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Company research2 Apr 2024
The Consumer Goods Sector: Housing the World's Most Known Brands
Explore the giants of the consumer goods sector, where iconic brands familiar in daily life are predominantly owned by a few key industry players.
Unilever
Unilever (ULVR) investor relations material
Unilever Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary28 Oct, 2026
Executive summary
Q3 underlying sales growth was 5.2%, comprising 2.9% volume and 2.3% price growth; Power Brands delivered 5.8% growth and 3.3% volume growth.
Performance was led by HPC and emerging markets; developed-market retail weighed on Foods.
FY 2026 outlook calls for 4%–6% underlying sales growth and at least 3% volume growth, with modest underlying operating margin improvement.
Financial highlights
Q3 turnover was €13.3bn, up 6.7% year on year; underlying sales growth was 5.2%.
Nine-month turnover was €38.9bn, up 2.7%; underlying sales growth was 4.9%, with volume up 3.8% and price up 1.1%.
FY 2026 currency impact is forecast at -2% on turnover and -30 bps on underlying operating margin.
Outlook and guidance
FY 2026 underlying sales growth is expected within the 4%–6% multi-year range, with at least 3% volume growth and H2 growth of ~5%.
FY underlying operating margin is expected to improve modestly versus 20.0% in 2025; hard-currency earnings growth remains expected.
Q4 pricing is expected to exceed Q3; developed markets are expected to return to growth, with North America expected to be positive.
FY 2026 capex is expected above 3% of turnover and restructuring around 1.0%; leverage is expected around 2x net debt/underlying EBITDA.
2027 P&L inflation is estimated at €700m–€1bn, or 2.5%–3.5% of cost base; HPC inflation is expected lower YoY and Foods inflation higher.
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Latest events from Unilever
- Upgraded outlook reflects robust HPC growth, premiumisation, and emerging market strength.ULVR
Barclays 19th Annual Global Consumer Conference - H1 2026 delivered robust volume-led growth, margin expansion, and an upgraded full-year outlook.ULVRQ2 2026
- Transformative foods carve-out and digital-led growth sharpen focus on HPC and emerging markets.ULVRBNP Paribas CEO Conference 2026
- Separation and HPC focus drive growth, innovation, and capital returns through premium brands.ULVR23rd annual dbAccess Global Consumer Conference
- Growth-led Foods separation and HPC focus aim to unlock value and drive consistent outperformance.ULVRFireside chat
- Q1 2026 delivered 3.8% sales growth, driven by Power Brands and emerging markets momentum.ULVRQ1 2026 TU
- Q3 2025 delivered 3.9% sales growth, strong Power Brands, and Ice Cream Demerger progress.ULVRQ3 2025 TU
- Standalone focus and innovation drive growth, margin expansion, and strong cash generation.ULVRThe Magnum Ice Cream Company CMD 2025
- Growth Action Plan 2030 accelerates focus, innovation, premiumization, and operational excellence.ULVRStatus Update
Next Unilever earnings date
CMD 20264 Nov, 2026
Unilever
Next Unilever earnings date
CMD 20264 Nov, 2026
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Frequently asked questions
A Leader in Consumer Goods
Unilever is a British-Dutch multinational corporation, widely recognized as one of the leaders in the consumer goods industry. Founded in 1929 through a merger between British Lever Brothers and Dutch Margarine Unie, Unilever boasts a rich product portfolio with over 400 brands, including household names like Dove, Ben & Jerry's, and Lipton. Operating in more than 190 countries, Unilever serves a global market with offerings spanning Foods & Refreshments, Beauty & Personal Care, and Home Care categories.
A Dutch and British Enterprise
Unilever's headquarters are split between London and Rotterdam, reflecting its Anglo-Dutch roots. Over the decades, the company has managed to solidify its position on the global stage, reaching consumers all over the world. Unilever's vast portfolio of brands, including the brands mentioned previously, is a perfect example of its market reach and the diversity of its offerings. The company has continually expanded its product range and does its best to adapt to regional markets, contributing to its extensive global presence.
A global reach
Unilever operates on a truly global scale, covering a vast geographic span that incorporates both established and emerging markets. Its strategy of localization, paired with a strong lineup of universally popular products, allows Unilever to resonate with a wide consumer base. This international footprint is marked by strategic distribution and market understanding, as they vary their offerings based on the market in question. Whereas Ben & Jerry's might be sold in a majority of supermarkets around the world, a niche spice mix might only be available in certain countries.
Some notable competitors include names such as Nestlé, Procter & Gamble, and Colgate-Palmolive, as well as many others.
Acting on Sustainable Business Practices
Unilever, recognizing the changing landscape of consumer demands and the global market, has adopted an innovative and future-forward approach. Sustainability has become an essential aspect of their strategy, with the company taking strides in developing eco-friendly products and practices. It's not merely a marketing ploy as Unilever genuinely aims to reduce its environmental footprint. One example of this is the fact that the company is investing in plant-based food products and cruelty-free beauty brands, acknowledging emerging consumer trends and preferences.