Added to YB: 2026-03-24
Pitch date: 2026-03-20
ULVR.L [neutral]
Unilever PLC
-0.65%
current return
Author Info
No bio for this author
Company Info
Unilever PLC operates as a fast-moving consumer goods company in the Asia Pacific, Africa, the Americas, and Europe.
Market Cap
GBP 115.6B
Pitch Price
GBP 45.65
Price Target
N/A
Dividend
3.75%
EV/EBITDA
12.30
P/E
20.45
EV/Sales
2.79
Sector
Personal Care Products
Category
special_situation
Theodosian Capital | Stocks Update 20/3/2026 - ULVR – Food for thought?
ULVR.L (update): Considering spinning off Foods (~25% of rev) after exiting spreads, ice cream, tea. Bloomberg reports McCormick made unsolicited offer; ULVR in negotiations but no certainty. Risks: stranded costs, GLP-1/geopolitics headwinds, McCormick's $15B mkt cap vs ULVR's £100B + 2.7x EBITDA debt limits deal structure. Trades 15.7x 2027 EPS, 3.9% yield.
Read full article (1 min)