easyJet, Tesco, Barry Callebaut, ...: EU Consumer Sector Specialist Commentary Retail • Luxury • Staples • Leisure • Airlines

Research evidence excerpt

easyJet, Tesco, Barry Callebaut, ...: EU Consumer Sector Specialist Commentary Retail • Luxury • Staples • Leisure • Airlines

Olivia Petronilho - Specialist Sales - European Consumer AC (44-20) 3493-3709 Europe Specialist Sales J P M O R G A N

olivia.b.petronilho@jpmorgan.com JPM | EU Consumer: easyJet,

J.P. Morgan Securities plc Tesco, Barry Callebaut, ...

10 July 2026

US Consumer Specialist

Briggs Barton

briggs.barton@jpmorgan.com

+1 212-622-2677

APAC Consumer & Internet Specialist

Lisa Otani

lisa.otani@jpmorgan.com

+852 2800 8871

Consumer Trading

David Nicolas (EU) david.c.nicolas@jpmorgan.com

Tina Nasser (EU) tina.nasser@jpmorgan.com

Alex Murphy (US) alexandra.murphy@jpmchase.com

Consumer Investor Access

George Carswell george.carswell@jpmorgan.com

Airlines Research

Harry Gowers harry.gowers@jpmorgan.com

Beverages, Food Producers, HPC & Tobacco Research

Celine Pannuti celine.pannuti@jpmorgan.com

Edward Hockin edward.hockin@jpmorgan.com

Food Retail Research

Borja Olcese franciscodeborja.olcese@jpmorgan.com

Palak Garg palak.x2.garg@jpmorgan.com

General Retail Research

Georgina Johanan georgina.s.johanan@jpmorgan.com

Leisure & Hotels Research

Estelle Weingrod estelle.weingrod@jpmorgan.com

Karan Puri karan.puri@jpmorgan.com

Luxury & Sporting Goods Research

Chiara Battistini chiara.x.battistini@jpmorgan.com

Wendy Liu wendy.liu@jpmorgan.com

Apurva Vishwaraj apurva.vishwaraj@jpmchase.com

Victoria Saden victoria.saden@jpmorgan.com

Disclaimers

This communication is intended for institutional and selected professional clients of J.P. Morgan only. Do not forward outside of

your own organization.

You are receiving this email because you are a client of J.P. Morgan. If you would like to stop receiving the Consumer Sector Specialist Commentary please email Olivia Petronilho at