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.

Imperial Brands reiterates FY26 guidance after solid first-half start

Imperial Brands plc (LOn:imb) has announced its trading update: reiterating full-year guidance; positive start to 2030 transformation. ·      Robust tobacco pricing and NGP innovation expected to drive low-single-digit percent growth in..

Dekel Agri-Vision delivers strong Q1 2026 progress across palm oil and cashew operations

Dekel Agri-Vision reported a strong start to 2026, with palm oil production gaining momentum in March as the high season began and pricing remaining historically strong. The cashew operation continued..

Palm oil prices climb as biodiesel demand strengthens the outlook

Palm oil prices are climbing as stronger biodiesel demand and firmer energy markets improve the sector’s outlook...

Unilever in advanced talks with McCormick on Foods transaction

Unilever said it is in advanced discussions with McCormick on a potential deal combining most of its Foods business with McCormick, including an upfront cash component of about US$15.7 billion..

A.G. BARR launches rebranded IRN-BRU Zero across the UK

A.G. BARR has introduced IRN-BRU Zero, replacing IRN-BRU XTRA with updated branding and expanded UK distribution to strengthen its position in the growing low-calorie soft drinks market...

Unilever confirms talks with McCormick over Foods business

Unilever says it has received an inbound offer for its Foods division and is in discussions with McCormick, while emphasizing the unit’s strong performance and strategic value...

Palm oil strength builds on energy and China demand signals

Rising energy prices and stronger Chinese demand are pushing palm oil higher, with investors watching whether these trends can sustain the rally...

UK manufacturing momentum builds as export demand strengthens

UK manufacturing is showing early signs of stabilisation in 2026 as stronger export demand supports output growth despite continued cost pressures...

Dekel Agri-Vision sees production pick-up and strong prices in February update

Dekel Agri-Vision reported stronger palm oil output towards the end of February and continued firm CPO prices, while cashew processing resumed full capacity as the raw cashew nut purchasing season..

Palm oil rally highlights stronger biofuel demand and tightening market balance

Rising energy prices and stronger biodiesel economics are driving a renewed surge in palm oil demand and prices...

Hunting PLC Provides Cost Reduction Plan Update and Capital Allocation Changes

Hunting PLC announced an update to its cost reduction programme alongside changes to its capital allocation strategy. The company outlined measures aimed at improving efficiency and supporting long-term financial performance...

The Flooring Show positions sector leaders for commercial advantage

UK flooring trade exhibition showcasing suppliers and strengthening industry relationships, with Likewise maintaining an active commercial presence...

Palm oil pushes higher as energy and rival oils tighten the market

Palm oil has reached a one week high as strength in rival oils and energy markets sharpens investor focus on supply, policy and positioning...

Bunzl delivers modest revenue growth in 2025; outlook for stable 2026

Bunzl plc reported 3.0% revenue growth at constant exchange rates in 2025, driven by acquisitions, while adjusted operating profit declined 4.3% and margin fell to 7.7%...

UK manufacturing sector navigates structural shift in 2025

UK manufacturing added significant value in 2025 and entered 2026 with firmer order momentum, even as firms continued to streamline their workforces and manage cost pressures...

Palm oil finds support as global edible oil complex strengthens

Palm oil has rebounded alongside stronger soya oil and energy markets, signalling improving cross commodity support and renewed investor interest...

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 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 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,..
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Consumer Defensive

Dekel Agri-Vision delivers strong Q1 2026 progress across palm oil and cashew operations

Dekel Agri-Vision reported a strong start to 2026, with palm oil production gaining momentum in March as the high season began and pricing remaining historically strong. The cashew operation continued to advance, with production up 73.5% and sales rising 144.8%, supporting expectations for further growth in Q2...

Palm oil prices climb as biodiesel demand strengthens the outlook

Palm oil prices are climbing as stronger biodiesel demand and firmer energy markets improve the sector’s outlook...

Unilever in advanced talks with McCormick on Foods transaction

Unilever said it is in advanced discussions with McCormick on a potential deal combining most of its Foods business with McCormick, including an upfront cash component of about US$15.7 billion and majority consideration in McCormick equity...

A.G. BARR launches rebranded IRN-BRU Zero across the UK

A.G. BARR has introduced IRN-BRU Zero, replacing IRN-BRU XTRA with updated branding and expanded UK distribution to strengthen its position in the growing low-calorie soft drinks market...

Unilever confirms talks with McCormick over Foods business

Unilever says it has received an inbound offer for its Foods division and is in discussions with McCormick, while emphasizing the unit’s strong performance and strategic value...

Palm oil strength builds on energy and China demand signals

Rising energy prices and stronger Chinese demand are pushing palm oil higher, with investors watching whether these trends can sustain the rally...

UK manufacturing momentum builds as export demand strengthens

UK manufacturing is showing early signs of stabilisation in 2026 as stronger export demand supports output growth despite continued cost pressures...

Dekel Agri-Vision sees production pick-up and strong prices in February update

Dekel Agri-Vision reported stronger palm oil output towards the end of February and continued firm CPO prices, while cashew processing resumed full capacity as the raw cashew nut purchasing season commenced...

Palm oil rally highlights stronger biofuel demand and tightening market balance

Rising energy prices and stronger biodiesel economics are driving a renewed surge in palm oil demand and prices...

Hunting PLC Provides Cost Reduction Plan Update and Capital Allocation Changes

Hunting PLC announced an update to its cost reduction programme alongside changes to its capital allocation strategy. The company outlined measures aimed at improving efficiency and supporting long-term financial performance...

The Flooring Show positions sector leaders for commercial advantage

UK flooring trade exhibition showcasing suppliers and strengthening industry relationships, with Likewise maintaining an active commercial presence...

Palm oil pushes higher as energy and rival oils tighten the market

Palm oil has reached a one week high as strength in rival oils and energy markets sharpens investor focus on supply, policy and positioning...

Bunzl delivers modest revenue growth in 2025; outlook for stable 2026

Bunzl plc reported 3.0% revenue growth at constant exchange rates in 2025, driven by acquisitions, while adjusted operating profit declined 4.3% and margin fell to 7.7%...

UK manufacturing sector navigates structural shift in 2025

UK manufacturing added significant value in 2025 and entered 2026 with firmer order momentum, even as firms continued to streamline their workforces and manage cost pressures...

Palm oil finds support as global edible oil complex strengthens

Palm oil has rebounded alongside stronger soya oil and energy markets, signalling improving cross commodity support and renewed investor interest...

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 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 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...
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Consumer Defensive

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