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Bill George: As consumer giants struggle, Unilever rises above the pack

Bill George

Denise Morrison's sudden retirement as CEO of Campbell Soup CPB highlighted the struggles that all consumer packaged goods (CPG) companies are having in today's rapidly changing markets. Since Paul Polman assumed the helm as CEO in January 2009, Unilever has risen above the pack with a long-term vision and consistently strong performance. In many ways, Unilever is the epitome of PepsiCo CEO Indra Nooyi's model of "Performance with Purpose." As consistently strong as its performance has been the past five years under Nooyi's leadership, even PepsiCo's stock price has struggled in the last two years.