Reckitt Cuts 2026 Outlook as Lysol Disruption Hits North America Sales

what happened

Britain's consumer-goods group Reckitt Benckiser has lowered its outlook for the year after sales fell in North America because of a disruption at its Lysol production. The company now expects like-for-like growth of 3.5% to 4.5% for its core business in 2026. Its previous guidance, given at the half-year results in late July, was 4% to 5%.

In the third quarter, core revenue rose 3.3% like-for-like to 2.69 billion pounds ($3.59 billion). Net revenue in North America fell 1.3%. Reckitt blamed temporary constraints in manufacturing capacity and said it expects Lysol and the region to rebound in the fourth quarter as the issues are resolved.

why it matters

The guidance cut signals pressure in household consumer goods, where production hiccups can quickly hit sales of big brands. Investors will watch how fast supply normalises in the fourth quarter. According to Dow Jones Newswires, the core business excludes Mead Johnson Nutrition and the disposal of the Essential home business.

market impact

Reckitt and consumer staples: production disruption and lower guidance weigh on the company's shares

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