Unilever, the world’s second- biggest consumer-goods company, reported
first-quarter sales that missed estimates and said profitability will drop
in the first half, prompting the biggest stock decline in more than eight
months.

Underlying sales growth, which excludes the effect of acquisitions,
disposals and currency fluctuations, was 4.3 percent, Unilever said today.

“The group’s outlook statements underscore the uncertainties regarding its
margin performance this year,” Richard
Withagen<http://topics.bloomberg.com/richard-withagen/>,
an analyst at SNS Securities in Amsterdam, wrote in a note today. “Margin
pressure will be more intense, while price increases will result in lower
volume growth.”

Commodity cost volatility is “unprecedented” this year, Chief Financial
Officer Jean-Marc Huet said today on a conference call with journalists.
Crude oil has risen to about $125 a barrel from about $100 since the
company’s annual results, he said, particularly affecting the company’s
health and personal-care business. Increasing costs of edible oils including
palm oil <http://topics.bloomberg.com/palm-oil/> are also hurting the
spreads business, he said.

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