Company Overview
British-Dutch consumer goods giant operating across beauty, personal care, home care, and food/refreshment segments with brands including Dove, Hellmann's, and Ben & Jerry's.
Commodity Exposures
Price Sensitivity
Unilever is one of the world's largest buyers of palm oil, using approximately 1.5 million tonnes annually across its product range. The company's food division (Hellmann's mayo, Ben & Jerry's ice cream) creates exposure to soybean oil, dairy, sugar, and cocoa. Petroleum-derived ingredients are used extensively in personal care and home care products. Unilever's emerging market exposure means commodity cost inflation has an outsized impact on margins in price-sensitive developing economies.