J P M O R G A N Europe Equity Research 03 August 2026 European Staples Distilled and Packaged: Our take on the sector, Q2 results, Reckitt Fireside Chat, and more... European Staples outperformed the market last week driven by HPC and Beverages. It was a busy week of results with most companies beating on sales but with much share price volatility, part due to high expectations and share price run since June, part due to sector rotation. Unilever delivered a standout Q2, with a beat and raising volume growt ...