Reuters·2d ago
Unilever to sell Myanmar joint venture stake, deal expected to close in 2027Unilever to sell Myanmar joint venture stake, deal expected to close in 2027
Unilever's investment thesis is severely undermined by apparent financial reporting anomalies, including impossible 100% gross margins and erratic revenue trends, which prevent a reliable assessment of its core consumer staples business.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has contracted sharply, with a 14.9% year-over-year decline in 2026Q2, while reported gross margins of 100.0% in multiple quarters indicate severe data integrity issues that obscure underlying profitability trends.
Input cost inflation remaining moderate supports margin stability and potential expansion.
Faster-than-expected volume recovery and margin expansion could drive revenue growth towards 5%.
Unilever's long-term success hinges on its emerging market strategy, offering significant growth potential.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 28, 2026 | $1.83-0.5% vs $1.84 | $29.1B-0.9% vs $29.4B |
Q1 2026 Feb 12, 2026 | $1.37-21.7% vs $1.75 | $29.7B-5.4% vs $31.4B |
Q3 2025 Jul 31, 2025 | $1.67-8.7% vs $1.83 | $35.5B+2.9% vs $34.5B |
Q1 2025 Feb 13, 2025 | $0.84-44.8% vs $1.53 | $30.7B-2.9% vs $31.6B |
Unilever to sell Myanmar joint venture stake, deal expected to close in 2027
Unilever NYSE: UL set out a plan to grow annual underlying sales by 4% to 6%, with at least 2% volume growth, as it prepares to focus on beauty, personal care and home care following the planned separation of its Foods business.
The consumer-goods group will outline plans at an investor event Wednesday to save 1 billion euros by the end of 2029 by recuperating some costs and overhauling operations.
Unilever targets $1.12 billion in savings as it reshapes
Benchmark UL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Unilever PLC (UL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $66.00 | $144.09B | 22.86 | -16.88% | 18.75% | 47.19% | 3.29% | |
| $165.40 | $385.15B | 24.84 | 3.26% | 18.23% | 29.42% | 2.55% | |
| $108.43 | $35.99B | 10.96 | -14.17% | 19.93% | 151.82% | 4.6% | |
| $96.56 | $77.27B | 37.58 | 1.4% | 9.65% | 399.22% | 2.33% | |
| $5.47 | $2.32B | -7.21 | -4.99% | -4.42% | -13.53% | 5.25% | |
| $24.61 | $29.18B | -8.46 | -3.5% | -13.99% | -8.89% | 6.5% |
Unilever PLC (UL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Unilever PLC (UL) stock FAQ — growth, dividends, profitability & financials explained
Unilever PLC (UL) reported $50.50B in revenue in fiscal year 2025. That is 9% more than the $46.12B of fiscal year 1996.
Unilever PLC (UL) revenue fell by 16.9% in fiscal year 2025, compared with the prior fiscal year.
Yes. Unilever PLC (UL) earned $9.47B in net income in fiscal year 2025 (a 18.7% net margin).
Yes. Unilever PLC (UL) pays a dividend that yields 3.29% at the current price, a moderate yield.
Unilever PLC (UL) had a return on equity (ROE) of 47.2% in fiscal year 2025. That is well above the market's typical 10-15%.
Unilever PLC (UL) generated $6.93B in free cash flow in fiscal year 2025.
