文章核心观点 - 人口老龄化趋势明显,到2050年全球60岁及以上人口将超过21亿,到2100年将超过31亿[1] - 这为个人护理行业带来了新的机遇,品牌需要针对这一群体的需求和偏好进行产品和营销创新[1][3] - "抗衰老"等负面词汇不再受欢迎,品牌应该转向更积极正面的"美丽养生"等概念[3] 行业和公司研究总结 人口老龄化趋势 - 与2017年相比,到2050年全球60岁及以上人口将增加一倍多,到2100年将增加两倍多[1] - 这一人口结构变化为个人护理行业带来了新的增长机遇[1][3] 消费者需求变化 - 传统的"抗衰老"概念不再受欢迎,消费者更青睐积极正面的"美丽养生"等说法[3] - 品牌应该转向强调内在感受而非外表的产品诉求和营销方式[3] 创新机会 - 品牌需要深入了解这一群体的需求和偏好,开发针对性的产品和营销策略[3][4] - 把握行业发展趋势,从消费者角度出发进行创新,才能抓住市场机遇[4]

会议主要讨论的核心内容 公司的增长行动计划(GAP) - 公司推出了增长行动计划 专注于30个核心品牌 通过提升品牌优势来推动增长 [2][3][4] - 公司将聚焦在大型创新项目上 将平均创新规模翻倍 计划推出12个百万欧元级别的创新平台 [13][14] - 公司正在大幅提升毛利率 通过提高生产效率和优化产品组合来实现 [16][17][18] 公司的品牌建设策略 - 公司采用6P框架全面评估品牌优势 包括21个指标 并据此制定提升计划 [4][5][6] - 公司正在通过包装升级、配方优化等方式来提升多个核心品牌的优势 如Dove [6][7] - 公司正在积极拓展Dove等品牌在高端护肤等细分市场的机会 [9][10] 公司的区域表现 - 欧洲市场仍然面临压力 但个人护理品类有所好转 [24][25] - 美国市场高端美妆品类增长放缓 但健康和福祉品类保持强劲增长 [41][42] - 印尼市场表现不佳 公司正在全面重塑渠道策略和产品组合 [28][29] - 中国市场短期内增长预期较为谨慎 但公司在多个核心品类保持领先地位 [31][32] - 印度市场中产阶级消费持续升级 公司在多个品类保持领先 未来仍看好 [34][35] 公司的成本管控和效率提升 - 公司通过提高生产效率和优化产品组合来大幅提升毛利率 [16][17][18] - 公司正在实施8亿欧元的成本优化计划 主要涉及裁员7500人 [20][21][22] - 公司将加大资本支出投入到提高供应链效率的项目上 [20] 冰淇淋业务的分拆 - 公司决定将冰淇淋业务分拆上市 认为这将为该业务创造更大价值 [47][48] - 分拆过程中需要完成ERP系统等基础设施的剥离工作 [46] - 冰淇淋业务短期内的经营表现仍有待改善 [50][51][52] 可持续发展和塑料问题 - 公司积极推动建立全球塑料条约 希望通过强制性规则推动行业变革 [60][61][62][63] - 公司自身已经大幅减少了18%的virgin塑料使用 但仍需要政府和行业的协同配合 [62]

Luis Di Como, Unilever's global media head, will leave the company after 33 years.Di Como's exit coincides with Unilever's major restructuring and cost-cutting measures.Selina Sykes and Isabel Massey will assume new media roles amid Unilever's organizational changes. Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview Thanks for signing up! Go to newsletter preferences Thanks for signing up! Access your favorite topics in a pers ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Unilever PLC (UL) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individual investors of ...

f9photos Unilever (NYSE:UL) represents one of the companies with the greatest weight in my portfolio, and the reason lies in its strength and resilience to any macroeconomic environment. To some extent, we could call it the British Procter & Gamble (PG), although there are some important differences between them. In the past 6 months, the stock has risen 26%, outperforming the S&P500. In my opinion, it is unlikely to continue to perform similarly in the coming months, but it remains a company that I wil ...

Key TakeawaysUnilever has recalled about 137,000 cases of its single-serve Popsicle Jolly Rancher Frozen Confection Pop products because they may contain milk.Milk isn't listed as an ingredient in the popsicles, and eating the products could cause a reaction in those allergic or highly sensitive to it.Unilever said Wednesday that it has received two reports of allergic reactions connected to the recalled products. Unilever (UL) has recalled about 137,000 cases of single-serve Popsicle Jolly Rancher Frozen C ...

When markets start to get choppy and volatile, such as today, investors need to find the right mix of stocks to keep in a portfolio to achieve a certain level of safety and predictability in their return profile. After the sharp sell-off and brief recovery in the S&P 500 after the so-called “carry trade,” investors were left with the concern of whether their capital would be safe in the stock market moving forward.Investors can look to leaders like Warren Buffett and his most recent purchases to ease these ...

Wirestock/iStock Editorial via Getty Images Following up on my original article on Unilever (NYSE:UL) "New CEO Making Changes" from December, we can assess what the new CEO has done since then. On the whole, we see that he has already made a positive impact on the company. The company seems to be on the path of a successful turnaround, and Unilever has performed well over the past year; generating over 20% gains. "We are focused on driving high-quality sales growth and gross margin expansion, led by ...

文章核心观点 - 联合利华(Unilever)美国存托凭证(ADR)在公司发布上半年业绩超预期以及全年营业利润率目标大幅上调的消息后大涨 [1][2][3] - 联合利华的业绩表现与竞争对手雀巢(Nestle)形成对比,后者因降价而下调了全年有机销售增长指引 [6] 根据相关目录分别进行总结 联合利华业绩表现 - 上半年营业收入同比增长2.3%至311亿欧元,每股收益为1.47欧元,均超出分析师预期 [4] - 公司预计全年营业利润率将达到至少18%,高于此前的"温和改善"预期 [5] 行业竞争格局 - 联合利华的业绩表现与竞争对手雀巢形成对比,后者因消费者寻求更低价格而下调了全年有机销售增长指引 [6] - 联合利华ADR股价较年初上涨超过23% [6]