# Unilever strategic portfolio restructuring > Live situation record from CLSTR: https://clstr.news/situations/unilever-strategic-portfolio-restructuring > Updated: 2026-08-31T05:12:54.000Z. Sources: 7. Developments: 2. Unilever is advancing a strategic restructuring to shift its focus toward higher-margin sectors, specifically beauty, personal care, and home products. This realignment aims to address a valuation gap between the company and its more specialized competitors. A major element of this transition involves merging Unilever’s food business with US spice maker McCormick & Co Inc. To facilitate this planned merger, the company is reportedly preparing to sell the mustard brand Colman’s. The transaction is expected to be completed by mid-2027, after which Unilever is projected to hold approximately 9.9 percent of the newly merged entity. To support its focus on personal and home care, Unilever has entered into a partnership with Galaxy Surfactants Ltd to accelerate the development of new surfactant technologies. Following the release of second-quarter results showing $14.62 billion in revenue, analysts at Erste Group Bank raised their 2026 earnings per share forecast from $3.73 to $3.76. Despite these projections, investors continue to seek evidence of consistent volume growth to overcome the ‘conglomerate discount’ and validate the long-term profitability of the streamlined portfolio. ## Timeline ### 2026-08-31: Unilever shifts focus to beauty and personal care via portfolio restructuring Unilever is restructuring its portfolio to prioritize beauty and personal care, including the potential sale of Colman’s to facilitate a food business merger with McCormick & Co Inc. 5 sources. https://clstr.news/cluster/unilever-raises-strategic-focus-on-beauty-and-personal-care ### 2026-08-24: Unilever pivots to beauty and personal care to close valuation gap Unilever is divesting food assets to focus on beauty and personal care, aiming to close a valuation gap with more specialized competitors and leverage its strong presence in emerging markets. 2 sources. https://clstr.news/cluster/unilever-pivots-to-beauty-and-personal-care-to-close-valuation-gap --- Cite as: Unilever strategic portfolio restructuring. CLSTR, https://clstr.news/situations/unilever-strategic-portfolio-restructuring