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UBS has downgraded Unilever to "Sell" with a target price of 4110 Pence following a leadership change. Analyst Guillaume Delmas noted that increasing organic revenue growth poses a significant challenge for the new management, as the departure of CEO Hein Schumacher comes less than two years after his appointment.
UBS has downgraded Unilever to "Sell" with a target price of 4110 Pence following the unexpected replacement of CEO Hein Schumacher by CFO Fernando Fernandez. Analyst Guillaume Delmas noted that the company did not provide reasons for the leadership change but suggested it aims to accelerate its transformation process while maintaining its annual goals and corporate strategy.
UBS has maintained a "Sell" rating on Unilever, setting a target price of 4110 pence following the unexpected replacement of CEO Hein Schumacher by CFO Fernando Fernandez. Analyst Guillaume Delmas noted that while the change aims to accelerate the transformation Schumacher initiated, Unilever remains committed to its annual targets and corporate strategy.
2024 has been a tumultuous year for the food and drink sector, marked by significant changes such as Nestlé's leadership transition and Unilever's decision to separate its ice cream business. The European Deforestation Regulation faced delays amid industry panic, while ultra-processed foods drew increased scrutiny. Meanwhile, the rise of GLP-1 drugs promises to reshape consumer eating habits, and the plant-based market shows signs of recovery after a downturn.
Nestlé is facing increasing competition as its share prices decline, now trading around 85 francs, while Danone's shares have risen to 64 euros, reflecting a resurgence driven by the "Renew Danone" program. Danone is expanding its market presence, particularly in India, and has stabilized or increased market shares in key categories, while Nestlé struggles to catch up after revising its guidance downwards twice this year. The competitive landscape is shifting, with Unilever also pushing for growth, indicating a challenging road ahead for Nestlé.
Nestlé is facing increasing competition as its share prices decline, now trading around 85 francs, while Danone's shares have risen to 64 euros, reflecting a successful turnaround strategy. Danone's "Renew Danone" program is driving growth, particularly in core categories and new markets like India, where it aims to become a top player. Meanwhile, Nestlé must adapt to regain its competitive edge as rivals like Unilever also seek to accelerate growth.
Unilever Plc is experiencing accelerated sales growth as CEO Hein Schumacher's turnaround strategy takes effect. In the third quarter, revenue rose by 4.5%, surpassing analysts' expectations of 4.3%, with consumer demand increasing for the fourth consecutive quarter.
Hein Schumacher
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