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Jeffrey Stent

highly regarded equity analyst at BNP Paribas

Sonning, GB

Jeffrey Stent is a highly regarded equity analyst at Exane BNP Paribas, specializing in the Consumer Goods sector and focusing on major international companies such as NSRGF and Danone SA (BSN). With a performance track record highlighted by a 59% success rate on his investment recommendations and an average return per transaction of 1.20%, Stent has distinguished himself through insightful calls—his most profitable recent recommendation being a sell on NSRGF from January 2024 to January 2025, yielding a 28.5% return. He began his analyst career in the mid-2010s, has been with Exane BNP Paribas for several years, and is recognized for his coverage of blue-chip European consumer names, regularly providing institutional investors with actionable research. Although specific professional credentials such as FINRA registration or securities licenses are not detailed in available public sources, his consistent, data-driven approach and sector expertise position him as a reliable voice within sell-side research.

Jeffrey Stent's questions to UNILEVER (UL) leadership

Question · H2 2025

Jeffrey Stent asked about the big new innovations Unilever plans to bring to market in 2026. He also requested quantification of the magnitude of TSA (Transition Services Agreement) receipts expected from Magnum following the ice cream demerger.

Answer

CEO Fernando Fernandez emphasized continued investment in successful innovations like Dove Hair relaunch, Persil Wonder Wash, Vaseline Gluta-Hya, and Hellmann's flavor range. He listed new innovations for 2026 including Dove UV repair, Derma Scalp, Vaseline Lips (Gluta-Hya range), TRESemmé Silprez rollout, Nexxus relaunch, and protein cups for Knorr, highlighting FIFA World Cup activation for Personal Care. CFO Srinivas Phatak stated that TSA receipts from Magnum are not externally quantified but are cost-plus with a small markup, primarily for IT and commercial services. He expects most TSAs to taper off between 2026-2027 and confirmed plans to manage contracts without standard costs at Unilever.

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Question · Q3 2025

Jeffrey Stent asked for more details on the high single-digit decline in Mexico beyond macroeconomic factors, and whether Unilever still expects to grow hard currency earnings this year.

Answer

CEO Fernando Fernandez attributed Mexico's soft markets to reduced remittances, tariff uncertainty, and low GDP growth, noting strong competitiveness but softening margins and poor pickup during promotional periods. CFO Srinivas Phatak expressed confidence in achieving positive hard currency earnings for the current year, driven by gross margin trajectory, increased absolute brand spend (15-16% BMI), significant productivity savings ($650 million program), and efficiencies in taxation and interest lines.

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