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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 (ULVR) investor relations material
Unilever The Magnum Ice Cream Company CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.The Magnum Ice Cream Company CMD 2025 summary9 Sep, 2025
Strategic transformation and market positioning
Transitioned to a standalone company, with demerger and listing scheduled for mid-November 2024, enabling a focused strategy and operational model dedicated solely to ice cream.
Holds the number one global market share at 21%, with €7.9bn revenue, €1.3bn Adj. EBITDA in 2024, and four of the five largest brands.
Market is large and resilient, growing at 3–4% annually, with premiumization and digital channels (e-commerce) as key growth drivers.
Dedicated sales force and supply chain tailored for ice cream, with significant investments in digitalization, innovation, and cabinet expansion.
Focused ESG agenda prioritizes energy efficiency, sustainable sourcing, and employee safety, translating into business value and resilience.
Growth, innovation, and operational excellence
Committed to 3–5% organic sales growth and 40–60 bps margin expansion annually, underpinned by innovation, occasion-based marketing, and premiumization.
Productivity program targets €500m/CHF 500m in cost savings by 2028, with €130m already delivered since 2024, driven by supply chain, overhead, and technology transformation.
Regional strategies focus on tailored innovation, channel expansion, and digital demand creation, with strong recent volume and market share gains in Americas, Europe, and Asia.
Away-from-home business prioritized for growth, with investments in modernizing and digitizing the cabinet fleet, predictive replenishment, and new vending solutions.
Capital allocation supports growth and productivity, with 40% of CapEx for expansion and innovation, and a competitive dividend policy (40–60% payout ratio) starting 2027.
Market and business overview
Global ice cream market reached €75bn in 2024, expected to grow to €90bn by 2029, with premium segments outpacing mainstream.
Digital commerce is a key growth driver, projected at 9% CAGR from 2024-2029.
Emerging markets offer significant upside, with outlet density and per capita consumption below developed markets.
The business operates through At-Home, Away-from-Home, and dCom channels, leading in each.
Resilient to GLP-1 impact, with product innovation tailored to evolving consumer health trends.
What is TMICC's GLP-1 strategy?
How does TMICC's owned brand portfolio compare?
Detail the supply chain productivity initiatives
Quantify sales force impact on market share?
Key supply chain changes driving margin?
Innovation strategy shift and expected impact?
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Next Unilever earnings date
Q3 2025 TU23 Oct, 2025
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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.
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