McBride logo McBride (LON:MCB) management said the group delivered a third consecutive year of “strong financial and operational performance” in the six months ended Dec. 31, 2025, while reaching a key milestone in its multi-year transformation program with the first SAP S/4HANA go-live in the U.K. Chief Executive Officer Chris Smith said the period could be summarized by three themes: continued performance, the SAP implementation milestone, and a “balanced approach to capital allocation” combining share ...

The Trade Desk (NasdaqGM:TTD) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsAlec Brondolo - Director Equity ResearchChris Toth - VP of Investor RelationsJason Helfstein - Managing Director - Head of Internet ResearchJeff Green - CEO, Co-Founder, and Board ChairmanMatthew Swanson - Director Equity ResearchTahnil Davis - Interim CFO and Chief Accounting OfficeYoussef Squali - Managing Director and Head of Internet and Digital Media Research GroupNone - Company RepresentativeConferenc ...

Colgate-Palmolive Company (NYSE:CL) 2026 Conference February 20, 2026 08:00 AM ET Company ParticipantsCaroline Chulick - SVP of Global Growth and InnovationDara Mohsenian - Managing DirectorNoel Wallace - Chairman, President, and CEONone - Video Narrator 1None - Video Narrator 2None - Video Narrator 3None - Video Narrator 4None - Video Narrator 5None - Video Narrator 6Conference Call ParticipantsAndrea Teixeira - Managing Director and Senior Equity Research AnalystModeratorGood morning, everyone, and welcom ...

Unilever PLC (NYSE:UL) disclosed on Tuesday that it embarked on a transformative five-year partnership with Alphabet Inc.’s (NASDAQ:GOOG) Google Cloud. The deal aims to revolutionize consumer goods through advanced AI and data technologies. This collaboration intends to enhance Unilever’s brand portfolio, including well-known names like Dove and Vaseline, by leveraging Google Cloud’s AI capabilities to create a new model for consumer engagement. This strategic alliance will migrate Unilever’s data and c ...

FORWARD LOOKING STATEMENTS CAGNY February 19, 2026 Certain statements in this release other than purely historical information, including estimates, projections, statements relating to our business plans, objectives and expected operating results, and the assumptions upon which those statements are based, are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 ...

Church & Dwight (NYSE:CHD) 2026 Conference February 18, 2026 08:00 AM ET Company ParticipantsLee McChesney - CFORick Dierker - President and CEOConference Call ParticipantsNone - AnalystModeratorMorning, everyone. Welcome to the second day of CAGNY. To start us off today, we have Church & Dwight. Let's first thank Church for sponsoring this morning's tasty breakfast and for their long-standing support of CAGNY. Joining us today from Church & Dwight are Rick Dierker, President and CEO, and Lee McChesney, CFO ...

Core Viewpoint - General Mills Inc has revised its 2026 outlook downward due to weaker consumer demand and increased market uncertainty, leading to a significant drop in its share price by over 7% [1]. Financial Outlook - The company now expects organic net sales to decline by 1.5% to 2% for the full year, a change from the previous forecast of a 1% decline to 1% growth [1]. - Adjusted operating profit and adjusted diluted earnings per share are projected to fall by 16% to 20% in constant currency, which is a steeper decline than the earlier guidance of 10% to 15% [2]. Cash Flow and Market Conditions - Free cash flow conversion is still anticipated to reach at least 95% of adjusted after-tax earnings [3]. - The revision in outlook is attributed to weaker consumer sentiment, ongoing market volatility, and higher costs associated with volume recovery, which have negatively impacted category growth and purchasing patterns [3]. Strategic Initiatives - At the Consumer Analyst Group of New York Conference, General Mills executives presented the updated guidance and discussed the company's Accelerate strategy aimed at driving long-term sustainable growth [4]. - The company has reshaped nearly a third of its portfolio, enhanced digital capabilities, and improved cost efficiency as part of its strategic initiatives [4]. - CEO Jeff Harmening emphasized the focus on executing the Remarkability playbook to strengthen the competitiveness of the company's global brands amid a volatile operating environment [5].

This story was originally published on Marketing Dive. To receive daily news and insights, subscribe to our free daily Marketing Dive newsletter. Dive Brief: Unilever has struck a five-year partnership with Google Cloud as the CPG giant prepares for a shift toward agentic commerce and artificial intelligence-powered marketing, according to a press release. The owner of brands like Dove and Hellmann’s Mayonnaise will migrate its integrated data and cloud platforms to Google to build out an enterprise-w ...

Turnover was EUR 50.5 billion, down 3.8% year over year, driven by a 5.9% foreign exchange headwind. Excluding currency, turnover rose 2.3%, supported by underlying sales growth and partially offset by portfolio actions. Unilever cited a net impact from acquisitions and disposals of -1.2%, with acquisitions contributing 0.6% (including Minimalist, Wild, and Dr. Squatch) and disposals contributing -1.8% (including the prior-year exits of Unilever Russia and the China water purification business, along with 2 ...

Financial Data and Key Metrics Changes - For the full year, underlying sales growth was 3.5%, with volumes at 1.5% and price at 2% [4] - Turnover for the full year was EUR 50.5 billion, down 3.8% versus the prior year, primarily due to significant currency headwinds [23] - Underlying operating margin expanded by 60 basis points to 20% in 2025, reflecting a structurally strong margin profile [24] - Underlying EPS rose to EUR 3.08, up 0.7% versus the prior year, with sales growth and margin expansion contributing 6.5% to EPS growth [26] Business Line Data and Key Metrics Changes - Beauty and Wellbeing delivered underlying sales growth of 4.7% for the full year, with volumes up 2.8% [8] - Personal Care delivered underlying sales growth of 4.7% for the full year, driven by strong performance in the U.S. [9] - Home Care delivered underlying sales growth of 2.6% for the year, primarily volume-led at 2.2% [11] - Foods delivered underlying sales growth of 2.5% for the year, with 0.8% from volume and 1.7% from price [13] Market Data and Key Metrics Changes - Developed markets delivered underlying sales growth of 3.6% for the year, with North America being a standout performer [16] - Emerging markets delivered underlying sales growth of 3.5% for the year, with growth accelerating to 5.8% in the fourth quarter [18] - In India, underlying sales grew 4% for the year, with volumes up 3% [20] - In China, underlying sales growth was flat for the year, but showed improvement in the second half [21] Company Strategy and Development Direction - The company aims to focus on premium segments, digitally native brands, and dCommerce exposure, particularly in the U.S. and India [31] - The company is committed to simplifying its portfolio through targeted disposals while pursuing bolt-on acquisitions aligned to its strategy [32] - The company expects underlying sales growth for 2026 to be at the bottom end of the multi-year range of 4%-6% [34] Management's Comments on Operating Environment and Future Outlook - The management expressed confidence in emerging markets, citing improved performance and brand equity in India and Indonesia [49][50] - The management acknowledged challenges in developed markets but noted strong execution and brand performance in North America [53] - The company anticipates inflationary pressures in select commodities for 2026, but overall inflation is expected to be lower than in 2025 [34] Other Important Information - Free cash flow for the year was EUR 5.9 billion, representing 100% cash conversion [28] - The company returned EUR 6 billion to shareholders in 2025, comprising EUR 4.5 billion in dividends and EUR 1.5 billion in share buybacks [31] - The company completed the ice cream demerger and 10 transactions during the year, significantly increasing focus on growth [32] Q&A Session Questions and Answers Question: Can you talk about the emerging market outlook for 2026? - The management expressed confidence in emerging markets, highlighting improved performance in India and Indonesia, and a gradual recovery in China [49][50] Question: Can you discuss the pricing outlook for 2026? - The management expects pricing to be around 2% for 2026, with some increased promotional spending, particularly in foods [60] Question: What are the key building blocks supporting confidence in achieving margin improvement in 2026? - The management highlighted consistent gross margin expansion, productivity savings, and disciplined capital allocation as key factors supporting margin improvement [63][64]