Saturday, May 2, 2020

Opportunity - Unilever explores global buyers for its tea business


In the face of declining group sales growth, Unilever will conduct a review of its global tea business, including the PG Tips and Lipton brands, in an apparent strategy that Chief Executive Alan Jope is rethinking.  Jope said the group had previously invested in turning around the tea sector over the longer term, but the change of plan could ease the fears of investors who criticised the lack of urgency in transforming Unilever's struggling business of food and refreshment.

Pitkethly said tea is an excellent performer in emerging markets and the premium segment, but it would consider for review for all regions and all parts of the business. The company said the analysis caused by traditional black tea sales slowing down in developed markets as customers turn to herbal tea. Black tea, Pitkethly said, is the dominant part of Unilever's tea market, distributed in 60 countries and producing annual sales of 3 billion euros ($3.3 billion).
Unilever also struggled elsewhere with stuttering growth in India and China, two of its main emerging markets, while intense competition in North America and Europe also hindered attempts to meet growth targets for the full year. The food and refreshment company which produces teas from Lipton and mayonnaise from Hellmann among others and contributes 40% to group sales-has been hit particularly hard in North America and Europe as customers look for healthier options.
Joe announced that he is concentrating on sustainability instead of topline growth. Nonetheless, Joe's focus is on growth, and he said on Thursday after the results from his first full year in charge showed a 2 per cent increase in annual turnover and 2.9 per cent improvement in underlying sales.
OSL Take: Sri Lanka’s tea sector has been recording continuous growth with increased recorded in the export sector as well. The proposed merger and acquisition opportunity avails the range of business opportunities towards the astute investor.
The government of Sri Lanka has also offered many incentives to promote the country’s tea industry. Foreign businesses/investors could explore business/investment opportunities in Sri Lanka’s tea industry.
The latest report by the Central Bank of Sri Lanka highlighting the decrease in the trade deficit, increase in the tea export revenues, and the easing of pressure on the rupee is all indicative of an economy on a buoyant growth path. International lending agencies have recognised Sri Lanka's economic policies like the IMF, World Bank, and ADB, which have expressed confidence in Sri Lanka and expressed willingness to assist the country.
The country’s economic policies have also helped the growth of several key industrial sectors in the country. Hence, this has resulted in the opening of many business/investment opportunities along with the aggressive development program undertaken by the GoSL. The country is, therefore, a hotbed for foreign investments, and interested businesses/investors could explore opportunities in Sri Lanka.
VBS/AT/02052020/TB_3 


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