
- In today’s CEO Daily: Peter Vanham on activist investor Nelson Peltz and the ouster of Unilever CEO Hein Schumacher.
- The big story: Trump goes after Europe (again) and the WSJ editorial board (again).
- The markets: Nvidia, Nvidia, Nvidia.
- Analyst notes from JP Morgan on Nvidia, EY on inflation and GDP, Convera on investor nervousness, and UBS on consumer confidence.
- Plus: All the news and watercooler chat from Fortune.
Good morning. English-Dutch food giant Unilever ousted its CEO Hein Schumacher this week, after barely one-and-a-half years on the job, and replaced him with the company’s CFO, Fernando Fernandez. It begs the question: what went wrong at Unilever—and can Fernandez succeed?