Reckitt Benckiser Group

Reckitt Benckiser Group develops, acquires, produces, distributes and promotes consumer products in the health, hygiene and home categories. Co.'s health category covers treatment products such as pain and flu, and also wellness products in sexual wellbeing, footcare, vitamins and supplements. Co.'s hygiene category consists of personal and home hygiene products. Co.'s geographical segments comprise Europe (ENA) and Africa, Middle East (DvM). ENA comprises Europe, Russia/CIS, Israel, North America, Australia and New Zealand. DvM principally comprises North Africa, Middle East (excluding Israel) and Turkey, Africa, South Asia, North Asia, Latin America, Japan, South Korea and ASEAN.
  • TickerRB.
  • ISINGB00B24CGK77
  • ExchangeLondon Stock Exchange
  • SectorHousehold Goods & Home Construction
  • CountryUnited Kingdom

Analysts

Philip Gorham

Morningstar | RB's Indivior Settlement Could Have Been Worse; Company Will Now Hope to Move on Under Incoming CEO

We are reiterating our GBX 7,300 fair value estimate of RB following the company's announcement that it has settled with the US Department of Justice and the Federal Trade Commission over an indictment in April related to the marketing of Suboxonne by its former pharmaceutical division, Indivior. RB will pay $1.4 billion (GBP 800 million) in fines to settle the dispute, some $1 billion more than the liability it had recorded on its books, but mercifully less than the $3 billion in fines that were sought in the indictment. RB stated that the settlement amount would be funded through existing bo...

Philip Gorham

Morningstar | RB's Indivior Settlement Could Have Been Worse; Company Will Now Hope to Move on Under Incoming CEO. See Updated Analyst Note from 12 Jul 2019

We are reiterating our GBX 7,300 fair value estimate of RB following the company's announcement that it has settled with the US Department of Justice and the Federal Trade Commission over an indictment in April related to the marketing of Suboxonne by its former pharmaceutical division, Indivior. RB will pay $1.4 billion (GBP 800 million) in fines to settle the dispute, some $1 billion more than the liability it had recorded on its books, but mercifully less than the $3 billion in fines that were sought in the indictment. RB stated that the settlement amount would be funded through existing bo...

Philip Gorham

RB's Indivior Settlement Could Have Been Worse; Company Will Now Hope to Move on Under Incoming CEO

We are reiterating our GBX 7,300 fair value estimate of RB following the company's announcement that it has settled with the US Department of Justice and the Federal Trade Commission over an indictment in April related to the marketing of Suboxonne by its former pharmaceutical division, Indivior. RB will pay $1.4 billion (GBP 800 million) in fines to settle the dispute, some $1 billion more than the liability it had recorded on its books, but mercifully less than the $3 billion in fines that wer...

Reckitt Benckiser Group Plc: Reckitt Benckiser’s $1.4 billion US opiod settlement will reduce free cash flow and slow deleveraging

The settlement with the US DOJ and FTC is credit negative because it will reduce its free cash flow and slow down the reduction of its debt and leverage

Virginie Roumage

RECKITT BENCKISER: Q2: no improvement in the growth profile is expected | NEUTRAL | GBP6800(+6%)

RECKITT BENCKISER - NEUTRAL | GBP6800(+6%) Q2: no improvement in the growth profile is expected Poor operating performance anticipated in the coming quarter… …due to Health Cutting our full year forecasts Neutral maintained

Reckitt Benckiser Group Plc: Reckitt Benckiser’s $1.4 billion US opiod settlement will reduce free cash flow and slow deleveraging

The settlement with the US DOJ and FTC is credit negative because it will reduce its free cash flow and slow down the reduction of its debt and leverage

Reckitt Benckiser Group Plc: Key Facts and Statistics - FYE December 2018

A summary company profile, detailing Reckitt Benckiser Group Plc’s business operations and financial highlights.

Reckitt Benckiser Group Plc - December 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Reckitt Benckiser Group Plc: Update to credit analysis

Our credit view of Reckitt Benckiser, reflecting our expectation that the company will de-lever using a combination of EBITDA growth and debt repayment.

Reckitt Benckiser Group Plc: For Reckitt Benckiser, US government seeking $3 billion fine against former subsidiary Indivior is credit negative

The alleged fraud began before the spin-off from RB and the indictment could result in RB having to pay compensation up to $3 billion, thus eroding its debt metrics.

Philip Gorham

Morningstar | RB's Indivior Settlement Could Have Been Worse; Company Will Now Hope to Move on Under Incoming CEO

We are reiterating our GBX 7,300 fair value estimate of RB following the company's announcement that it has settled with the US Department of Justice and the Federal Trade Commission over an indictment in April related to the marketing of Suboxonne by its former pharmaceutical division, Indivior. RB will pay $1.4 billion (GBP 800 million) in fines to settle the dispute, some $1 billion more than the liability it had recorded on its books, but mercifully less than the $3 billion in fines that were sought in the indictment. RB stated that the settlement amount would be funded through existing bo...

Philip Gorham

Morningstar | RB's Indivior Settlement Could Have Been Worse; Company Will Now Hope to Move on Under Incoming CEO. See Updated Analyst Note from 12 Jul 2019

We are reiterating our GBX 7,300 fair value estimate of RB following the company's announcement that it has settled with the US Department of Justice and the Federal Trade Commission over an indictment in April related to the marketing of Suboxonne by its former pharmaceutical division, Indivior. RB will pay $1.4 billion (GBP 800 million) in fines to settle the dispute, some $1 billion more than the liability it had recorded on its books, but mercifully less than the $3 billion in fines that were sought in the indictment. RB stated that the settlement amount would be funded through existing bo...

Philip Gorham

RB's Indivior Settlement Could Have Been Worse; Company Will Now Hope to Move on Under Incoming CEO

We are reiterating our GBX 7,300 fair value estimate of RB following the company's announcement that it has settled with the US Department of Justice and the Federal Trade Commission over an indictment in April related to the marketing of Suboxonne by its former pharmaceutical division, Indivior. RB will pay $1.4 billion (GBP 800 million) in fines to settle the dispute, some $1 billion more than the liability it had recorded on its books, but mercifully less than the $3 billion in fines that wer...

Virginie Roumage

RECKITT BENCKISER: Q2: no improvement in the growth profile is expected | NEUTRAL | GBP6800(+6%)

RECKITT BENCKISER - NEUTRAL | GBP6800(+6%) Q2: no improvement in the growth profile is expected Poor operating performance anticipated in the coming quarter… …due to Health Cutting our full year forecasts Neutral maintained

Philip Gorham

Morningstar | Expected Weak 1Q for RB but Growth Should Accelerate Throughout the Year; Shares Offer Upside

RB is tracking below our revenue growth forecasts for the full year after the first quarter. Consolidated like for like revenue of 1% is well below the 2.8% we have estimated for the full year and the 4% we believe the business can achieve in the long-term, but there were several reasons why this is likely to be short term in duration. The value of the Mead Johnson acquisition was evident, with 5% like-for-like growth, meaning IFCN was the only division performing in line with our medium-term expectations. The strong price/mix in this segment is a key source of our wide economic moat rating. W...

1 director bought

A director at Reckitt Benckiser Group bought 1,860 shares at 6,233p and the significance rating of the trade was 64/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names o...

RB

RECKITT BENCKISER GP.PLC sees an upgrade to Positive due to a better fundamental star rating

The general evaluation of RECKITT BENCKISER GP.PLC (GB), a company active in the Nondurable Household Products industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date March 15, 2019, the closing price was GBp 6,280.00 and its potential was estimated at GBp 6,717.55.

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Expert Corporate Governance Service (ECGS)

Reckitt Benckiser - AGM 09 May 2019

Item 2: Approve the Remuneration Policy  The changes proposed to the Remuneration Policy, strengthen the alignment between pay and performance.  However, they fall short of addressing the major concerns about the remuneration policy.  In particular, they do not reduce the maximum incentive remuneration, which can exceed 5000% of base salary and is considered grossly excessive.  The maximum bonus of 428% of base salary is well above ECGS guidelines limit of 150% of base salary.  Furthermore, there is no monetary cap on the LTIP awards, though there is a cap in terms of the number of shares whi...

Reckitt Benckiser – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Matthieu DRIOL

Analyse court terme - RECKITT BENCKISER : La tendance est incertaine.

La tendance est incertaine. Les cours baissent, et il y a une possibilité d'accélération baissière. Une nouvelle tendance baissière tente de démarrer.

Matthieu DRIOL

Short term view - RECKITT BENCKISER : The trend is uncertain.

The trend is uncertain. Prices are falling and they may accelerate to the downside. A new bearish trend is attempting to emerge.

Matthieu DRIOL

Analyse court terme - RECKITT BENCKISER : La tendance est incertaine.

La tendance est incertaine. Les cours baissent, mais la tendance manque de puissance pour le moment. Le prochain support est à 6 423,00 p.

Matthieu DRIOL

Short term view - RECKITT BENCKISER : The trend is uncertain.

The trend is uncertain. Prices are falling, but the trend is lacking power for the time being. The next support is at 6,423.00 p.

Jérôme VINERIER

Medium term view - RECKITT BENCKISER : The background trend is clearly bullish.

The background trend is clearly bullish. Prices are still making progress. The following targets are at 7,096.00 p and 7,912.00 p. The trend would be invalidated below the support at 5,090.00 p.

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