Unilever Poised for Comeback with Long‑Awaited Portfolio Shift

After years of underwhelming performance, Unilever PLC is being pegged for a revival, with Barclays PLC forecasting a stronger‑than‑expected 2026. The firm anticipates around 2 % volume growth next year, driven by a sharper focus on emerging markets like India and Latin America as well as the U.S. unit gathering steam. Meanwhile, Unilever’s gross margins are projected to climb to 47 % (up from pre‑2019 levels of 44 %), thanks to a pivot toward higher‑margin categories such as premium cosmetics and wellness products. Executive pay is now tied at 80 % to absolute profits, reinforcing the push for real earnings growth. Shares currently trade at ~4,581 p, with Barclays targeting 5,500 p—implying nearly 20 % upside for investors ready to bet on the turnaround. #UnileverRevival #ConsumerGoods #EmergingMarketsGrowth #MarginExpansion #SlimScan #GrowthStocks #CANSLIM