$UL Unilever Tape Reports

Per Ticker.id: $UL Unilever Tape Reports — 6 podcast mentions across 2 podcasts (30 days), latest 2026-08-04 16:15 UTC.

1. Yeah, yeah. But you can't underwrite it at 40x revenue, 100x revenue anymore. And it feels a little bit like what happened with D2C e-commerce, honestly. There was a moment where e-commerce brands were venture-backable, and you could underwrite them— or they were being underwritten similarly to venture startups that had true moats, true compounding advantages. They would get the same multiple as a SpaceX or an AI company or a social media company. And that never really made sense. It was sort of just a weird quirk in the system for a couple of years. And then go forward a few years when there were some pullbacks, some of the IPOs went out, they didn't do that well. They traded down and all of a sudden it was like, okay, well, if we're doing, if we're doing, you know, in my case, like food on the internet and we're gonna VC back a food company, like has Nestlé been disrupted? Like, no. And that would, or Unilever, is Unilever trading down like crazy because they're facing so much pressure? And that's usually what happens when there truly is disruptive innovation. Like you see this with, I saw some crazy post about how people were bearish on Starlink. For a while and the company that they were competing with just went bankrupt. And you see this with social media came out and yes, like the newspaper and the internet, actually the newspaper stocks did actually trade down. That never happened in e-commerce, D2C e-commerce, any of that. And we're now in this new regime. So I think that there's actually a pretty safe path if you just build the business. If you're saying, look, I am in this SaaS, industry. It is going to be more competitive going forward, but I'm setting myself up to have a reasonable multiple so that at every point, if I'm trading at 3 times ARR, I'm happy because the cap table is set up for that, right?

   John Coogan — TBPN · Bending Spoons Buys Airtable, OpenAI Hits Back at Apple Over Lawsuit, Spider-Man Ads in BMWs | Diet TBPN · 2026-08-05

2. Was there bidding war? I think Unilever was interested. Allianz. Yeah, I said reports that they were all into it.

   Sarah Eisen — Squawk on the Street · 11AM Hour: P&G CEO Announces Deal, Williams CEO on Earnings & Chip Stocks Bounce Back 8/4/26 · 2026-08-04

3. No, we got rid of that thing. I mean, I got to tell you, the beauty was good and that's about it. And it's about time. I mean, Unilever was up yesterday. You know, if you're a Procter in the great state of Cincinnati, where, by the way, Sarah Izen is from, what you would say is, wait a second, Unilever beat us. Look at the Unilever chart, David. Unilever, that's like what, Dove?

   Jim Cramer — Squawk on the Street · 9am Hour: Fed Decision Day: SK Hynix Effect on Chips, Dow Tumbles, Oil Surges 7/29/26 · 2026-07-29

4. I mean, while Unilever shares are up by more than 6% in London as the consumer goods giant delivered stronger-than-expected second-quarter sales and raised its full-year outlook. Those underlying sales rose by 5.8%, comfortably ahead of estimates, helped by solid demand for brands including Dove and Cif in the US and India. The company now expects annual sales growth within its 4-6% target range instead of at the lower end. The results mark another step forward in CEO Fernando Fernández's plan to reshape Unilever around faster-growing home and personal care brands.

   Stephen Carroll — Bloomberg News Now · Germany Maps China’s Weaknesses, Trump Talks Up Iran Diplomacy, More · 2026-07-28

5. The shares in Unilever have jumped almost 5% at the open after it raised its full-year outlook after stronger-than-expected second-quarter sales, helped by solid demand for brands including Dove and Cif. Underlying sales rose by 5.8%, comfortably ahead of estimates, with growth accelerating operating in key markets including the US and India. The consumer goods giant now expects annual sales growth within its 4-6% target range instead of at the lower end. The results mark another step forward in CEO Fernando Fernández's plan to reshape Unilever around faster-growing home and personal care brands.

   Stephen Carroll — Bloomberg News Now · Big Selloff In Chip Stocks , Zelenskyy To Meet Trump, More · 2026-07-28

6. Now, in terms of Unilever, it has reported underlying sales for the second quarter that beat the average analyst estimate. The underlying sales figure was an increase of 5.8% for the Second quarter estimates were for a 4.14% gain. In terms of, uh, what Unilever is expecting, it sees modest improvement in 2026's adjusted operating margins to come. So that from Unilever.

   Caroline Hepker — Bloomberg News Now · AI Fears Grip Stocks, Barclays Beats Estimates, More · 2026-07-28

7. It's a good time to be in domains. There's so much going on. I mean, one really— this is a really small one. My friend Chad who runs Groon's Dot Co, which is a supplements, a gummy supplements company and actually just got bought by, I think it's Unilever for like a billion plus dollars. We've been helping him really build out his .co empire for a lot of their new products. And so, One we just closed last week was small name, but one of these buyers that, or one of these sellers that just, hard to describe. They just don't trust anything or anyone. Don't trust escrow, don't trust me. Had to get on the phone, personal plea. I was like, I give you my personal guarantee. Here are pictures of my family. You're not getting screwed over. And he was like, I just need to do my thing. I need to do my thing. So we had to give him extra time, eventually transferred through. All done. But navigating— yeah, navigating some of those. And even on the .co side, uh, we worked with the registry on a couple .co, uh, names yesterday— or a few weeks ago— that weren't released yet, that they were able to allow us to acquire. So that was cool. Always fun to work with the folks directly at the registry.

   Rob Schutz — Domain Name Wire Podcast · Gold, a cop, and domain shenanigans – DNW Podcast #594 · 2026-07-06

8. My mission is simple: to make you money. I'm here to level the playing field for all investors. There's always a bull market somewhere, and I promise to help you find it. Mad Money starts now. Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cray Maraca. Other people make friends. I'm just trying to make a little money. My job is not just to entertain, but to educate, do some teaching. Call me, 1-800-743-CMC. Tweet me @JimCramer. We're nearing those summer doldrums when there's a dearth of new issues in corporate news. The market bifurcated again today with tech soaring and everything else just kind of chopping wood, which is how you end up with a session where the Dow advances just 72 points. S&P climbs 1.08%, but the Nasdaq surges 1.91%. After dealing with a new Fed chief, Kevin Marsh, in the aftermath of the largest IPO in history, SpaceX, we could use a sleepy interregnum and we may finally be getting one. So let's walk the wall to find out what's going to happen in next week's events. And it's going to be kind of interesting and concentrated right in here. Monday, we can come in and find out the White House has finally closed the deal with the Iranians. I don't want to get into the details because I'm not— I'm a stock guy. Right? Not a foreign policy guy. But I can tell you that the price of oil is going to come down surprisingly hard. This war sped up a lot of big oil and gas projects while also leading to another step down in energy use. Nothing too big, but just enough that the fragile balance that kept the price of oil surprisingly under $100 with the Strait of Hormuz closed could bring about a surprising swoon. Now, the straits starting to reopen again. I'm expecting shockingly lower oil prices because of this new excess if the peace holds. Here's my thesis. The decline in oil could take down the price at the pump to ever lower levels, and eventually much cheaper gas will convince the Fed officials that it would be insane to raise interest rates. That's why I believe the Fed's next move is more likely to be a rate cut than a rate hike. I know, extremely contrarian view, but remember, the majority is not always right. Not a lot of corporate news next week, but still enough to parse. One of the more ridiculous elements of stock research is the endless pecking order shifting in the cruise lines. You know, I've been consistent. I like Viking because of its upscale model. Okay. No kids, no kids, no gambling. But I recognize that all the cruise lines are well-run. When Carnival reports, we might get our first inkling of what their future looks like with lower fuel costs and perhaps more important, what actually happened with fuel and with destinations that were deemed off-limits. Remember, all the cruise lines— Viking has the best pricing power, but they can all generate really good fares. Carnival's been pretty lucrative. Never told anyone not to buy it. After the close Tuesday, we get results from FedEx. No, I've been telling everyone to buy this one. We just came back from Memphis not that long ago where I spoke with CEO Raj Subramanian. We like the stock enough that we took— that we told CBC Investing Club members to go buy some, which is exactly what we did for the travel trust. FedEx tends to give very conservative guidance when it reports. So if you see a big earnings number and then the stock sells off from the forecast on the call, it might be a terrific buying opportunity for you. Company always well-run under the late Fred Smith, a great friend of mine, is now a juggernaut under Raj. I think you just own FedEx for the long haul as it's winning in the trenches against longtime opponent UPS. Buy it, put it away. I'm acutely focused on housing, as you know, because it punches above its weight. It's a big part of the economy. So I'm going to make time to listen to the conference call with KB Homes. That's a well-run homebuilder that tells it like it is. Very, very abject conference call. I sure hope they make some reference to the Federal Reserve. The housing industry just feels like it's dead in the water right now. There's just not enough supply and not enough new homes. Why should there be, though, with interest rates as high as they are? Why would a homebuilder step up to the plate? It's really only Toll Brothers who can handle the situation. That's because about a quarter of their homes are bought with cash. Now, Wednesday we got new home sales. And again, remember my focus, because I remember I think the Fed's got to cut. Anybody's guess what this number will be. So far, the Fed has ignored the weakness. I think that changes once oil comes down. One of my absolute favorite companies, as you may know if you watch the show closely, is Casey's General Store. It's got an analyst day on Wednesday. Most of these meetings really don't move stocks. I think this one actually could because people still don't know the Casey story, the small city model. I bet they have some of those delicious breakfast pizzas too. Those make you want to go on GOP Jazz One just for in a room. Give me some GOP, just one, and a breakfast pizza, please. Paychex reports in the morning and their quarters have been poorly received of late, even as the company's a consistent beat and raiser. When I see that pattern, you know what I think? I presume that the industry could be disrupted by AI, even if I can't get my head around how. I'll say this, though, like Intuit, like Adobe, like ServiceNow, like Salesforce. Salesforce, 13 days down in a row. I'm not going against the zeitgeist. I'm not going to fight the tide. All right. At the close, we get the most consequential quarter of the weekend. It's Micron. Now, the stock's up about 200, about 300% for the year. So I think Micron needs to beat and then raise for well beyond the consensus to continue to go higher. If it does, though, this memory chip maker, it can soar because of the shortages. Anything less than a blowout, though, is going to be a problem. Luckily, Micron chips are in such short supply that they have insane pricing power. That's great for the stock, but it's terrible for the consumer as these higher memory costs are now being passed on by the likes of Apple and most of the entertainment devices you may be buying. Thursday morning, we get the core PCE deflator. Now, this was the preferred way to measure inflation under the previous Fed chairman. One of the many things I liked about Kevin Walsh's press conference yesterday— I really did like it— was how he's no longer going to tolerate the kind of old data that, to paraphrase, seems more anecdotal than empirical. I've been railing against the way the Fed collects its data for years. It's old by the time they read it, and it's often poorly reported. Wash wants to change that. I think it'll be a big improvement over what this thing was. Also on Thursday, we hear from McCormick. This is the spices and seasoning stock. It is still reeling from their deal to buy Unilever's food business, which Wall Street thinks was a colossal overpay. Let's see what management says to justify it. The stock's been crushed. Darden reports in the morning. This fabulous restaurant chain, the home of Olive Garden, by the way, almost always surprises to the upside, just like clockwork, nearly as good as hospitality king Marriott. I like Darden ahead of the quarter. I do, because I see gas prices coming down. And that's a very good determinant and has been for the, for the 25 years I followed Darden. One of the trust's newest positions is FedEx Freight. Just got it. The freight stocks have been on fire, mostly because the economy is so strong and e-commerce is still taking share over bricks and mortar. FedEx Freight is uniquely set up to take advantage of that trend. It's the recent less-than-truckload spinoff from FedEx. I like that the company's on track to cut a huge amount of costs while picking up a lot of market share. Added bonus, self-driving trucks. They're coming and they'll matter. That's it. Light week. I want to leave you with an important point. I told club members, and I do want you to join the club because it's really important to me, that Intel is now my favorite stock in my travel trust. Intel. There's not been a hard Apple-Intel deal yet, despite what the president posted on Truth Social. I think that can change. Club members know I want you to, I wanna be bigger in Intel for my trust. I think you should be in it too. Here's the bottom line. Join the club, I'll keep you up on it. Here's the bottom line. Right now it's just the memory chip stocks that are running, but I believe that CPUs will be the next big shortage, and that is Intel's wheelhouse. Why don't we go to Greg in Texas? Greg.

   Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 6/18/26 · 2026-06-18