Reckitt Benckiser vs Haleon: which is set up best for coming results?

Impact · against what's priced in

Citi's outlook suggests short-term headwinds for the consumer health sector, with Reckitt Benckiser more exposed to margin squeeze from oil-linked inputs and European pricing pressures. Haleon is viewed as a more defensive alternative in a cost-reflation environment, making it a more attractive relative play.

RKT−0.40

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In context

The company faces a lack of positive catalysts in its Q1 update due to soft trading conditions and potential second-half margin squeezes from oil-linked inputs and European autodish pricing.

Read from the article alone

• earnings▲4%
• healthcare▲3%
• retail
• HLN
• RKT
• consumer goods
• emerging markets
• margins