Core Insights - Haleon has selected Vistar Media as its preferred partner for programmatic out-of-home (OOH) advertising, emphasizing the strategic importance of digital OOH in its media strategy [1][2] - The partnership aims to leverage Vistar's advanced technology and demand-side platform (DSP) to execute data-driven and personalized OOH campaigns globally, reflecting Haleon's commitment to quality, transparency, and sustainability [2][3] Company Overview - Haleon is a global leader in consumer health, focusing on delivering better everyday health with a diverse product portfolio that includes Oral Health, Pain Relief, Respiratory Health, Digestive Health, and Vitamins, Minerals, and Supplements (VMS) [7] - The company is known for its longstanding brands such as Sensodyne, Panadol, Otrivin, Polident, Corsodyl, and Centrum, which are built on trusted science and innovation [7] Partnership Details - The collaboration with Vistar Media allows Haleon to enhance its global media presence and connect with consumers in a premium OOH environment [4] - Vistar Media's programmatic capabilities, combined with Publicis' expertise, enable Haleon to deliver impactful campaigns while aligning with its sustainability goals [3][4] Vistar Media Overview - Vistar Media is recognized as a leading provider of technology solutions for OOH media, offering a comprehensive platform for buying and selling OOH advertising [5][6] - The company operates in over 30 countries and provides a full suite of platforms, including demand-side and supply-side solutions, to facilitate OOH transactions [6]

Core Viewpoint - Haleon plc reported a strong performance in Q3 2024, with organic revenue growth driven by market execution and share gains from its brand portfolio [5]. Revenue Performance - Organic revenue growth was 6.1%, with contributions from both price and volume mix [5]. - The company's Power Brands achieved a growth rate of 5.4% [5]. Financial Details - The conference call included discussions on group profit and margin details, both reported and adjusted, with a full reconciliation provided in the appendix [4].

Financial Data and Key Metrics Changes - Organic revenue growth was reported at 6.1%, with a balance between price (3.3%) and volume/mix (2.8%) [6][10] - Organic profit growth for the quarter was 7.4%, leading to a year-to-date organic profit growth of 9.7% [7][32] - Reported revenue declined by 0.6% due to net M&A headwinds and foreign exchange impacts [12][11] Business Line Data and Key Metrics Changes - Oral Health revenues grew by 8.2% in the quarter, driven by strong performance from Sensodyne and parodontax [15] - VMS (Vitamins, Minerals, and Supplements) grew by 3.7%, with Centrum facing tough comparatives from the previous year [16] - Pain Relief returned to growth at 3.1%, while Respiratory Health saw a 9.1% increase [17][18] Market Data and Key Metrics Changes - North America experienced organic revenue growth of 4.8%, with significant contributions from Oral Health and Pain Relief [19] - Europe, Middle East, Africa, and Latin America saw organic revenue growth of 6.1%, driven by pricing strategies [21] - Asia Pacific reported an 8.2% increase in organic revenue, with double-digit growth in China [25][28] Company Strategy and Development Direction - The company is focused on optimizing its portfolio through active brand management and has increased its stake in the China joint venture [8][30] - Capital allocation priorities include investing in brand growth, completing share buybacks, and pursuing strategic M&A opportunities [33][41] - The company aims to achieve organic revenue growth of 4% to 6% and high-single-digit organic profit growth for the full year [36][40] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in meeting full-year guidance despite foreign exchange headwinds and uncertainties in cold and flu season performance [9][37] - The company is prepared for the cold and flu season with healthy sell-in and expects continued market share gains [54][80] - Management highlighted the importance of maintaining a balance between price and volume growth moving forward [13][88] Other Important Information - The company raised approximately £900 million in bonds to refinance maturing debt, indicating strong demand for its financial instruments [9] - The company has returned over £1 billion to shareholders through dividends and share buybacks this year [41] Q&A Session Summary Question: Outlook for 2024 and key sources of uncertainty - Management is confident in achieving FY 2024 guidance, with cold and flu season and foreign exchange being noted as uncertainties [48][50] Question: VMS business slowdown - The deceleration in VMS is attributed to tough comparatives for Centrum, with expectations for a sequential pickup in Q4 [49][56] Question: FX leverage effects - FX impacts were noted as an outlier in Q3, with expectations for smaller effects in Q4 [58][59] Question: China OTC business visibility - The company has been operationally running the China OTC business and is focused on integrating field forces post-acquisition [62] Question: Performance of Panadol - Panadol is maintaining market share despite a normalization of demand following a tripledemic last year [65][68] Question: Eroxon launch and retailer uptake - Eroxon has seen good retailer uptake, with distribution above 80% among major customers, and advertising efforts are underway [70][72]

Core Insights - Haleon PLC Sponsored ADR (HLN) has a stronger Zacks Rank of 2 (Buy) compared to Insulet (PODD) which has a Zacks Rank of 3 (Hold) indicating a more favorable earnings outlook for HLN [3] - Value investors utilize various traditional metrics to identify undervalued companies, including P/E ratio, P/S ratio, earnings yield, and cash flow per share [4] Valuation Metrics - HLN has a forward P/E ratio of 22.43, significantly lower than PODD's forward P/E of 76.64, suggesting that HLN may be undervalued relative to its earnings potential [5] - The PEG ratio for HLN is 3.08, while PODD's PEG ratio is 4.35, indicating that HLN's expected earnings growth is more favorable when adjusted for its price [5] - HLN's P/B ratio stands at 2.28, compared to PODD's P/B of 16.32, further highlighting HLN's relative valuation advantage [6] - Based on these valuation metrics, HLN holds a Value grade of B, while PODD has a Value grade of D, suggesting that HLN is the more attractive option for value investors [6]

UNITED STATES Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 SECURITIES AND EXCHANGE COMMISSION For the month of September 2024 Commission File Number: 001-41411 Haleon plc (Translation of registrant's name into English) Building 5, First Floor, The Heights, Weybridge, Surrey, KT13 0NY (Address of principal executive offices) Form 20-F ☒ Form 40-F ☐ EXHIBIT INDEX | Exhibit | | | --- | --- | | Number | Description | ...

Core Insights - PubMatic has launched a new collaborative approach to supply path optimization (SPO) for Haleon, aiming to enhance efficiency and sustainability in digital advertising [1][2] - Haleon has selected PubMatic as a preferred supply partner to streamline access to video, display, and connected TV (CTV) inventory globally [2][3] - The partnership focuses on maximizing commercial efficiency, transparency, and data-driven insights while reducing carbon emissions related to Haleon's media investments [3][4] Company Overview - PubMatic is an independent technology company that delivers digital advertising's supply chain of the future, empowering digital content creators to control access to their inventory and increase monetization [5] - Haleon is a global leader in consumer health, with a diverse product portfolio that includes categories such as Oral Health, Pain Relief, and Vitamins, Minerals, and Supplements (VMS) [6]

Core Insights - Eroxon® is the first and only FDA cleared over-the-counter gel for erectile dysfunction (ED) available without a prescription, now available for pre-order and set to launch in October 2024 [1][7] - Clinical studies demonstrate that Eroxon® is safe and effective, providing results within 10 minutes, addressing a significant unmet need compared to existing prescription solutions that may take up to an hour [2][3] Product Details - Eroxon® stimulates nerve endings in the penis to help men achieve and maintain an erection, enhancing intimacy and connection in relationships [3][4] - The application process involves massaging the gel onto the head of the penis, which can be done by the user or their partner as part of foreplay [4] Market Context - Erectile dysfunction affects approximately 30 million men in the U.S., with prevalence increasing with age; half of men over 40 experience ED [6] - Haleon aims to make Eroxon® accessible to millions of men affected by ED, emphasizing the importance of sexual health as part of overall wellness [4][8]

HALEON 2024 Half year results August 2024 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 c ...

Haleon plc (NYSE:HLN) Q2 2024 Earnings Call August 1, 2024 4:00 AM ET Company Participants Sonya Ghobrial - Investor Relations Brian McNamara - Chief Executive Officer Tobias Hestler - Chief Financial Officer Conference Call Participants Guillaume Delmas - UBS Bruno Monteyne - Bernstein Chris Pitcher - Redburn Atlantic David Hayes - Jefferies Rashad Kawan - Morgan Stanley Jeremy Fialko - HSBC Olivier Nicolai - Goldman Sachs Celine Pannuti - JPMorgan Iain Simpson - Barclays Operator Good morning, all. Thank ...

Interim results announcement Six months ended 30 June 2024 1 August 2024 2024 Half year results Six months ended 30 June 2024 (unaudited)1 Improving growth momentum in Q2; with strong performance in Oral Health and VMS Increased H1 24 operating profit driven by operating leverage Strong cash flow supporting shareholder returns Continued evolution into a more agile consumer health organisation Updating guidance for FY2024 and confident of delivery on medium term guidance 1 ● H1 reported revenue declined 0.8% ...