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Ice cream maker Ben & Jerry's said late on Friday that billionaire activist investor Nelson Peltz, who is on its parent company Unilever's board, has increased his influence over the consumer goods conglomerate, including on political issues.

Unilever PLC (NYSE:UL ) Q1 2025 Sales/Trading Statement Call April 24, 2025 3:00 AM ET Company Participants Fernando Fernandez - Chief Executive Officer Srinivas Phatak - Acting Chief Financial Officer Jemma Spalton - Head of Investor Relations Conference Call Participants Warren Ackerman - Barclays Guillaume Delmas - UBS Jeff Stent - BNP David Hayes - Jefferies Olivier Nicolai - Goldman Sachs Tom Sykes - Deutsche Bank Celine Pannuti - JPMorgan Sarah Simon - Morgan Stanley Ed Lewis - Redburn Fernando Fernandez Good morning, and welcome to Unilever's First Quarter Trading Statement. Thank you for joining us.

Unilever PLC (LSE:ULVR) reported better sales growth in the first quarter than City analysts expected and kept its full-year outlook unchanged.  The FTSE 100 consumer goods giant said its plan to spin off its ice cream unit – which it revealed will be called The Magnum Ice Cream Company – remained on track to be completed by the end of the year.

Consumer-brands giant Unilever said it is on track to meet its goals for the year after first-quarter sales were boosted by its key brands, and despite a hit to turnover from net disposals and currency effects.

(Reuters) -Greek-yogurt maker Chobani said on Tuesday that it would be investing $1.2 billion in building its third U.S. dairy processing plant in New York, and expects to create more than 1,000 full-time jobs. The privately held company, which announced a $500 million expansion in Idaho last month, said the new facility in upstate New York would help it keep up with rising product demand and also boost new innovations. aAdsList.push('Article'); aAdsListSize.push([300, 250]); aAdsListCA.push(null); Smaller food brands including Chobani, Duke's and Mike's Amazing have been gaining market share in the U.S. while giving stiff competition to bigger conglomerates such as Unilever, as cost-conscious consumers switch to cheaper alternatives. Chobani's products are manufactured in New York, Idaho, Michigan and Australia, and are available throughout North America and distributed in Australia and other select markets. (Reporting by Anuja Bharat Mistry in Bengaluru; Editing by Shailesh Kuber)

Unilever PLC (LSE:ULVR), maker of store cupboard staples such as Marmite and Lipton's Tea, reports its first-quarter results on Thursday (24 April), and after a rocky start to the year, Barclays thinks even modest growth could help calm investor concerns. The consumer goods group signalled back in February that it would begin slowly, and was promptly punished by the market.

The company has demanded Ben & Jerry's Foundation submit to an expedited audit of its donations to continue receiving funding, according to a report.

The acquisitions of Alexandria Real Estate and Unilever enhance sector and geographical diversification, increase dividend income capacity, and reduce portfolio volatility, aligning with The Dividend Income Accelerator Portfolio's goals. Alexandria Real Estate offers a strong Dividend Yield [FWD] of 7.16%, robust financials, and is undervalued, making it a strategic addition to our portfolio. Unilever's fair Valuation and low 24M Beta Factor of 0.11 further reduce portfolio volatility and enhance risk-adjusted returns.

Unilever's strong performance in 2025, with over 10% gains, contrasts sharply with the S&P 500's nearly 9% loss, highlighting its defensive appeal. Fresh CEO Fernando Fernandez does not expect Unilever to be materially affected by tariffs, thanks to flexible supply chains and international diversification. 58% of Unilever's revenue comes from emerging markets, holding significant foreign currency risks.

Unilever's GAP 2030 strategy focuses on growth, premium segments, and operational efficiency, leading to improved margins and market share recovery in 2024. The company's restructured business model, organized by category, enhances focus and efficiency, with strong performance in the Beauty & Wellbeing and Personal Care segments. Despite competitive pressures and external risks, Unilever's robust presence in emerging markets and strategic focus on top brands drive growth potential.