Essity's Q2 2025 Results: Organic Growth Amidst Regional Divergence

Global hygiene and health products giant Essity released its Q2 2025 financial results, showing a 6.6% year-on-year drop in sales to SEK 34.185 billion (approximately USD 3.5 billion). However, excluding exchange rate impacts, it achieved an actual growth of SEK 699 million (around USD 71.8 million), with organic sales up 1.9% mainly driven by price increases.

Performance varied across segments: The Consumer Goods segment saw 3.2% organic growth (with growth in both sales volume and prices for incontinence and feminine care products, while baby care declined). The Health & Medical segment grew 0.1% organically (Medical Solutions performed strongly, though incontinence care sales fell in some markets). The Professional Hygiene segment posted 0.6% organic growth (sales volume dragged by weak demand in the hotel and catering industry).

Regionally, Europe showed stable growth and Latin America saw strong growth, while a sluggish North American market weighed on overall performance. Essity needs to find breakthroughs in North America; going forward, it may rely on premium product strategies and regional strengths to achieve structural growth.