Results underpin strategic reset at Unilever
Commenting on Unilever’s full year result, Emily Sawicz, Director and Industrials Senior Analyst at RSM UK, said: “Unilever’s full year results show a decline in reported revenue, largely reflecting portfolio changes rather than weaker trading. The demerge of the ice cream division and planned sale of other food businesses has reduced headline sales, but the business continues to deliver organic growth alongside gradual margin improvement in the like for like comparison.
“More importantly, the results underline the progress of Unilever’s strategic reset. By simplifying its portfolio, stepping away from non-core food brands and concentrating investment on its ‘power brands’, the business is addressing structurally weaker margins and strengthening its position against key competitors, P&G and Nestle.
“Looking ahead, Unilever’s increased focus on beauty, wellbeing and personal care offers the strongest strategy to improved profitability. Targeted investment in the US, India and Latin America, alongside cost savings and a shift towards higher-value products, should support a gradual recovery in margins and a more positive outlook into 2026.”