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UK's Reckitt Q3 like-for-like revenue rises 3.2% on Emerging Markets growth

By Reuters News


Overview

  • UK consumer health and hygiene group's Q3 like-for-like revenue grew 3.2% yr/yr

  • Emerging Markets led growth, while North America declined due to Lysol supply constraints

  • Company began £500 mln share buyback programme in August 2026


Outlook

  • Reckitt forecasts FY 2026 Core LFL net revenue growth of 3.5% to 4.5%

  • Company expects Emerging Markets to deliver high-single-digit growth in FY 2026

  • Reckitt continues to expect FY 2026 Core Reckitt + MJN adj operating profit margin of 24.9% to 25.6%


Result Drivers

  • EMERGING MARKETS - Co said growth in Emerging Markets, led by double-digit gains in South Asia/India, ASEAN and Africa, drove overall Q3 revenue

  • LYSOL SUPPLY CONSTRAINTS - Temporary manufacturing capacity constraints limited ability to meet strong Lysol demand in North America, negatively impacting the market's LFL revenue by 1.3%

  • PRODUCT INNOVATION - Co said new product launches and premiumisation, including Gaviscon Double Action and Durex Intensity, supported growth in Europe and Emerging Markets


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

GBP 3.36 bln

Q3 LFL Revenue Growth

3.20%


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the household products peer group is "buy"

  • Wall Street's median 12-month price target for Reckitt Benckiser Group PLC is GBp6,200.00, about 13.1% above its October 26 closing price of GBp5,484.00

  • The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 14 three months ago


Reuters Recommended Reads

  • Oct 27 - UK retail body warns 'dam is starting to break' on price rises

  • Oct 26 - UK's Computacenter raises profit forecast for fourth time this year, shares rise


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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