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Unilever PLC (UL) Q4 2025 Earnings Call Transcript

Seeking Alpha
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Unilever reported solid 2025 results, meeting commitments despite economic challenges, with CEO Fernando Fernandez emphasizing balanced performance and transformation as key priorities. The company achieved competitive volume growth, positive mix, and gross margin expansion, showing sequential improvement through the year via operational efficiency and strategic adjustments. Unilever completed its Ice Cream demerger and executed 10 deals, including acquisitions like Minimalist and Dr. Squatch, while divesting non-core brands, rotating 15% of its portfolio. Brand innovation focused on enhanced functionality, aesthetics, and sensorials, paired with a shift to social-first demand generation to modernize marketing strategies. CFO Srinivas Phatak detailed financials, reinforcing the portfolio reshaping and operational gains as drivers of sustained growth in a volatile market.
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SA Transcripts158.35K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Unilever PLC (UL) Q4 2025 Earnings Call February 12, 2026 3:00 AM EST Company Participants Fernando Fernandez - CEO & DirectorSrinivas Phatak - CFO & DirectorJemma Spalton - Head of Investor Relations Conference Call Participants Warren Ackerman - Barclays Bank PLC, Research DivisionGuillaume Gerard Delmas - UBS Investment Bank, Research DivisionJeremy Fialko - HSBC Global Investment ResearchCeline Pannuti - JPMorgan Chase & Co, Research DivisionJeff Stent - BNP Paribas, Research DivisionJean-Olivier Nicolai - Goldman Sachs Group, Inc., Research DivisionSarah Simon - Morgan Stanley, Research DivisionDavid Hayes - Jefferies LLC, Research DivisionTom Sykes - Deutsche Bank AG, Research DivisionEdward Lewis - Rothschild & Co Redburn, Research Division Presentation Fernando FernandezCEO & Director Hello, and welcome to Unilever's full year results announcement. Thank you for joining us. In a moment, Srini Phatak, our Chief Financial Officer, will take you through a detailed breakdown of Unilever results for 2025. But before that, I would like to share with you a few reflections on our performance last year. Let me start by saying that we have delivered a solid year, fully in line with our commitments despite challenging conditions. When I took over as CEO, I made clear that one of my biggest priorities was to ensure that in Unilever, we could both perform and transform. 2025 has demonstrated our ability to do both. We delivered a good performance, delivering competitive volume growth, positive mix and gross margin expansion, with sequential improvement throughout the year. We sharpened the portfolio. The successful demerger of Ice Cream, combined with 10 deals, including acquisitions like Minimalist, Wild and Dr. Squatch. And the disposal of several nonstrategic brands means that we have rotated 15% of the total portfolio in 2025. We have significantly elevated the offering of our brands, stepping up their functionality, their aesthetics, their sensorials, strong innovation plans and a decisive shift to social-first demand-generation models

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