Unilever has reduced the size of its Magnum packs by a quarter but kept the prices unchanged. Customers are now getting a pack of three instead of four, yet they still have to pay the same price. This strategy is unlikely to go unnoticed, especially among families of four who are the target market for these family packs. With one child being left unsatisfied, it remains to be seen how Unilever plans to justify this change.
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)