Unilever CEO: "Let me be clear. Coronavirus is NOT positive for Unilever on a commercial basis. (Despite growth in consumption of many items.) Only in the US are we seeing this dramatic pantry hoarding. US consumer has bigger house size and more appetite for credit card debt."

"What's going to happen when this virus takes hold in the favelas in Brazil? [...]

This event probably marks a step change in digital consumption and online shopping."

rn on CNBC