In Part 1 of a two-part report, we explored the investment case for Reckitt Benckiser (RBGPF), a consumer goods business focused on branded health and home/hygiene products.
In Part 2, we examine Reckitt Benckiser's key value drivers, penetration levels across core brands, and gradual transition to focus on its consumer health franchise.
Global Power Brands account for 75% of Reckitt Benckiser's ((RB)) revenue and drive 70% of growth. The remaining 30% has been driven by innovations over the last three years.
Throughout its 200-year history of growing brand equity and innovation, management has continuously pushed