UL
Unilever PLC64.33
-0.71-1.09%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
EM fixes, US resilience detailed
Q&A largely reaffirmed prepared remarks on 2026 guidance—USG at 4-6% low end, volumes over 2%, modest UOM gains—but added granular EM color: Indonesia reset complete with rising sales run rates, Brazil Deos fix via aerosol focus from Q2, China e-com tweaks improving. US volumes averaged 4% over three years despite Q4 Wellbeing softness from Liquid I.V. assortment loss and Nutrafol CAC rise; January rebounded strong. Pricing ~2%; gross margins expand more than 2025. Non-Power Brands hit -3% Q4 volumes on discontinuations. Management tackled geo concerns head-on. Fixes drive the thesis. Watch EM execution.
Key Stats
Market Cap
140.84BP/E (TTM)
21.73Basic EPS (TTM)
2.96Dividend Yield
0.03%IPO
Website
Employees
Sector
Industry
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