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FMCG Weekly
Welcome to FMCG Weekly, your go-to podcast for the most insightful trends and innovations in the fast-moving consumer goods and retail industries across the UK and Europe.
Each week, we scan the latest news from the UK, France, Germany, the Benelux, Scandinavia, the US, and beyond, cutting through the noise to deliver the most relevant stories for industry experts and senior managers. A note about our voices: We use AI narration technology to bring you this content.
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FMCG Weekly
Can a Focused Unilever Match P&G and L'Oréal?
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This episode analyzes Unilever’s potential divestiture of its food division, valued at over €30 billion, to McCormick & Company. This move would be a fundamental shift toward a pure-play beauty and personal care model, aimed at eliminating the "conglomerate discount" and matching the valuation multiples of peers like P&G. While the food division remains profitable with a 22.6% operating margin, its 2.5% growth lags behind the 4.7% seen in Personal Care. We benchmark Unilever’s RGM capabilities against L’Oréal and P&G, highlighting the role of AI in driving "Desire at Scale" and the risks of stranded costs during this massive transition.
FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management