European Consumer Staples: HPC: Interim US Nielsen insights (1 w/e 30th May 2026)

Research evidence excerpt

European Consumer Staples: HPC: Interim US Nielsen insights (1 w/e 30th May 2026)

Equity Research

9 June 2026

European Consumer Staples

HPC: Interim US Nielsen insights (1

w/e 30th May 2026)

Overview of US Nielsen trends by company and category. European Consumer Staples

NEUTRAL

Nielsen has now introduced syndicated reports that expand coverage from Full View Measurement European Consumer Staples

(FVM+C) to All Measured Outlet (AMO). Under FVM+C, coverage was limited to traditional xAOC+C Warren Ackerman

channels — Food, Drug, Mass, Walmart, Club, Dollar, and Military — along with Amazon 1P. The +44 (0)20 3134 1903

transition to AMO adds incremental coverage, including Costco, Pet Retail and select additional warren.ackerman@barclays.com

accounts. Barclays, UK

Abhishek Gokhale

The latest US Nielsen IQ data for the one week ending 30th May 2026 was released today. +91 (0)22 6175 1952

Below, we summarise monthly sales growth trends in Nielsen tracked categories for Beiersdorf, abhishek.gokhale@barclays.com

Galderma (covered by Yihan Li), Haleon, Henkel, L’Oréal and Reckitt in Europe and Church & Barclays, UK

Dwight, Clorox, Colgate, Kenvue, Kimberly Clark and P&G in the US (all US companies covered Stephen Kennealy, CFA

by Lauren Lieberman). +44 (0)20 3555 7835

stephen.kennealy@barclays.com

Key takeaways from the data release Barclays, UK

European companies: Imogen McCurley

• Beiersdorf: Latest 4 wks sales 1.0% YoY, Latest 4 wks volume -0.5% YoY, Latest 4 wks market +44 (0)20 3555 4999

share -49bps, Latest 12 wks sales 2.4% YoY; main driver in Latest 4 wks was Lip Care at imogen.mccurley@barclays.com

Barclays, UK 19.0% YoY (Latest 12 wks: 21.0% vs category 4.6%), while the main drag in Latest 4 wks was

Sun Care at -20.8% YoY (Latest 12 wks: -20.4% vs category 1.9%).