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.

Dekel Agri-Vision Q3 2025: Strong cashew growth supports operations

Dekel Agri-Vision reported a strong Q3 2025 performance at its cashew operation in Tiebissou, with processing up 354% and sales almost sixfold year-on-year, supported by new equipment and improved efficiency...

Bunzl Plc expands with acquisitions in Ireland and Spain

Bunzl =has completed the acquisitions of Caterline Catering Equipment Ltd in Ireland and Anta y Jesús, S.L.U in Spain, each generating revenue of €6 million (£5 million) in 2024...

Warpaint London appoints Berenberg as joint Corporate Broker

Warpaint London, the colour cosmetics supplier and brand owner, has appointed Berenberg as joint corporate broker, working alongside Shore Capital with immediate effect...

Palm oil finds new momentum as supply tightens

Palm oil edges higher as Malaysia’s production slows and supply dynamics begin to tighten...

B&M launches ‘Back to B&M Basics’ plan after weaker H1 trading

B&M European Value Retail reported group revenue growth of 4% to £2.75bn in H1 FY26, but UK like-for-like sales were down 1.1% in Q2. CEO Tjeerd Jegen has launched a turnaround plan focused on pricing, range simplification and on-shelf availability to restore sustainable growth...

Imperial Brands Plc confirms FY25 guidance, £1.45bn FY26 share buyback

Imperial Brands expects FY25 results in line with guidance, supported by growth in tobacco and NGP. The group has announced a £1.45 billion share buyback for FY26, alongside continued dividend growth and progress on its 2030 strategy...

Palm oil futures find fresh momentum as exports and energy align

Palm oil futures climbed this week as currency, exports and energy markets combined to create a stronger backdrop..

Tesco Plc posts strong H1 2025/26 sales growth and raises interim dividend

Tesco reported group sales of £33.1bn for H1 2025/26, up 5.1% year-on-year, with adjusted operating profit rising 1.6% to £1.67bn. Adjusted diluted EPS increased 6.8% to 15.43p, and the interim dividend was lifted 12.9% to 4.80p...

Tate & Lyle pre-close update: CP Kelco integration progress, softer market demand

Tate & Lyle reported strong customer engagement and early cross-selling success following its CP Kelco combination, with planned synergies on track. However, softer consumer demand has slowed near-term performance, with first-half revenue expected to be 3–4% lower and EBITDA down high-single digits...

Diageo prices €1 billion euro-denominated bond issuance

Diageo has priced €1 billion of fixed rate bonds under its European Debt Issuance Programme, split between €500 million due in 2032 with a 3.250% coupon and €500 million due in 2037 with a 3.750% coupon...

Palm oil finds fresh momentum amid energy and trade shifts

Palm oil futures are staging a modest rebound, hinting at deeper structural shifts linking energy price moves, seasonal demand, and export policy shifts...

Dekel Agri-Vision reports 24.5% revenue growth and break-even net profit in H1 2025

Dekel Agri-Vision posted a stronger performance for the six months ended 30 June 2025, with Group revenue up 24.5% to €23.9m and EBITDA rising 10.7% to €3.1m...

Anglo-Eastern Plantations declares interim dividend of 37.3 cents per share

Anglo-Eastern Plantations Plc has declared an interim dividend of 37.3 cents per ordinary share for the six months ended 30 June 2025, representing around 30% of net profit after tax...

Palm oil steadies as export momentum shifts sentiment

Palm oil prices steadied as stronger exports shifted sentiment, offering investors a fresh signal on demand resilience...

Lords Group Trading Share Price Tipped to Double on Positive 1H25 Results, Cavendish

Lords Group Trading, a specialist distributor of building, plumbing, and heating products continues to demonstrate resilience, growth, and strategic focus across its core divisions...

C&C Group CFO Andrew Andrea to step down for role at Domino’s Pizza Group

C&C Group has announced that Andrew Andrea, Chief Financial and Transformation Officer, will step down by March 2026 to become CFO at Domino's Pizza Group PLC. A search for his successor is underway...

Unilever Plc appoints Srinivas Phatak as Chief Financial Officer

Unilever has confirmed Srinivas Phatak as its new CFO and Board member, effective immediately. Previously acting CFO, Srinivas was selected following a full internal and external search process, with the Board citing his strong leadership, financial expertise, and track record in driving value creation...

Palm oil in Côte d’Ivoire balancing regional strength with global pressures

Côte d'Ivoire’s palm oil industry stands at a strategic crossroads where rural livelihoods, regional trade, and global sustainability pressures converge...

Associated British Foods reports trading update with Primark growth in UK and US

Associated British Foods plc has provided a second-half trading update ahead of its year-end on 13 September 2025. Primark delivered improved UK performance and strong US sales, though trading in Europe was weaker...

Warpaint London reports interim results with revenue growth and higher dividend

Warpaint London reported an 8% increase in revenue to £49.3m for H1 2025, supported by the acquisition of Brand Architekts. Gross profit margin improved to 45%, while cash rose to £17m. The board declared a 14% increase in the interim dividend to 4.0p per share....
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Consumer Defensive

Dekel Agri-Vision Q3 2025: Strong cashew growth supports operations

Dekel Agri-Vision reported a strong Q3 2025 performance at its cashew operation in Tiebissou, with processing up 354% and sales almost sixfold year-on-year, supported by new equipment and improved efficiency...

Bunzl Plc expands with acquisitions in Ireland and Spain

Bunzl =has completed the acquisitions of Caterline Catering Equipment Ltd in Ireland and Anta y Jesús, S.L.U in Spain, each generating revenue of €6 million (£5 million) in 2024...

Warpaint London appoints Berenberg as joint Corporate Broker

Warpaint London, the colour cosmetics supplier and brand owner, has appointed Berenberg as joint corporate broker, working alongside Shore Capital with immediate effect...

Palm oil finds new momentum as supply tightens

Palm oil edges higher as Malaysia’s production slows and supply dynamics begin to tighten...

B&M launches ‘Back to B&M Basics’ plan after weaker H1 trading

B&M European Value Retail reported group revenue growth of 4% to £2.75bn in H1 FY26, but UK like-for-like sales were down 1.1% in Q2. CEO Tjeerd Jegen has launched a turnaround plan focused on pricing, range simplification and on-shelf availability to restore sustainable growth...

Imperial Brands Plc confirms FY25 guidance, £1.45bn FY26 share buyback

Imperial Brands expects FY25 results in line with guidance, supported by growth in tobacco and NGP. The group has announced a £1.45 billion share buyback for FY26, alongside continued dividend growth and progress on its 2030 strategy...

Palm oil futures find fresh momentum as exports and energy align

Palm oil futures climbed this week as currency, exports and energy markets combined to create a stronger backdrop..

Tesco Plc posts strong H1 2025/26 sales growth and raises interim dividend

Tesco reported group sales of £33.1bn for H1 2025/26, up 5.1% year-on-year, with adjusted operating profit rising 1.6% to £1.67bn. Adjusted diluted EPS increased 6.8% to 15.43p, and the interim dividend was lifted 12.9% to 4.80p...

Tate & Lyle pre-close update: CP Kelco integration progress, softer market demand

Tate & Lyle reported strong customer engagement and early cross-selling success following its CP Kelco combination, with planned synergies on track. However, softer consumer demand has slowed near-term performance, with first-half revenue expected to be 3–4% lower and EBITDA down high-single digits...

Diageo prices €1 billion euro-denominated bond issuance

Diageo has priced €1 billion of fixed rate bonds under its European Debt Issuance Programme, split between €500 million due in 2032 with a 3.250% coupon and €500 million due in 2037 with a 3.750% coupon...

Palm oil finds fresh momentum amid energy and trade shifts

Palm oil futures are staging a modest rebound, hinting at deeper structural shifts linking energy price moves, seasonal demand, and export policy shifts...

Dekel Agri-Vision reports 24.5% revenue growth and break-even net profit in H1 2025

Dekel Agri-Vision posted a stronger performance for the six months ended 30 June 2025, with Group revenue up 24.5% to €23.9m and EBITDA rising 10.7% to €3.1m...

Anglo-Eastern Plantations declares interim dividend of 37.3 cents per share

Anglo-Eastern Plantations Plc has declared an interim dividend of 37.3 cents per ordinary share for the six months ended 30 June 2025, representing around 30% of net profit after tax...

Palm oil steadies as export momentum shifts sentiment

Palm oil prices steadied as stronger exports shifted sentiment, offering investors a fresh signal on demand resilience...

Lords Group Trading Share Price Tipped to Double on Positive 1H25 Results, Cavendish

Lords Group Trading, a specialist distributor of building, plumbing, and heating products continues to demonstrate resilience, growth, and strategic focus across its core divisions...

C&C Group CFO Andrew Andrea to step down for role at Domino’s Pizza Group

C&C Group has announced that Andrew Andrea, Chief Financial and Transformation Officer, will step down by March 2026 to become CFO at Domino's Pizza Group PLC. A search for his successor is underway...

Unilever Plc appoints Srinivas Phatak as Chief Financial Officer

Unilever has confirmed Srinivas Phatak as its new CFO and Board member, effective immediately. Previously acting CFO, Srinivas was selected following a full internal and external search process, with the Board citing his strong leadership, financial expertise, and track record in driving value creation...

Palm oil in Côte d’Ivoire balancing regional strength with global pressures

Côte d'Ivoire’s palm oil industry stands at a strategic crossroads where rural livelihoods, regional trade, and global sustainability pressures converge...

Associated British Foods reports trading update with Primark growth in UK and US

Associated British Foods plc has provided a second-half trading update ahead of its year-end on 13 September 2025. Primark delivered improved UK performance and strong US sales, though trading in Europe was weaker...

Warpaint London reports interim results with revenue growth and higher dividend

Warpaint London reported an 8% increase in revenue to £49.3m for H1 2025, supported by the acquisition of Brand Architekts. Gross profit margin improved to 45%, while cash rose to £17m. The board declared a 14% increase in the interim dividend to 4.0p per share....
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Consumer Defensive

FTSE 100

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