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Dollar General: The Rural Retailer Playbook
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Reckitt Benckiser Group
Reckitt Benckiser Group (RKT) investor relations material
Reckitt Benckiser Group Consumer Analyst Group of New York Conference (CAGNY) 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Consumer Analyst Group of New York Conference (CAGNY) 2026 summary19 Feb, 2026
Strategic transformation and portfolio focus
Sharpened portfolio by divesting non-core segments, including Essential Home, and focusing on 11 Powerbrands that contribute 80% of core net revenue in FY24, with strong global equity.
Mead Johnson remains under review for future options, further simplifying the business.
Streamlined management structure and new global operating model increase accountability, standardization, and executional excellence.
Core business generates about GBP 10 billion in net sales, with emerging markets comprising 40% of revenue.
Capital allocation prioritizes organic growth, progressive dividends, and returning surplus cash to shareholders.
Growth drivers and market opportunities
Four core categories—self care, germ protection, household care, and intimate wellness—benefit from strong tailwinds and underpenetration.
Emerging markets now surpass North America and Europe in $25K+ households, reaching 316m in 2024, offering major growth potential.
Premiumisation and category expansion are key levers in developed markets, while penetration and education drive emerging market growth.
High growth runways identified in self care (66% more health-conscious), germ protection (58% growth in disease-causing germs), and household care (14% global dishwasher penetration).
Intimate wellness remains underpenetrated, with only 1% of sex occasions including branded products.
Brand building, innovation, and AI integration
Iconic brands like Dettol, Lysol, Finish, Durex, and Mucinex lead their categories globally, supported by innovation and consumer trust.
Dettol is used over a billion times a year and is the #1 trusted brand in multiple countries.
AI-driven tools accelerate concept generation, innovation, and consumer insight, reducing time-to-market and improving success rates.
Durex drives market leadership and premiumisation through material science innovation, including non-latex and hyaluronic acid condoms.
Mucinex continues to launch first-in-category cold and flu remedies, including the first 12-hour multi-symptom product in the US.
What is the expected market impact of 12-hour Mucinex?
Update on Mead Johnson's non-core status
Fuel for Growth's progress towards 2027 fixed cost target
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Next Reckitt Benckiser Group earnings date
Q4 20255 Mar, 2026
Reckitt Benckiser Group
Next Reckitt Benckiser Group earnings date
Q4 20255 Mar, 2026
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Frequently asked questions
Reckitt Benckiser Group plc manufactures, markets, and sells health, hygiene, and nutrition products. The company offers food flavorings under the French's Food Flavor brand family; Squirt is an antifreeze; Gaviscon antacid tablets; Lysol disinfectants; Airwick air fresheners; Finish dishwash liquids, detergents, and compact powders; Woolite laundry detergents and occasional use cleaners; Mop&Glo floor care products; Clearasil skin treatments; and Veet hair removal products. The company also offers Zovirax lip ointment for the treatment of cold sores and shingles pain; Durex pregnancy tests for the assessment of human chorionic gonadotropin hormone levels in urine samples to help determine if ovulation has taken place in women trying to conceive. Reckitt Benckiser Group plc is based in Slough, the United Kingdom.
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