Browsing Tag
Unilever
50 posts
McCormick’s $65.8bn Unilever Foods deal faces UK competition review
McCormick’s $65.8 billion Unilever Foods deal enters UK review, putting synergies, leverage and regulatory remedies under closer scrutiny.
McCormick lays out growth priorities for $20bn Unilever Foods combination
McCormick targets $600m of synergies and faster global growth from its Unilever Foods combination, but integration will decide the $20bn platform's value.
Prologis agrees £14.3bn SEGRO takeover in largest 2026 UK REIT deal
Prologis will pay up to £14.3 billion for SEGRO, but H1 2027 closing hinges on shareholder votes, regulatory clearances and a fresh $2.1bn equity raise.
P&G bets $3.8bn on Thorne as Gen Z reshapes the supplements category
Procter & Gamble is paying $3.8 billion for Thorne, a 5.6x return for L Catterton in three years. Whether P&G's Healthcare arm can absorb it is the test.
Why Diageo’s new CEO is preparing job cuts as North America sales weaken
Dave Lewis is preparing to reduce jobs and management costs at Diageo as the drinks group confronts weak United States spirits demand, high debt and pressure to rebuild growth.
Activist Toms Capital builds McCormick stake as the Unilever food mega-deal weighs on the stock
Reuters says activist Toms Capital built a McCormick stake after a $44.8B Unilever food deal sent MKC down nearly 40% toward 52-week lows. The pressure is building.
HUL is the safe FMCG bet that has gone nowhere. The question is whether FY27 finally moves it (NSE: HINDUNILVR)
HUL's profits keep rising but the stock has gone nowhere for a year. The whole case now rests on whether the FY27 volume recovery is real or just hope.
ULVR share price holds steady as Unilever Q1 2026 outperformance and McCormick combination define the new era
Magnum is demerged. Foods is going to McCormick. Power Brands deliver 5% growth. Fernando Fernandez is building a faster, sharper Unilever in plain sight.
Amcor (ASX: AMC) climbs as Berry Global synergies exceed targets and Q3 revenue beats consensus
Amcor's Berry Global merger is one year old. Synergies just exceeded targets. The Iran war is forcing higher inventory. The integration thesis is intact.
Procter & Gamble (NYSE: PG) beats Q3 estimates on beauty momentum but Andre Schulten flags billion-dollar oil headwind for fiscal 2027
Procter & Gamble beat Q3 estimates, but a $1 billion fiscal 2027 oil warning is the harder question for investors banking on a clean earnings reset.