![\"Young](\"https:\/\/www.europesays.com\/britain\/wp-content\/uploads\/2026\/05\/b9870c0bd7d4046e9f11ac5a88b2bb63.jpeg\")
Image source: Getty Images <\/p>\n Image source: Getty Images <\/p>\n
The share price of Dettol owner Reckitt (LSE: RKT) has fallen significantly in 2026 and, as a result, its dividend yield has soared. Looking at dividend forecasts for the FTSE 100 company, we now have a prospective yield of around 5%, which is high for a consumer staples business.<\/p>\n
Is the stock worth considering for an ISA or SIPP in light of this chunky dividend yield? Let\u2019s take a look at the set-up here.<\/p>\n
Hurt by high oil prices <\/p>\n
Consumer staples stocks are meant to hold up well during periods of economic\/geopolitical uncertainty (because people tend to keep buying household essentials). However, it hasn\u2019t worked out this way for Reckitt this year.<\/p>\n
One issue for this company is that it\u2019s vulnerable to higher oil prices. Not only do its cleaning and personal care products rely on oil-derived chemicals, but the group relies on petroleum for packaging and oil-based fuel for transportation.<\/p>\n
So ultimately, the recent oil price spike is bad news for Reckitt. Note that in its Q1 results, it said that if oil was to remain at $110 per barrel for the remainder of 2026 (it\u2019s closer to $100 now), it would be looking at an increase of \u00a3130m-\u00a3150m on its input cost base in 2026 (and therefore lower profits).<\/p>\n
I\u2019ll point out here that other similar companies have also seen share price weakness in 2026. For example, Unilever and Clorox have fallen heavily since oil prices spiked.<\/p>\n
A lack of growth <\/p>\n
Another issue for Reckitt however, is that top-line growth has been weak. Looking at Q1 results, growth in Europe and North America was negative last quarter.<\/p>\n
The company blamed a weak cold and flu season, soft demand across Europe, and US pricing headwinds for the poor performance. So it\u2019s not just high oil prices that are creating challenges for the group right now.<\/p>\n
The positives <\/p>\n
The good news is that the company has maintained its 2026 like-for-like net revenue outlook for the core business. Here, it\u2019s targeting growth of 4%-5%.<\/p>\n
Looking ahead, the company expects to benefit from a reset of the cold and flu season as well as the launch of \u2018superior innovations\u2019 across its product categories. It\u2019s also taking action to improve performance across Europe.<\/p>\n
In the emerging markets \u2013 where growth was decent in Q1 \u2013 it expects continued strong performance, led by China and India. Here, it\u2019s targeting high-single-digit growth over the medium term.<\/p>\n
However, it\u2019s worth pointing out the company said that if commodity prices remain high, it anticipates an impact on consumer demand as a result of pressure on household budgets. This is a risk to consider.<\/p>\n
Worth a look? <\/p>\n
So is the stock worth considering today? I think so. There are obviously risks around continued high oil prices. But eventually I expect oil prices to moderate.<\/p>\n","protected":false},"excerpt":{"rendered":"Image source: Getty Images The share price of Dettol owner Reckitt (LSE: RKT) has fallen significantly in 2026…\n","protected":false},"author":2,"featured_media":50037,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[21355],"tags":[7077,25082,21399,21376,5692],"class_list":["post-50036","post","type-post","status-publish","format-standard","has-post-thumbnail","category-reckitt-benckiser","tag-oil-prices","tag-consumer-staples","tag-reckitt","tag-reckitt-benckiser","tag-share-price"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@UnitedKingdom\/116646870036809041","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/posts\/50036","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/comments?post=50036"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/posts\/50036\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/media\/50037"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/media?parent=50036"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/categories?post=50036"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/tags?post=50036"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}