In this episode of The Quarterly Briefing, we delve into Unilever's Q3 2024 performance, analyzing their latest earnings report. We explore their growth action plan (GAP), volume-led gr
owth strategy, and key initiatives, including the separation of their ice cream business and company-wide productivity programs. Regional performance, category analysis, and the impact of global economic factors such as commodity prices are examined. Additionally, we discuss Unilever's cultural shift towards performance excellence and sustainability commitments. This episode provides an in-depth look at how Unilever is navigating today's fast-paced markets, balancing profitability, and driving positive change.
00:00 Introduction to The Quarterly Briefing
01:19 Unilever's Q3 2024 Performance Overview
01:45 Volume-Led Growth Strategy
02:48 Financial Highlights and External Pressures
03:22 Growth Action Plan (GAP) Breakdown
04:07 Power Brand Performance
05:03 Regional Performance Insights
07:24 Category Performance Analysis
10:04 Ice Cream: The Star Performer
10:48 Financial Outlook and Strategic Initiatives
13:15 Unilever's Sustained Success: What's Driving It?
14:20 Regional Performance: Developed vs. Emerging Markets
16:37 Commodity Prices and Their Impact
17:13 Cultural Shift: Unilever's New Performance Focus
18:51 Leadership Changes in the Ice Cream Business
19:35 Sustainability Commitments and Future Impact
21:57 Key Takeaways and Final Thoughts
