The warning about changing consumer behavior from P&G led that stock to pull back, despite still-strong organic sales growth of 7% in the quarter and a volume decline of just 1%. Unilever (NYSE: UL) has been in the news of late because it is working with shareholder activist Nelson Peltz as it looks to enhance its long-term prospects. Here's what Unilever is doing about inflation, how it is working, and why investors should be worried that the current plan can only take the company so far.