Unilever

Brown Advisory sold its position in Unilever in May after an 11-year holding, saying the company delivered mid-single-digit revenue growth and successful strategic separations but failed to meet the fund's double-digit return target. The fund called Unilever's valuation attractive but assessed the consumer goods industry as less favorable due to narrowing competitive moats. Brown Advisory redeployed the capital into opportunities it views as offering higher expected returns, including a new position in Compass Group and AI-related investments. » More on finance.yahoo.com

Unilever said it will implement further price increases in coming months as rising commodity and energy costs bite, warning that recent slower price growth was temporary. The group reported underlying sales up 5.8% in Q2 and turnover of €13bn, supported in part by World Cup marketing. Management expects price growth to accelerate in the second half, while higher oil-driven input and transport costs could pressure consumers and margins depending on demand resilience. » More on theguardian.com

Unilever reports adjusted sales growth of 5.8 percent in the second quarter, beating analysts' expectations of 4.3 percent. The group raises its 2026 forecast to the long-term target range of four to six percent. Under CEO Fernando Fernandez, Unilever is focusing more on beauty and well‑being and plans to merge its food division with McCormick. Higher costs from the Middle East conflict are being partially passed on to consumers. » More on wiwo.de