Updated
Updated · London Loves Business · Jul 29
Reckitt Raises Global Prices as Iran Conflict Keeps Oil Costs Volatile, Shares Jump 5%
Updated
Updated · London Loves Business · Jul 29

Reckitt Raises Global Prices as Iran Conflict Keeps Oil Costs Volatile, Shares Jump 5%

2 articles · Updated · London Loves Business · Jul 29

Summary

  • Moderate price increases are being rolled out across most Reckitt markets, including Europe and the US, after earlier hikes in emerging markets to offset oil-linked input costs tied to the Iran conflict.
  • £150 million was the company’s prior estimate for the 2026 cost hit if oil stayed at $110 a barrel all year; it now says crude has moderated but Middle East tensions still make costs uncertain.
  • 4.2% like-for-like sales growth in core brands during the second quarter helped Reckitt keep its 2026 revenue growth forecast at 4% to 5%, lifting shares more than 5% in early trading.
  • £1.47 billion in first-half underlying operating profit was down 14.3%, though Reckitt said that mainly reflected last year’s sale of a 70% stake in its essential home cleaning business.
  • £500 million in new buybacks, after £1 billion completed in the first half, signaled confidence that the company can absorb geopolitical and inflation pressures while passing some costs to consumers.

Insights

Can Reckitt keep raising Dettol and Durex prices without losing shoppers as oil volatility and Middle East tensions keep costs uncertain?
Why are Reckitt shares rising despite a 14.3% profit drop—and is selective pricing enough to deliver stronger second-half margins?