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Consumer Defensive

Companies involved in the manufacture of food and beverages, household and personal care products, packaging and tobacco. The sector also includes firms providing education and training services. UK‑listed companies in this sector include Unilever plc, Diageo plc, Associated British Foods plc, Imperial Brands plc, Smurfit Kappa plc and Pearson plc.

Likewise sets stage for enhanced profitability through 2026 pricing strategy

Likewise is strengthening margins and positioning for continued growth through targeted price increases and operational scale...
VP Plc

Vp plc Earnings Reset Reflects Market Headwinds, Says Equity Development

Vp plc resets earnings expectations amid market headwinds, with Equity Development highlighting recovery potential and attractive sub 10x valuation...

UK manufacturing rebounds as export demand and output accelerate

UK manufacturers begin 2026 with rising output and export demand, signalling an early-stage recovery in a rate-sensitive sector...
Coca Cola

Coca-Cola HBC AG reports strong 2025 results with 8.1% organic revenue growth

Coca-Cola HBC AG delivered strong growth in 2025, with organic revenue up 8.1% and organic EBIT up 11.5%, driven by volume growth in Sparkling and Energy, disciplined revenue growth management, and continued investment in digital and AI capabilities...
Dekel Agri-Vision

Dekel Agri-Vision sees early recovery as palm oil prices remain strong

Dekel Agri-Vision Plc reported improving palm oil production momentum in early February alongside continued strong crude palm oil prices...
Dekel Agri-Vision

Supply signals in focus as palm oil prices edge up

Palm oil prices are finding cautious support from exports and rival oils, but investors await fresh supply data to gauge direction...
C&C Group Plc

C&C Group appoints Adam Phillips as Chief Financial Officer

C&C Group plc has announced the appointment of Adam Phillips to its Board as Chief Financial Officer and Executive Director. Adam is expected to join the Company in April 2026, succeeding Andrew Andrea, who will step down from the Board in March 2026...
Dekel Agri-Vision

Palm oil strengthens as export growth boosts market outlook

Palm oil futures climb as Indian demand rises and export momentum strengthens, setting a firmer tone for early 2024...
Likewise

Likewise’s Tony Brewer on accelerating growth, strong investment and £200m+ revenue ambition

CEO Tony Brewer highlights Likewise Group’s sustained revenue growth despite market headwinds, supported by shareholder backing, supplier partnerships, and expanding UK infrastructure...
AG BARR plc

A.G. Barr reports solid FY25/26 performance

For the year ended 31 January 2026, A.G. Barr achieved solid revenue growth, margin expansion and maintained returns on capital...
Cranswick plc

Cranswick reports strong Christmas trading and upgrades full-year profit outlook

Cranswick delivered strong revenue growth in the 13 weeks to 27 December 2025, driven by record Christmas trading across its Fresh Pork, Convenience and Gourmet ranges...
Dekel Agri-Vision

Palm oil finds support as exports rise and broader markets firm

Rising exports and stronger related markets help lift palm oil prices, though currency strength could weigh on future gains...
C&C Group Plc

C&C Group lowers profit outlook amid weaker consumer demand

C&C Group plc has issued a trading update noting subdued consumer demand and softer hospitality volumes, leading to a revised adjusted operating profit expectation of €70m to €73m...
Camellia plc

Camellia Plc announces Board and Committee changes

Camellia announces that Rachel English has stepped down as an independent Non-Executive Director with effect from 23 January 2026. The Company also confirms new chair appointments to the Audit and Risk Committee and the Sustainability and Safeguarding Committee, and has begun the process to appoint a new independent Non-Executive Director...
B&M

B&M European Value Retail sees improving UK LFL trends as FY26 guidance is revised

The Group delivered 2.9% year-on-year revenue growth in Q3 FY26, with December UK like-for-like sales up 3.0%...
Associated British Foods

Associated British Food reports revenue in line with January estimates

Associated British Foods has reported group revenue of £6.8bn for the 16 weeks to 3 January 2026, broadly in line with estimates published on 8 January...
Dekel Agri-Vision

Palm oil prices gain on weaker output and stronger export demand

Palm oil futures rise as traders respond to lower output forecasts and stronger January export data...
Dekel Agri-Vision

Indonesia policy supports palm oil recovery

Indonesia’s steady policy stance and upcoming seasonal demand are strengthening palm oil’s investment appeal...
Nichols Plc

Nichols plc delivers strategic progress and stable performance in FY25

Nichols plc delivered further strategic progress in FY25, with revenue and adjusted profit before tax expected to be in line with market expectations...
Dekel Agri-Vision

Dekel Agri-Vision delivers improved cashew performance and higher palm oil revenues in FY25

Dekel Agri-Vision reports a resilient FY 2025, with palm oil revenues rising approximately 5% year-on-year on stronger CPO and PKO prices, and a substantial recovery in cashew production, sales volumes, and pricing following major processing upgrades...

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Likewise sets stage for enhanced profitability through 2026 pricing strategy

Likewise is strengthening margins and positioning for continued growth through targeted price increases and operational scale...
VP Plc

Vp plc Earnings Reset Reflects Market Headwinds, Says Equity Development

Vp plc resets earnings expectations amid market headwinds, with Equity Development highlighting recovery potential and attractive sub 10x valuation...

UK manufacturing rebounds as export demand and output accelerate

UK manufacturers begin 2026 with rising output and export demand, signalling an early-stage recovery in a rate-sensitive sector...
Coca Cola

Coca-Cola HBC AG reports strong 2025 results with 8.1% organic revenue growth

Coca-Cola HBC AG delivered strong growth in 2025, with organic revenue up 8.1% and organic EBIT up 11.5%, driven by volume growth in Sparkling and Energy, disciplined revenue growth management, and continued investment in digital and AI capabilities...
Dekel Agri-Vision

Dekel Agri-Vision sees early recovery as palm oil prices remain strong

Dekel Agri-Vision Plc reported improving palm oil production momentum in early February alongside continued strong crude palm oil prices...
Dekel Agri-Vision

Supply signals in focus as palm oil prices edge up

Palm oil prices are finding cautious support from exports and rival oils, but investors await fresh supply data to gauge direction...
C&C Group Plc

C&C Group appoints Adam Phillips as Chief Financial Officer

C&C Group plc has announced the appointment of Adam Phillips to its Board as Chief Financial Officer and Executive Director. Adam is expected to join the Company in April 2026, succeeding Andrew Andrea, who will step down from the Board in March 2026...
Dekel Agri-Vision

Palm oil strengthens as export growth boosts market outlook

Palm oil futures climb as Indian demand rises and export momentum strengthens, setting a firmer tone for early 2024...
Likewise

Likewise’s Tony Brewer on accelerating growth, strong investment and £200m+ revenue ambition

CEO Tony Brewer highlights Likewise Group’s sustained revenue growth despite market headwinds, supported by shareholder backing, supplier partnerships, and expanding UK infrastructure...
AG BARR plc

A.G. Barr reports solid FY25/26 performance

For the year ended 31 January 2026, A.G. Barr achieved solid revenue growth, margin expansion and maintained returns on capital...
Cranswick plc

Cranswick reports strong Christmas trading and upgrades full-year profit outlook

Cranswick delivered strong revenue growth in the 13 weeks to 27 December 2025, driven by record Christmas trading across its Fresh Pork, Convenience and Gourmet ranges...
Dekel Agri-Vision

Palm oil finds support as exports rise and broader markets firm

Rising exports and stronger related markets help lift palm oil prices, though currency strength could weigh on future gains...
C&C Group Plc

C&C Group lowers profit outlook amid weaker consumer demand

C&C Group plc has issued a trading update noting subdued consumer demand and softer hospitality volumes, leading to a revised adjusted operating profit expectation of €70m to €73m...
Camellia plc

Camellia Plc announces Board and Committee changes

Camellia announces that Rachel English has stepped down as an independent Non-Executive Director with effect from 23 January 2026. The Company also confirms new chair appointments to the Audit and Risk Committee and the Sustainability and Safeguarding Committee, and has begun the process to appoint a new independent Non-Executive Director...
B&M

B&M European Value Retail sees improving UK LFL trends as FY26 guidance is revised

The Group delivered 2.9% year-on-year revenue growth in Q3 FY26, with December UK like-for-like sales up 3.0%...
Associated British Foods

Associated British Food reports revenue in line with January estimates

Associated British Foods has reported group revenue of £6.8bn for the 16 weeks to 3 January 2026, broadly in line with estimates published on 8 January...
Dekel Agri-Vision

Palm oil prices gain on weaker output and stronger export demand

Palm oil futures rise as traders respond to lower output forecasts and stronger January export data...
Dekel Agri-Vision

Indonesia policy supports palm oil recovery

Indonesia’s steady policy stance and upcoming seasonal demand are strengthening palm oil’s investment appeal...
Nichols Plc

Nichols plc delivers strategic progress and stable performance in FY25

Nichols plc delivered further strategic progress in FY25, with revenue and adjusted profit before tax expected to be in line with market expectations...
Dekel Agri-Vision

Dekel Agri-Vision delivers improved cashew performance and higher palm oil revenues in FY25

Dekel Agri-Vision reports a resilient FY 2025, with palm oil revenues rising approximately 5% year-on-year on stronger CPO and PKO prices, and a substantial recovery in cashew production, sales volumes, and pricing following major processing upgrades...
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FTSE 100 News

UK Broker Ratings

Consumer Defensive

Latest Interviews

FTSE 100 News

FTSE 250 News

News and Interview Alerts

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Hardman & Co

BrokerTalk

FTSE 100

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UK Broker Ratings

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