SecBot SecBot
425 ·Filed Mar 31, 2026

UNLYF

UNILEVER PLC
BULLISH
Impact 8/10
Horizonmonths Processed6mo ago SEC0001999371-26-007396
Actionable Insight ▲ Bullish

Monitor regulatory approvals and shareholder votes as the deal progresses toward mid-2027 close. Watch for integration updates and potential synergies realization. The multiple 425 filings indicate active deal promotion, suggesting management is confident in closing.

DirectionBullish
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
UNLYF ▲ +5.32% at T+60d
LONG call ✓ call won +5.32% · α vs SPY -8.06% · entry $55.28 → $58.22
Entry = T+0 close
Apr 1, 2026
via day close
T+1d
+0.18%
call +0.18% · α +0.10%
$55.38
settled 7mo ago
T+5d
+3.26%
call +3.26% · α -0.51%
$57.08
settled 7mo ago
T+20d
+2.37%
call +2.37% · α -7.35%
$56.59
settled 6mo ago
T+60d
+5.32%
call +5.32% · α -8.06%
$58.22
settled 4mo ago

Price Chart

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Executive Summary

McCormick & Company is acquiring Unilever's food business in a transformative merger expected to close by mid-2027. The deal combines two complementary flavor-focused businesses to create a global leader, with McCormick retaining its headquarters in Maryland and establishing an international hub in the Netherlands. The transaction is being actively promoted through multiple M&A communications, indicating an advanced deal process.

Key Financial Metrics

Deal Type
acquisition

Key Facts

  • McCormick is acquiring Unilever's food business to create a global flavor-focused leader
  • Transaction expected to close by mid-2027
  • McCormick will retain its global headquarters in Hunt Valley, Maryland
  • Combined company will have an international headquarters in the Netherlands
  • Brendan Foley expected to lead as Chairman, President and CEO
  • Unilever will appoint four directors to the combined company's board

Financial Impact

Transformative acquisition creating a scaled global flavor leader

revenuemarket sharegeographic reachsynergies

Risk Factors

  • Regulatory approval delays or denials
  • Failure to obtain shareholder approval
  • Integration challenges post-close
  • Financing risks for the transaction

Market Snapshot

Exchange
OTC
Sector
Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
425 Filing (UNLYF) — Batch item 10001999371-26-007396
Document: 0001999371-26-007396-index-headers.html0001999371-26-007398
Document: 0001999371-26-007396-index.html0001999371-26-007397
Document: 0001999371-26-007396.txt0001999371-26-007399
425 Filing (UNLYF) — Batch item 50001999371-26-007398
425 Filing (UNLYF) — Batch item 60001999371-26-007397
425 Filing (UNLYF) — Batch item 70001999371-26-007399
11 reports for UNLYF
Performance horizon
100% Hit rate @ T+60 5 of 5 directional calls Went positive at some point 5 of 5 best @ T+60▲ +5.82%Apr 6, 2026
Filters
Rows
Reports for UNLYF — sortable, filterable
TypeNow
Jun 2, 2026
21w ago
425
NEUTRAL ★ 5/10
$55.33 $64.75▲ +17.03%▲ +14.53%$65.06 (+17.59%)
Jun 1, 2026
21w ago
6-K
NEUTRAL ★ 2/10
$55.21 $64.43▲ +16.70%▲ +15.47%$65.06 (+17.84%)
May 1, 2026
25w ago
6-K
NEUTRAL ★ 2/10
$60.15 $60.84▲ +1.15%▼ −1.92%$65.06 (+8.16%)
Apr 15, 2026
27w ago
425
BULLISH ★ 8/10
$57.50 $60.62▲ +5.43%▼ −2.71%$65.06 (+13.15%)
Apr 9, 2026
28w ago
425
BULLISH ★ 8/10
$58.11 $60.61▲ +4.30%▼ −6.03%$65.06 (+11.96%)
Apr 6, 2026
29w ago
425
BULLISH ★ 8/10
$56.00 $59.26▲ +5.82%▼ −7.65%$65.06 (+16.18%)
Apr 1, 2026
29w ago
425
BULLISH ★ 8/10
$55.28 $58.22▲ +5.32%▼ −8.06%$65.06 (+17.69%)
Apr 1, 2026
29w ago
425
BULLISH ★ 8/10
$55.28 $58.22▲ +5.32%▼ −8.06%$65.06 (+17.69%)
Apr 1, 2026
29w ago
425
MIXED ★ 7/10
$55.28 $58.22▲ +5.32%▼ −8.06%$65.06 (+17.69%)
Mar 31, 2026
30w ago
425
BULLISH ★ 8/10
$55.28 $58.22▲ +5.32%▼ −8.06%$65.06 (+17.69%)
Showing 10 of 11

US Market Status

Market Closed — Opens in 8h 11m

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Report published Apr 1, 2026