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Unilever warns of further price increases amid rising costs

Created at 28 Jul · 10:52 AM1 source↑ Market-relevant
IN SHORT

Unilever, the owner of brands like Marmite and Dove, has cautioned that consumers should expect additional price hikes in the coming months. The company aims to offset its own escalating operational expenses, driven by factors including higher commodity and oil prices.

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Key Numbers

5.8%Unilever's underlying sales growth in Q2
3.8%Unilever's turnover growth in Q2
€13bnUnilever's Q2 turnover
£11.1bnUnilever's Q2 turnover in GBP
2.6%UK inflation rate in June
$90Oil price threshold for inflation concerns

Who's Involved

Unilever
Anglo-Dutch company warning of price rises
Victoria Scholar
Head of investment at Interactive Investor commenting on brand loyalty
Mohamed El-Erian
Professor at University of Pennsylvania and former IMF chief economist
Bank of England
Central bank potentially raising interest rates

↳ Why This Matters

The warning from Unilever indicates potential further pressure on household budgets as essential goods become more expensive. This situation also highlights the ongoing challenges for businesses in managing rising operational costs and the potential for increased inflation and interest rates.

Key facts

  • Unilever anticipates accelerating price growth in the second half of the year.
  • The company's underlying sales rose 5.8% in the second quarter.
  • Turnover increased by 3.8% to €13bn in the second quarter.
  • Consumers have shown brand loyalty, opting for branded products over cheaper alternatives.
  • Rising oil prices are a significant factor contributing to increased costs for manufacturers.

Unilever, the multinational consumer goods company behind brands such as Marmite, Dove, and Hellmann’s, has signaled that further price increases are likely in the coming months. The company stated that while the rate of price hikes slowed in the second quarter due to temporary factors like World Cup-related discounts and competitive pricing in Brazil, these will not last.

Unilever expects underlying price growth to accelerate in the latter half of the year as the impact of commodity-driven pricing continues. This strategy aims to recoup the company's own rising costs for ingredients and services. Despite cost-of-living pressures, consumers have demonstrated strong brand loyalty, continuing to purchase Unilever's products rather than switching to cheaper, unbranded alternatives, according to Victoria Scholar, head of investment at Interactive Investor.

In the second quarter, Unilever reported a 5.8% increase in underlying sales, with turnover rising by 3.8% to €13 billion (£11.1 billion). The company's factories are located across the UK, producing items like Pot Noodle, Hellmann’s, and Marmite.

The broader economic environment sees manufacturers grappling with higher costs, partly influenced by oil prices. Although oil prices have fluctuated, sustained increases could impact manufacturers' margins. Economists are warning that if oil prices remain above $90 a barrel, it could force the Bank of England to reconsider its economic forecasts and potentially raise interest rates later this year, as noted by Mohamed El-Erian, a professor at the University of Pennsylvania.

Frequently asked questions

Unilever owns well-known brands including Marmite, Dove, Hellmann’s, and Pot Noodle.

The company is increasing prices to recoup its own growing costs for ingredients, services, and commodities, particularly influenced by oil prices.

In the second quarter, Unilever reported underlying sales up 5.8% and turnover up 3.8% to €13bn.

Rising oil prices increase transportation and production costs for manufacturers, potentially leading to higher consumer prices and contributing to overall inflation.

What Happens Next

01Unilever expects underlying price growth to accelerate in the second half.
02Economists are monitoring oil prices for potential impact on UK inflation and interest rates.

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Cadence

How It Developed

Unilever warned of further price increases due to rising costs.
The company noted that price growth slowed in Q2 due to temporary factors like World Cup discounts.
Underlying price growth is expected to accelerate in the second half of the year.
Unilever reported underlying sales up 5.8% and turnover up 3.8% to €13bn in Q2.
Consumers have largely continued to purchase branded products despite cost-of-living pressures.
Companies like Unilever are grappling with increased ingredient and service costs, partly linked to oil prices.
Economists warn that rising oil prices could force the Bank of England to raise interest rates.

Sources

T1
Marmite and Dove owner Unilever warns of price rises due to growing costsThe Guardian

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