Unilever: Fourth Time's The Charm

  • Unilever's transformation—simplified structure, focused leadership, and strategic spinoffs—positions it to finally break out of a near decade-long stagnation. Core strengths remain unmatched: global distribution reach and powerful brands, especially in emerging markets, support long-term growth potential. New CEO Fernandez brings operational discipline, prioritizing gross margin and hard-currency EPS growth, with executive incentives aligned to these goals.