Haleon plc (HLN) Q1 2026 Sales/Trading Call Transcript
Haleon plc (HLN) Q1 2026 Sales/Trading Call Transcript
Eagle Global Advisors LLC Boosts Stake in Haleon PLC Sponsored ADR $HLN
Eagle Global Advisors LLC raised its holdings in Haleon PLC Sponsored ADR (NYSE: HLN) by 28.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 318,000 shares of the company's stock after purchasing an additional 70,000 shares during the quarter. Eagle Global Advisors
Reckitt Benckiser vs Haleon: which is set up best for coming results?
Reckitt Benckiser Group PLC (LSE:RKT, FRA:3RB, XETRA:3RB) is unlikely to see a positive catalyst from its first-quarter update, Citi believes, in light of softer trading conditions across key markets, preferring Haleon PLC (LSE:HLN, NYSE:HLN) in the sector. The sector faces pressure from weak US flu data, emerging market pricing unwinding and European promotional pressures, which are expected to weigh on near-term performance.
Haleon set for slow start from weak flu season, with Middle East cushion
Haleon PLC's (LSE:HLN, NYSE:HLN) first-quarter sales at the end of next month come with analysts expecting a subdued start to the year due to a weak cough and cold season. Both Citi and UBS forecast organic sales growth of around 2.2% for the quarter, below consensus, due to a lower incidence of seasonal illness in Europe and North America weighing on respiratory product demand.
Haleon's weaker sales make mid-term targets 'not look credible'
Haleon PLC faces a familiar market dilemma after solid profit delivery was overshadowed by weaker than expected sales growth and cautious guidance. Fourth quarter organic growth of 2.1% disappointed, said Deutsche Bank, with misses in EMEA, Latin America and Asia Pacific, while North America was still down 1.0% like for like.
Haleon plc (HLN) Q4 2025 Earnings Call Prepared Remarks Transcript
Haleon plc (HLN) Q4 2025 Earnings Call Prepared Remarks Transcript
Haleon plc (HLN) Q4 2025 Earnings Call Transcript
Haleon plc (HLN) Q4 2025 Earnings Call Transcript
Haleon shares fall 3.4% as revenue growth falls short of the company's own medium-term target
A weak cold and flu season and a cautious American consumer pushed organic growth to 3%, a full percentage point below the floor of what Haleon has promised investors Haleon PLC (LSE:HLN, NYSE:HLN) shares fell 3.4% to 392.1p on Wednesday after the consumer health group reported full-year organic revenue growth of 3%, missing the 4-6% medium-term range it has set as its benchmark and leaving investors to weigh whether the shortfall reflects bad luck or something more structural. Two factors drove the underperformance.
Haleon misses its own revenue target for the year as a mild winter and a cautious American consumer drag organic growth to 3%
The consumer health group behind Sensodyne and Panadol fell short of its 4-6% medium-term benchmark, but delivered double-digit profit growth and strong cash generation that management says keeps the longer-term case intact Haleon PLC (LSE:HLN, NYSE:HLN) ended 2025 below its own expectations on the measure that matters most to investors. Organic revenue growth of 3% for the full year came in a full percentage point below the floor of the 4-6% medium-term range the company set for itself, the result of two headwinds that converged in the second half and proved harder to offset than the business had anticipated.
Haleon hit by channel shift concerns
Haleon PLC (LSE:HLN, NYSE:HLN) shares dropped slightly after Deutsche Bank reiterated its 'sell' rating on the maker of Sensodyne and Panadol, warning of changes in consumer trends that may show up in next month's results. The bank's analysts trimmed their target price from 340p to 335p, well below the last close of 377.2p, saying the shares fail to reflect mounting risks from changing sales channels and weakening consumer trends.
Citi maintains 'sell' on Haleon, cuts target price on FX optimism and US channel concerns
Citi has reiterated its 'sell' rating on Haleon PLC (LSE:HLN, NYSE:HLN) and trimmed its price target from 340p to 335p, warning that the consumer health group's valuation fails to reflect mounting pressures from US retail shifts and slowing brand momentum. The move comes despite a recent rally in the shares, which closed on Wednesday at 377.20p.
Haleon poised to deliver solid margin growth despite weaker cold season
Night Nurse maker Haleon PLC (LSE:HLN, NYSE:HLN) is expected to report a strong finish to 2025 next month, with investors watching closely for signs of margin improvement despite a weaker cold and flu season in key markets. Analysts at UBS forecast fourth-quarter organic sales growth of 3.1%, slightly below consensus estimates of 3.7%, after a delayed start to the cough and cold season in Europe and North America.
