{"url":"https://newsforagent.com/news/2026-10-22/essity-q3-2026-sales-kenvue-brazil-acquisition","markdown_url":"https://newsforagent.com/news/2026-10-22/essity-q3-2026-sales-kenvue-brazil-acquisition.md","title":"Essity Q3 2026 Sales Rise 4.1% to SEK 36,060m","headline":"Essity Posts SEK 36,060m Q3 Sales and Agrees to Buy Kenvue's Brazil Feminine Care Business","description":"Essity's Q3 2026 net sales rose 4.1% to SEK 36,060m as the company agreed to acquire Kenvue's feminine care business in Brazil.","section":"Earnings & Results","published_at":"2026-10-22T06:52:14+00:00","modified_at":"2026-10-22T06:52:14+00:00","author":"News Desk","key_takeaways":["Essity reported Q3 2026 net sales of SEK 36,060m, up 4.1% year-on-year, with EBITA of SEK 3,636m.","Essity agreed to acquire Kenvue's feminine care business in Brazil, including the Carefree, Sempre Livre and o.b. brands.","The Brazil transaction is subject to regulatory approval and is expected to close in the second quarter of 2027."],"companies":[{"name":"Essity","is_primary":true,"profile_url":"https://akta.pro/company-profiles/0000h16/essity","website":"https://www.essity.com"},{"name":"Kenvue","is_primary":false,"profile_url":"https://akta.pro/company-profiles/000068x/kenvue","website":"https://www.kenvue.com"}],"source":{"publisher":"PR Newswire","title":"Essity: Interim Report Quarter 3, 2026","url":"https://www.prnewswire.com/news-releases/essity-interim-report-quarter-3-2026-302916514.html"},"other_sources":[{"publisher":"Third News","url":"https://third-news.com/article/bf3abb18-cddf-11f1-bab7-9ca3ba08e13f"}],"tags":["Earnings & Results","Essity","Kenvue"],"body_markdown":"[Essity](https://akta.pro/company-profiles/0000h16/essity) reported third-quarter 2026 net sales of SEK 36,060m, up 4.1% from SEK 34,638m a year earlier, and agreed to acquire [Kenvue](https://akta.pro/company-profiles/000068x/kenvue)'s feminine care business in Brazil. The Stockholm-based hygiene and health company said profit for the period was SEK 2,346m. [PR Newswire](https://www.prnewswire.com/news-releases/essity-interim-report-quarter-3-2026-302916514.html) published the interim report on October 22, 2026.\n\n## Essity's Brazil Deal and Quarterly Profit\n\nEssity's EBITA amounted to SEK 3,636m, while EBITA excluding items affecting comparability was SEK 4,725m and the corresponding margin was 13.1%. Organic sales growth was -0.3%, with volume at -0.1% and price/mix at -0.2%. Operating cash flow was SEK 5,783m, and earnings per share were SEK 3.47. [Third News](https://third-news.com/article/bf3abb18-cddf-11f1-bab7-9ca3ba08e13f) reported the same net sales figure and the EBITA decline.\n\nThe acquisition includes the market-leading brands Carefree, Sempre Livre and o.b. and strengthens Essity's position in feminine care in Latin America, where it already holds a leading position in incontinence products with TENA. The transaction is subject to regulatory approval and is expected to close in the second quarter of 2027. Kenvue, the Tylenol maker, separately drew European Commission approval for Kimberly-Clark's acquisition of the company on October 13, 2026, after offering to sell its feminine hygiene brands in the EEA, according to Devdiscourse.\n\n\"Our focus is on translating strong market positions into profitable growth,\" President and CEO Ulrika Kolsrud said.\n\n## Essity's Consumer Tissue Review and 2025 Scale\n\nEssity's board initiated a strategic review of the Consumer Tissue business area in May 2026, according to akta.pro [company records](https://akta.pro/company-data), evaluating alternatives that may include a potential separation of the unit. The business generated SEK 43,537m in net sales in 2025 and employs roughly 13,000 people across 29 production sites. Essity completed a USD 340 million acquisition of Edgewell Personal Care's feminine care business in February 2026, including a Dover, Delaware production facility employing about 450 workers. The company reported SEK 138bn in net sales for full-year 2025 and 36,000 employees worldwide as of 2025.\n\n## Essity's Path to the Kenvue Agreement\n\nEssity announced in September 2026 that CFO Fredrik Rystedt will retire during 2027, with a successor search beginning, according to AInvest. The company appointed a Nomination Committee for its 2027 AGM in September 2026, led by Helena Stjernholm, to prepare proposals on board appointments and remuneration, Third News reported. In October 2026, CVC and Asia Pulp & Paper were reportedly considering a bid for Essity's Consumer Tissue, according to Bloomberg, as reported by Dagens industri.\n\n## Essity's Next Steps\n\nThe strategic review of Consumer Tissue is proceeding according to plan, and Essity said it is ready to move forward with evaluating the value creation potential of a separation or the unit remaining part of the group. The Brazil acquisition is expected to close in the second quarter of 2027, subject to regulatory approval.\n","publisher":{"name":"News for Agent","url":"https://newsforagent.com"}}