Reckitt Benckiser Group (RKT) Consumer Analyst Group of New York Conference (CAGNY) 2026 summary

Strategic transformation and portfolio focus

• Sharpened portfolio by divesting non-core segments and simplifying operations, focusing on 11 Powerbrands that contribute 80% of core net revenue in FY24.

• Mead Johnson remains under review for future options, further streamlining the business.

• Emphasis on a simpler, sharper operating model to drive executional excellence and sustainable momentum.

• Reduced management layers and executive roles, increasing accountability and cost efficiency.

• Strategic plan delivered through restructuring, focus, and execution over the past 18 months, including divestment of non-core assets in 2025.

Growth drivers and market opportunities

• Emerging markets now surpass North America and Europe in $25K+ households, reaching 316m in 2024 and providing a major growth runway.

• High growth runways identified in self care, germ protection, household care, and intimate wellness, with significant underpenetration in several categories.

• Focus on expanding category penetration and premiumization, especially in emerging markets and through innovation.

• Ambition to achieve 4%-5% like-for-like growth, with emerging markets already delivering 14% top-line growth in 2025.

• Premium brand positioning enables high gross margins and reinvestment in innovation and marketing.

Brand strength and innovation

• Iconic Powerbrands 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 and innovation, reducing time-to-market and improving success rates.

• Notable product launches include Durex Intensity and a new 12-hour cold and flu relief product set for 2026.

• Durex drives market leadership and premiumisation through material science innovation, including non-latex and hyaluronic acid condoms.