European Consumer-Goods Sector Has a Lot at Stake in Second Half -- Market Talk

Dow Jones08-18

1422 GMT - European consumer-goods companies have a lot at stake in the second half of the year and they will need to reassure investors after the sector underperformed the market in recent months, UBS analysts say. Consensus expectations on European food and healthcare-and-personal goods companies point to an acceleration in organic sales growth to 4.3% in the second half relative to the 3% they averaged in the second quarter, UBS says. Moreover, investors will be looking for signs that companies' turnaround efforts are paying off and of whether 2026 expectations are realistic, the analysts say. UBS says it favors companies that are prioritizing reinvestments, benefiting from sustainable growth engines and face low expectations for the next 18 months, citing Haleon, Reckitt and Danone. Haleon is up 0.7% and Reckitt up 0.2%, while Danone falls 0.2%.(adria.calatayud@wsj.com)

(END) Dow Jones Newswires

August 18, 2025 10:23 ET (14:23 GMT)

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Consensus expectations on European food and healthcare-and-personal goods companies point to an acceleration in organic sales growth to 4.3% in the second half relative to the 3% they averaged in the second quarter, UBS says. Moreover, investors will be looking for signs that companies' turnaround efforts are paying off and of whether 2026 expectations are realistic, the analysts say. UBS says it favors companies that are prioritizing reinvestments, benefiting from sustainable growth engines and face low expectations for the next 18 months, citing <a href=\"https://laohu8.com/S/HLN\">Haleon</a>, Reckitt and Danone. Haleon is up 0.7% and Reckitt up 0.2%, while Danone falls 0.2%.(adria.calatayud@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 18, 2025 10:23 ET (14:23 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"RBGLY","symbol_name":"Reckitt Benckiser Group Plc.","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2560185081","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2560185081","pubTimestamp":1755526980,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1422 GMT - European consumer-goods companies have a lot at stake in the second half of the year and they will need to reassure investors after the sector underperformed the market in recent months, UBS analysts say. 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Moreover, investors will be looking for signs that companies' turnaround efforts are paying off and of whether 2026 expectations are realistic, the analysts say. UBS says it favors companies that are prioritizing reinvestments, benefiting from sustainable growth engines and face low expectations for the next 18 months, citing Haleon, Reckitt and Danone. 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