U.S. HPC – Circana Household & Personal Care: Results for the Period Ended June 28th

Research evidence excerpt

U.S. HPC – Circana Household & Personal Care: Results for the Period Ended June 28th

J P M O R G A N North America Equity Research

07 July 2026

U.S. HPC – Circana Household &

Personal Care

Results for the Period Ended June 28th

The latest Circana scanner data for the period ended June 28th, 2026, were released Beverage, Household & Personal

this morning. Among the companies we cover, NWL ranked the best in YOY $ Care Products

takeaway performance on an absolute basis, which may be aided by the earlier Andrea Teixeira, CFA AC

Amazon Prime Day. Additionally, NWL saw the greatest improvement in YOY $ (1-212) 622-6735

takeaway trends vs. 4W prior followed by COTY and REYN, while CL, HNST, andrea.f.teixeira@jpmorgan.com

KVUE and PG (from higher to lower magnitude) saw more moderate improvement Shovana Chowdhury

and KMB & ELF improved more modestly vs. 4W prior in comparison. (1-212) 270-2184

Conversely, CHD decelerated the most in YOY $ takeaway trends vs. 4W prior, shovana.chowdhury@jpmorgan.com

while ENR saw more moderate deceleration and CLX decelerated modestly vs. Drew Levine, CFA

(1-212) 622-0374

4W prior. drew.levine@jpmorgan.com

J.P. Morgan Securities LLC

This note complements the tracked channel note published earlier today using data

from NielsenIQ. We highlight that the databases are different (main difference is

Costco and some specialty retailers like Ulta which is captured in Circana and not

NielsenIQ) and Circana contains more comprehensive data for Amazon as well as

a slightly different date range.

HPC ex-Beauty Pure-Plays in Rank Order of Takeaway Performance (see

Beauty below):

• NWL (OW) $ Takeaway Grew +15.0% YOY (+3.1% volume and +11.5%

pricing), which accelerated +1,570 bps sequentially and +1,988 bps vs. 4W

prior.