Dod101 wrote:I could never allow my self to sell Unilever simply because of its world class brands but at the same time we have been waiting for management to do a sort out for a long time. I think we need a statement of intent early in the New Year if not before to reassure investors that the new management is on to it.
Dod
I would expect the FY23 results to be poor, particularly given the issues with Hindustan. I’m sure they will start announcing disposals but would not be surprised to see a goodwill right off as the new CEO clears the decks for his tenure. He should be rubbing his hands together given how badly the company has been run for several years. There are so many easy gains to improve margins and reduce headcount. You just have to compare with P&G to see where Peltz and his mates could take things.