Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

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Equity Bottom-Up

Reckitt Benckiser Group (RB) is currently in “advanced” talks to buy Mead Johnson Nutrition Co for USD16.7 billion, in a deal that makes little market overlap sense on the surface but could hint at future strategic plans. Reckitt Benckiser’s existing brands currently centre on home care, consumer health and beauty and personal care, and have little to do with baby milk formula, dairy or even packaged food to a larger extent.As such, Reckitt Benckiser is moving in the opposite direction of most other FMCG companies, by pursuing even further diversification rather than specialization on existing core brands and categories. The “modern era” for RB started with the acquisition of Boots OTC business in 2006, bringing brands such as Strepsils and Clearasil under RB’s umbrella. Since then, RB has been making a steady strategic push into Consumer Health through a number of M&amp;As.If Mead Johnson’s acquisition goes through, it could become a catalyst for Reckitt Benckiser to spin off its home care brands, some of which it has owned for more than 100 years, and build a more "fit" oriented business focusing on potentially more lucrative consumer health and hygiene businesses.

Reckitt Benckiser Group (RB) is currently in “advanced” talks to buy Mead Johnson Nutrition Co for USD16.7 billion, in a deal that makes little market overlap sense on the surface but could hint at future strategic plans. Reckitt Benckiser’s existing brands currently centre on home care, consumer health and beauty and personal care, and have little to do with baby milk formula, dairy or even packaged food to a larger extent.As such, Reckitt Benckiser is moving in the opposite direction of most other FMCG companies, by pursuing even further diversification rather than specialization on existing core brands and categories. The “modern era” for RB started with the acquisition of Boots OTC business in 2006, bringing brands such as Strepsils and Clearasil under RB’s umbrella. Since then, RB has been making a steady strategic push into Consumer Health through a number of M&amp;As.If Mead Johnson’s acquisition goes through, it could become a catalyst for Reckitt Benckiser to spin off its home care brands, some of which it has owned for more than 100 years, and build a more "fit" oriented business focusing on potentially more lucrative consumer health and hygiene businesses.

If Reckitt Benckiser Buys Mead Johnson Then Is a Home Care Spinoff Next?

United States

The Kraft Heinz Company provides food services. The Company offers foods including ketchup, sauces, meals, snacks, and other food products.

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Kraft Heinz Co (KHC US)

If Reckitt Benckiser Buys Mead Johnson Then Is a Home Care Spinoff Next?

Reckitt Benckiser Group (RB) is currently in “advanced” talks to buy Mead Johnson Nutrition Co for USD16.7 billion, in a deal that makes little...

Euromonitor International Ltd.

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