Reckitt Benckiser Group PLC: Embedding Digital Science into company DNA

Research evidence excerpt

Reckitt Benckiser Group PLC: Embedding Digital Science into company DNA

Equity Research

European Consumer Staples

15 May 2026

Reckitt Benckiser Group PLC

Embedding Digital Science into

company DNA

Reckitt’s Digital Science strategy is moving beyond pilot AI RKT.L/RKT LN OVERWEIGHT

NEUTRALtools to a scaled innovation operating model. Early proof EuropeanStaples Consumer

points suggest faster cycles, larger projects and higher- Price Target GBp 6000

quality launches. Reckitt's CFO reiterated confidence in 4-5% Price (14-May-26) GBp 4546 Potential Upside/Downside +32.0%

Source: Bloomberg, Barclays ResearchCore RKT guide this year despite the soft Q1.

A consistent message from Reckitt’s Focus On: Digital Science event was that the company European Consumer Staples

views Digital Science as an operating model embedded across the full product life cycle, Warren Ackerman

+44 (0)20 3134 1903from ideation through to activation and optimisation. This framing is important. Many

warren.ackerman@barclays.com

peers are deploying AI selectively, typically at the front end of innovation or within

Barclays, UK

discrete use-cases. Reckitt’s approach, as presented, is broader and more integrated,

combining predictive science, large-scale simulation and generative AI within a single Laurence Whyatt

+44 (0)20 7773 5324workflow. Reckitts Chief Growth Officer Ryan Dullea will be presenting at the Barclays

laurence.whyatt@barclays.com

Consumer Health event in London on June 25th.

FIGURE 1. Reckitt will be present at our Barclays Consumer Health Day on 25th June. Please register Alex Sloane

below. +44 (0)20 3555 0645

alexander.sloane@barclays.com

Stephen Kennealy, CFA

+44 (0)20 3555 7835

stephen.kennealy@barclays.com

Abhishek Gokhale

+91 (0)22 6175 1952

abhishek.gokhale@barclays.com