Essity advances a quiet transformation toward a data-driven and sustainable global hygiene platform

Essity AB is undergoing a strategic transformation that is reshaping its role within the global hygiene industry. Traditionally associated with tissue, diapers and personal hygiene products, the company is evolving toward an integrated platform that combines physical products, digital solutions and sustainability, serving both consumer and professional environments.

Operating across multiple regions, Essity is positioned at the intersection of key structural trends, including population aging, urbanization and increasing demand for resource-efficient and transparent supply chains.

AN INTEGRATED HYGIENE ECOSYSTEM

Essity operates through three main business areas: Consumer Goods, Professional Hygiene and Health & Medical. Rather than functioning independently, these segments are increasingly interconnected within a unified hygiene platform serving households, hospitals, workplaces and public facilities.

In consumer markets, Essity’s portfolio includes brands such as TENA, Libresse, Bodyform, Libero, Tempo and Zewa, covering incontinence care, feminine hygiene, baby care and tissue products. Together, these brands provide broad lifecycle coverage and valuable insights into evolving hygiene demand.

PROFESSIONAL HYGIENE AND DIGITALIZATION

In professional hygiene, Tork represents a core strategic pillar. Through solutions such as Tork Vision Cleaning, Essity integrates IoT sensors and data analytics to improve cleaning efficiency in commercial and institutional settings. These tools enable real-time monitoring of dispenser usage, reduce waste and optimize cleaning workflows.

This approach supports Essity’s transition from a traditional consumables supplier to a provider of integrated hygiene services.

 

HEALTH AND MEDICAL AS A VALUE DRIVER

The Health & Medical division, strengthened by the acquisition of BSN Medical, includes advanced wound care, compression therapy and orthopedic solutions. This segment expands Essity’s exposure to regulated, higher-value healthcare markets, particularly hospitals and long-term care facilities.

In parallel, the company is exploring data-driven and sensor-assisted incontinence care solutions designed to enhance patient comfort, support caregivers and improve clinical efficiency.

SUSTAINABILITY AS A CORE OPERATIONAL PRINCIPLE

Sustainability is embedded across Essity’s product design and manufacturing processes. The company is increasing the use of alternative fibers, recycled content, renewable energy and reduced plastic packaging.

In professional environments, Essity is piloting circular economy models, while in consumer markets, environmental certifications and transparent labeling are becoming increasingly important differentiators.

COMPETITIVE POSITIONING AND FINANCIAL CONTEXT

In a highly competitive global market, Essity differentiates itself through its institutional presence, B2B integration and digital service capabilities. While it does not lead in global marketing spend, its ecosystem-based strategy and sustainability focus support long-term competitiveness.

From a financial perspective, Essity B shares reflect a defensive profile supported by recurring demand for hygiene, healthcare and professional products. Long-term drivers such as demographic trends, rising hygiene standards and ESG considerations continue to shape investor sentiment.