European Consumer Staples: Barc Consumer Health Conf - That's a wrap

Research evidence excerpt

European Consumer Staples: Barc Consumer Health Conf - That's a wrap

Equity Research

30 June 2026

European Consumer Staples

Barc Consumer Health Conf -

That's a wrap

The CH category growth is not the issue, it mostly self- European Consumer Staples

inflicted mis-execution. There is a path to narrow the growth NEUTRAL

gap but it requires a change in mindset, people and European Consumer Staples

Warren Ackerman

execution. We hope for more progress at the Barc CH 2027 on +44 (0)20 3134 1903

24 June. warren.ackerman@barclays.com

Barclays, UK

Laurence Whyatt

The following companies are privately held and are not under coverage by Barclays Research:

+44 (0)20 7773 5324

Opella, Tonic Health. Information about these companies is being provided for information laurence.whyatt@barclays.com

purposes only and is not an investment recommendation by Barclays Research. Barclays, UK

The following listed company is not under coverage by Barclays Research: Vitrolife. Information Alex Sloane

+44 (0)20 3555 0645about this company is being provided for information purposes only and is not an investment

alexander.sloane@barclays.com

recommendation by Barclays Research.

Last week we hosted our inaugural Barclays Consumer Health Corporate Day at The May Victor Tramier

Fair, London, bringing together listed corporates, private companies, disruptors and +44 (0)20 3555 0275

specialist consultants across the whole Consumer Health space including OTC, nutrition, victor.tramier@barclays.com

essential health, fertility, clinical nutrition and wellbeing. The theme of the day was the Barclays, UK

Consumerisation of Consumer Health - an industry that remains structurally attractive, Imogen McCurley

high margin and supported by clear long-term tailwinds, but still fragmented and not +44 (0)20 3555 4999