UNLVF - Huge Potential For Unilever After Executing A P&G-Like Transformation
- Unilever and P&G are both large global consumer companies that have shown very different performances during the last few years.
- Pushed by active investor Nelson Peltz, P&G has undergone a significant transformation and has emerged very strong out of that.
- Unilever has clearly lacked behind, but Nelson Peltz announced a stake in the company last month.
- If he would use a similar playbook as he used for P&G, the potential could be huge for Unilever and its investors.
- I estimate this potential and the results indeed look very promising.
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Huge Potential For Unilever After Executing A P&G-Like Transformation