Reckitt Benckiser Group (RKT) JPMorgan Consumer CEO Series Conference summary

Strategic milestones and priorities

• Executed a new strategy focused on sustained high performance, leveraging 11 Powerbrands with leading positions in health and hygiene.

• Simplified the organization for greater effectiveness and accountability, including declaring some businesses as non-core and exiting them.

• Sold the Essential Home business and made significant progress in reducing fixed costs, ahead of expectations.

• Increased investment in innovation and brand building, especially in emerging markets, driving strong forward momentum.

• Achieved significant year-on-year fixed cost reduction and EPS growth, with ongoing efforts to reach full potential.

Organizational culture and leadership

• Maintains a strong performance-oriented culture with high accountability and action orientation.

• Enhanced focus on always doing the right thing for consumers and employees, especially in health and hygiene.

• Cultural evolution supports restructuring, strategic pivots, and accelerated execution.

Growth targets and market opportunities

• Set a medium-term growth target of 4%-5% for Core business, with this year’s target above 4%.

• Core categories expected to grow around or slightly below 4%, with outperformance driven by strong emerging markets exposure (40% of portfolio).

• Emerging markets, especially China and India, are delivering double-digit growth, while Europe is expected to sequentially improve and North America to rebound in the second half.