Unilever NV (UN)

He sold it last September. There were changes in diet due to the GLP-1 drugs, and fewer people eating processed foods. Their merger with McCormaick was a disaster. UN was losing focus.

If we get a slowdown globally due to tariffs, consumer discretionary will struggle. This name is healthcare, personal care, and cleaning. Wanting to spin off lower-margin businesses. Much more globally intertwined than PG and others; 60% of revenues are outside NA. Global reach to improve margins and cut costs.

Struggling last few years, but over time you still get 10% return and very little risk. In one of the least volatile sectors. (Price target is in pounds.) Yield is 3.27%.

They will spin off Ben & Jerry ice cream, less healthy good, and doubling down on soap, fragrances and personal care which offer bigger margins.

Owns shares in company and likes prospects of business. Under performance of company not a concern. Emerging markets will present opportunity for growth. Inflation has made for tough times on the bottom line. Would recommend investors to be patient. Expecting positive changes in company with new activist investors. 

Lots of activist pressure. Big and bulky, not growing in line with peers. Needs to improve efficiencies to boost profitability, possibly by breaking up or selling off divisions. Potential for earnings growth and multiple expansion, but you have to be patient. His preference on valuation.

Owns shares in the company. 
Consumer stable business. 
Large exposure to emerging markets.
Consumer packaged business expected to grow.
Inflation forcing company to increase prices.
Long term is a good investment.
~3.5% dividend yield.
New management later this year.