UNILEVER PLC (UL)

NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-10-23

$66.23-1.15%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge UNILEVER PLC’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	25.84B
EPS	—	1.628
Annual ending 2026-12-31
Revenue	—	51.13B
EPS	—	3.169
Annual ending 2027-12-31
Revenue	—	53.44B
EPS	—	3.35

Management figures unavailable.

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
expand Liquid IV and Supply6 in new markets	It invests in brands like Liquid IV and Supply6.	Intact	no meaningful growth in Liquid IV European sales in 12 months	Qualitative condition This condition has no defined numerical measure. Context reviewed through Oct 23, 2026Last status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
earnings per share near $3.16	A primary condition in UNILEVER PLC's published investment case. The stated target is ~$3.16 EPS.	Intact	EPS falls below $3.00 in FY26	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
successful integration of Thorne and other supplement brands	A supporting condition in UNILEVER PLC's published investment case. The stated target is complete Thorne deal and grow supplement sales.	Intact	Thorne deal fails or is abandoned within 12 months	Qualitative condition This condition has no defined numerical measure. Context reviewed through Oct 23, 2026Last status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
annual revenue near $51.6 billion	The company is not losing money and has steady sales near $52 billion.	Under Pressure	annual revenue falls below $50 billion in FY26	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$3.35

Unavailable → $3.35 · observed estimates

FY2027 revenue$53.44B

$51.89B → $53.44B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	$51,891,367,771	4 / 11
2026-07-25	Unavailable	$53,606,852,680	3 / 18
2026-07-26	Unavailable	$53,606,852,680	3 / 18
2026-07-27	Unavailable	$51,886,287,922	4 / 11
2026-07-28	Unavailable	$53,606,852,680	3 / 18
2026-07-29	Unavailable	$51,795,170,780	4 / 11
2026-07-30	Unavailable	$51,685,170,528	4 / 11
2026-07-31	Unavailable	$53,751,195,940	3 / 18
2026-08-01	Unavailable	$51,685,170,528	4 / 11
2026-08-02	Unavailable	$53,751,195,940	3 / 18
2026-08-03	Unavailable	$53,751,195,940	3 / 18
2026-08-04	Unavailable	$53,751,195,940	3 / 18
2026-08-05	Unavailable	$53,751,195,940	3 / 18
2026-08-06	Unavailable	$53,724,973,720	3 / 18
2026-08-08	Unavailable	$51,693,428,953	4 / 11
2026-08-09	Unavailable	$53,796,216,190	3 / 18
2026-08-10	Unavailable	$51,693,428,953	4 / 11
2026-08-12	Unavailable	$51,693,428,953	4 / 11
2026-08-13	Unavailable	$53,820,066,190	3 / 18
2026-08-14	Unavailable	$51,693,428,953	4 / 11
2026-08-15	Unavailable	$51,693,428,953	4 / 11
2026-08-16	Unavailable	$51,693,428,953	4 / 11
2026-08-17	Unavailable	$51,693,428,953	4 / 11
2026-08-18	Unavailable	$51,693,428,953	4 / 11
2026-08-19	Unavailable	$51,693,428,953	4 / 11
2026-08-20	Unavailable	$51,894,864,741	4 / 11
2026-08-21	Unavailable	$51,894,864,741	4 / 11
2026-08-22	Unavailable	$52,524,084,758	4 / 11
2026-08-23	Unavailable	$52,524,084,758	4 / 11
2026-08-24	Unavailable	$52,524,084,758	4 / 11
2026-08-25	Unavailable	$52,524,084,758	4 / 11
2026-08-26	Unavailable	$52,524,084,758	4 / 11
2026-08-27	Unavailable	$52,524,084,758	4 / 11
2026-08-28	Unavailable	$52,524,084,758	4 / 11
2026-08-29	Unavailable	$52,524,084,758	4 / 11
2026-08-30	Unavailable	$52,524,084,758	4 / 11
2026-08-31	Unavailable	$52,524,084,758	4 / 11
2026-09-01	Unavailable	$52,524,084,758	4 / 11
2026-09-02	Unavailable	$52,602,644,898	4 / 11
2026-09-03	Unavailable	$52,602,644,898	4 / 11
2026-09-04	Unavailable	$52,602,644,898	4 / 11
2026-09-05	Unavailable	$52,674,461,290	4 / 11
2026-09-06	Unavailable	$52,674,461,290	4 / 11
2026-09-07	Unavailable	$52,674,461,290	4 / 11
2026-09-08	Unavailable	$52,674,461,290	4 / 11
2026-09-09	Unavailable	$52,675,535,626	4 / 11
2026-09-10	Unavailable	$52,675,535,626	4 / 11
2026-09-11	Unavailable	$52,676,728,415	4 / 11
2026-09-12	Unavailable	$52,676,728,415	4 / 11
2026-09-13	Unavailable	$52,676,728,415	4 / 11
2026-09-14	Unavailable	$52,676,728,415	4 / 11
2026-09-15	Unavailable	$52,676,728,415	4 / 11
2026-09-16	Unavailable	$52,651,558,259	4 / 11
2026-09-17	Unavailable	$52,651,093,200	4 / 11
2026-09-18	Unavailable	$52,651,093,200	4 / 11
2026-09-19	Unavailable	$52,651,093,200	4 / 11
2026-09-20	Unavailable	$52,651,093,200	4 / 11
2026-09-21	Unavailable	$52,651,093,200	4 / 11
2026-09-22	Unavailable	$52,651,093,200	4 / 11
2026-09-23	Unavailable	$52,651,093,200	4 / 11
2026-09-24	Unavailable	$52,651,093,200	4 / 11
2026-09-25	Unavailable	$52,651,093,200	4 / 11
2026-09-26	$3.34	$52,651,093,200	5 / 11
2026-09-27	$3.34	$52,651,093,200	5 / 11
2026-09-28	$3.34	$52,651,093,200	5 / 11
2026-09-29	$3.34	$52,646,000,865	5 / 11
2026-09-30	$3.34	$52,646,000,865	5 / 11
2026-10-01	$3.34	$52,590,902,780	5 / 11
2026-10-02	$3.34	$52,590,902,780	5 / 11
2026-10-03	$3.33	$52,590,902,780	5 / 11
2026-10-04	$3.33	$52,590,902,780	5 / 11
2026-10-05	$3.33	$52,590,902,780	5 / 11
2026-10-06	$3.34	$52,461,423,951	5 / 11
2026-10-07	$3.34	$52,411,277,646	5 / 11
2026-10-08	$3.33	$52,366,639,884	5 / 11
2026-10-09	$3.33	$52,366,639,884	5 / 11
2026-10-10	$3.33	$52,366,639,884	5 / 11
2026-10-11	$3.32	$52,248,314,134	5 / 11
2026-10-12	$3.32	$52,248,314,134	5 / 11
2026-10-13	$3.41	$53,602,510,209	5 / 11
2026-10-14	$3.37	$53,428,869,802	5 / 11
2026-10-15	$3.37	$53,435,491,528	5 / 11
2026-10-16	$3.37	$53,435,491,528	5 / 11
2026-10-17	$3.37	$53,435,491,528	5 / 11
2026-10-18	$3.36	$53,436,675,055	5 / 11
2026-10-19	$3.36	$53,436,675,055	5 / 11
2026-10-20	$3.36	$53,456,607,803	5 / 11
2026-10-21	$3.35	$53,430,101,895	5 / 11
2026-10-22	$3.35	$53,430,101,895	5 / 11
2026-10-23	$3.35	$53,442,618,501	5 / 11
2026-10-24	$3.35	$53,442,618,501	5 / 11

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	4	1
2026-06-01	4	1
2026-07-01	4	1
2026-08-01	4	2
2026-09-01	4	2
2026-10-01	4	2

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 4 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Sep 25–Oct 24 · 1 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

expand Liquid IV and Supply6 in new marketsQualitative condition
earnings per share near $3.16Direct metric needs a verified mapping
successful integration of Thorne and other supplement brandsQualitative condition
annual revenue near $51.6 billionPublished status: Under Pressure

Next proof point

Next earnings date unavailable

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.1%Typical daily move · historical

Downside history

-25.1%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

UNILEVER PLC outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

UL is a Consumer Staples business, but this snapshot does not provide enough evidence to classify it as a durable compounder or another clear investment type. The long-term thesis is insufficiently established because recent financial-performance history is limited.

What's priced into UNILEVER PLC

The snapshot provides no valuation level or evidence about market expectations, so it is not possible to judge whether UL looks cheap, fair, or expensive versus peers. Fragility is rated low, but that does not establish what the market already assumes.

What the fundamentals likely do

Near term, execution is a concern: UL has missed across recent quarters, and peers have also missed lately. The estimated chance of missing the next print is 40%, though the evidence snapshot has low overall confidence.

What UNILEVER PLC hinges on

A weakening jobs trend could increase recession concerns for cyclical names, including Consumer Staples stocks such as UL. Sector signals also matter: continued earnings strength and higher guidance from PG, CL, and EL could support the sector backdrop, while misses or lower guidance could remove that support.