Core Points - The event is focused on Emerging Markets, highlighting the company's strategic interest in this area [1] - The presentation will include insights from the CEO and the team regarding the company's performance and opportunities in Emerging Markets [2] Group 1 - The event is the second live Reckitt Focus On event, indicating a continued commitment to engaging with investors [1] - The presentation will feature a tour of the company's operations in Emerging Markets, suggesting a detailed exploration of market dynamics [1] - The event is taking place in London, with both in-person and remote participation, reflecting the company's global outreach [1] Group 2 - The CEO, Kris Licht, will lead the presentation, emphasizing the leadership's direct involvement in communicating with investors [2] - There are cautionary statements included in the presentation materials, indicating a standard practice of transparency and risk awareness [2]

Core Insights - Reckitt Benckiser Group PLC is undergoing a strategic turnaround focused on growth and improved execution in the consumer goods sector, competing with Procter & Gamble and Unilever [1] Financial Performance - Deutsche Bank maintains a "Hold" rating for Reckitt Benckiser with a stock price of $15.74 and raised its price target to 5,700 GBp, indicating a cautiously optimistic outlook [2][6] - RBC Capital Markets increased its price target from £60 to £64, maintaining an outperform rating, supported by Reckitt's consistent mid-single-digit growth and the "Fuel for Growth" plan [3][6] - Reckitt's shares are currently valued at approximately 18 times earnings for 2026, compared to around 20 times for the broader European consumer sector, despite a 17% increase in share price this year [4][6] Growth Prospects - Emerging markets for Reckitt are expected to achieve double-digit organic growth in 2025, contributing positively to the company's outlook [4] - The divestment of the Essential Home and Mead Johnson Nutrition units is anticipated to enhance management's focus on core operations [5]

PresentationNicholas AshworthHead of Investor Relations Good morning, everybody, and welcome to Reckitt's Q3 trading update. I'm here with our CEO, Kris Licht, and our CFO, Shannon Eisenhardt, who will take you through some prepared remarks and then we will take your questions. Before we start, I would like to draw your attention to the usual disclaimer in respect to forward-looking statements contained on Page 7 of our results statement published this morning. And with that said, I'll hand over to Kris to ...

Reckitt Benckiser sales rose more than expected as the London-based consumer goods company reports strong growth in some regions https://t.co/uWWXvFK9l2 ...

Company Overview - Reckitt Benckiser Group PLC (RBGLY) currently holds a Momentum Style Score of B, indicating a positive momentum outlook [3] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [4] Price Performance - Over the past week, RBGLY shares have increased by 1.56%, matching the performance of the Zacks Soap and Cleaning Materials industry [6] - In a longer time frame, RBGLY shares have risen by 13.26% over the past quarter and 28.22% over the last year, outperforming the S&P 500, which increased by 11.05% and 18.96% respectively [7] Trading Volume - The average 20-day trading volume for RBGLY is 342,330 shares, which serves as a useful baseline for assessing price movements [8] Earnings Outlook - In the past two months, one earnings estimate for RBGLY has been revised upwards, while none have been lowered, leading to an increase in the consensus estimate from $0.93 to $0.94 [10] - For the next fiscal year, one estimate has also moved upwards with no downward revisions during the same period [10] Conclusion - Given the positive price trends, trading volume, and earnings outlook, RBGLY is positioned as a promising investment opportunity with a Momentum Score of B [12]

Group 1 - The event features a presentation by Reckitt, with representatives Kris and Shannon attending to support the conference [1] - The format of the event includes a fireside chat followed by a breakout session for attendees [2]

Core Viewpoint - Reckitt Benckiser Group PLC (RBGLY) has received an upgrade to Zacks Rank 2 (Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with stock price movements, particularly due to institutional investors adjusting their valuations based on these estimates [4][6]. - For the fiscal year ending December 2025, Reckitt Benckiser Group is expected to earn $0.94 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 2.5% over the past three months [8]. Investment Implications - The upgrade to Zacks Rank 2 positions Reckitt Benckiser Group in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term due to improved earnings outlook [10]. - The Zacks Rank system maintains a balanced approach, with only the top 20% of stocks receiving favorable ratings, indicating a strong earnings estimate revision feature for Reckitt Benckiser Group [9][10].

Group 1 - Carlsberg AS (CABGY) has gained approximately 23.7% year-to-date, significantly outperforming the average gain of 4.5% in the Consumer Staples sector [4] - The Zacks Rank for Carlsberg AS is currently 2 (Buy), indicating a positive earnings outlook with a 1.7% increase in the consensus estimate for full-year earnings over the past quarter [3] - Carlsberg AS belongs to the Beverages - Alcohol industry, which is ranked 178 in the Zacks Industry Rank, and has outperformed this group, which has seen a loss of about 1.5% year-to-date [5] Group 2 - Reckitt Benckiser Group PLC (RBGLY) has also shown strong performance with a year-to-date return of 24%, and it holds a Zacks Rank of 2 (Buy) [4][5] - The Soap and Cleaning Materials industry, to which Reckitt Benckiser belongs, is currently ranked 2, indicating strong performance relative to other industries [6] - Both Carlsberg AS and Reckitt Benckiser Group PLC are highlighted as stocks to watch for investors interested in the Consumer Staples sector due to their solid performance [6]

Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of Reckitt Benckiser Group plc regarding a class action lawsuit related to misleading statements made by the company during a specified class period [1][3]. Group 1: Class Action Details - The class period for the lawsuit is from January 13, 2021, to July 28, 2024 [3]. - Allegations include that Reckitt's cow's milk-based formula, Enfamil, posed an increased risk of NEC in preterm infants, which was not disclosed, impacting sales and exposing the company to legal claims [3]. - The lawsuit claims that positive statements made by Reckitt regarding its business and operations were materially false and misleading [3]. Group 2: Shareholder Actions - Shareholders are encouraged to register for the class action by the deadline of August 4, 2025, to potentially become lead plaintiffs [4]. - Once registered, shareholders will receive updates through a portfolio monitoring software regarding the case's status [4]. - Participation in the case incurs no cost or obligation for shareholders [4]. Group 3: Law Firm Background - The Gross Law Firm is a nationally recognized class action law firm focused on protecting investors' rights against deceit and fraud [5]. - The firm aims to ensure companies adhere to responsible business practices and seeks recovery for investors affected by misleading statements [5].

Core Viewpoint - The Rosen Law Firm is reminding purchasers of Reckitt Benckiser Group PLC's American Depositary Shares (ADSs) of a class action lawsuit with a lead plaintiff deadline of August 4, 2025, for those who bought shares between January 13, 2021, and July 28, 2024 [1][2]. Group 1: Class Action Details - Investors who purchased Reckitt ADSs during the specified class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by the deadline [2]. - The lawsuit alleges that Reckitt failed to warn investors about the increased risk of necrotizing enterocolitis (NEC) in preterm infants due to its cow's milk-based formula, Enfamil, which misled investors regarding the company's business prospects [4]. Group 2: Rosen Law Firm's Credentials - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements, including the largest securities class action settlement against a Chinese company at the time [3]. - The firm has been consistently ranked among the top firms for securities class action settlements, recovering hundreds of millions of dollars for investors, including over $438 million in 2019 alone [3].