Haleon (NYSE:HLN) H2 2025 Earnings call February 25, 2026 03:45 AM ET Company ParticipantsBrian McNamara - CEOCeline Pannuti - Managing DirectorDavid Hayes - Managing DirectorDawn Allen - CFOEdward Lewis - PartnerJeremy Fialko - Head of Consumer Staples ResearchJo Russell - Head of Investor RelationsKarel Zoete - Head of Netherlands Equity ResearchOlivier Nicolai - Head of Consumer Staples ResearchSarah Simon - Managing DirectorTom Sykes - Managing Director of Equity ResearchWarren Ackerman - Managing Direc ...

Haleon (NYSE:HLN) H2 2025 Earnings call February 25, 2026 03:45 AM ET Company ParticipantsBrian McNamara - CEOCeline Pannuti - Managing DirectorDavid Hayes - Managing DirectorDawn Allen - CFOEdward Lewis - PartnerJeremy Fialko - Head of Consumer Staples ResearchJo Russell - Head of Investor RelationsKarel Zoete - Head of Netherlands Equity ResearchOlivier Nicolai - Head of Consumer Staples ResearchSarah Simon - Managing DirectorTom Sykes - Managing Director of Equity ResearchWarren Ackerman - Managing Direc ...

Financial Data and Key Metrics Changes - The company reported organic sales growth of 3% for 2025, which was below expectations due to a slowdown in the U.S. market and a weaker cold and flu season [6][10] - Gross margin improved by 220 basis points, contributing to high single-digit operating growth at constant currency [9][43] - The company anticipates organic sales growth guidance of 3%-5% for 2026, indicating a potential sequential acceleration [5][10] Business Line Data and Key Metrics Changes - The U.S. market experienced a decline of approximately 0.5%, while APAC and EMEA LatAm grew in mid-single digits [6][10] - Oral health business showed strong performance, helping to offset declines in the cold and flu category [7][18] - The productivity program continues to deliver efficiencies, allowing for investment in growth despite challenges in other categories [9][43] Market Data and Key Metrics Changes - Emerging markets, particularly India and China, are expected to drive growth, with India showing double-digit growth and strong performance in oral health [26][27] - The company noted a slowdown in LATAM and EMEA due to challenging macro conditions, particularly in the fourth quarter [28][29] - E-commerce in China is growing rapidly, with significant contributions from platforms like Douyin [27] Company Strategy and Development Direction - The company is focused on unlocking growth through a new organizational structure, including the creation of a Chief Growth Officer role and six operating units [14][16] - Investment in advertising and promotion (A&P) is prioritized, with half of the increase directed towards oral health and emerging markets [73] - The strategy emphasizes innovation and category growth, particularly in oral health and addressing low-income consumer needs [11][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in returning to growth in the U.S. market in 2026, despite current challenges [11][66] - The company acknowledges the uncertain market environment but remains optimistic about the potential for recovery and growth in emerging markets [11][66] - Management highlighted the importance of cold and flu products in the overall portfolio and their role in driving consumer health [56] Other Important Information - The company is implementing a productivity program aimed at reducing complexity in the supply chain, which has already shown positive results [43][45] - The company is addressing challenges in specific brands, such as Nexium in the digestive health category, while also focusing on opportunities related to GLP-1 medications [60][62] Q&A Session Questions and Answers Question: What will be the main drivers behind the organic sales growth guidance of 3%-5% for 2026? - Management indicated that the guidance reflects expected improvements in market conditions and competitive performance, with a focus on driving category growth and innovation [5][10] Question: Can you discuss the new reorganization and its impact on growth in the U.S.? - The reorganization aims to streamline operations and enhance agility, with new leadership roles expected to drive volume growth and innovation [14][16] Question: How is the company addressing the slowdown in emerging markets? - Management expressed excitement about emerging markets, particularly in Asia PAC, where growth is driven by volume mix and expanding reach among lower-income consumers [26][29] Question: What is the company's strategy for improving volume growth? - The company is focused on a balanced price-volume mix and has implemented key actions to drive volume growth, particularly in North America [36][37] Question: How important is the cold and flu business for securing shelf space? - Management emphasized the significance of the cold and flu category for consumer health and its role in category management, despite recent declines [56]

Haleon (NYSE:HLN) H2 2025 Earnings call February 25, 2026 02:00 AM ET Company ParticipantsBrian McNamara - CEO and Executive DirectorDawn Allen - CFO and Executive DirectorBrian McNamaraHello, and welcome to our full year results presentation. 2025 was an important year for Haleon, and we made good progress against our three strategic priorities. First, delivering competitive growth in a challenging environment. Second, unlocking productivity gains. Third, embedding an agile, performance-focused culture. In ...

Haleon (NYSE:HLN) H2 2025 Earnings call February 25, 2026 02:00 AM ET Company ParticipantsBrian McNamara - CEO and Executive DirectorDawn Allen - CFO and Executive DirectorBrian McNamaraHello, and welcome to our full year results presentation. 2025 was an important year for Haleon, and we made good progress against our three strategic priorities. First, delivering competitive growth in a challenging environment. Second, unlocking productivity gains. Third, embedding an agile, performance-focused culture. In ...

Haleon (NYSE:HLN) H2 2025 Earnings call February 25, 2026 02:00 AM ET Speaker0Hello, and welcome to our full year results presentation. 2025 was an important year for Haleon, and we made good progress against our three strategic priorities. First, delivering competitive growth in a challenging environment. Second, unlocking productivity gains. Third, embedding an agile, performance-focused culture. In terms of growth, in 2025, we delivered 3% organic sales growth, which is lower than our medium-term guidanc ...

UK's Haleon reports slower fourth-quarter organic revenue growth | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Sensodyne products are displayed on a shelf in a supermarket in Sarajevo, Bosnia and Herzegovina, October 29, 2024. REUTERS/Dado Ruvic/File Photo [Purchase Licensing Rights, opens new tab]- Companies[Haleon Plc]FollowFeb 25 (Reuters) - British consumer healthcare group Haleon [(HLN.L), opens new tab] reported a slowdown ...

2025 Full year results February 2026 Disclaimer This presentation contains certain statements that are, or may be deemed to be, "forward-looking statements" (including for purposes of the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934). Forward-looking statements give Haleon's current expectations and projections about future events, including strategic initiatives and future financial condit ...

Core Insights - The leading dentist-recommended brand for sensitive teeth has introduced Sensodyne Clinical Repair, a new toothpaste aimed at addressing the root cause of tooth sensitivity [1] Product Development - Sensodyne Clinical Repair is designed to provide more than just temporary relief, focusing on actively repairing sensitive areas of teeth [1] - The development of this product is based on data indicating that 85% of individuals with sensitive teeth seek solutions that target the underlying causes of their discomfort [1]

Core Insights - Haleon has appointed Kedar Lele as the new President for the India Subcontinent, effective this month, succeeding Navneet Saluja who retired in October 2025 [1][3] - Lele brings over 25 years of experience in various sectors, including FMCG, and will be part of Haleon's Executive Team, focusing on the company's strategy to reach 1 billion more consumers by 2030 [3][4] Company Overview - Haleon is a consumer healthcare company based in England, offering over-the-counter products for everyday health needs, with a focus on oral care, digestive health, pain management, respiratory health, and vitamin and mineral supplements [6] - The company markets well-known brands such as Eno, Sensodyne, Iodex, Crocin, Otrivin, Centrum, Ostocalcium, Parodontax, and Polident in India [6] Leadership Background - Kedar Lele previously served as Managing Director at Castrol India Ltd and has nearly two decades of experience at Hindustan Unilever Ltd, where he held senior roles including Executive Director for Sales and Customer Development in South Asia [2][4] - Lele holds an MBA in Strategic Marketing and Operations from the Indian School of Business and has served on the board of TVS Automobile Solutions [5]