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3 Bargain Stocks: Eli Lilly, Unilever & AppleThis summary was created by AI, based on 3 opinions in the last 12 months.
Unilever PLC (UL) has been highlighted by various experts for its strong position in the consumer staples sector, which has shown resilience even amid rising tariffs and global economic challenges. The company's business fundamentals remain robust, with expectations for revenue growth significantly driven by emerging markets, providing a diversified and stable investment opportunity. Although the stock price has faced challenges, experts emphasize its enduring brand power and ability to sustain dividends, projecting a stable earnings outlook. With 50% of its revenues coming from emerging markets and a yield of 5%, Unilever stands out as a safe choice within a balanced portfolio of consumer goods companies. Overall, Unilever is presented as a 'big, boring business' that continues to tap into growth trajectories relevant to its expanding international footprint.
UL is his choice. Stock price was challenged, but look at the business fundamentals. 2024 was spectacular, with prices going up ~20-30%. Over 50% of revenues are from EMs. Pretty diversified and pretty safe way to get exposure to EM growth.
His name in consumer stocks. Big, boring business. Has grown developing market revenues to be greater than half the company. Brand power, staying power. Yield is 5%.
60% of revenues come outside North America, which are currencies that are fading against the strong US dollar which rose along with interest rates. If the USD falls, then the S&P could underperform (they've outperformed the past 10 years). UL needs a lower USD to increase earnings. He still owns it. Pays a near-4% dividend, so he's holding onto it and waiting.
Very slow growth however excellent underlying business.
Great franchise that has excellent brand.
M&A will continue to enhance shareholder value.
Steady dividend yield.
Expecting further share price appreciation.
Strong management team.
Pays a 3.5% dividend. This is the way to play emerging markets, from which they derive 55% of revenues. The dividend will grow over time.
Quality company that he currently owns in portfolio. One of the largest companies in consumer package business. Strong dividend yield (4-5%) provides element of safety. Expects company to be able to pass on inflation costs to consumers. Would recommend buying.
Unilever PLC is a American stock, trading under the symbol UL-N on the New York Stock Exchange (UL). It is usually referred to as NYSE:UL or UL-N
In the last year, 3 stock analysts published opinions about UL-N. 3 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Unilever PLC.
Unilever PLC was recommended as a Top Pick by on . Read the latest stock experts ratings for Unilever PLC.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
3 stock analysts on Stockchase covered Unilever PLC In the last year. It is a trending stock that is worth watching.
On 2025-03-19, Unilever PLC (UL-N) stock closed at a price of $58.92.
Consumer staples are outperforming in the last few days, and that speaks to the advantage of having a balanced portfolio. Companies like KHC, UL, KVUE, and Nestle. It's not that they won't be affected (their costs would go up), but they're far less cyclical than other businesses. Earnings will be much more stable. Earnings could fall 10%, but not 50%. Dividends will be sustained.
Companies like Unilever and Nestle are huge in NA, but huge globally as well.