Lee Munson and Patrick Kirts analyze Unilever’s financial performance. Published on Seeking Alpha

Part of constructing Portfolio Asset Management’s core retirement portfolio includes looking at companies that are going through some type of corporate change that will act as a catalyst for future growth in profitability. We started searching for a staple that could sustain itself though a deep recession and still make a profit. This year has been hard on the staple sector due to the high input prices of oil and food. If a firm can make money in this environment, can it also profit if volumes and input prices decline? We don’t know. So, we have to look at how the company is set up. We will go through Unilever (UN) in enough detail to understand its management changes, product restructuring, and financial strength. This will lead to clues that can help us decide if there is a high probability of the firm maintaining its market share and profitability.

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