🌍 A global giant
Uinilever ($ULVR) (-0,78 %) is one of the world's largest consumer groups, present in more than 190 countries and with a portfolio of more than 400 brands. From personal care products such as Dove or Axe, to food with Knorr, Hellmann's and Ben & Jerry's, the company is integrated into the daily lives of millions of people.
In an environment of economic uncertainty, defensive consumer companies like Unilever stand out for their resilience: demand for food, cleaning and personal care remains stable even in recession cycles.
📈 Recent results
In its latest reports, Unilever showed:
- Organic growth close to 5%, driven by strength in emerging markets.
- Improved operating margins, thanks to cost optimization and price adjustments.
- Solid sales in hygiene and food products, with special prominence of its premium brands.
The portfolio rotation strategy -focusing on higher-margin categories such as beauty, health and nutrition- reinforces its capacity to generate sustained value.
💵 Dividend and stability
One of Unilever's biggest attractions is its dividend track record. The company consistently pays out around 3-4 % per year, with a sustainable payout. For the long-term investor, this means predictable cash flow and resilience even in times of volatility.
🔮 10-year view
Between now and 2035, Unilever has several growth drivers:
- Emerging markets: they account for more than 50% of its revenues and will remain key thanks to the expansion of the middle class.
- Sustainability: its commitment to recyclable packaging and carbon footprint reduction strengthens its positioning with conscious consumers.
- Premium brands: more and more consumers are looking for high-end personal care and health food products, which generates higher margins.
✅ Conclusion
Investing in Unilever is betting on a solid, defensive business with the capacity to adapt to new consumer trends. It is not a "spectacular" stock in rapid revaluation, but it is a strategic piece in any balanced portfolio: stability, dividend and global projection.
