European Food and HPC: Industry EU HPC Scanner Data ending 19/04/26

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European Food and HPC: Industry EU HPC Scanner Data ending 19/04/26

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European Food and HPC

Industry EU HPC Scanner Data ending

19/04/26

Industry Overview

Monthly Nielsen HPC update: Haleon remains at the top 15 May 2026

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

weeks ending 19/04/26 summarising performance across key HPC companies and Europe

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

Personal Careincreasing (+5.9%), driven mainly by volume (+5.1%) for the 4 weeks ending 19/04/26.

Reckitt delivered the worst performance with sales decreasing -3.1% driven by a -3.5% Nicolas Ceron >>

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

MLI (UK)

change by category. +44 20 7996 4012

nicolas.ceron@bofa.com

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

Research Analyst

On our tracked categories, average value growth was +2.7% for the 4 weeks ending BofASE (France)

19/04/26 vs 22/03/26, implying month on month acceleration of +1.7% value, with +33 1 8770 0320 antoine.prevot@bofa.com

volume at +2.2% and price decreasing -0.6%. Henkel showed the strongest acceleration

in sales growth (+6.5%), mainly in the Fabric Softeners (+6.9%) and Hair Coloration

(5.8%) categories Reckitt’s growth was more modest at +1.4%, largely driven by

strength in Cold & Flu (+8.2%), while Home Care categories continued to weigh on

overall performance.

Exhibit 1: Haleon remains at the top but Henkel shows the strongest acceleration in sales growth

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

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