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Shares in Reckitt Benckiser Group PLC (LSE:RKT, OTCQX:RBGLY), the consumer goods company behind Dettol and Nurofen, rose over 4% on Tuesday as investors digested a legal win for its Mead Johnson unit and a JP Morgan upgrade to overweight. The upgrade came in a wider note on European consumer staples published by JP Morgan analyst Celine Pannuti on Tuesday.

These stocks have economic moats and look attractive today.

PENSACOLA, Fla.--(BUSINESS WIRE)--Reckitt Benckiser (LON: RKT) subsidiary, Mead Johnson is facing the first bellwether today as part of a multidistrict litigation (MDL) in the US District Court for the Northern District of Illinois over its infant formula Enfamil being linked to necrotizing enterocolitis (NEC) in a premature infant. Inman v. Mead Johnson & Company, LLC, et al. is the first case against Mead Johnson…

I rate Reckitt Benckiser a buy with a 12–24 month horizon and medium confidence, citing a 21% discount to peer multiples despite litigation overhang. Core Reckitt delivers high-margin, volume-led growth, with FY2025 organic growth of +5.2% and a 26.7% adjusted operating margin, supporting quality business status. Mead Johnson litigation risk remains the key discount driver; recent favorable legal outcomes improve…

Reckitt delivered solid H1 results, with top line growth in both Core Reckitt and Mead Johnson Nutrition, despite regional disparities. RBGLY's operating profit, margin, and cash flow fell, mainly due to the Essential Home divestment, but management remains confident about forward momentum. The interim dividend grew 5% to 88.6p, yielding 4.2%, and a new £500m buyback was announced, signaling ongoing capital returns.