Market news

Unilever PLC (NYSE:UL) announced on September 17 the sale of its personal care and baby care brand, Zwitsal, to Dutch manufacturer Royal Sanders for an undisclosed financial figure. The divestment directly aligns with management’s operational mandate to streamline its organizational focus around global Power Brands that possess international scale. Because Zwitsal’s presence is predominantly regional, […]

The UK Competition and Markets Authority (CMA) has opened a Phase 1 investigation into the proposed $65 billion merger between McCormick & Company, Incorporated (NYSE:MKC) and Unilever PLC (NYSE:UL)’s food business, assessing whether the transaction could reduce competition in UK food markets. The CMA has set November 11, 2026, as the deadline for its initial […]

Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here. Global equity markets reached record highs in Q2, with the MSCI ACWI Index rising 14.93%, while global fixed income grew modestly by 0.87%. Geopolitical tensions, particularly in the Middle East, affected energy markets […]

(Updates with Unilever's response in the fifth paragraph.) Unilever (UL) plans to give shorter sa

Unilever (LSE:ULVR) has come back into focus after recent price moves, with the share price around £46.40 and mixed return patterns across short and longer periods catching investors’ attention. Recent moves put Unilever in a curious spot. The 90 day share price return of 5.37% hints at improving momentum even as the year to date share price performance is down 3.78% and the 1 year total shareholder return has slipped 1.54%. Longer term holders still sit on 3 year and 5 year total shareholder...

The companies, which expect to close their transaction in 2027, are already looking to sell Colman’s mustard “to address potential competition concerns.”

The Competition and Markets Authority has started a Phase 1 enquiry after inviting feedback on the $44.8bn transaction.

UK competition regulator probes Unilever’s $65B McCormick merger; learn impacts on UK competition, brands, and investors ahead of Nov.

Paul Polman, who saw off Kraft-Heinz in 2017, suggests the pressure for deals is about creating short-term value

LOS ANGELES, September 04, 2026--CauzzyAI (cauzzy.ai) today announced a strategic partnership with Unilever Prestige, bringing its Enterprise AI platform within the Unilever Prestige portfolio. The collaboration marks a significant milestone in Unilever Prestige's vision to become an AI-native enterprise, embedding intelligent AI into everyday business operations to accelerate innovation, simplify complex processes, and enable teams to make faster, more informed decisions.

How Unilever stock looks today Unilever (LSE:ULVR) continues to draw interest from investors looking at established consumer staples, with the stock recently closing at £47.76 and showing mixed return patterns over the past year and over multi-year periods. Over the past year Unilever has seen only modest share price shifts in the short term, while a 90 day share price return of 15.92% contrasts with a year to date decline of 0.96% and a 5 year total shareholder return of 33.51%. This...

Unilever stock has delivered a 33.1% gain over the past five years, yet the current share price around US$47.76 screens as only a mixed value story, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares trade at roughly a 22.9% discount. Recent headlines around the planned sale of Colman's mustard as part of the wider merger of Unilever's food operations with McCormick also put the focus firmly on what investors are paying for the core business today. Over five...

The sale comes before a proposed merger between parent company Unilever and McCormick.

Ahead of the planned deal to combine the bulk of Unilever’s food business with McCormick, the UK group’s mustard brand is going on the block.

Why Unilever stock is in focus after rewarded video launch Unilever (LSE:ULVR) has come into focus after Fetch Rewards introduced a rewarded video format that targets shoppers at the point of purchase, with Unilever among the early brand partners in the alpha tests. This development gives investors another data point on how Unilever is approaching digital engagement and consumer targeting, alongside recent earnings, board changes and the latest quarterly dividend announcement. See our latest...

Unilever stock has delivered a 25.2% gain over the past five years, yet current checks suggest the market price may still sit below what a Discounted Cash Flow (DCF) view and earnings multiples imply for its intrinsic value. Over the past 5 years, Unilever has returned 25.2%, which points to steady rather than runaway share price progress. Recent strong sales momentum in core brands and brand related headlines, such as the governance dispute around Ben & Jerry’s, can both influence how...