Daily Brief Consumer: Unilever PLC, China Yuhua Education, Dollar General, LG Electronics India, G 7 Holdings, Garden, Health And Happiness (H&H), Johnson Controls, Acushnet Holdings, Lucid Group and more

• Unilever PLC (ULVR LN) is spinning off its Ice Cream business into a standalone publicly-listed company, The Magnum Ice Cream Company (“TMICC”).
• TMICC is expected to list in early December 2025, trading under the ticker “MICC” on Euronext Amsterdam, LSE and NYSE.
• Significant index implications across EU and Global indices, on an intra-quarter basis.

• China Yuhua Education is a prominent private education provider in China, focusing on higher education and secondary education. The company has faced significant headwinds due to regulatory changes in the Chinese education sector but has shown resilience by adapting its business model.
• The company’s financial performance has been impacted by the deconsolidation of its K-9 assets in 2021, a direct consequence of the new regulations. However, recent results indicate a recovery, with revenue and adjusted net profit showing growth.
• The future outlook for China Yuhua Education is cautiously optimistic. While regulatory risks remain a significant concern, the company’s focus on higher and vocational education, which are more supported by government policies, could provide a pathway for sustainable growth.

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• DoorDash recently held an earnings call discussing its third-quarter 2025 financial results and strategic initiatives.
• CEO Tony Xu and CFO Ravi Inukonda outlined the company’s current performance and future plans.
• One of the central topics was DoorDash’s investment plans for 2026, which include several hundred million dollars allocated to technology and product development.

• LG Electronics (LGEINDIA IN) went public on 14 October 2025 on NSE and has a current market cap of over $12bn.
• Inclusion in Global All-World is expected in June 2026 as it passes eligibility and thresholds.
• Earliest possible inclusion in Global Standard is February 2026; however, it is currently estimated to fail the float cap threshold.

Key points (machine generated)

• G-7 Holdings is expanding its meat business through mergers and acquisitions to achieve record profits by March 2026.
• The company reported consolidated sales of 110.7 billion yen, a 9.6% increase year-over-year, and an ordinary profit of 3.3 billion yen, up 7.5%.
• Strong performance is driven by sales in automotive-related and Gyomu Super businesses, along with contributions from new subsidiaries.

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Key points (machine generated)

• FISCO Ltd. projects a double-digit profit increase for Garden Co. in the second half of fiscal year ending February 2026.
• Garden Co. operates 197 restaurant locations, primarily in Tokyo’s terminal stations, offering diverse formats like ramen and izakayas.
• Popular flagship offerings include ‘Ikkyakuya’ ramen and ‘Yamashita Honki Udon,’ appealing especially to young male customers.

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• In today’s Morning Views publication we comment on developments of the following high yield issuers: Health and Happiness (H&H)
• China’s industrial profits fell 5.5% y-o-y in October, reversing from the sharp double-digit growth in September and August. Industrial profits grew 1.9% in 10M/25, decelerating from 3.2% in 9M.
• Profits from the high-tech sector remained robust at 8.0% in 10M, with profits from smart unmanned aircraft and smart in-vehicle equipment registering triple-digit growth.

• Johnson Controls’ fourth quarter of fiscal year 2025 results highlight a year marked by growth and strategic advancements, coupled with continued efforts towards operational efficiency.
• Sales growth of 6% and a 17% increase in adjusted earnings per share (EPS) indicate strong performance, though challenges and opportunities are balanced.
• A significant highlight is the attainment of a 102% free cash flow conversion, bolstered by rigorous working capital management and operational efficiencies.

• Acushnet Holdings Corp. reported a solid performance for the third quarter of 2025, with net sales totaling $658 million, representing a 5% increase on a constant currency basis compared to the previous year.
• This growth was observed across all segments.
• The company’s adjusted EBITDA reached $119 million, which marks a 10% increase from the prior year, with year-to-date net sales amounting to $2.08 billion, reflecting a 4% growth.

• Lucid Group’s third quarter 2025 financial results illustrate a period of both significant achievements and challenges, showcasing a complex picture for current and prospective investors.
• The company reported a seventh consecutive quarter of record vehicle deliveries, a testament to steady demand and operational resilience.
• Revenue increased to $337 million, representing a 68% year-over-year growth, propelled by higher deliveries and a more favorable product mix that saw an increase in average selling prices.