What smart money is saying about Unilever
2 funds in our archive have pitched Unilever — most recently Guinness European Equity Income Fund in July 2026.
Unilever Plc engages in the manufacture and sale of consumer goods. It operates through the following segments: Beauty & Wellbeing, Personal Care, Home Care, Nutrition, and Ice Cream. The Beauty & Wellbeing segment offers hair care, skin care, and prestige beauty and health & wellbeing. The Personal Care segment consists of sales of skin cleansing, deodorant, and oral care products. The Home Care segment comprises of sales of fabric care and a wide range of cleaning products. The Nutrition segment refers to sales of scratch cooking aids, dressings, and tea products. The Ice Cream segment covers primarily ice cream products. The company was founded by Antonius Johannes Jurgens, Samuel van den Bergh, and William Hulme Lever in 1930 and is headquartered in London, the United Kingdom.
Fund coverage · 2 theses
- Guinness European Equity Income FundJuly 2026
Unilever is highlighted for buybacks, reiterated guidance, structurally higher margins after the Foods separation, and AI-driven efficiency gains.
Read the full thesis - Oakmark International FundDecember 2025
Unilever PLC is a global consumer goods company with iconic brands and an improved management team executing self-help to drive higher-margin, consistent growth from a discounted valuation.
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