Unilever has caught its magnum packs by a quarter, but the prices stay the same. That just shows you the pressure they are on their costways. I wouldn't be surprised if we see racquet, magnum seals or ice cream seals at Unilever this summer being reported. And what is funny, I also looked at the sizes because I've felt that the sizes are shrinking when you go to the shop.
In this week's episode, we discuss 5 companies in our portfolios that we don't feel comfortable owning going into a recession.
News of the week includes Novo Nordisk Market cap which now exceeds Nestle. And Unilevers Shrinkflation on Ice cream.
Companies mentioned From EMF are HPQ, Danone, BASF,
The companies mentioned by EDGI are Omega HealthCare and 3M.
Reference Material -
chowder rule Archives - European Dividend Growth Investor (europeandgi.com)