Investor Reaction: Analysts Back the Pivot
Market watchers welcomed the news. Derren Nathan, head of equity research at Hargreaves Lansdown, said the move “strengthens Reckitt’s balance sheet,” while Dan Coatsworth, an investment analyst at AJ Bell, noted it supports the ongoing reshaping of the business under Licht’s leadership.
In an era where agility defines success in consumer markets, Reckitt’s divestiture marks a clear pivot—letting go of legacy household names in pursuit of high-growth health and hygiene dominance. Meanwhile, Advent is betting big that what’s essential at home still has room to grow—and conquer.
