Reckitt Benckiser Group plc (OTCPK:RBGPF) Q3 2023 Trading and Strategic Update October 25, 2023 3:00 AM ET Company Participants Richard Joyce - Head of Investor Relations, Reckitt Benckiser Group plc Kris Licht - Chief Executive Officer, Reckitt Benckiser Group plc Jeff Carr - Chief Financial Officer, Reckitt Benckiser Group plc Conference Call Participants Bruno Monteyne - Bernstein Guillaume Delmas - UBS Rashad Kawan - Morgan Stanley Iain Simpson - Barclays Alicia Forry - Investec Jeff Stent - BNP Pariba ...

Reckitt Benckiser Group plc (OTCPK:RBGPF) Q2 2023 Earnings Call Transcript July 26, 2023 8:30 AM ET Company Participants Richard Joyce - IR Nicandro Durante - CEO Jeff Carr - CFO Kris Licht - CEO Designate Conference Call Participants Tom Sykes - Deutsche Bank Jeremy Fialko - HSBC Fulvio Cazzol - Berenberg Iain Simpson - Barclays Richard Cohen - Morgan Stanley Alicia Forry - Investec Karel Zoete - Kepler Cheuvreux Operator Good morning, everyone. Welcome to Reckitt's Half Year 2023 Results Presentation. Bef ...

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 ...