UL | Market Cap: $134.3B (07/13/26)
Industry:
Consumer Staples Producers
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DESCRIPTION

Unilever is one of the world's largest fast-moving consumer goods companies, selling branded personal care, beauty, home care, and food products globally. Following the 2025 demerger of its Ice Cream business, Unilever organizes its continuing operations into four segments: Beauty & Wellbeing (skincare, haircare, Prestige Beauty, and Wellbeing supplements), Personal Care (deodorants, skin cleansing, oral care), Home Care (laundry, fabric enhancers, home hygiene), and Foods (condiments, cooking aids, and foodservice). The portfolio is anchored by 30 Power Brands — including Dove, Vaseline, Hellmann's, Knorr, Persil, and Rexona — which represent roughly 78% of group turnover. Unilever sells through supermarkets, drugstores, e-commerce platforms, and direct-to-consumer channels, with e-commerce at roughly 17% of revenue. Emerging markets account for 59% of turnover, with North America and India as management's two highest-priority geographies. Unilever's profitability is driven by volume growth, premium pricing, and product mix improvement, supported by brand and marketing investment of roughly 16% of turnover. The company is actively rotating its portfolio toward higher-margin Beauty, Wellbeing, and Personal Care through acquisitions and divestitures, while pushing premiumization through science-backed product innovation and shifting marketing toward social media and digital retail channels.

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