Economy Observation Network reports highlights of Unilever (UL) based on its full-year financial results released on February 12, 2026:
Performance and Operations
Full-year Revenue and Growth: In 2025, total revenue was €50.5 billion (approximately RMB 413.9 billion), with a core sales growth rate of 3.5%. Growth accelerated in the fourth quarter, with core sales increasing by 4.2%, driven by a 2.1% volume increase and a 2.0% price increase. Full-year revenue slightly missed market expectations of €51.3 billion, and core operating profit was €10.08 billion, also below forecasts.
Business Segment Performance: The Beauty & Personal Care segment (including Beauty & Health and Personal Care) became the main growth driver, accounting for over half of total revenue. Personal Care revenue reached €13.2 billion, with a 4.7% core sales increase; Beauty & Health revenue was €12.8 billion, up 4.3%. Home Care and Food segments grew by 2.6% and 2.5%, respectively, showing improvement each quarter.
Strategic Initiatives
Business Spin-offs and Portfolio Optimization: The ice cream business was spun off in 2025. The group’s brand portfolio optimization reached 15%, with resources increasingly allocated to high-margin Beauty & Personal Care. The company pursued transformation through acquisitions (such as Wild and Dr. Squatch) and divestment of non-core assets (like Kate Somerville and the vegetarian meat brand The Vegetarian Butcher).
Share Buyback Program: Unilever announced a new share repurchase plan totaling €1.5 billion (about RMB 12.3 billion), expected to commence in Q2 2026.
Regional and Market Dynamics
Regional Growth Variations: Emerging markets like Asia-Pacific and Africa performed strongly, with Indonesia’s core sales growing by 12.7%. The Chinese market returned to low single-digit growth after Q3. Innovation in premium products in Europe drove the Home Care segment.
Outlook for 2026: The group expects full-year core sales growth to be in the lower range of 4%-6%, with at least 2% volume growth. It emphasizes leveraging AI technology, high-end product categories, and core markets (such as the US and India) to support future growth.
Recent Stock Performance
As of the close on February 12, 2026, Unilever’s stock price was $71.86, down 1.92% for the day, with a year-to-date increase of 9.88%.
The above information is compiled from public sources and does not constitute investment advice.
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Unilever 2025 Financial Report: Revenue of €50.5 billion, Beauty and Personal Care as Growth Engine
Economy Observation Network reports highlights of Unilever (UL) based on its full-year financial results released on February 12, 2026:
Performance and Operations
Full-year Revenue and Growth: In 2025, total revenue was €50.5 billion (approximately RMB 413.9 billion), with a core sales growth rate of 3.5%. Growth accelerated in the fourth quarter, with core sales increasing by 4.2%, driven by a 2.1% volume increase and a 2.0% price increase. Full-year revenue slightly missed market expectations of €51.3 billion, and core operating profit was €10.08 billion, also below forecasts.
Business Segment Performance: The Beauty & Personal Care segment (including Beauty & Health and Personal Care) became the main growth driver, accounting for over half of total revenue. Personal Care revenue reached €13.2 billion, with a 4.7% core sales increase; Beauty & Health revenue was €12.8 billion, up 4.3%. Home Care and Food segments grew by 2.6% and 2.5%, respectively, showing improvement each quarter.
Strategic Initiatives
Business Spin-offs and Portfolio Optimization: The ice cream business was spun off in 2025. The group’s brand portfolio optimization reached 15%, with resources increasingly allocated to high-margin Beauty & Personal Care. The company pursued transformation through acquisitions (such as Wild and Dr. Squatch) and divestment of non-core assets (like Kate Somerville and the vegetarian meat brand The Vegetarian Butcher).
Share Buyback Program: Unilever announced a new share repurchase plan totaling €1.5 billion (about RMB 12.3 billion), expected to commence in Q2 2026.
Regional and Market Dynamics
Regional Growth Variations: Emerging markets like Asia-Pacific and Africa performed strongly, with Indonesia’s core sales growing by 12.7%. The Chinese market returned to low single-digit growth after Q3. Innovation in premium products in Europe drove the Home Care segment.
Outlook for 2026: The group expects full-year core sales growth to be in the lower range of 4%-6%, with at least 2% volume growth. It emphasizes leveraging AI technology, high-end product categories, and core markets (such as the US and India) to support future growth.
Recent Stock Performance
As of the close on February 12, 2026, Unilever’s stock price was $71.86, down 1.92% for the day, with a year-to-date increase of 9.88%.
The above information is compiled from public sources and does not constitute investment advice.