Added to YB: 2026-09-04
Pitch date: 2026-08-28
ULVR.L [neutral]
Unilever PLC
-1.47%
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 120.9B
Pitch Price
GBP 48.03
Price Target
N/A
Dividend
3.61%
EV/EBITDA
12.99
P/E
22.02
EV/Sales
2.95
Sector
Personal Care Products
Category
special_situation
Theodosian Capital | Stocks Update 28/8/2026 - ULVR – Cutting the mustard
ULVR.L (update): Unilever’s planned food-business merger with McCormick, expected to close in 2027 with shareholders owning 65% of the new entity, would leave the continuing company essentially a pure-play home and personal care business. Colman’s mustard is reportedly being marketed to address competition issues, though its undisclosed value is considered immaterial to the group. The shares trade at 15.4x consensus 2028 earnings and yield 3.8%.
Read full article (1 min)