Barclays
June 24, 2026
European Morning Research Summary
Daily UpdateEquitiesCommoditiesConsumer StaplesHealth Care
This Barclays Equity Research daily update provides ratings changes and earnings previews for various European and US companies across Consumer, Healthcare, and Industrials sectors. Key moves include an upgrade for Poste Italiane and previews for Haleon, Bayer, and Reckitt Benckiser.
Key Takeaways
- 1.Poste Italiane upgraded to Overweight following a proposed deal with TIM expected to drive double-digit EPS accretion.
- 2.Haleon is forecast to report 3% organic growth in Q2-26 with sequentially improving volumes in the US.
Table of Contents
- Summary of Changes
- Company Research
- Industry Research
- Equity Strategy
- Publications Summary
- Novonesis: Spotlight on Household Care
- European Chemicals & Ingredients
- Haleon: 3% organic growth forecast in Q2-26
- Heineken NV: Beans to Beer: Heineken backs Oliveira
- Reckitt Benckiser Group PLC: 3.5% Q2 OSG forecast
- US Tobacco: MSA/Nielsen data
- European Integrated Energy
- Poste Italiane: Italy's everything platform
- argenx: Buying Opp
- Bayer AG: 2Q26 preview
- bioMérieux: 1H26 preview
- European Medical Technology & Services
- Bunzl: Normal service is resumed
- Rexel SA: 2Q preview
- Global Aerospace: NB Fleet Availability Trends
- SPGI / EXPN
- Informa PLC: Unpicking 1H26 complexity
- RELX PLC: Expect H1 on track
- Nike, Inc.: New CFO Announced
- UK Food Retail
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Authors
Various
Securities
PST.MIHLN.LBayer AG
Themes
Consumer spending resiliencePost-Brexit UK market sentimentCorporate cost efficiency and margin focus
Regions
EuropeMiddle EastAsia PacificItalyUnited StatesUK