Fernando Fernandez, Unilever’s CEO, presented to the Barclays Consumer Staples Conference on 3 September 2025. His speech covered a range of topics including organisational and portfolio changes, accelerating performance, building a marketing and sales machine, driving Desire at Scale to elevate our brands and how we’re executing with rigour everywhere. He also answered questions from Warren Ackerman, Head of European Consumer Staples Research at Barclays. 00:00 Introduction 02:00 Unilever today 02:56 Strong financials and competitive position 03:40 Acknowledging past gaps 05:11 More focused company 05:46 Higher margin profile 06:03 30 Power Brands 06:48 Top 24 markets 08:10 Leaner structure 08:54 Improved competitiveness 09:40 Play to win culture 12:38 More Beauty & Wellbeing and Personal Care 12:57 Decisive shift to premium and digital commerce 13:26 US and India as our centres of gravity 14:20 Strong volume growth in the US 15:26 Undisputed leadership and unblinking commitment in India 17:20 Building a marketing and sales machine 17:32 Desire at Scale 21:52 Perfect Stores 24:52 Looking ahead 27:00 Q&A: Significance of the US 29:40 Q&A: Progress in Indonesia, China and Latin America 32:47 Q&A: Opportunities in India 35:08 Q&A: Foods performance 37:30 Q&A: The value of influencers Discover more: https://www.unilever.com/investors/results-events/results-events-webcasts/barclays-global-consumer-staples-conference-2025/ #UnileverInsights

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