Unilever

5 statements across 3 episodes · 2 bullish · 2 bearish · 3 people on the record · first statement Jan 19, 2022 by Paul Polman · across every show →

Everything said about Unilever, oldest first

Jan 19, 2022 positive
Assertion Supported
Polman: Unilever's purpose-driven brands grew faster and were more profitable
“But we saw that these brands that actually were more purpose-driven were actually growing faster and more profitable as well.”
Paul Polman Jan 19, 2022 ▶ 29:50 How redefining boundaries drives performance, with former Unilever CEO Paul Polman
Jan 19, 2022 negative
Assertion Partly supported
Polman: Unilever shares fell 8% after ending quarterly guidance
“So the share price dropped eight percent when I announced no quarterly, ah, reporting anymore, no guidance, because, you know, probably the reaction was new CEO and bad news is coming.”
Paul Polman Jan 19, 2022 ▶ 20:07 How redefining boundaries drives performance, with former Unilever CEO Paul Polman
Jan 19, 2022 positive
Assertion Partly supported
Polman: Unilever required 7-year total lockup on bonus equity
“Our longer-term bonus could only be earned if the short-term bonus was put into shares, and these shares had to be held for five years before they would pay out, and after the payout, you then still had to hold them for two years.”
Paul Polman Jan 19, 2022 ▶ 25:57 How redefining boundaries drives performance, with former Unilever CEO Paul Polman
Sep 5, 2024 neutral
Insight
Alli Webb: Major beauty conglomerates buy product brands, not service companies
“Unilever, L'Oreal, like, Helen of Troy, who did end up buying us, like, those guys are product, those are huge product companies, they don't want a service company, it's a very different buyer that wants a service business”
Ali Webb Sep 5, 2024 ▶ 16:53 How Drybar's Alli Webb scaled a side hustle into a blowout empire | Masters of Scale
Jul 11, 2025 negative
Insight
Van Leeuwen: Unilever and Nestlé cannot launch scrappy startups
“This is why the Unilevers, the Nestle's cannot do what we did, you know, cannot Started even with all of the resources in the world. Like when you get big, your brain changes, you know, you're really good. You become good at running big organizations, but hard…”
Ben Van Leeuwen Jul 11, 2025 ▶ 12:48 How a summer job turned into a 2,000-person ice cream empire (Ben Van Leeuwen) | Masters of Scale
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