Unilever PLC (LSE:ULVR) has posted a 3.9% increase in underlying sales for the third quarter of 2025, underpinned by strong performances across its business groups, particularly in the beauty and wellbeing category. While overall turnover declined due to currency fluctuations and net disposals, the company remains on track to meet its full-year guidance.
A major strategic milestone is on the horizon with the planned demerger of its ice cream division, which will be spun off as The Magnum Ice Cream Company. The move is designed to streamline Unilever’s structure, sharpen its focus on higher-margin segments, and enhance its overall margin profile. The standalone ice cream business is expected to emerge as a global leader in its category.
Regionally, Unilever continues to show resilience in developed markets, with North America leading growth. In emerging markets, momentum remains strong, driven by expanding operations in Indonesia and China.
The company’s outlook reflects robust earnings and continued profitability, tempered by some technical and valuation considerations. Its ability to sustain growth across mature markets while pursuing strategic expansion in high-potential regions supports a positive investment case.
About Unilever
Unilever is a global consumer goods company with a portfolio spanning beauty and wellbeing, personal care, home care, foods, and ice cream. The company is focused on innovation, premiumization, and expanding its footprint across both developed and emerging markets.
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