EU Consumer Sector Specialist Commentary

This report provides a daily update on European consumer stocks, highlighting AI strategies for the staples sector, Remy Cointreau's growth outlook, and a Q2/H1 preview for Unilever.

Key Takeaways

• 1.AI implementation in the Staples sector depends 70% on change management and 20% on data quality.
• 2.Remy Cointreau shows confidence in growth objectives for EM and Global Travel Retail despite tempered margin progression expectations.
• 3.Unilever LFL organic sales expected to accelerate to 4.3% in Q2/H1 2026.

Table of Contents

• In details
• Previews:
• Data & Laterals:
• Away from Us
• EU Consumer Research
• Investor Access
• Calendar Ahead
• J.P. Morgan Global Consumer Research
• J.P. Morgan Macro & Strategy Research
• J.P. Morgan Consumer Contacts
• Luxury & Sporting Goods Research
• Disclaimers