ANDREW WOOD | BERNSTEIN
Fears by some investors that the departure of Bart Becht heralded a disappointing quarter are unfounded. Growth was led by continued strong growth in the developing markets …with flat growth in Europe not being the disaster that some had feared. We are not surprised to see the stock react positively
MARTIN DEBOO | INVESTEC
Reckitt has delivered a solid quarter one that has steadied nerves after last week’s surprise news. What is clear is that it is the market's valuation on Suboxone film that is going to be the prime influence on the share price over the next six months or so. Soft growth for dishwashing and fabric care is a concern.
KEITH BOWMAN | HARGREAVES LANSDOWN
The business model continues to be emulated by rivals, whilst the chief executive designate has clearly played his part in generating current group successes. For now, with the company’s ability to deliver without negatively surprising, market consensus opinion has been lowered to ‘strong hold/cautious buy’.