公司活动 - 联合利华食品解决方案在加拿大独家发布活动上推出其第三份年度思想领导力白皮书《未来菜单》[1]

公司业务概览 - 联合利华是一家英国跨国消费品公司 为美容与健康、个人护理、家庭护理、食品和冰淇淋领域全球领先供应商[1] 股价与股息表现 - 联合利华52周股价区间为5432美元至6587美元[1] - 股息收益率为309% 过去12个月每股支付股息199美元[1] - 若通过股息实现每月100美元收益 需投资约38835美元 相当于以每股6431美元价格持有604股[5] 财务业绩 - 2025年上半年调整后每股收益为174美元 营收达3292亿美元[2] - 第二季度销售额增长38% 上半年基本销售额增长34% 销量与价格增长均衡[3] - 发达市场持续表现优异 新兴市场采取果断干预措施产生积极影响[3] 业绩展望 - 2025年全年基本销售额增长预期维持在3%至5%区间[4] - 尽管市场环境疲软 预计下半年增长将超过上半年[4] 经营策略 - 强劲毛利率和超计划生产率提升推动品牌投资和高端创新[3] - 所有业务集团均实现正销量增长[3]

Unilever PLC (UL) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changing earning ...

For those looking to find strong Consumer Staples stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Ollie's Bargain Outlet (OLLI) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Ollie's Bargain Outlet is one of 180 individual stocks in the Consumer Staples sector. Collectively, these companies sit at #16 in the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sec ...

公司战略与业务重组 - 和路雪母公司联合利华正将冰淇淋业务分拆为独立上市公司Magnum Ice Cream Company 预计于11月中旬上市[2][4] - 分拆后联合利华将保留不到20%的冰淇淋业务股权 使公司投资组合更聚焦 同时让专注冰淇淋业务的Magnum获得提升利润率的机会[7] - 分拆方案规定每位联合利华股东将按比例获得Magnum股份 这种安排使公司免受传统IPO通常面临的市场波动影响[8] 市场地位与竞争格局 - Magnum冰淇淋业务(含Ben & Jerry's、Wall's、Cornetto等品牌)在全球约880亿美元冰淇淋市场中占据超20%份额 主要竞争对手为雀巢支持的Froneri[3] - 公司去年实现大幅市场份额提升 扭转了多年市占率下滑和利润停滞的局面[3][4] - Magnum已开始独立于联合利华运营 组织变革使公司能够投资供应链、销售和分销体系[3] 品牌管理与所有权 - Magnum首席执行官Peter ter Kulve明确表示Ben & Jerry's品牌不出售 驳回了去年该品牌联合创始人提出的收购要约[2][5] - Ben & Jerry's因对加沙问题的公开立场多次引发争议 并在投资者日活动上重申分拆诉求[4]

The founders of Ben & Jerry’s have called on parent company Unilever to allow the ice-cream brand to operate as an “independently owned company”. Ben Cohen and Jerry Greenfield, who set up Vermont-headquartered Ben & Jerry’s in 1978 before Unilever’s acquisition in 2000, have penned a letter to Unilever ahead of the targeted separation of ice cream in mid-November. The planned spin-off was first announced early in 2024 and the entity then proclaimed as The Magnum Ice Cream Company (TMICC), which will be ...

LONDON (Reuters) - Magnum CEO Peter ter Kulve dismissed any talk of selling Ben & Jerry's on Wednesday and said he was focused on reclaiming market share and growing sales as the spin-off of the new Magnum Ice Cream Company from Unilever (UL) approaches. Unilever expects the ice cream business, which includes brands such as Magnum, Ben & Jerry's, Wall's and Cornetto, to command just over a fifth of the around $88 billion global ice cream market and compete with rivals such as Nestle-backed Froneri. Magnu ...

公司战略 - 联合利华副总裁表示公司要在中国做"马拉松选手"并持续深耕中国市场 [2] - 公司高管强调中国市场具有规模大、创新强和政策稳定的特点 [2] 行业活动 - 近百家跨国公司高管和国际投资机构负责人参加第二十五届中国国际投资贸易洽谈会 [2] - 投资洽谈会于厦门举办 联合利华副总裁接受央视新闻采访 [2]

跨国公司高管和国际投资机构负责人来华 - 近百家跨国公司高管和国际投资机构负责人参加第二十五届中国国际投资贸易洽谈会 [1] - 联合利华副总裁曾锡文表示中国市场大、创新强、政策稳 [1] - 联合利华计划在中国做"马拉松选手"并持续深耕 [1]

联合利华冰淇淋业务分拆上市计划 - Ben & Jerry's联合创始人公开呼吁将该品牌从联合利华计划分拆上市的冰淇淋业务中独立出来 他们通过致投资者和董事会的公开信要求"解放Ben & Jerry's" [1][2] - 联合利华计划于11月将其冰淇淋业务作为新实体The Magnum Ice Cream Company(TMICC)单独上市 该实体包含Magnum、Cornetto、Wall's和Ben & Jerry's等品牌 [2] 品牌价值观冲突 - 联合创始人指控联合利华多年来压制Ben & Jerry's的品牌声音 特别是在社会正义和不公正战争等议题上的发声 认为这违背了品牌创立时的核心价值观 [3][4] - 品牌1978年创立时以"促进人权与尊严"为使命 联合创始人强调企业应在坚持进步价值观的同时实现商业成功 [3][4] - TMICC发言人回应称Ben & Jerry's是公司骄傲的组成部分且不出售 承诺继续坚持其独特的三重使命(产品、经济和社会) [5] 历史纠纷背景 - 2023年Ben & Jerry's社会使命委员会(独立于联合利华的实体)对联合利华采取法律行动 指控其阻止品牌公开支持加沙冲突中的巴勒斯坦难民 [6] - 诉讼称联合利华威胁解散该委员会并起诉董事 联合利华强烈否认这些指控并表示将积极辩护 [6][7] - 双方曾就以色列占领的西岸地区销售问题发生冲突 联合利华随后将Ben & Jerry's以色列业务出售给当地运营商 引发品牌起诉母公司后达成和解 [8]