Europe Equity Research: J.P. Morgan Morning Meeting (August 12, 2026)

This daily research note highlights strong Q2 earnings in European Staples and provides positive updates on Ocado's business execution. It also details various company and sector-specific research notes, earnings revisions, and upcoming corporate access events.

Key Takeaways

• 1.European Staples delivered a solid Q2 results season with widespread sales beats, though re-rating potential remains constrained by muted consumer sentiment.
• 2.Ocado exhibits improving execution and strong momentum for new deal wins, reinforcing an Overweight rating despite persistent volatility.

Table of Contents

• Today's Morning Meeting
• Also Published Today
• Company Research
• Sector Research
• Key Changes
• JPM Events
• Conferences
• Upcoming Earnings

Report data

Price Target Changes

Reports in this series

Europe First to Market is shown in chronological order through this edition, published on August 12, 2026.

Part of the Europe First to Market series — view all 40 editions

Looking for the latest edition? JPM Europe Equity Research | Today’s Morning Meeting (Sep 10, 2026)

1. May 11JPM Today’s Morning Meeting
2. May 26JPM Europe Equity Research Today's Morning Meeting
3. May 27JPM Europe Equity Research Europe First to Market
4. May 28JPM Europe Equity Research
5. May 29JPM Europe Equity Research
6. Jun 2JPM Europe Equity Research Europe first to market
7. Jun 3JPM Europe Equity Research Europe First To Market
8. Jun 4JPM Europe Equity Research
9. Jun 5JPM Europe Equity Research
10. Jun 9JPM Europe Equity Research
11. Jun 11JPM Today's Morning Meeting
12. Jun 12JPM Europe Equity Research
13. Jun 16JPM Europe Equity Research Today's Morning Meeting
14. Jun 17JPM Europe Equity Research Today's Morning Meeting
15. Jun 18JPM Europe Equity Research Morning meeting
16. Jun 19JPM Europe Equity Research Today's Morning Meeting
17. Jun 22JPM Europe Equity Research Today’s Morning Meeting
18. Jun 26JPM Europe Equity Research
19. Jun 29Europe Equity Research Europe First to Market
20. Jul 2Europe Equity Research Europe First to Market
21. Jul 3JPM Europe Equity Research Europe First to Market
22. Jul 7JPM Europe Equity Research Europe First to Market
23. Jul 21JPM Europe Equity Research Today’s Morning Meeting
24. Jul 27JPM Europe Equity Research | Today’s Morning Meeting
25. Jul 28JPM Europe Equity Research Today’s Morning Meeting
26. Jul 30JPM Europe Equity Research | Today’s Morning Meeting
27. Aug 10JPM Europe Equity Research | Today’s Morning Meeting

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