Summary by Moomoo AI
Unilever announced its Growth Action Plan 2030 strategy focused on delivering consistent, higher performance through three pillars: Focus, Excel, and Accelerate. The company confirmed its €800m productivity program and Ice Cream separation remain on track for completion by end-2025. Post-separation, operations will concentrate on four Business Groups across 24 markets representing 85% of turnover.The plan emphasizes Power Brands development and key market expansion, including doubling down in India, accelerating US growth, and premiumizing European operations. Five growth drivers are identified: brand superiority, social-first demand creation, scalable innovations, premiumisation, and growth channels. The strategy will be supported by enhanced capabilities in science, supply chain, productivity, and AI.The company maintains its medium-term guidance, targeting mid-single digit underlying sales growth with volume growth of at least 2%. Unilever aims for modest operating margin improvement and high-teens return on invested capital, supported by a cash conversion ratio around 100%. The strategy focuses on disciplined capital allocation for growth investments and portfolio optimization.
