At this 2021 CAGNY conference, Alan Jope (CEO) and Graeme Pitkethly (CFO) present an overview of how Unilever has performed during the pandemic.
The presentation covered these key themes:
• a quick overview of the business
• strategic choices
• operational excellence and performance
• multi-year financial framework
• future plans
00:00 Introduction from Alan Jope
00:40 Global footprint
01:38 Unilever’s differentiating strengths
02:51 Sustainable business
03:52 Strategy
04:11 Investment criteria
04:53 Resource allocation
06:04 Disposals
06:54 Building Prestige Beauty & Functional Nutrition
07:58 Win with our brands: Purpose & Innovation
10:09 Accelerate in US, India & China
10:17 Other key growth markets
13:40 A future-fit strategy
14:31 Summary of strategic choices
15:04 Operational excellence and performance
16:16 Margin performance
19:06 Examples across the business
20:05 Competitive impact
22:04 Future consumption patterns
23:13 Margin drivers
24:44 Financial framework
25:35 Other long-term financial metrics
27:09 Capital allocation
27:50 Conclusion
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