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.

Unilever completes ice cream demerger as Magnum Ice Cream Company begins trading

Unilever has completed the demerger of its ice cream division, now operating as The Magnum Ice Cream Company N.V., with trading in MICC shares starting today in Amsterdam, London and New York...

Palm oil prices climb as global edible oils regain upward momentum

Palm oil prices edge higher as global edible oil futures rise, hinting at a potential shift in supply‑demand sentiment...

Reckitt Benckiser to host investor seminar on Emerging Markets strategy

Reckitt Benckiser Group will hold its latest 'Reckitt Focus On' investor seminar, with today's session centred on Emerging Markets...

Palm oil enters a new demand cycle as global usage broadens across sectors

Palm oil demand is shifting higher with usage expanding across food, fuel and industry...

Palm oil steadies as export outlook and pricing strategy begin to align

Palm oil futures regain footing as policy support and pricing shifts renew interest from key buyers...

Palm oil steadies as India boosts imports and Indonesian policy tightens supply

Palm oil is starting to stabilise, with India increasing imports and Indonesia preparing to restrict exports through its upcoming B50 fuel mandate...

Imperial Brands reports steady FY25 aperformance and higher shareholder returns

Imperial Brands delivered further progress in the year to 30 September 2025 with growth in tobacco and next generation product net revenue, stronger adjusted operating profit and continued cash generation...

Palm oil’s pricing power turns as currency and policy collide

Palm oil prices are rising, but it’s the weak ringgit and policy changes, not demand, that are driving the trade...

B&M European Value Retail delivers revenue growth as turnaround plan progresses

B&M European Value Retail reported a 4% rise in Group revenue to £2.75bn for the 26 weeks to 27 September 2025, supported by new store openings and stable UK like-for-like sales...

Palm oil climbs as Malaysian stocks peak and demand signals improve

Malaysia’s palm oil inventory surge is creating new space for demand growth, giving investors a clearer entry point into the sector...

Hilton Food Group issues Q3 update with resilient trading and cautious 2026 outlook

Hilton Food Group reported steady third quarter trading despite inflationary pressures. Volumes in red meat and convenience remained firm, while challenges persisted in seafood due to softer white-fish demand and ongoing disruption at Foppen...

Dekel Agri-Vision reports higher pricing and cashew capacity gains

Dekel Agri-Vision delivered a constructive October update, with stronger local palm oil and kernel oil pricing helping offset the seasonal dip in production...

Palm oil prices recover as global edible oil signals realign

Palm oil prices are climbing off multi‑week lows, driven by regional oilseed shifts, currency moves and tighter links across the global edible oil chain...

Diageo Plc Q1 FY26 net sales flat as Chinese and US markets weaken

Diageo reported flat organic net sales for the first quarter of fiscal 2026, with 2.9% volume growth offset by negative price mix. Strong performances in Europe, Latin America, and Africa were balanced by weaker demand for Chinese white spirits and a soft US consumer environment...

Palm oil edges into focus as shifting dynamics create room for selective positioning

Palm oil is beginning to show signs of stabilisation as shifting demand dynamics and disciplined price action create room for selective opportunity...

Associated British Foods reports FY2025 results with earnings decline

Associated British Foods plc reported a 1% decline in group revenue to £19.5 billion for the year ended 13 September 2025, with adjusted operating profit down 12% to £1.73 billion...

Palm oil prices react to signals beyond supply

Palm oil prices edge higher as cross-commodity signals and a weaker ringgit reshape margin dynamics for producers...

C&C Group reports solid HY2026 results with earnings and dividend growth

C&C Group plc, owner of Tennent’s and Bulmers, has announced results for the six months ended 31 August 2025, delivering performance in line with expectations...

Greencore–Bakkavor merger clears CMA Phase 1

Greencore and Bakkavor announced that the UK Competition and Markets Authority has completed its Phase 1 review of their proposed merger, raising no competition issues across about 99% of the combined group’s activities...

Palm oil prices start to shift under a different kind of pressure

Palm oil prices are beginning to reflect more than food demand, energy markets are rewriting the script...
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Unilever completes ice cream demerger as Magnum Ice Cream Company begins trading

Unilever has completed the demerger of its ice cream division, now operating as The Magnum Ice Cream Company N.V., with trading in MICC shares starting today in Amsterdam, London and New York...

Palm oil prices climb as global edible oils regain upward momentum

Palm oil prices edge higher as global edible oil futures rise, hinting at a potential shift in supply‑demand sentiment...

Reckitt Benckiser to host investor seminar on Emerging Markets strategy

Reckitt Benckiser Group will hold its latest 'Reckitt Focus On' investor seminar, with today's session centred on Emerging Markets...

Palm oil enters a new demand cycle as global usage broadens across sectors

Palm oil demand is shifting higher with usage expanding across food, fuel and industry...

Palm oil steadies as export outlook and pricing strategy begin to align

Palm oil futures regain footing as policy support and pricing shifts renew interest from key buyers...

Palm oil steadies as India boosts imports and Indonesian policy tightens supply

Palm oil is starting to stabilise, with India increasing imports and Indonesia preparing to restrict exports through its upcoming B50 fuel mandate...

Imperial Brands reports steady FY25 aperformance and higher shareholder returns

Imperial Brands delivered further progress in the year to 30 September 2025 with growth in tobacco and next generation product net revenue, stronger adjusted operating profit and continued cash generation...

Palm oil’s pricing power turns as currency and policy collide

Palm oil prices are rising, but it’s the weak ringgit and policy changes, not demand, that are driving the trade...

B&M European Value Retail delivers revenue growth as turnaround plan progresses

B&M European Value Retail reported a 4% rise in Group revenue to £2.75bn for the 26 weeks to 27 September 2025, supported by new store openings and stable UK like-for-like sales...

Palm oil climbs as Malaysian stocks peak and demand signals improve

Malaysia’s palm oil inventory surge is creating new space for demand growth, giving investors a clearer entry point into the sector...

Hilton Food Group issues Q3 update with resilient trading and cautious 2026 outlook

Hilton Food Group reported steady third quarter trading despite inflationary pressures. Volumes in red meat and convenience remained firm, while challenges persisted in seafood due to softer white-fish demand and ongoing disruption at Foppen...

Dekel Agri-Vision reports higher pricing and cashew capacity gains

Dekel Agri-Vision delivered a constructive October update, with stronger local palm oil and kernel oil pricing helping offset the seasonal dip in production...

Palm oil prices recover as global edible oil signals realign

Palm oil prices are climbing off multi‑week lows, driven by regional oilseed shifts, currency moves and tighter links across the global edible oil chain...

Diageo Plc Q1 FY26 net sales flat as Chinese and US markets weaken

Diageo reported flat organic net sales for the first quarter of fiscal 2026, with 2.9% volume growth offset by negative price mix. Strong performances in Europe, Latin America, and Africa were balanced by weaker demand for Chinese white spirits and a soft US consumer environment...

Palm oil edges into focus as shifting dynamics create room for selective positioning

Palm oil is beginning to show signs of stabilisation as shifting demand dynamics and disciplined price action create room for selective opportunity...

Associated British Foods reports FY2025 results with earnings decline

Associated British Foods plc reported a 1% decline in group revenue to £19.5 billion for the year ended 13 September 2025, with adjusted operating profit down 12% to £1.73 billion...

Palm oil prices react to signals beyond supply

Palm oil prices edge higher as cross-commodity signals and a weaker ringgit reshape margin dynamics for producers...

C&C Group reports solid HY2026 results with earnings and dividend growth

C&C Group plc, owner of Tennent’s and Bulmers, has announced results for the six months ended 31 August 2025, delivering performance in line with expectations...

Greencore–Bakkavor merger clears CMA Phase 1

Greencore and Bakkavor announced that the UK Competition and Markets Authority has completed its Phase 1 review of their proposed merger, raising no competition issues across about 99% of the combined group’s activities...

Palm oil prices start to shift under a different kind of pressure

Palm oil prices are beginning to reflect more than food demand, energy markets are rewriting the script...
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Consumer Defensive

FTSE 100

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