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Stock impact report

Reckitt Benckiser Conference: CFO Flags Emerging Markets Surge, Warns Europe Stays Flat in 2026 [Yahoo! Finance]

RECKITT BENCKISR GP S/ADR (RBGLY) 
NASDAQ:AMEX Investor Relations: rb.com/investors
Company Research Source: Yahoo! Finance
in China (local manufacturing, live-streaming, new R&D) drove "significant acceleration" in 2025, and China is expected to deliver double-digit growth again in 2026. Europe to remain flat in 2026: The CFO warned category growth in Europe fell to "nonexistent" by end-2025 with no clear catalyst to return to growth, while North America is expected to improve over 2026 despite a likely weak Q1 from seasonality and retailer destocking. Investment and margins priorities: Reckitt is maintaining elevated CapEx (~4% of revenue) for supply-chain and manufacturing projects and is not targeting near-term gross-margin expansion, instead relying on productivity programs (Fuel for Growth), shared services and GenAI to offset stranded costs and support 4%–5% top-line growth from innovation. Interested in Reckitt Benckiser Group plc? Here are five stocks we like better. Reckitt Benckiser Group (LON:RKT) CFO Shannon Eisenhardt said the company's recent acceleration in emerging markets reflects Show less Read more
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