#ULVR
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amlingirl9.bsky.social
You Never Can Tell · Chuck Berry
www.youtube.com/watch?v=ULVr...
You Never Can Tell
YouTube video by Chuck Berry - Topic
www.youtube.com
December 20, 2024 at 4:50 PM
armorduck.bsky.social
Overall ⬇️ 0.5% in June and now ⬆️ 3.6 % Cal. YTD. In June: ☀️☀️☀️: #GAW, #ULVR, #BRK. 🐕🐕🐕: #$ADBE, #HLMA, #GRG.

Good luck everyone! Current portfolio below
June 30, 2026 at 8:15 PM
librariancapital.bsky.social
Unilever #$ULVR new 52-week low

Down 17% since 27-Feb, day before war in Iran
52-week high (by closing price) was 24-Feb

Investors are pessimistic about Emerging Markets
March 24, 2026 at 9:06 AM
librariancapital.bsky.social
Unilever #$ULVR #$UL 2025 results

Q4 Underlying Sales Growth +4.2% ex-FX

FY USG +3.5% ex-FX (vol. +1.5%)
Underlying EBIT -1.1% (FX)
Underlying EBIT Margin 20.0%, +60bps

FY26 outlook
USG "bottom" of "multi-year guidance range of 4-6%"
Underlying EBIT Margin "modest improvement"
February 12, 2026 at 8:19 AM
librariancapital.bsky.social
Unilever #$ULVR announced deal with McCormick #$MKC
March 31, 2026 at 2:09 PM
brianruh.bsky.social
I like coming across a nearly 35 year old song and having it stop me dead in my tracks. I randomly heard this last night, and it was a revelation. I need to do more digging into Yapoos / Jun Togawa. www.youtube.com/watch?v=uLvr...
Akai Sensha
YouTube video by YAPOOS - Topic
www.youtube.com
April 9, 2025 at 11:46 PM
librariancapital.bsky.social
Unilever $ULVR: Ice Cream spin-off delayed "as a result of the ongoing US federal government shutdown"

SEC "currently unable to declare (filing) effective"

Had previously indicated date as mid-Nov
"Remains committed" to implementing this in 2025
October 21, 2025 at 6:30 AM
librariancapital.bsky.social
Bonus datapoint:

"In late 2024, X dropped Unilever #$ULVR from the lawsuit after it restarted advertising on the platform"
March 26, 2026 at 7:47 PM
thealphabetisa.bsky.social
September dividends due

ISA:
BSIF
ELM
LLOY
DOM
MRO
OSB
XPS

SIPP:
BSIF
LLOY
SHEL
ULVR
August 26, 2024 at 2:42 PM
armorduck.bsky.social
Mar 25. Very poor month, down 6.9% and now down 6.4% CalYTD. No trades this month. ☀️☀️#CFSIBA, $BRK, #ULVR,, 🐕🐕 #GRG, #BVXP, #SPX.

Good luck everyone! Curr port below.
March 31, 2025 at 8:33 PM
librariancapital.bsky.social
Unilever #$ULVR confirms press speculation of "reverse Morris trust" merger discussions with McCormick #$MKC

"Upfront cash component of ~$15.7 bn and ... Unilever and its shareholders would hold 65% of the combined company"

"Possible that an agreement could be concluded today"
March 31, 2026 at 7:34 AM
conkers3.bsky.social
Hi everyone here is the latest #TwinPetesInvesting podcast 135, with #investing guest @MathewGregory5 on X. The g8 discussion & #stocks inc. #GAW #Nvidia #ULVR #BP. #RIO #BHP #SLP #EBOX #Warhammer led to 2 #podcasts

Part 1 open.spotify.com/episode/7KU7...

Part 2
open.spotify.com/episode/7ci8...
September 15, 2024 at 5:35 PM
librariancapital.bsky.social
Unilever #$ULVR #$UL at 5,169p, market cap. £113bn
2025 ULEPS €3.08 (£2.68), FCF €5.9bn (£5.2bn)

For that multi-year range of 4-6% sales growth (which they are hitting low end) and modest margin expansion, valuation is 19x P/E, 22x FCF
February 12, 2026 at 8:23 AM
librariancapital.bsky.social
All of humanity's problems stem from man's inability to sit quietly in a room alone

"Unilever #$ULVR CEO defends food deal saying staff ‘not paid to be lazy’" (3-Jun)
www.ft.com/content/2936...

"Unilever explores bid for $4bn supplement maker Thorne" (today)
www.ft.com/content/cf6e...
June 26, 2026 at 12:05 PM
librariancapital.bsky.social
Fundsmith & Unilever #$ULVR #$UL

Feb-24 (at ~£41): UL is the portfolio stock with most upside potential

Feb-25 (at ~£48): New CEO Fernando Fernandez "will be joining that group" of super CEOs

Apr-26: (at ~£44): "We exited our position in Unilever"

Share price down 5% in 5 years
May 3, 2026 at 10:05 AM
thealphabetisa.bsky.social
For info/further research December payers that I hold are ASHM, GFRD, JHD, WTB, YNGA, SHEL & ULVR. March payers that I currently hold are ASHM, BSIF, RFX, TET, SHEL & ULVR.
August 26, 2024 at 2:57 PM
conkers3.bsky.social
🔥#TWINPETESINVESTING #Podcast 166: How to find unloved potential winning investment gems. #FOUR #JD. #MGAM #DGE #RMV #TATE #FRAN #MAB1 #RHIM #AUTO #RKT #ULVR $NVDA MenphysUK

www.conkers3.com/twin-petes-i...

youtu.be/xkhwhDWCezU?...

open.spotify.com/episode/1eXe...

audioboom.com/posts/880619...
November 14, 2025 at 10:06 AM
librariancapital.bsky.social
Unilever $ULVR: It's not that we don't believe Consumer franchises can be good businesses, but we fear UL's strength in EM is inherited not earned

"Unilever’s Woes in Indonesia Carry a Warning" (Bloomberg)

"30% plunge in 2024 net income ... the 6th consecutive annual decline"
March 1, 2025 at 8:21 AM
librariancapital.bsky.social
Lindsell Train quoting Unilever mgmt.:

"For the past decade $ULVR has averaged 0.9% volume growth vs. the market’s best in class 2.3% ... 400bps ‘collapse’ in GM post-Covid was ... too much capex going towards too fragmented innovation, leading to ‘stagnant hard currency profit"
December 14, 2024 at 9:09 AM
armorduck.bsky.social
Nov 24, An excellent month. Portfolio gained 6.7%, now up 14.4% CYTD, and at an ATH. News from #SGE, #HLMA and #GAW helped. Two top ups, #GRG and #CFSIBA. ☀️☀️☀️ #SGE, #WISE, #GAW, 🐕🐕🐕 #DGE, #GRG, #ULVR.

Happy December everyone. Good luck. Current portfolio is shown below.
November 30, 2024 at 7:52 AM
thealphabetisa.bsky.social
Almost a 5 year (03/09/19) ATH for my #ULVR holding today in the SIPP.😀

SIPP holdings:
#BSIF, #BATS, #GSK, #I3E, #LLOY, #PMI, #SHEL, #ULVR

XIRR now 1.02% since 2014. This is mainly down to ~90% losses on two of the SIPP inaugural components Quindell #QPP? & De La Rue #DLAR . You live and learn.
August 28, 2024 at 4:23 PM
librariancapital.bsky.social
"Ben & Jerry's co-founder says Unilever blocked Palestine-themed ice cream" (BBC News)

"Ben Cohen announced that he will independently create the new flavour" (with watermelon) "that expressed 'solidarity with Palestine'"

$ULVR $UL
Ben & Jerry's co-founder says Unilever blocked Palestine-themed ice cream
Ben Cohen says he will independently create the new watermelon flavour in support of
www.bbc.co.uk
October 29, 2025 at 1:02 PM
librariancapital.bsky.social
Unilever: CEO exiting "by mutual agreement"

Hein Schumacher CEO since Jul-23
CFO Fernando Fernandez to take over as interim CEO
Search process "being initiated" for permanent CEO

"Reaffirms 2025 outlook and medium-term guidance"

Ian Meakins chair since Dec-23

$ULVR +11% LTM
February 25, 2025 at 7:45 AM
thealphabetisa.bsky.social
ISA holdings:
#ASHM, #BSIF, #CCC, #DOM, #DWL, #ELM, #FDM, #GFRD, #HWDN, #IGG, #JHD, #KITW, #LLOY, #MRO, #NG, #NXQ, #OSB, #PHP, #RFX,#SRAD #TET, #UU, #VTY, #WTB, #XPS, #YNGA, #ZTF

SIPP holdings:
#BSIF, #BATS, #GSK, #IPF 🆕, #LLOY, #PMI, #SHEL, #ULVR

✍️17/10/24
October 17, 2024 at 8:50 PM
armorduck.bsky.social
Feb 2026. Very slightly positive in Feb ⬆️0.3% and ⬇️2.7% Cal. YTD. ☀️☀️☀️: #HLMA, #SPX and #ULVR. 🐕🐕🐕:. #BVXP, #SGE and #$ADBE. Top ups of #SMT, #FRIN and disposal of #MICC in Feb. Technical team have failed to create a chart this month, sorry about that.

Good luck everyone!
March 1, 2026 at 9:39 AM