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• Q1 natural gross sales progress of three% was on the backside of the corporate’s medium-term goal of three%-5% growth, however in comparison with the natural progress figures different massive rivals put out overlaying the identical interval, we had been happy. 
• One quarter doesn’t make a development however latest administration modifications point out Unilever’s board is lethal severe about aggressively rising progress charges. The spin off of the gradual progress Ice Lotions division will go a good distance in direction of attaining that however there may be nonetheless extra work to be executed and new CEO Fernando Fernandez seems pushed to finish that work – rapidly. 
• There are secular modifications in buying habits which might be denting the as soon as formidable limitations to entry within the fast paced client items market. However even with it simpler than ever for a brand new cleaning soap, meals, or laundry enterprise to achieve market share, Unilever and its massive rivals nonetheless profit from world scale in buying, manufacturing, advertising and distribution that result in excessive margins and sturdy money move plus fairly defensive gross sales as a result of proudly owning manufacturers on the high, center, and backside of the worth vary. 
• With that in thoughts, the alternatives for larger progress charges, and substantial shareholder returns by way of the dividend and share buyback programmes, we predict Unilever is value looking at in Might buying and selling as it’s at roughly consensus ahead earnings.