Stock Movers Unilever's Diet, HelloFresh's Low, Diploma Up
Mar 18, 2026
A market round-up covering a big strategic rethink at a global consumer giant considering splitting its food brands from beauty and personal care. A meal-kit company warns of shrinking sales and a fresh record low in its stock. A building components supplier raises its organic revenue outlook, helped by aerospace, defense and M&A momentum.
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Unilever May Spin Off Food To Focus On Beauty
- Unilever is considering separating its food assets to refocus on beauty and personal care.
- Management sees beauty as higher-growth given ageing demographics and multi-step skincare trends, while food faces margin pressure and GLP-1 related consumption changes.
Consumer Habits And GLP-1s Hit Food Demand
- Consumer shifts and GLP-1 obesity treatments are weakening demand for Unilever's food brands.
- Management has already sold brands and spun off Magnum, signaling a multi-step move away from food toward wellbeing and personal care.
HelloFresh Sales Guided Down Amid Operational And Weather Hits
- HelloFresh warned 2026 sales could drop up to 6%, citing weak ready-to-eat segment and lost retention from past operational bottlenecks.
- Severe US snowstorms also caused canceled deliveries, refunds, and higher costs, compounding the decline and driving shares to record lows.