Are you paying £5 for a coffee? £4 for mayonnaise? With food and drink inflation still on the rise, the IC team asks whether consumer goods companies are reaching the limits of what they can charge households. Jennifer Johnson discusses the latest trading update from Unilever (ULVR) as well as its spin-off plans, and examines figures from US consumer giants, too. Also under the microscope are two other consumer staples businesses: Reckitt Benckiser (RKT) and Haleon (HLN).
With local elections taking place across the UK this week, we consider the implications of Labour's rail nationalisation plan. Was the reaction from Trainline (TRN) and FirstGroup (FGP) investors overdone? Chris Akers is on hand to give his views.
Meanwhile this week's cover story looks at the world's largest companies. Michael Fahy asks what we can learn from the rankings, and considers the outlook for the likes of ASML (NL:ASML) and Toyota Motor (JP:7203).
Timestamps
2:55 Consumer staples
14:56 Rail nationalisation
22:55 National champions
Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit investorschronicle.co.uk/podcasttrial
*After your 12-week trial you will pay just £56.25 every 13 weeks by direct debit.
If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.
Hosted on Acast. See acast.com/privacy for more information.
Liontrust's Anthony Cross: Recessions tend to be more regional in their impact
The Companies and Markets show: Cineworld flops, Hunting tops, Blockbuster drugs & HL's secret deal
The Companies and Markets show: Gambling sector, Balfour Beatty, and why to stick with equities
Day trader Michael Taylor: "Losers average losers"
The Companies and Markets show: Canaries in the coalmine
The Companies and Markets show: Pearson, Rolls-Royce, and the UK audit market
The Companies and Markets show: Which companies are most inflation proof?
IC Interviews: Jon Forster (Impax Environmental Markets)
Partner Content: Connected Investor Podcast - Seeing stars (and stripes)
The Companies and Markets show: Mining fortunes, comparing economic eras, and why won't companies list in London?
The Companies and Markets show: Haleon listing, the business of psychedelics, and a European gas crisis
The Companies and Markets show: Robert Walters, Top 50 ETFs, and the dangers of investing in unlisted assets
Companies and Markets show: Wise, small-cap bosses, and investment clubs
The Companies and Markets show: Ocado, DS Smith, Lessons from VCs
Guy Spier: Our brains didn’t evolve for a modern economy
The Companies and Markets show: Are we headed for a housing market downturn?
Scottish Mortgage’s Burns: Radical innovation always matters
The Companies and Markets show: Aviation chaos and the future of food
Bearbull: If everyone’s so bearish, why isn’t the market weaker?
Ben Rogoff: Everything's for sale
Create your
podcast in
minutes
It is Free
THE ADAM BUXTON PODCAST
Wahlgren & Wistam
Mellan Himmel och Jord
Olösta Fall
Spår