London, Feb 1, 2026, 08:20 GMT — Market closed.
- Unilever shares climbed 1.5% to close at 49.41 pounds on Friday, outperforming the broader FTSE 100.
- All eyes are on the full-year results due Feb. 12, as investors seek signs of volume-driven growth following recent portfolio shifts.
- A new court battle tied to Ben & Jerry’s kicks off the week with a governance angle.
Unilever PLC shares climbed 1.5% on Friday, finishing at 49.41 pounds. Investors kept the stock in their sights ahead of the February earnings release. (MarketWatch)
This shift is significant as London markets reopen Monday, with Unilever’s full-year results due in under two weeks. Traders often turn to consumer staples for more reliable earnings. At the same time, a governance dispute linked to Ben & Jerry’s has reemerged, highlighting that the group’s brand lineup can still spark complicated headlines.
Friday’s rise topped the FTSE 100’s 0.5% increase, pushing Unilever roughly 11% under its 52-week peak, per market data. Trading volume fell short of the 50-day average, indicating the jump wasn’t fueled by heavy repositioning.
The latest shake-up arrived via a U.S. court filing: former directors ousted from Ben & Jerry’s independent board are pushing back against Magnum Ice Cream Company’s attempt to install new directors, accusing the firm of overstepping. Unilever holds a 19.9% stake in Magnum, which was created when Unilever spun off its ice cream division last December, Reuters reported. (Reuters)
Magnum declined to comment immediately but reaffirmed its commitment to backing the Ben & Jerry’s team and advancing a “refreshed” board, the report added.
Equity investors are focused on Unilever’s Q4 and full-year 2025 results, due Feb. 12. The company has to prove it can drive growth beyond just hiking prices. Traders will be watching underlying sales growth closely — Unilever’s favored organic metric that excludes currency effects and acquisitions.
Unilever’s investor site has posted analysts’ consensus figures ahead of the upcoming report, pointing to mid-single-digit growth in underlying sales and an operating margin near 20% for the year. The company is set to present at the CAGNY Conference on Feb. 17, offering another chance to update on strategy and demand trends. (Unilever events and consensus)
The stock faces a risk if volumes fall short again, pushing the company to lean more on price hikes—a harder pitch if shoppers remain wary. Input costs and currency shifts could also tighten margins. Although the Ben & Jerry’s dispute is held in a separate entity, any escalation might still dent sentiment about governance and brand management.
Next week, Unilever’s shares are likely to react more to positioning ahead of the Feb. 12 report than to everyday shifts in staples. Investors will be monitoring any new legal filings related to Ben & Jerry’s, but the real focus will be on the company’s outlook and volume trends when the numbers come out.
