UL

Toms Capital buys stake in McCormick

Published: Jun 1, 2026   |  Read Original Article ↗

Article Summary

HOLD
  • Toms Capital Investment Management (NYSE: TMS) reportedly built a significant stake in McCormick, the U.S.-based spices and seasonings business, with sources indicating the size of the investor's interest is 'significant' Unilever plc ADR made the investment at an unspecified point in the second quarter, according to sources familiar with the matter, with the deal expected to be completed by mid-2027 subject to approval of McCormick's shareholders and regulators.
  • McCormick shares closed Friday up 1.15% at $47.37, while Unilever shares fell 13.8% to 4,157 pence as of 1:05pm BST, down 5.7% in the past month and 13. 8% so far this year.
  • The deal combines brands such as McCormick's herbs, seasonings, French's mustard, Frank's RedHot sauce, Hellmann's mayonnaise, Knorr cooking aids, and Colman's mustard with those of Unilemer, valued at around $44.8 billion, including $15.
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Growth Stock Metric Rating
UL Rating
32.5
SELL

Growth Stock Scoring Breakdown

METRIC VALUE WEIGHT ANALYSIS
Sales Growth TTM ? -13.8% 25% 0.0 ptsDeclining (-13.8%) - NOT a growth stock
EPS Growth Next 5Y ? 4.7% 25% 10.0 ptsVery Weak (4.7%) - Minimal expectations
Target Price Upside ? 18.1% 20% 60.0 ptsModerate Upside (18.1%) - Target: $65.85 vs Current: $55.74
Gross Margin % ? 15% 40.0 ptsNo Gross Margin Data
Drawdown from 52-Wk High ? -25.7% 15% 80.0 ptsSolid Dip (-25.7%) - Good entry zone
Disclaimer: This rating is for informational purposes only and is not financial advice. All data sourced from Finviz. Always conduct your own research and consult with a financial advisor before making investment decisions. Past performance does not guarantee future results.

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About UL

Consumer Defensive Household & Personal Products 93,731 employees London, United Kingdom
  • Unilever PLC operates as a fast-moving consumer goods company in the Asia Pacific, Africa, the Americas, and Europe.
  • It operates through four segments: Beauty & Wellbeing, Personal Care, Home Care, and Foods.
  • The Beauty & Wellbeing segment offers hair care, such as shampoo, conditioner, and styling; face, hand, and body moisturizer skin care products; and Prestige Beauty and Wellbeing products.
  • The Personal Care segment provides soap and shower skin cleansing products; and deodorant and oral care, including toothpaste, toothbrush, and mouthwash products.
  • The Home Care segment offers washing powders and liquids, and rinse conditioner fabric care products; and a range of home and hygiene cleaning products.
  • The Foods segment provides cooking aids and mini meals comprising soups, bouillons, and seasonings, as well as mayonnaise and ketchup condiments; and Unilever food solutions.
  • The company provides its products under the AXE, Clear, Cif, Closeup, Comfort, Dermalogica, Domestos, Dove, Dove Men+Care, Hellmann's, Horlicks, Knorr, LUX, Lifebuoy, Liquid I.V., Nexxus, Nutrafol, OMO, Pond's, Paula's Choice, Pepsodent, Radiant, Rexona, Sunlight, Sunsilk, Surf, TRESemmé, and Vaseline brand names.
  • Unilever PLC was founded in 1860 and is headquartered in London, the United Kingdom.
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