Report
Pierre Tegner

Unilever Nv : T1 à +2% en lfl hors effets COVID et discours relativement rassurant sur les marges

>Propos rassurants sur les marges - La baisse du titre hier à l’ouverture (-4% à -5%) a illustré le niveau de mauvaise surprise causée par une croissance organique stable au T1 alors que les attentes étaient de +1% à +2% et que P&G comme d’autres pairs du Food HPC avaient publié des dynamiques qui montraient que les mesures de confinement leur avaient été favorables (choc d’hygiène, report du out of home vers le at home, achats de stockage). Les propos du management s...
Underlying
Unilever NV

Unilever is engaged in the supply of consumer goods in foods, household care and personal products. Co.'s activities are carried out through four categories: Personal Care, sales of skin care and hair care products, deodorants and oral care products; Home Care, sales of home care products, such as powders, liquids and capsules, soap bars and a range of cleaning products; Foods, sales of soups, bouillons, sauces, snacks, mayonnaise, salad dressings, margarines and spreads; and Refreshment, sales of ice cream and tea-based beverages. Co.'s products are sold in over 190 countries around the world.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Pierre Tegner

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