Unilever NV

UN-N

NYSE:UN

56.68
0.69 (1.20%)
Unilever is a Dutch-British transnational consumer goods company co-headquartered in Rotterdam, Netherlands and London, United Kingdom. Its products include food, beverages, cleaning agents and personal care products.
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Analysis and Opinions about UN-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 28, 2020
Consumer staples, like REITs and utilities, are a safety haven, but staples are struggling to grow their toplines, given less clout with retailers for shelf space. UN has a lot of household products, but not luxury--their product suite doesn't grow that quickly and doesn't excite him like, say, Staples. At least you're paid a 3% dividend.
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Unilever NV (UN-N)
January 28, 2020
Consumer staples, like REITs and utilities, are a safety haven, but staples are struggling to grow their toplines, given less clout with retailers for shelf space. UN has a lot of household products, but not luxury--their product suite doesn't grow that quickly and doesn't excite him like, say, Staples. At least you're paid a 3% dividend.
DON'T BUY
DON'T BUY
December 19, 2019
Kraft tried to buy UN, so UN tried to restructure and improve margins, but the CEO didn't do this. Nestle has outperformed them though trades at a higher valuation. UN should exit unsuccessful products and divisions. UN will struggle to meet margin requirements in the next little while. On Tuesday, UN issued a sales warning and sold off.
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Unilever NV (UN-N)
December 19, 2019
Kraft tried to buy UN, so UN tried to restructure and improve margins, but the CEO didn't do this. Nestle has outperformed them though trades at a higher valuation. UN should exit unsuccessful products and divisions. UN will struggle to meet margin requirements in the next little while. On Tuesday, UN issued a sales warning and sold off.
PAST TOP PICK
PAST TOP PICK
November 29, 2019
(A Top Pick Nov 02/18, Up 14%) Access to emerging market without the risk. Historically, a 10% dividend growth rate over time. They are moving into e-commerce and attracting millennials. They are moving into health products and makeup.
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Unilever NV (UN-N)
November 29, 2019
(A Top Pick Nov 02/18, Up 14%) Access to emerging market without the risk. Historically, a 10% dividend growth rate over time. They are moving into e-commerce and attracting millennials. They are moving into health products and makeup.
BUY
BUY
October 11, 2019
An income generator. More than 60% of income comes from emerging markets. They are making acquisitions in the millennial segment and they will continue to perform well.
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Unilever NV (UN-N)
October 11, 2019
An income generator. More than 60% of income comes from emerging markets. They are making acquisitions in the millennial segment and they will continue to perform well.
COMMENT
COMMENT
September 27, 2019

Nestle is better longer term proxy for this space. UN-N has been under-performing against it peers as they have been below guidance and have seen market share losses.

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Unilever NV (UN-N)
September 27, 2019

Nestle is better longer term proxy for this space. UN-N has been under-performing against it peers as they have been below guidance and have seen market share losses.

TOP PICK
TOP PICK
September 12, 2019
Global consumer staples. Defensive growth stock. 60% of revenues come from emerging markets. EMs are a stronger market than developed markets. Owns Dove, Axe, Lipton's, Breyer's, Hellmann's. Increase dividend regularly. Yield is 2.97%. (Analysts’ price target is $63.50)
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Unilever NV (UN-N)
September 12, 2019
Global consumer staples. Defensive growth stock. 60% of revenues come from emerging markets. EMs are a stronger market than developed markets. Owns Dove, Axe, Lipton's, Breyer's, Hellmann's. Increase dividend regularly. Yield is 2.97%. (Analysts’ price target is $63.50)
DON'T BUY
DON'T BUY
July 2, 2019

Trades at 20x earnings and pays a 3.4% yield. The problem is that Kraft wanted to buy them. Unilever reacted by restructuring, but did so poorly. They are cutting investments to meet their targets, which is not a good move. Another problem is that they won't sell unprofitable parts of their business. Third, they are using their balance sheet to buy businesses instead of re-structuring properly. They're in a lot tougher business now than years ago, given online/social media branding.

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Unilever NV (UN-N)
July 2, 2019

Trades at 20x earnings and pays a 3.4% yield. The problem is that Kraft wanted to buy them. Unilever reacted by restructuring, but did so poorly. They are cutting investments to meet their targets, which is not a good move. Another problem is that they won't sell unprofitable parts of their business. Third, they are using their balance sheet to buy businesses instead of re-structuring properly. They're in a lot tougher business now than years ago, given online/social media branding.

HOLD
HOLD
May 27, 2019
A bohemoth, running into challenges like everyone else. Not a lot of topline growth. So they need to innovate and find small companies to buy. Across the consumer goods universe, he'd pick UN over the others. Happy to collect the dividend, it's a stable company. Long-term hold.
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Unilever NV (UN-N)
May 27, 2019
A bohemoth, running into challenges like everyone else. Not a lot of topline growth. So they need to innovate and find small companies to buy. Across the consumer goods universe, he'd pick UN over the others. Happy to collect the dividend, it's a stable company. Long-term hold.
PAST TOP PICK
PAST TOP PICK
January 17, 2019
(A Top Pick Dec 28/17, Down 3%) Compared to P&G, they have their feet on the ground better because of recent acquisitions. Open to increasing brand scope. 40% of revenues are in EM, and that's where growth will come from.
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Unilever NV (UN-N)
January 17, 2019
(A Top Pick Dec 28/17, Down 3%) Compared to P&G, they have their feet on the ground better because of recent acquisitions. Open to increasing brand scope. 40% of revenues are in EM, and that's where growth will come from.
TOP PICK
TOP PICK
November 2, 2018

Pays a 3.3% yield. They're the leader in emerging markets. Their last quarter beat the street with good growth in EM. Also, they're buying a lot of small, ubiquitous companies that Gen Xers and Millennials patronize. (Analysts’ price target is $61.67)

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Unilever NV (UN-N)
November 2, 2018

Pays a 3.3% yield. They're the leader in emerging markets. Their last quarter beat the street with good growth in EM. Also, they're buying a lot of small, ubiquitous companies that Gen Xers and Millennials patronize. (Analysts’ price target is $61.67)

HOLD
HOLD
April 4, 2018

The staple companies are starting to sell off, including this though it bumped up when Warren Buffett tried to buy it. It's 50/50 in developing and emerging markets. Hold for the long run and you will be rewarded with higher dividends and share price. Worth looking at.

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Unilever NV (UN-N)
April 4, 2018

The staple companies are starting to sell off, including this though it bumped up when Warren Buffett tried to buy it. It's 50/50 in developing and emerging markets. Hold for the long run and you will be rewarded with higher dividends and share price. Worth looking at.

DON'T BUY
DON'T BUY
March 22, 2018

He is not bullish on consumer stocks. They have been losing pricing power. Unilever has great brands but the ecommerce move is making it difficult for FMCG (fast-moving consumer goods) companies, putting more pricing pressure on them. It has become very easy to build new cosmetic brands and these new boutique brands will add pressure on companies like Unilever.

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Unilever NV (UN-N)
March 22, 2018

He is not bullish on consumer stocks. They have been losing pricing power. Unilever has great brands but the ecommerce move is making it difficult for FMCG (fast-moving consumer goods) companies, putting more pricing pressure on them. It has become very easy to build new cosmetic brands and these new boutique brands will add pressure on companies like Unilever.

TOP PICK
TOP PICK
December 28, 2017

This gives him some offset to volatility. Just sold their spreads business and has $6 billion to allocate. If they do it the right way, there could be some good times for this company moving forward. Dividend yield of 2.8%. (Analysts' price target is $60.00.)

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Unilever NV (UN-N)
December 28, 2017

This gives him some offset to volatility. Just sold their spreads business and has $6 billion to allocate. If they do it the right way, there could be some good times for this company moving forward. Dividend yield of 2.8%. (Analysts' price target is $60.00.)

WEAK BUY
WEAK BUY
April 20, 2017

Consumer staples have always been appealing for low volatility; however this sector is now quite pricey. They are focusing on improving productivity and margins. The prospects are probably relatively good.

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Unilever NV (UN-N)
April 20, 2017

Consumer staples have always been appealing for low volatility; however this sector is now quite pricey. They are focusing on improving productivity and margins. The prospects are probably relatively good.

HOLD
HOLD
November 23, 2016

The consumer staple sector has broadly sold off after the election. It was a very defensive sector that had done quite well. A very good, broadly diversified consumer staple stock. European valuations on consumer staples are a little more compelling than in the US. Yield of about 3.6%.

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Unilever NV (UN-N)
November 23, 2016

The consumer staple sector has broadly sold off after the election. It was a very defensive sector that had done quite well. A very good, broadly diversified consumer staple stock. European valuations on consumer staples are a little more compelling than in the US. Yield of about 3.6%.

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