European Consumer Staples: HPC: EU Nielsen insights (4w/e Apr 19th)

Research evidence excerpt

European Consumer Staples: HPC: EU Nielsen insights (4w/e Apr 19th)

Equity Research

15 May 2026

European Consumer Staples

HPC: EU Nielsen insights (4w/e Apr

19th)

Overview of EU Nielsen trends by company – market share, European Consumer Staples

company sales growth, volume sales growth and category NEUTRAL

sales growth. European Consumer Staples

Warren Ackerman

+44 (0)20 3134 1903

The latest EU Nielsen data for the week ending Apr 19th released today. Below, warren.ackerman@barclays.com

we summarise growth and market share trends in Nielsen tracked categories for Beiersdorf, Barclays, UK

Colgate, Essity, Haleon, Henkel, L’Oréal, P&G, Reckitt Benckiser & Unilever. Abhishek Gokhale

+91 (0)22 6175 1952

Analysis on other metrics e.g. brand level splits, volume/pricing/promo trends, etc. is available abhishek.gokhale@barclays.com

upon request. Barclays, UK

Key Takeaways from the data release below: Stephen Kennealy, CFA

+44 (0)20 3555 7835

• Beiersdorf: Latest 4wk sales -4.6% YoY,Latest 4wk volume -1.4% YoY, Latest 4wk market stephen.kennealy@barclays.com

share -98bps, drag was Sun Care -10.0% (vs category -4.5%). Barclays, UK

Imogen McCurley

• Colgate: Latest 4wk sales +6.8% YoY,Latest 4wk volume +3.0% YoY, Latest 4wk market share +44 (0)20 3555 4999

+46bps, driver was Bath & Shower +16.8% (vs category +5.3%), drag was Deodorants +1.9% imogen.mccurley@barclays.com

(vs category +3.3%). Barclays, UK

• Essity: Latest 4wk sales +3.2% YoY,Latest 4wk volume +3.8% YoY, Latest 4wk market share Victor Tramier

+44 (0)20 3555 0275

+12bps, driver was Adult Incontinence +4.6% (vs category +4.7%), drag was Toilet Tissue victor.tramier@barclays.com

+2.4% (vs category -0.2%). Barclays, UK

• Haleon: Latest 4wk sales +6.5% YoY,Latest 4wk volume +5.9% YoY, Latest 4wk market share