FEATURE: Where Now For Unilever? We Lay Out Our Thoughts And Suggested Response To The Humbling Kraft Heinz Bid

The unexpected and deeply unwelcome Kraft Heinz takeover bid shook  Unilever* to its core. Analysts and commentators expected 3G to use Kraft Heinz as a vehicle for further acquisitions in the food space as it pushed to aggressively cut costs across larger businesses, but Unilever was thought to be above the fray.  In a tacit admission of past failure, Unilever convened a hurried review of ways to boost its valuation and in coming days or weeks we’ll see what this holds. Meanwhile, we have clarified our own thinking about how Unilever should move forward as a vibrant independent company that quickly surfaces its underlying value. You can read a summary of our analysis here and contact us if you want further details.

 

*Disclosure: Unilever is a client of ours, as are most of the companies we list as acquisition targets. Also, our newsletters are read by recipients at all companies mentioned in this piece.