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公式動画&関連する動画 [Fireside Chat with Fernando Fernandez, Unilever CEO and Warren Ackerman, Barclays]
Fernando Fernandez, Unilever CEO participated in a Fireside Chat with Warren Ackerman, Head of European Consumer Staples Research from Barclays on the 6th March 2025.
00:00 – Introduction
00:40 – Timing of the change
02:36 – Relationship with The Board
03:30 – 2025 Outlook
06:54 – Unlocking value
09:28 – Pace of change
11:01 – Experience
13:46 – Short, medium, long-term priorities
15:25 – Portfolio changes and M&A
18:30 – Foods portfolio
21:20 – Ice Cream separation
26:22 – Premiumisation
29:07 – China & Indonesia
33:25 – India
37:49 - Latin America
41:08 – Tariffs
43:55 – Gross Margins
49:05 – BMI
52:57 – Prestige Beauty and Wellbeing
57:09 – Innovation
59:14 – 2026 and beyond
01:01:36 – Role of a CEO
01:03:06 – Role of a CFO
01:05:59 – Closing remarks
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