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Visual22 Oct 2025
Epiroc's cash spent on M&A
Essity (ESSITY) investor relations material
Essity Barclays 18th Annual Global Consumer Staples Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 18th Annual Global Consumer Staples Conference 2025 summary2 Sep, 2025
Strategic focus and business overview
Operates in 150 countries with 36,000 employees and SEK 150 billion in annual net sales, focusing on high-margin segments like incontinence care, feminine hygiene, and wound care, while reducing emphasis on lower-margin consumer tissue.
Leading brands such as TENA, Tork, Libresse, and Lotus drive market leadership, with 90% of branded sales in #1 or #2 positions and strong presence in 60% of branded sales.
Brands serve a billion people daily across hygiene and health categories, with ambitions to outperform the market and achieve over 3% organic growth at a 15% profit margin.
Growth is supported by demographic trends like aging populations and increased hygiene awareness, though baby care faces headwinds from declining birth rates.
Highest market growth rates are in developing and emerging regions, with a focus on geographic expansion and differentiated innovations.
Business areas and growth drivers
Three main business areas: Professional Hygiene, Health & Medical, and Consumer Goods, with Consumer Goods accounting for 54% of net sales.
Market growth is driven by rising incomes, aging populations, chronic conditions, and well-being awareness.
Global market growth exposure is estimated at 2-3% CAGR from 2024-2030, with higher growth in Asia and Health & Medical.
Emphasis on efficiency and performance culture to drive profitable growth.
2025 priorities include accelerating volume growth, reducing costs, and increasing efficiency.
Innovation and operational efficiency
Recent innovations include upgraded TENA Men packaging, new feminine hygiene products for heavier flows, and sensor-based dispensers with extended battery life.
Coreless toilet paper technology expanded to premium products and professional hygiene, with notable customer wins like Yankee Stadium and strong market reception for Tork OptiServe.
Lotus introduced coreless, paper-packaged products with reduced waste.
Recognized for sustainability and ESG leadership, including Supplier Engagement Leader by CDP and FTSE4Good Index inclusion.
Focus on customer centricity, efficient go-to-market strategies, and best-in-class service as competitive advantages.
How will Essity sharpen growth prioritization?
How to combat public funding pressure in H&M?
Outlook for Professional Hygiene market demand?
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Next Essity earnings date
Q3 202523 Oct, 2025
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Frequently asked questions
Essity develops, produces, and sells hygiene and health products and services worldwide. The company offers adult incontinence products under the Molicare brand, which includes briefs, pants, liners and easy-to-fit reusable pads for day and night protection; wipes for baby care under the brands Kandoo and Munchkin; medical gloves under the Padederm brand; and baby diapers under the Mamia brand. The name Essity stems from the words “essentials” and “necessities”.
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