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These stocks have economic moats and look attractive today.
I rate Reckitt Benckiser a buy with a 12–24 month horizon and medium confidence, citing a 21% discount to peer multiples despite litigation overhang. Core Reckitt delivers high-margin, volume-led growth, with FY2025 organic growth of +5.2% and a 26.7% adjusted operating margin, supporting quality business status. Mead Johnson litigation risk remains the key discount driver; recent favorable legal outcomes improve sentiment but do not resolve federal MDL exposure.
Reckitt Benckiser Group LON: RKT reported accelerating sales growth in the second quarter of 2026, supported by innovation, emerging-market demand and a return to growth in North America, while maintaining its full-year outlook despite commodity and supply-chain volatility.
Reckitt Benckiser Group PLC (LSE:RKT) has launched a new £500 million share buyback after second-quarter sales accelerated across all regions and product categories. The maker of consumer products brands ranging from Dettol to Durex said like-for-like net revenue rose 4.7% in the second quarter, lifting first-half growth to 2.6%.
Dettol maker Reckitt beat second-quarter sales growth estimates and reaffirmed its annual forecast on Wednesday, as strong demand in China, India and other emerging markets helped offset weakness in Europe and disruption linked to the Iran war.
Reckitt Benckiser Group PLC (LSE:RKT, FRA:3RB, XETRA:3RB) has agreed to sell its Russian household hygiene business more than four years after first announcing exit plans in the wake of the Ukraine invasion, though it will still retain a presence in the country via its health business. The Dettol and Lysol maker will divest the business for an undisclosed sum to Russia's Arnest Management, which is owned by local businessman Alexey Sagal.
Jefferies has upgraded Reckitt Benckiser Group PLC (LSE:RKT, FRA:3RB, XETRA:3RB)to 'buy' from 'hold', raising its price target to 5,900p from 5,600p ahead of half-year results next week. The broker argues the market has overly discounted a run of setbacks that hit the consumer goods group in early 2026, most of which it classes as one-off and unlikely to recur beyond this year.
A jury in St. Louis on Thursday rejected claims that Reckitt unit Mead Johnson's specialized formula for preterm babies was to blame for causing an infant's dangerous bowel disease.