reckitt RFCI H1 2023 RESULTS Unfamil BiOFREEZE 3 168 GAVE BREATHE LIFE BOLY VICE neuriva = act durex H1 2023 RESULTS DISCLAIMER Cautionary note concerning forward-looking statements This presentation contains statements with respect to the financial condition, results of operations and business of Reckitt Benckiser Group plc and the Reckitt group of companies (the "Group") and certain of the plans and objectives of the Group that are forward-looking statements. Words such as 'intends', 'targets', or the neg ...

Reckitt Benckiser Group plc (OTCPK:RBGLY) Q1 2023 Results Conference Call April 26, 2023 1:00 PM ET Company Participants Richard Joyce - IR Nicandro Durante - CEO Jeff Carr - CFO Conference Call Participants Rashad Kawan - Morgan Stanley Guillaume Delmas - UBS Celine Pannuti - JPMorgan Bruno Monteyne - Bernstein James Edwardes Jones - RBC Iain Simpson - Barclays Jeremy Fialko - HSBC Martin Deboo - Jefferies Tom Sykes - Deutsche Bank Chris Pitcher - Redburn Karel Zoete - Kepler Richard Joyce Good morning, ev ...

Reckitt Benckiser Group plc (OTCPK:RBGPF) Q4 2022 Results Conference Call March 1, 2023 8:00 AM ET Company Participants Richard Joyce - Investor Relations Nicandro Durante - Chief Executive Officer Jeffrey Carr - Chief Financial Officer Volker Kuhn - Chief Transformation Officer Kris Licht - President of Health business and Chief Customer Officer Pat Sly - President of Nutrition Business Conference Call Participants Iain Simpson - Barclays Chris Pitcher - Redburn Pilar Rocafort - UBS Jeremy Fialko - HSBC Ce ...

Financial Data and Key Metrics Changes - The company reported a like-for-like growth of 7.4% in Q3 and 8.2% year-to-date, with 63% of core CMUs either growing or holding market share [11][12] - Price and mix contributed 12% to growth in Q3, while volume decreased by 4.6%, with overall volumes down 1% when excluding Lysol [12][13] - The company raised its full-year net revenue growth expectation to between 6% and 8% [23] Business Line Data and Key Metrics Changes - Hygiene segment saw a like-for-like net revenue decline of 1.2%, but excluding Lysol, it grew by 3.3% [15] - Health segment delivered around 20% growth in Q3, with Dettol's revenue remaining well above pre-pandemic levels [18] - Nutrition business experienced over 40% revenue growth in the U.S., aided by competitor supply issues [20] Market Data and Key Metrics Changes - The company noted that high inflation and energy costs would impact consumer behavior, particularly in discretionary categories like air care [22] - In Europe, there were slight market share losses to private label brands, particularly in hygiene categories [54] Company Strategy and Development Direction - The CEO emphasized a focus on executing the existing strategy, aiming for mid-single-digit growth and mid-20s margins by the mid-2020s [6][26] - The company plans to invest in innovations and improve execution in markets to drive sustainable growth [7][8] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenging market conditions but expressed confidence in the company's resilience and ability to meet revenue and margin targets for 2022 [26] - The CEO search process is ongoing, with no specific timeline provided, but it is expected to take 9 to 12 months [9][45] Other Important Information - The company is experiencing a normalization in Lysol and Dettol sales, with expectations for improved performance in the fourth quarter [15][50] - Input cost inflation is expected to be in the high teens for the year, with the second half reflecting higher inflation than the first half [62][64] Q&A Session Summary Question: Hygiene sales growth deceleration - Management noted that the slowdown in Hygiene sales, excluding Lysol, was primarily due to category performance rather than market share losses [34] Question: Strategy continuity - The CEO confirmed that the current strategy is fully endorsed by the Board and will remain unchanged for the foreseeable future [32] Question: Finish brand performance - Management acknowledged that while Finish had strong revenue growth, market share in the U.S. is not where it should be, and plans are in place to improve it [42] Question: Input cost inflation - The company reiterated that input cost inflation is expected to be in the high teens, with no change from previous guidance [62] Question: U.S. Nutrition business dynamics - Management expects to retain a significant portion of the market share gained during competitor supply issues, but competition will normalize by the end of the year [67][68] Question: Pricing strategy - The company has implemented significant pricing increases and expects to continue to manage costs effectively through productivity programs [72][74] Question: IFCN business growth - Management reported strong market share gains in Latin America and ASEAN, with mid-single-digit growth being satisfactory given the context [75][77]

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Reckitt Benckiser Group plc (OTCPK:RBGPF) Q2 2022 Earnings Conference Call July 27, 2022 3:30 AM ET Â Company Participants Richard Joyce – Investor Relations Laxman Narasimhan – Chief Executive Officer Jeff Carr – Chief Financial Officer Conference Call Participants Guillaume Delmas – UBS Tom Sykes – Deutsche Bank Iain Simpson – Barclays Richard Joyce Good morning, everyone. Welcome to Reckitt's Half Year 2022 Results Presentation. Before we start, I would like to draw your attention to the usual disclaimer ...

REJUVENATING RECKITT CAGNY 24 FEBRUARY 2022 Cautionary note concerning forward-looking statements This presentation contains statements with respect to the financial condition, results of operations and business of the Reckitt group of companies (the "Group") and certain of the plans and objectives of the Group that are forward-looking statements. Words such as ''intends', 'targets', or the negative of these terms and other similar expressions of future performance or results, and their negatives, are inten ...

FY 2021 RESULTS reckitt FY 2021 RESULTS Disclaimer Cautionary note concerning forward-looking statements This presentation contains statements with respect to the financial condition, results of operations and business of the Reckitt group of companies (the "Group") and certain of the plans and objectives of the Group that are forward-looking statements. Words such as ''intends', 'targets', or the negative of these terms and other similar expressions of future performance or results, and their negatives, ar ...

Reckitt Benckiser Group plc (OTCPK:RBGPF) Q4 2021 Earnings Conference Call February 17, 2022 4:30 AM ET Company Participants Richard Joyce - Investor Relations Laxman Narasimhan - Chief Executive Officer Jeff Carr - Chief Financial Officer Conference Call Participants Martin Deboo - Jefferies Guillaume Delmas - UBS Jeremy Fialko - HSBC Tom Sykes - Deutsche Bank John Ennis - Goldman Sachs Fulvio Cazzol - Berenberg Alicia Forry - Investec Celine Pannuti - JPMorgan Iain Simpson - Barclays David Hayes - Societe ...

Financial Data and Key Metrics Changes - The company reported a stronger-than-expected start for 2020, with underlying sales trends performing above plan, benefiting from COVID-19 demand tailwinds on key brands [5][6][12] - The operating leverage in the first half was 360 basis points, with full-year guidance of 8% to 10% implying an additional 4% to 6% top line growth in the second half [26][33] - COVID-related incremental charges amounted to approximately £69 million in the first half, impacting margins by around 100 basis points [31][32] Business Line Data and Key Metrics Changes - The company has made significant strides in improving supply chain execution, sales execution, and marketing spend optimization, which have contributed to the acceleration in underlying sales growth [12][14][15] - E-commerce sales expanded rapidly, accounting for 12% of total sales, with gross merchandise value reaching around £1.5 billion in the first half [50][52] - The professional hygiene segment is expected to grow, with brands like Dettol and Lysol being recognized as strong trust marks during the pandemic [19][20] Market Data and Key Metrics Changes - The company has seen strong market share gains, particularly in the U.S. with Lysol gaining over 600 points of share [29] - In India, Dettol achieved the 1 share in soaps for the first time, with high single-digit growth reported [58][59] - The Hong Kong market has been a challenge, negatively impacting overall performance, but mainland China has shown positive growth [22][23] Company Strategy and Development Direction - The company plans to leverage its strong performance in early 2020 by increasing investment spending across various areas, including e-commerce and professional hygiene [6][21] - A new organizational structure was implemented to enhance capabilities and culture, focusing on sustainable growth [17] - The company is cautious about future growth due to uncertainties in public health and economic conditions, emphasizing the need for careful monitoring [51][84] Management's Comments on Operating Environment and Future Outlook - Management highlighted the sustained interest in hygiene and health among consumers, suggesting that these trends will continue beyond the pandemic [6][19] - The company is optimistic about achieving medium-term growth and margin goals but remains cautious due to the uncertain environment [51][84] - The management acknowledged the challenges posed by COVID-19 but expressed confidence in the company's strategic direction and execution capabilities [5][6] Other Important Information - The company has committed to significant investments in 2020, exceeding £500 million, to support growth initiatives [30][33] - The company has focused on SKU rationalization to improve manufacturing efficiency, reducing the number of SKUs significantly during peak demand periods [46][47] - The company has engaged in community support efforts, donating millions of units of hygiene products in response to the pandemic [60] Q&A Session All Questions and Answers Question: Acceleration in underlying sales growth and market share gains - Management acknowledged the benefits from COVID-19 and highlighted six areas of focus that contributed to better execution and sales performance [12][18] Question: Nutrition performance in China - Management reported positive growth in mainland China, offsetting challenges in Hong Kong, and emphasized the importance of local production [22][23][24] Question: Professional business size and margin neutrality - Management indicated that the professional business is being approached cautiously, with long-term contracts established, and noted that it is largely margin-neutral [27][28] Question: Dettol and Lysol sales performance - Management confirmed that Dettol's performance improved significantly in the second quarter, with expectations for continued growth [41][42] Question: E-commerce profitability - Management stated that e-commerce is not dilutive to gross margin and emphasized the importance of managing the mix carefully [52][53] Question: Underlying growth breakdown between Health and Hygiene - Management indicated that Hygiene is performing better than Health, which is improving but at a slower pace [57] Question: 3% to 4% underlying growth calculation - Management explained that the calculation involves multiple analytic models and considers pre-COVID sales trends [63][76] Question: Professional business contribution and visibility - Management noted that there was no contribution from the professional business in the first half, but it is expected to ramp up moving forward [70][71] Question: Mucinex supply chain improvements - Management acknowledged the volatility of Mucinex due to seasonal factors and highlighted ongoing investments to improve supply chain stability [72]