Unilever Share Discussion Threads

[spoole5] 24/1/2022 08:05

Here we go! Let the fun begin

[philanderer] 24/1/2022 00:12

And here..


Pressure for shake-up expected at Unilever as activist investor buys stake in firm

[spoole5] 23/1/2022 23:10

Boom. There will be others

[justiceforthemany] 23/1/2022 18:06

Should put a rocket up the share price.

[unastubbs] 23/1/2022 17:22

thanks phil. should be good news for the share price tomorrow.

[essentialinvestor] 23/1/2022 16:57

Terry Smith is an incredible investor but may be underestimating the change
underway in customer food preference re some of Unilever brands.

Sales of mayo fell by a high teens % in the US market last year.
That is why Unilever is attempting to reposition the brand, it's not
woke, more cold hard business strategy.

We have seen what happened to KHC, which arguably just stood still for too long.


More concerning aspect of the GSK CH bid is what does it say about prospects
for their current portfolio if they were willing to make this move..

[philanderer] 23/1/2022 00:54

One of Unilever's most powerful shareholders has broken ranks to deliver a stark warning to the Marmite owner's boss that his job is hanging by a thread.

Bert Flossbach – owner of investment group Flossbach von Storch which holds Unilever stock worth £1.25billion – urged chief executive Alan Jope to stick to improving performance rather than chasing costly deals.

[grahamite2] 21/1/2022 12:55

The other day someone mentioned the ABN Amro situation a few years back. Here on ADVFN, all the Barclays holders were praying RBS would get it and all the RBS holders were praying Barclays would get it. Ordinary small shareholders, with no special insight or inside knowledge, could recognize a bad deal when they saw it - but the boards of the companies carried on pedal to the metal.

[philanderer] 21/1/2022 12:48

Couldn't agree more :-)

[grahamite2] 21/1/2022 12:30

philanderer20 Jan '22 - 14:59 - 2120 of 2130
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City comment: Unilever CEO Alan Jope is walking a tightrope after GSK tilt

Walking the plank would be more appropriate!

[sparkling banana] 21/1/2022 09:23

Pejaten, think acsatix meant brands not marketers? The company could start by eliminating the VP work level, would take out a layer of mediocre management and get the talent that remains focussing on operating the business. A big problem is that higher levels of management confuse reviewing with leadership. The Fundsmith post-mortem is very accurate I think.

[philanderer] 21/1/2022 00:15

'Time for Unilever boss to concede lack of appetite for a big tilt'

[lendmeafiver] 20/1/2022 23:03

Thanks Robin, great write up. This company has so many great brands, but needs a new broom ASAP.

[partenope] 20/1/2022 21:53

good read. thanks robin

[panshanger1] 20/1/2022 21:48

Thanks for the link

[robinnicolson] 20/1/2022 21:07

Here's the link to Terry Smith's excellent analysis of Unilever's recent bid:

"Unilever + GSK Consumer: A post mortem".

[montyhedge] 20/1/2022 18:11

FTI see Terry Smith launches an attack on management.

[brwo349] 20/1/2022 16:12

The Dream and Safe Ticket my ass

[justiceforthemany] 20/1/2022 15:55

Looking around the supermarket Unilever are passing on the costs - some products are up 10-20%; Ben & Jerrys as an example; margins should be maintained

[pejaten] 20/1/2022 15:03

Your comment re most marketing people being in foods is plain wrong. Worked for Unilever in Asia until recently and it is almost entirely a HPC business.

[philanderer] 20/1/2022 14:59

City comment: Unilever CEO Alan Jope is walking a tightrope after GSK tilt

Questions remain about strategy despite the GSK climbdown

[pander45] 20/1/2022 14:36

And it's not over yet it seems.