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.

Bunzl reports resilient first-quarter 2026 trading and reiterates full-year guidance

Bunzl said first-quarter revenue rose 1.5% at constant exchange rates, with underlying revenue up 2.0%, as volume growth and tariff-related price increases supported performance amid macroeconomic and geopolitical uncertainty...

Associated British Foods expects stronger second half after weak H1 2026 performance

Associated British Foods said first-half adjusted operating profit fell 18% as Primark invested for growth and Sugar underperformed. The group kept its overall full-year outlook unchanged, apart from Sugar, and..

Likewise Group buys Leeds freehold hub as Q1 2026 revenue rises 15.2%

Likewise Group has acquired a second freehold distribution hub in Leeds for £3.0 million and reported revenue of £44.2 million for the three months to 31 March 2026, up 15.2%..

Palm oil rebound puts investor focus on energy exposure and demand risk

Palm oil has risen on stronger crude and firmer edible oils, but investors still need to see demand improve for the move to look sustainable...

Warpaint London plc to release FY2025 results on 29 April 2026

The cosmetics group behind W7, Technic, and Barry M will publish its audited results for the year ended 31 December 2025 on Wednesday 29 April 2026...

Tesco posts higher profit, cash flow and dividend in preliminary 2025/26 results

In its preliminary results for the 53 weeks ended 28 February 2026, Tesco reported statutory revenue of £73.7bn, operating profit of £3.0bn and diluted EPS of 27.1p. On a comparable..

Palm oil finds support as policy direction and pricing dynamics stay in focus

Palm oil’s latest move highlights a market where supportive biofuel policy is still intact, but investors may need stronger export trends and firmer demand signals to unlock more confidence...

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...
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Consumer Defensive

Bunzl reports resilient first-quarter 2026 trading and reiterates full-year guidance

Bunzl said first-quarter revenue rose 1.5% at constant exchange rates, with underlying revenue up 2.0%, as volume growth and tariff-related price increases supported performance amid macroeconomic and geopolitical uncertainty...

Associated British Foods expects stronger second half after weak H1 2026 performance

Associated British Foods said first-half adjusted operating profit fell 18% as Primark invested for growth and Sugar underperformed. The group kept its overall full-year outlook unchanged, apart from Sugar, and confirmed plans to demerge Primark from its food businesses...

Likewise Group buys Leeds freehold hub as Q1 2026 revenue rises 15.2%

Likewise Group has acquired a second freehold distribution hub in Leeds for £3.0 million and reported revenue of £44.2 million for the three months to 31 March 2026, up 15.2% year on year...

Palm oil rebound puts investor focus on energy exposure and demand risk

Palm oil has risen on stronger crude and firmer edible oils, but investors still need to see demand improve for the move to look sustainable...

Warpaint London plc to release FY2025 results on 29 April 2026

The cosmetics group behind W7, Technic, and Barry M will publish its audited results for the year ended 31 December 2025 on Wednesday 29 April 2026...

Tesco posts higher profit, cash flow and dividend in preliminary 2025/26 results

In its preliminary results for the 53 weeks ended 28 February 2026, Tesco reported statutory revenue of £73.7bn, operating profit of £3.0bn and diluted EPS of 27.1p. On a comparable 52-week basis, the retailer said sales and adjusted EPS increased, supported by market share gains, online growth and continued cost savings...

Palm oil finds support as policy direction and pricing dynamics stay in focus

Palm oil’s latest move highlights a market where supportive biofuel policy is still intact, but investors may need stronger export trends and firmer demand signals to unlock more confidence...

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...
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Consumer Defensive

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