European Consumer Staples: HPC: EU Nielsen insights (4w/e May 17th)

Research evidence excerpt

European Consumer Staples: HPC: EU Nielsen insights (4w/e May 17th)

Equity Research

12 June 2026

European Consumer Staples

HPC: EU Nielsen insights (4w/e

May 17th)

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 May 17th released today. Below, we warren.ackerman@barclays.com

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 -2.5% YoY, Latest 4wk volume -0.6% YoY, Latest 4wk market stephen.kennealy@barclays.com

share -61 bps; the main driver was Skin Care +1.8% YoY (vs category +7.5%), and the main Barclays, UK

drag was Sun Care -14.0% YoY (vs category -12.2%). Imogen McCurley

+44 (0)20 3555 4999

• Colgate: Latest 4wk sales +4.0% YoY, Latest 4wk volume +0.6% YoY, Latest 4wk market share imogen.mccurley@barclays.com

+73 bps; the main driver was Toothpaste +7.3% YoY (vs category +3.9%), and the main drag Barclays, UK

was Household Cleaners -6.0% YoY (vs category +0.4%). . Victor Tramier

+44 (0)20 3555 0275

• Essity: Latest 4wk sales +8.5% YoY, Latest 4wk volume +8.6% YoY, Latest 4wk market share victor.tramier@barclays.com

+104 bps; the main driver was Adult Incontinence +10.0% YoY (vs category +6.0%), and the Barclays, UK