Four FTSE 100 International Consumer Goods Companies

Four FTSE 100 International Consumer Goods Companies

Unilever Plc (LON:ULVR) 

Unilever, headquartered in London, is a producer and marketer of fast-moving consumer goods (FMCG) such as food, beverages, home care, health and wellbeing products. The company was formed in the year 1930 and operated through more than 400 brands across the Americas, Europe, Asia-Pacific, Africa and the Middle East regions. Core business segments are Homecare, Personal care, Foods, Refreshment and Others. The major brands comprise Knorr, Hellmann's, Lipton, Wall's, Lux, Dove, Rexona, Surf Excel, Comfort, Sunsilk, Pureit, Suave and Axe, to name a few. Its distribution channels include supermarkets, hypermarkets, wholesalers, cash and carry, small convenience stores, e-commerce, out-of-home and direct consumer channels.

Geographical revenue contribution

Unilever’s geographical area of operation is divided into three segments Asia/AMET/RUB, The Americas and Europe. In the financial year ended December 31, 2018, the group's total revenue stood at €12.2 bn, out of which €5.6 bn came from Asia/AMET/RUB, €4.0 bn from America and €2.6 bn realised from Europe. This indicates that, despite it is headquartered in the United Kingdom, but majority of the group’s revenue comes from the foreign market, as in the FY18, the group recorded that around 45.9% of the group’s total revenue came from the Asian/AMET/RUB geographical segment, 32.7% from realised from the Americas and only 21.3% of the group’s total revenue came from the European market. It is more global consumer goods company.

Stock Performance

Daily price chart (as on June 24, 2019), before the market close. (Source: Thomson Reuters).

Despite political and macro headwinds, which eroded market capitalisation of many London Stock Exchange-listed companies, Unilever Plc managed to deliver a price return of 20.32% on YoY basis, and the stock has surged approximately 19.47% in a year-to-date period. At the time of writing, shares of the ULVR were quoting at GBX 4,944.0 and added 40.0 points or 0.81% against the previous day closing. In the past 52wks, shares of the ULVR have registered a 52 high of GBX 5,038 and a 52w low of GBX 3,904.94, and at the current trading level, its shares were quoting 2.57% below the 52w high price level and 25.7% above the 52w low price level. The direction as mentioned above of the stock, indicates that the stock is in an uptrend despite Brexit related challenges.

Diageo Plc (LON:DGE) 

Diageo PLC (LON:DGE) is a British alcoholic beverage company, headquartered in London, United Kingdom. Along with over 200 brands across spirits and beer, which are sold in 180 countries, the company is the world's largest producer of spirits and a key producer of beer. These brands include Captain Morgan, Johnnie Walker, Baileys, Don Julio, Cîroc and Ketel One vodkas, J&B, Smirnoff, Crown Royal, Buchanan's and Windsor whiskies, Tanqueray and Guinness amongst others.

Geographical revenue contribution 

Diageo's geographical areas of operation are divided into segments like North America, Europe and Turkey, Africa, Latin America and the Caribbean and the Asia Pacific. In the annual report filed by the company with LSE for financial the financial year ended June 30, 2018, the group's net sales stood at £12.2 bn, out of which £4.12 bn realised from the North America market and stood for 33.5% of the group’s net sales, £2.93 bn came from the Europe and Turkey and stood for 24.01% , £1.49 bn earned from Africa and stood for 12.2%, £1.07 bn came from Latin America and Caribbean segment and stood for approximately 8.77%, and £2.5 bn realised from the Asia Pacific and stood for 20.4% of the Diageo's net sales. The above-mentioned data indicates that the majority of the Diageo's sales comes from the foreign market, and more global beverages company listed at the London Stock Exchange.

Stock Performance

Daily price chart (as on June 24, 2019), before the market close. (Source: Thomson Reuters).

Shares of the Diageo Plc have delivered a price return of 23.81% over the past one year, and on the year-to-date basis, it was up by approximately 21%. The stellar performance of the DGE at LSE reflects its global dominance in the global alcoholic beverages market, and despite Brexit uncertainties are hovering above the UK and serious political challenges, Diageo managed to beat the broader index FTSE 100 with a considerable spread. At the time of writing (before the market close, at 10:13 AM GMT), shares of the DGE were quoting at GBX 3,411.0 and added 43 points or 1.27% against the previous day closing price. In the past 52wks, shares of the DGE have registered a high of GBX 3,460.0 and a low of GBX 2,513.0, and at the current trading levels, shares were quoting around 2.3% below the 52w high price level and 34.50% above the 52w low price level. This indicates that the stock is in an uptrend and could register a new high in near-term.

Associated British Foods Plc (LSE:ABF)

The UK based Associated British Foods plc (LSE:ABF) is one of the leading diversified food, ingredients and retail groups. The group’s major businesses include Sugar, Ingredients, Grocery, Agriculture and Retail. ABF caters its products primarily to industries including Agriculture, Pharmaceutical, Retail and Food. The group is headquartered in London, the UK.

Geographical revenue contribution

During the financial year ended September 15, 2018, Associated British Foods Plc recorded a total revenue of £15.6 bn, out of which £5.86 bn realised from the United Kingdom and stood for 37.5% of the group’s total revenue, £5.85 bn recorded from the Europe & Africa and stood for 37.8%, £1.53 bn realised from the Americas and stood for 9.9% and £2.19 bn earned from the Asia Pacific and stood for 14.03% of the group’s total revenue. This reflects that Associated British Foods Plc's majority of revenue comes from the outside UK and has a global presence.

Stock Performance

Daily price chart (as on June 24, 2019), before the market close. (Source: Thomson Reuters).

On a year-to-date basis, shares of the ABF have delivered a price return of 19.48%, although on a YoY basis the stock was down by approximately 13%. However, on a year-to-date basis, the group has beaten the performance of the broader index FTSE 100 Index. In a year-to-date basis, the UK witnessed a series of political and macroeconomic headwinds and the broader index FTSE 100 was up by 10.09%, whereas ABF has delivered just double of the FTSE 100 return. At the time of writing (before the market close, at 10:55 AM GMT), shares of the ABF were quoting at GBX 2,426.0 and declined by 15 points or 0.61% against the previous day closing price. In the last 52wk period, shares of the ABF have registered a high of GBX 2,846.0 and a low of GBX 2,011.0 and at the current trading level, it was quoting nearly 22% above the 52w low price level.

British American Tobacco Plc (LON:BATS) 

British American Tobacco Plc (LON:BATS) is a London based cigarettes manufacturer and distributor, founded in 1902. The company serves millions of adult customers globally and is a leading multi-category provider of tobacco and nicotine products. Their key brands are Dunhill, Kent, Vype, Epok, Lucky Strike, Pall Mall, Vuse, Granit, Rothmans, Newport, Glo, Mocca, Camel Spirit, Chic, Grizzly, Camel Snus, Kodiak, Kool, Peter Stuyvesant, Carven A and State Express 555. Its shares are listed on the London Stock Exchange (BATS), Johannesburg Stock Exchange (BTI) and the company have issues American Depository Shares (ADS) on the New York Stock Exchange (BTI).

Geographical revenue contribution

British American Tobacco Plc's geographic area of operation categorised into segments like the United States, APME (the Asia Pacific and the Middle East), AMSSA (Americas (excluding the US) and Sub-Saharan Africa) and ENA (Europe and North Africa). In the financial year ended December 31, 2018, the group recorded total revenue of £24.49 bn and surged by 25.2% against the FY17 reported revenue. This stellar performance of BATS was mainly on account of a 128% surge in the revenue from the United States and stood at £9.49 bn. For the FY18, group's 38.7% of the total revenue realised from the United States, £4.88 bn came from the APME segment and stood for 19.92% of the total group's revenue, £4.11 bn realised from the AMSSA segment and stood for approximately 16.78% and £6.0 bn came from the ENA segment and held for about 24.51% of the group's total revenue. The above figures exhibit that major part of the group's total revenue comes from the foreign market. Hence, political uncertainties and Brexit related issues are least likely to impact BATS.

Stock Performance

Daily price chart (as on June 24, 2019) before the market close. (Source: Thomson Reuters).

Shares of the British American Tobacco have delivered a price return of approximately 12% on a year-to-date basis, however, on a YoY basis, shares of the BATS have declined by 27.1%, this was mainly because of US FDA initial findings that established the linkage between use of e-cigarette and chances of epilepsy. At the time of writing (as on June 24, 2019, at 12:03 PM GMT), shares of the BATS were quoting at GBX 2,771.0 and declined by 26 points or 0.93% against the yesterday's closing price. In the past 52wks, shares of the BATS have registered a high of GBX 4,265.0 and a low of GBX 2,249.0 respectively.

With Bank of England reducing the interest rates to a historic low level, the spotlight is back on diverse investment opportunities. 

Amidst this, are you getting worried about these falling interest rates and wondering where to put your money?

Well! Team Kalkine has a solution for you. You still can earn a relatively stable income by putting money in the dividend-paying stocks.

We think it is the perfect time when you should start accumulating selective dividend stocks to beat the low-interest rates, while we provide a tailored offering in view of valuable stock opportunities and any dividend cut backs to be considered amid scenarios including a prolonged market meltdown.

To know more about these dividend stocks, click here

CLICK HERE FOR YOUR FREE REPORT!
   
x
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it. OK