Stock Movers Unilever Down, Galderma Rises, Monte Paschi Up
Dec 8, 2025
Chloe Millay, a Bloomberg reporter focused on European markets, dives into some hot corporate topics. She discusses Unilever's spinoff of the Magnum Ice Cream Co., exploring its rocky market debut and the challenges ahead. L'Oreal's strategic decision to increase its Galderma stake to 20% sparks a conversation about skincare trends and injecting innovations. The episode also covers Monte Paschi's backing of its CEO during a probe, noting how regulatory support has positively impacted the bank's shares.
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Magnum Faces Cost Headwinds After Spin-Off
- Unilever completed the Magnum ice cream spin-off, creating a standalone company facing margin pressure from high production and storage costs.
- Analysts think Magnum can refocus and reinvest in growth now that it's free from Unilever's cash-return priorities.
Magnum's Massive UK Output
- Caroline Hepker mentions UK Magnum factories produce about 600 million ice creams a year, mostly for domestic customers.
- The remark highlights how the brand remains widely consumed in the UK despite seasonal concerns.
L'Oreal Bets Bigger On Dermatology
- L'Oreal doubled its stake in Galderma to 20%, signaling a stronger strategic push into dermatology and injectables like Botox and fillers.
- The deal lifted Galderma shares while investors punished L'Oreal, possibly from deal fatigue after recent acquisitions.