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ULUL

Unilever PLC

$UL·$134B·Household & Personal Products·Consumer Defensive
$62.02+0.6%YTD-2.7%1Y-13.3%
Price updated 1d ago·X counts updated 2d ago
ULUL
$ULUnilever PLC
$62.02+0.63%47 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $UL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

47X posts · last 7 days
Aug 28Sep 10
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $UL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-08-04

Unilever's H1 2026 print is being celebrated — underlying sales grew 5.8% (up from 3.1%), volume +5.5% is the best in 10+ years, and ex-food is +8%. Guidance raised on 16-year-high volume growth, with the stock up 9%. Bulls note the 900 bps home-care gap vs PG (widest ever). Emerging markets (India, Indonesia) are leading, only Europe sluggish. The McCormick combination reaction is muted, but management's desire to trim food is clear. No bearish voice on UL itself.

Read what X is saying about $UL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $UL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-12

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Unilever's H1 volume grew 5.5% (15-year high) and the guide got raised — the CPG defensive is quietly working.

Unilever PLC is a global consumer goods company selling personal care, home care, beauty and food products across ~190 countries. It's the classic emerging-markets-heavy CPG compounder that has finally re-accelerated after multi-year volume weakness.

  • The H1 print was a real snap-back — underlying sales grew 5.8% (up from 3.1%), volume grew 5.5% (the best in 10+ years), and ex-food grew 8%; management raised guidance on this 16-year-high volume growth, and Unilever holds a 900 bps home-care gap versus P&G (the widest ever).
  • The tape is muted despite the fundamentals — the stock is off 3% year-to-date and 13% over 12 months at 36% of the 52-week range; emerging markets (India, Indonesia) are leading, only Europe is sluggish, and management's desire to trim food segment is clear even if the McCormick-combination reaction is muted.

The February 11 FY earnings print is the next major event, but Q3 organic sales-growth data will land earlier through October. Continued mid-single-digit organic sales-growth extends the setup toward $70; a soft emerging-markets quarter or a food-segment margin miss is what invalidates the coiling setup.

Agrees with X sentimentThe bullish X '5.8% underlying growth + 15-year high volume + 900 bps home-care gap vs P&G + emerging markets leading' framing lines up with real signals — the H1 data is documented, the guidance raise is real, and the P&G comparison is a genuine competitive-share tell.

What to watch: Q3 organic sales-growth data through October and the February 11 FY earnings print. A soft emerging-markets quarter or food-segment margin miss invalidates the coiling setup.

On the calendar: 2027-02-11 — FY earnings

cpg compounderemerging markets leadfood segment trimvolume reacceleration

Read the AI verdict on $UL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global consumer goods company selling food, personal care, and home care brands including Dove, Vaseline, Hellmann's, and Knorr in 190+ countries.

Industry overviewAI analysisGenerated by AI from underlying data

Where Household & Personal Products sits in its cycle right now — and what that implies for $UL.

Household & Personal Products · Consumer Defensive

Household and personal-care demand is stabilising after volume pressure from pandemic-era price increases; prestige beauty is softening from China travel-retail headwinds while mass beauty is outperforming. AI-driven product personalisation is the next marketing differentiator.

What this means for $UL

Partial — Unilever; Ice Cream separation (Ben & Jerry's), Power Brands focus strategy, pricing normalising after 2022 surge.

Industry benchmark

10-name peer basket
+16.6%YTD
-8.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
22.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
26.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
35.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
43.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$1.83$1.84-0.5%
Q4 2025Feb 12, 2026$1.37$1.75-21.7%
Q2 2025Jul 31, 2025$1.67$1.83-8.7%
Q4 2024Feb 13, 2025$0.84$1.53-44.8%
Next earningsThu, Feb 11·consensus EPS $1.90

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$20.2B-30.7%101%20.6%$1.17$5.5B
Q2 FY25$30.1B-1.0%100%17.6%$1.43$1.6B
Q4 FY24$29.6B-2.6%100%11.6%$0.82$5.0B
Q2 FY24$31.1B+5.0%100%19.1%$1.48$2.7B

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$50.5B$47.8B – $51.6B$3.15$2.87 – $3.3612
FY27$52.7B$49.8B – $53.9B$3.34$3.00 – $3.6311
FY28$54.4B$52.3B – $55.5B$3.58$3.39 – $3.664
FY29$57.3B$55.1B – $58.4B$3.72$3.53 – $3.815
FY30$59.6B$57.3B – $60.7B$3.92$3.72 – $4.015

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.36%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-1.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.2B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.455-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 56 other (35 425s · 21 6-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Unilever: 15-Year-High Volume Growth Isn't Enoughseekingalpha.com·3d agoUnilever PLC (UL) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcriptseekingalpha.com·3d agoHB Wealth Management LLC Sells 8,546 Shares of Unilever PLC $ULdefenseworld.net·4d agoCauzzyAI and Unilever Prestige Partner to Accelerate AI Innovation Across Prestige Beautybusinesswire.com·8d agoUnilever PLC $UL Position Reduced by BlackRock Inc.defenseworld.net·15d ago

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Voices on X · last 7 days

No standout posts about $UL on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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