European Food and HPC: Industry EU HPC Scanner Data ending 17/05/26

Research evidence excerpt

European Food and HPC: Industry EU HPC Scanner Data ending 17/05/26

Accessible version

European Food and HPC

Industry EU HPC Scanner Data ending

17/05/26

Industry Overview

Monthly Nielsen HPC update: Essity growing the fastest 17 June 2026

This note provides a monthly read-through of Nielsen EU HPC scanner trends for the 4 Equity

weeks ending 17/05/26 summarising performance across key HPC companies and Europe

offering a category-level breakdown of sales. Essity was the top performer with sales Food Producers & Household and

Personal Careincreasing (+8.4%), driven by volume (+9.0%) for the 4 weeks ending 17/05/26. Henkel

delivered the worst performance with sales decreasing -1.9%, dragged down by -1.6% Nicolas Ceron >>

volume in the same period. Refer to page 2 for further insight into HPC sales change by Research Analyst

MLI (UK)

category. +44 20 7996 4012

nicolas.ceron@bofa.com

Sequential sales decreased in the latest 4 weeks Antoine Prevot >>

Research Analyst

On our tracked categories, average value growth was +2.4% for the 4 weeks ending BofASE (France)

17/05/26 vs 19/04/26, implying month on month deceleration of -0.7% in value, with +33 1 8770 0320 antoine.prevot@bofa.com

volume at -0.4% and price decreasing -0.3%. Essity showed the strongest acceleration in

sales growth (+5.7%), and posted strong growth in all Adult Incontinence (10%), Facial

tissue (9.2%) and toilet tissues (8.8%). Unilever showed the most significant

deterioration in sales growth (-6.1%) with sales declines in the ADW Detergent (-11.9%)

and Shampoo (-5%) categories.

Exhibit 1: Essity shows the strongest acceleration in sales growth

Company % change y-y for the 4w periods ending across EUR value, EQ volume and price/mix

17/05/26 19/04/26 22/03/26 22/02/26 25/01/26 28/12/25 30/11/25

EUR