Reckitt posted modest revenue growth in Q1 2025, with strong demand in China and India helping offset weaker performance in North America. The company reported a 1.1% revenue increase overall, despite a 0.9% drop in North America, where economic conditions and consumer sentiment weighed on sales.
Core product lines—covering brands like Dettol, Durex and Gaviscon—grew 3.1% and now account for over 40% of total revenue. Europe delivered 1.7% growth. Emerging markets were the standout, with double-digit growth supporting the company’s full-year outlook of up to 4% revenue growth.
Reckitt is continuing to restructure its business, with plans to exit home care and nutrition. The timeline targets 2025 but remains dependent on market conditions.
The company reported minimal impact from recent US tariff measures, citing limited exposure to China, domestic production capabilities, and pricing power as buffers. A manufacturing expansion in North Carolina is part of this strategy.
Shares fell nearly 5% following the announcement, despite guidance holding steady. Reckitt maintains its focus on health and hygiene, with operational efficiency and emerging market growth key to its roadmap.
