareholders have been diluted in the past year (3.7% increase in shares outstanding).
Upcoming Dividend • May 12Upcoming dividend of UK£0.37 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.0%).
Declared Dividend • Apr 28Fourth quarter dividend of UK£0.37 announcedShareholders will receive a dividend of UK£0.37. Ex-date: 16th May 2024 Payment date: 7th June 2024 Dividend yield will be 3.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 27Unilever PLC Declares Interim Dividend for First Quarter of 2024, Payable on 07 June 2024The Board of Unilever PLC declared a quarterly interim dividend for first quarter of 2024 of £0.3674 per Unilever PLC ordinary share or €0.4268 per Unilever PLC ordinary share. Ex-Dividend Date is 16 May 2024. Record Date is 17 May 2024. Payment date is June 07, 2024.
New Risk • Apr 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (108% net debt to equity). Shareholders have been diluted in the past year (3.3% increase in shares outstanding).
Buy Or Sell Opportunity • Mar 21Now 20% undervaluedOver the last 90 days, the stock has risen 4.1% to €45.41. The fair value is estimated to be €57.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 4.5% per annum over the same time period.
お知らせ • Mar 06Unilever Appoints Heiko Schipper as President, Nutrition Business Group, Effective May 1, 2024Unilever announced the appointment of Heiko Schipper as President, Nutrition Business Group. Heiko, currently President, Bayer Consumer Health, has deep experience and a successful track record in the global foods and nutrition industry. He started his career at Nestle, spending more than 20 years in sales and marketing roles in Asia, before rising to lead Nestle's global Nutrition business division as CEO in 2014. He joined Bayer in 2018 and has since driven significant performance improvements to deliver growth for Bayer's Consumer Health division. Heiko will join Unilever and its Leadership Executive on 1 May 2024.
Upcoming Dividend • Feb 15Upcoming dividend of UK£0.36 per share at 3.7% yieldEligible shareholders must have bought the stock before 22 February 2024. Payment date: 22 March 2024. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (2.0%).
Declared Dividend • Feb 11Fourth quarter dividend of UK£0.36 announcedShareholders will receive a dividend of UK£0.36. Ex-date: 22nd February 2024 Payment date: 22nd March 2024 Dividend yield will be 3.5%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 2.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 09Full year 2023 earnings released: EPS: €2.58 (vs €3.00 in FY 2022)Full year 2023 results: EPS: €2.58 (down from €3.00 in FY 2022). Revenue: €59.6b (flat on FY 2022). Net income: €6.49b (down 15% from FY 2022). Profit margin: 11% (down from 13% in FY 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Personal Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 08+ 2 more updatesUnilever plc Declares Quarterly Interim Dividend for the Fourth Quarter of 2023, Payable on March 22, 2024Unilever PLC declared a quarterly interim dividend for the fourth quarter of 2023 of £0.3647 per Unilever PLC ordinary share or €0.4268 per Unilever PLC ordinary share at the applicable exchange rate issued by WM/Reuters on 6 February 2024. Ex-Dividend Date February 22, 2024, Record Date February 23, 2024, Payment Date March 22, 2024.
お知らせ • Feb 01+ 1 more updateUnilever PLC Announces Directorate ChangeUnilever announced that Judith McKennahas been appointed as an independent Non-Executive Director. Judith will join the Unilever Board with effect from 1 March 2024. Judith has deep and extensive experience of the consumer goods and retail sector, having spent 27 years of her career at Walmart. She most recently served as President and CEO of Walmart International from 2018-2023, where she was responsible for all aspects of Walmart's footprint outside the U.S. Prior to leading Wal-Mart International, Judith served as Executive Vice President and Chief Operating Officer for Wal-Mart U.S. and was the Chief Financial Officer for the supermarket chain Asda, in the UK, for more than a decade and Non-Executive Directors Nils Andersen, Judith Hartmann, Youngme Moon and Strive Masiyiwa have decided not to stand for re-election at the 2024 AGM. Judith has in the past 5 years previously been the Chair of Walmex, a Bolsa-listed company, and a board member of Flipkart and PhonePe in India. She is no longer a director of those companies.
