Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
UNILEVER PLC (UL)
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-11-04
$67.71+1.18%
Close 2026-11-05 · 1-day change
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
3.33 → 3.34 EPS · FY ending Dec 31, 2027 · 5 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 5; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for UL yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
expand Liquid IV and Supply6 in new markets | It invests in brands like Liquid IV and Supply6. | Intact | no meaningful growth in Liquid IV European sales in 12 months | Qualitative condition This condition has no defined numerical measure. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
UL is a Consumer Staples business, but the evidence does not establish whether it is a durable compounder or another type of investment. The thesis state is insufficient because there is not enough recent financial history to assess it, and confidence in this snapshot is low.
The evidence gives no valuation level or market expectations to assess, so whether UL looks cheap, fair, or expensive versus peers is unclear. No fragility signals were flagged, but that does not resolve the expectations gap.
Recent quarters have included consecutive earnings misses, though the stated near-term miss risk is low. The Consumer Staples sector backdrop is a tailwind, but weakening employment or weaker results from sector peers could challenge that support over the near term.
The near-term read hinges partly on whether employment weakness continues and raises recession concerns. Sector peers such as PG, CL, and EL are also important signals: continued earnings strength could sustain the sector tailwind, while misses or lower guidance could weaken it.
For the next 1 to 3 years, the long-term thesis remains unclear because the evidence is limited and recent earnings misses weigh against a supportive sector backdrop. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in UNILEVER PLC's published investment case. The stated target is ~$3.16 EPS. |
| Intact |
| EPS falls below $3.00 in FY26 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
successful integration of Thorne and other supplement brands | A supporting condition in UNILEVER PLC's published investment case. The stated target is complete Thorne deal and grow supplement sales. | Intact | Thorne deal fails or is abandoned within 12 months | Qualitative condition This condition has no defined numerical measure. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
annual revenue near $51.6 billion | The company is not losing money and has steady sales near $52 billion. | Under Pressure | annual revenue falls below $50 billion in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$3.31 → $3.34 · observed estimates
$51.89B → $53.47B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $3.31 | $51,891,367,771 | 4 / 11 |
| 2026-07-25 | $3.41 | $53,606,852,680 | 3 / 18 |
| 2026-07-26 | $3.41 | $53,606,852,680 | 3 / 18 |
| 2026-07-27 | $3.31 | $51,886,287,922 | 4 / 11 |
| 2026-07-28 | $3.41 | $53,606,852,680 | 3 / 18 |
| 2026-07-29 | $3.31 | $51,795,170,780 | 4 / 11 |
| 2026-07-30 | $3.29 | $51,685,170,528 | 4 / 11 |
| 2026-07-31 | $3.40 | $53,751,195,940 | 3 / 18 |
| 2026-08-01 | $3.29 | $51,685,170,528 | 4 / 11 |
| 2026-08-02 | $3.40 | $53,751,195,940 | 3 / 18 |
| 2026-08-03 | $3.40 | $53,751,195,940 | 3 / 18 |
| 2026-08-04 | $3.40 | $53,751,195,940 | 3 / 18 |
| 2026-08-05 | $3.40 | $53,751,195,940 | 3 / 18 |
| 2026-08-06 | $3.40 | $53,724,973,720 | 3 / 18 |
| 2026-08-08 | $3.30 | $51,693,428,953 | 4 / 11 |
| 2026-08-09 | $3.40 | $53,796,216,190 | 3 / 18 |
| 2026-08-10 | $3.30 | $51,693,428,953 | 4 / 11 |
| 2026-08-12 | $3.30 | $51,693,428,953 | 4 / 11 |
| 2026-08-13 | $3.40 | $53,820,066,190 | 3 / 18 |
| 2026-08-14 | $3.30 | $51,693,428,953 | 4 / 11 |
| 2026-08-15 | $3.30 | $51,693,428,953 | 4 / 11 |
| 2026-08-16 | $3.30 | $51,693,428,953 | 4 / 11 |
| 2026-08-17 | $3.30 | $51,693,428,953 | 4 / 11 |
| 2026-08-18 | $3.30 | $51,693,428,953 | 4 / 11 |
| 2026-08-19 | $3.30 | $51,693,428,953 | 4 / 11 |
| 2026-08-20 | $3.32 | $51,894,864,741 | 4 / 11 |
| 2026-08-21 | $3.32 | $51,894,864,741 | 4 / 11 |
| 2026-08-22 | $3.33 | $52,524,084,758 | 4 / 11 |
| 2026-08-23 | $3.33 | $52,524,084,758 | 4 / 11 |
| 2026-08-24 | $3.33 | $52,524,084,758 | 4 / 11 |
| 2026-08-25 | $3.33 | $52,524,084,758 | 4 / 11 |
| 2026-08-26 | $3.33 | $52,524,084,758 | 4 / 11 |
| 2026-08-27 | $3.33 | $52,524,084,758 | 4 / 11 |
| 2026-08-28 | $3.33 | $52,524,084,758 | 4 / 11 |
| 2026-08-29 | $3.33 | $52,524,084,758 | 4 / 11 |
| 2026-08-30 | $3.33 | $52,524,084,758 | 4 / 11 |
| 2026-08-31 | $3.33 | $52,524,084,758 | 4 / 11 |
| 2026-09-01 | $3.33 | $52,524,084,758 | 4 / 11 |
| 2026-09-02 | $3.34 | $52,602,644,898 | 4 / 11 |
| 2026-09-03 | $3.34 | $52,602,644,898 | 4 / 11 |
| 2026-09-04 | $3.34 | $52,602,644,898 | 4 / 11 |
| 2026-09-05 | $3.34 | $52,674,461,290 | 4 / 11 |
| 2026-09-06 | $3.34 | $52,674,461,290 | 4 / 11 |
| 2026-09-07 | $3.34 | $52,674,461,290 | 4 / 11 |
| 2026-09-08 | $3.34 | $52,674,461,290 | 4 / 11 |
| 2026-09-09 | $3.34 | $52,675,535,626 | 4 / 11 |
| 2026-09-10 | $3.34 | $52,675,535,626 | 4 / 11 |
| 2026-09-11 | $3.34 | $52,676,728,415 | 4 / 11 |
| 2026-09-12 | $3.34 | $52,676,728,415 | 4 / 11 |
| 2026-09-13 | $3.34 | $52,676,728,415 | 4 / 11 |
| 2026-09-14 | $3.34 | $52,676,728,415 | 4 / 11 |
| 2026-09-15 | $3.34 | $52,676,728,415 | 4 / 11 |
| 2026-09-16 | $3.34 | $52,651,558,259 | 4 / 11 |
| 2026-09-17 | $3.34 | $52,651,093,200 | 4 / 11 |
| 2026-09-18 | $3.34 | $52,651,093,200 | 4 / 11 |
| 2026-09-19 | $3.34 | $52,651,093,200 | 4 / 11 |
| 2026-09-20 | $3.34 | $52,651,093,200 | 4 / 11 |
| 2026-09-21 | $3.34 | $52,651,093,200 | 4 / 11 |
| 2026-09-22 | $3.34 | $52,651,093,200 | 4 / 11 |
| 2026-09-23 | $3.34 | $52,651,093,200 | 4 / 11 |
| 2026-09-24 | $3.34 | $52,651,093,200 | 4 / 11 |
| 2026-09-25 | $3.34 | $52,651,093,200 | 4 / 11 |
| 2026-09-26 | $3.34 | $52,651,093,200 | 5 / 11 |
| 2026-09-27 | $3.34 | $52,651,093,200 | 5 / 11 |
| 2026-09-28 | $3.34 | $52,651,093,200 | 5 / 11 |
| 2026-09-29 | $3.34 | $52,646,000,865 | 5 / 11 |
| 2026-09-30 | $3.34 | $52,646,000,865 | 5 / 11 |
| 2026-10-01 | $3.34 | $52,590,902,780 | 5 / 11 |
| 2026-10-02 | $3.34 | $52,590,902,780 | 5 / 11 |
| 2026-10-03 | $3.33 | $52,590,902,780 | 5 / 11 |
| 2026-10-04 | $3.33 | $52,590,902,780 | 5 / 11 |
| 2026-10-05 | $3.33 | $52,590,902,780 | 5 / 11 |
| 2026-10-06 | $3.34 | $52,461,423,951 | 5 / 11 |
| 2026-10-07 | $3.34 | $52,411,277,646 | 5 / 11 |
| 2026-10-08 | $3.33 | $52,366,639,884 | 5 / 11 |
| 2026-10-09 | $3.33 | $52,366,639,884 | 5 / 11 |
| 2026-10-10 | $3.33 | $52,366,639,884 | 5 / 11 |
| 2026-10-11 | $3.32 | $52,248,314,134 | 5 / 11 |
| 2026-10-12 | $3.32 | $52,248,314,134 | 5 / 11 |
| 2026-10-13 | $3.41 | $53,602,510,209 | 5 / 11 |
| 2026-10-14 | $3.37 | $53,428,869,802 | 5 / 11 |
| 2026-10-15 | $3.37 | $53,435,491,528 | 5 / 11 |
| 2026-10-16 | $3.37 | $53,435,491,528 | 5 / 11 |
| 2026-10-17 | $3.37 | $53,435,491,528 | 5 / 11 |
| 2026-10-18 | $3.36 | $53,436,675,055 | 5 / 11 |
| 2026-10-19 | $3.36 | $53,436,675,055 | 5 / 11 |
| 2026-10-20 | $3.36 | $53,456,607,803 | 5 / 11 |
| 2026-10-21 | $3.35 | $53,430,101,895 | 5 / 11 |
| 2026-10-22 | $3.35 | $53,430,101,895 | 5 / 11 |
| 2026-10-23 | $3.35 | $53,442,618,501 | 5 / 11 |
| 2026-10-24 | $3.35 | $53,442,618,501 | 5 / 11 |
| 2026-10-25 | $3.35 | $53,442,618,501 | 5 / 11 |
| 2026-10-26 | $3.35 | $53,442,618,501 | 5 / 11 |
| 2026-10-27 | $3.35 | $53,442,618,501 | 5 / 11 |
| 2026-10-28 | $3.35 | $53,381,735,054 | 5 / 11 |
| 2026-10-29 | $3.34 | $53,340,429,299 | 5 / 11 |
| 2026-10-30 | $3.35 | $53,407,700,739 | 5 / 11 |
| 2026-10-31 | $3.35 | $53,464,646,794 | 5 / 11 |
| 2026-11-01 | $3.35 | $53,464,646,794 | 5 / 11 |
| 2026-11-02 | $3.35 | $53,464,646,794 | 5 / 11 |
| 2026-11-03 | $3.34 | $53,428,943,939 | 5 / 11 |
| 2026-11-04 | $3.34 | $53,468,195,934 | 5 / 11 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.