Reckitt Benckiser Group
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Reckitt Benckiser Group (RKT) investor relations material

Reckitt Benckiser Group Barclays 19th Annual Global Consumer Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Barclays 19th Annual Global Consumer Conference summary8 Sep, 2026

Litigation and legal developments

  • Achieved a unanimous win in MDL litigation, reinforcing confidence in legal strategy and outcomes across multiple jurisdictions.

  • No near-term cases are scheduled, but management remains pragmatic and open to practical resolutions for shareholders.

Mead Johnson business and strategic options

  • Mead Johnson is performing well, especially in emerging markets, with strong brands and market share gains.

  • Significant investments are being made in supply, brands, and innovation, attracting broad inbound interest.

  • All strategic options for Mead Johnson are under consideration, though no formal process is underway.

  • Management is focused on achieving good value for the asset and will be pragmatic in any exit.

Cold, flu, and upper respiratory trends

  • Last year’s cold and flu season was weak, but current sell-in for upper respiratory products in North America is at a seven-year high.

  • Retailers are highly engaged, and new product launches like 12HR Cold & Flu are driving excitement.

  • Management sees no evidence that GLP-1 drugs or improved flu vaccines are negatively impacting the category.

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Next Reckitt Benckiser Group earnings date

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Q3 2026 TU27 Oct, 2026
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Q3 2026 TU27 Oct, 2026

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