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    Jeff Stent

    Senior Equity Analyst at BNP Paribas

    Jeff Stent is a Senior Equity Analyst at BNP Paribas (Exane), specializing in coverage of listed European consumer sector companies, notably including Reckitt Benckiser Group and Mowi ASA. Over his career, Stent has issued influential ratings and investment recommendations on major firms, with his actionable research and sector insights regularly cited in market intelligence. He has established his profile through roles at Exane BNP Paribas, focusing on large-cap European names, with notable upgrades and downgrades such as his March 2022 coverage action on Reckitt Benckiser. Contactable at BNP Paribas' London office, Stent is recognized as an authoritative voice in European consumer stocks analysis, operating within the regulatory framework of a leading international investment bank.

    Jeff Stent's questions to UNILEVER (UL) leadership

    Jeff Stent's questions to UNILEVER (UL) leadership • H1 2025

    Question

    Jeff Stent of BNP Paribas asked for further clarification on the strategic rationale for retaining a 20% stake in the demerged ice cream business.

    Answer

    CEO Fernando Fernandez reiterated that retaining the stake demonstrates confidence in the ice cream business's future success and provides stability during its initial period as an independent company. He confirmed the stake would be sold in an orderly manner within five years to cover separation costs and reduce debt.

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    Jeff Stent's questions to UNILEVER (UL) leadership • FY 2024

    Question

    Jeff Stent from BNP Paribas asked if the business, excluding Ice Cream, is expected to achieve its 4-6% midterm growth target in the current year and requested clarification on the primary listing exchange for the demerged Ice Cream business.

    Answer

    CEO Hein M. Schumacher clarified that the 4-6% growth target applies post-demerger, once the Growth Action Plan has more fully matured, and reiterated the 3-5% guidance for the total company for 2025. He confirmed that with the Netherlands as the country of incorporation, Euronext Amsterdam will serve as the primary listing for the Ice Cream business, supplemented by listings in London and New York.

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    Jeff Stent's questions to UNILEVER (UL) leadership • Q4 2024

    Question

    Jeff Stent asked if the business, excluding Ice Cream, would achieve its 4-6% midterm growth target this year. He also sought clarification on whether the Ice Cream business would have a primary listing exchange among the three announced.

    Answer

    CEO Hein. M. Schumacher stated that for 2025, the company is sticking to its current group guidance of 3-5% growth and will re-evaluate the 4-6% target after the Ice Cream demerger is complete. He confirmed that as the Netherlands is the country of incorporation for the new entity, Euronext Amsterdam will serve as the primary listing location, with additional listings in London and New York.

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    Jeff Stent's questions to UNILEVER (UL) leadership • Q2 2024

    Question

    Jeff Stent asked for Heiko Schipper's initial plans for the Nutrition business and requested more detail on the actions being taken to improve the Ice Cream business in Europe, North America, and China.

    Answer

    CEO Hein M. Schumacher shared that the Nutrition business is healthy and focused on growing its key brands like Knorr and Hellmann's. CFO Fernando Fernandez detailed that in Ice Cream, operational fixes in service and pricing have improved competitiveness in the U.S. and Europe, while the focus in China is on premiumization and distribution expansion to counter weak market conditions.

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