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Shares in Reckitt Benckiser Group PLC (LSE:RKT, OTCQX:RBGLY), the consumer goods company behind Dettol and Nurofen, rose over 4% on Tuesday as investors digested a legal win for its Mead Johnson unit and a JP Morgan upgrade to overweight. The upgrade came in a wider note on European consumer staples published by JP Morgan analyst Celine Pannuti on Tuesday.

These stocks have economic moats and look attractive today.

PENSACOLA, Fla.--(BUSINESS WIRE)--Reckitt Benckiser (LON: RKT) subsidiary, Mead Johnson is facing the first bellwether today as part of a multidistrict litigation (MDL) in the US District Court for the Northern District of Illinois over its infant formula Enfamil being linked to necrotizing enterocolitis (NEC) in a premature infant. Inman v. Mead Johnson & Company, LLC, et al. is the first case against Mead Johnson in the MDL to proceed to trial. NEC is a severe intestinal disease that can.

I rate Reckitt Benckiser a buy with a 12–24 month horizon and medium confidence, citing a 21% discount to peer multiples despite litigation overhang. Core Reckitt delivers high-margin, volume-led growth, with FY2025 organic growth of +5.2% and a 26.7% adjusted operating margin, supporting quality business status. Mead Johnson litigation risk remains the key discount driver; recent favorable legal outcomes improve sentiment but do not resolve federal MDL exposure.