Unilever (#ULVR) – Q3 revenue fall but states “underlying sales growth of 5.2%”, FY outlook “remains unchanged”

Unilever (#ULVR) – appointment of current Chair of Compass (#CPG) and Rexel SA, Ian Meakins, as Chair Designate

Why both my pension fund and I are passing on an ice cream from Unilever

What is your favourite Unilever (ULVR) product? Whilst some of you may mention Hellmann’s, Colman’s, Percil, Dove or even Domestos, I guess the majority of people will say at least one of Magnum, Carte D’Or, Ben & Jerry’s or Cornetto. And collectively, for a fast-moving consumer goods (FMCG) business, it is always fantastic to have great brands. So, is it good or worrying news that this morning’s first half results from the company show less than 50% of its products are taking market share? And what does the new CEO think about all of this?

Unilever (#ULVR) – H1 underlying sales +9.1%, adj. EPS +3.9%, quarterly DPS maintained at €0.4268

Unilever (#ULVR) – CFO Graeme Pitkethly to retire in next year, formal search for successor now proceeding

Unilever (#ULVR) – Q1 “underlying sales growth” 10.5%, FY “continue to expect a modest improvement in underlying operating margin”

Unilever (#ULVR) – 2022 adj. EPS -2%, quarterly DPS maintained, argues “start 2023 with momentum”

Unilever (#ULVR) – current NED and CEO of Royal FrieslandCampina, Hein Schumacher to become CEO

Unilever (#ULVR) – Q3 underlying sales growth improved to 10.6%, DPS maintained

More management change excitements in the FTSE 100 (and beyond)

I am sure there are lots of people thinking about the pound today, but hopefully you are much more of a global investor than your UK-centred cost base will need. As even the Americans will learn over the next generation or so, it is about so much more than apple pie, the right to bear arms and the dollar. Anyhow, onto other matters. Shall we talk about job changes again?

Unilever (#ULVR) – H1 underlying sales +8.1% YoY, EPS +1%, quarterly DPS €0.4268

Stuff going on at FTSE 100 giants Unilever and Glaxo!

I honestly do learn something about the markets every day. I am not a Unilever (ULVR) shareholder but Domestos, Lipton, Hellmann’s and Magnum are far from disastrous brands. The attempt to buy the GlaxoSmithKline (GSK) consumer business a few months ago failed miserably though and has helped dump the Unilever share price about 18% over the last year at the close yesterday. But why is the stock up 6% today?

Unilever (#ULVR) – Q1 dividend maintained, increasing costs pressures on margins

Unilever (#ULVR) – FY adj. EPS +5.5%, DPS +3%, notes “a significant input cost inflation cycle”

Unilever (#ULVR) – confirms it has approached re. #GSK Consumer Healthcare business, “no certainty that any agreement will be reached”

Unilever (#ULVR) – “strategic direction” update

Unilever (#ULVR) – Q3 “underlying sales” +2.5%, expects FY margins “around flat”, DPS €0.4268

Busy last week in the investment world...but an even busier one to come!

If you are a big follower of the global investment markets, then it has been a busy last couple of weeks.  Such is the nature of the timing of the quarterly earnings season in the US or Europe.  UK listed stocks on average tend to report a little bit less frequently, although as many companies are now global players there are more and more detailed quarterly updates nowadays.  Even with my typical larger cap focus, expect some fascinating disclosures from well-known UK listed names over the next five days in a bunch of different sectors.  It is all good fun from my perspective. 

Unilever (#ULVR) – H1 adj. sales +5.4%, adj. EPS -2%, quarterly DPS 36.93p

Unilever (#ULVR) – Q1 underlying sales +5.7%, DPS 37.1p