Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclaimers and disclosures related to investment positions and opinions [1][2] Summary by Categories - **Company Analysis**: No specific company analysis or performance data is provided in the article [1][2] - **Industry Insights**: The article lacks any insights or trends related to specific industries [1][2] - **Market Trends**: There are no discussions on market trends or investment opportunities mentioned [1][2]

Core Viewpoint - Haleon Plc reported a slight decline in revenue for 2024, reflecting challenges in the consumer healthcare market, particularly in cold and flu product demand [1][2]. Financial Performance - Revenue for 2024 was reported at 11.23 billion pounds (US$14.19 billion), down 0.6% compared to the previous year [1]. - Adjusted operating profit for 2024 was 2.5 billion pounds, a decrease of 6.5% at constant currency [1]. - Organic revenue growth was 5.0%, driven by a 3.7% increase in price and a 1.3% increase in volume/mix, with a notable 6.8% organic growth in Q4 [1]. Segment Performance - Oral Health revenue increased by 5.6% to 3.3 billion pounds, with organic revenue growth of 9.6% [5]. - Vitamins, Minerals, and Supplements revenue rose by 3.4% to 1.7 billion pounds, with organic growth of 7.6%, including 8.2% organic growth in Q4 [5]. - Pain Relief revenue declined by 3.3%, with flat organic growth of 0.1%, totaling 2.6 billion pounds [5]. - Respiratory Health revenue decreased by 3.4% to 1.7 billion pounds, with organic revenue growth of 0.9% [5]. - Digestive Health and Other revenue fell by 7.2% to 2 billion pounds [2]. Future Guidance - The company projects organic revenue growth for 2025 to be between 4% and 6%, with expectations for growth to be weighted towards the second half of the year [3][4]. - A foreign exchange translation headwind of approximately 1.0% and 2.5% is expected to negatively impact net revenue and adjusted operating profit [3]. Market Reaction - Haleon Plc's stock (HLN) was down 4.12% at $9.78 during the premarket session [4].

Haleon plc (NYSE:HLN) Q4 2024 Earnings Conference Call February 27, 2025 4:00 AM ET Company Participants Jo Russell - Head-Investor Relations Brian McNamara - Chief Executive Officer Dawn Allen - Chief Financial Officer Conference Call Participants Guillaume Delmas - UBS David Hayes - Jefferies Rashad Kawan - Morgan Stanley Chris Pitcher - Redburn Tom Sykes - Deutsche Bank Jo Russell Good morning, everyone. Welcome to Haleon's Full Year 2024 Q&A call. I'm Jo Russell, Head of Investor Relations. And I'm join ...

2024 Full year results February 2025 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 ...

Marketing Campaign - TUMS has partnered with DraftKings to launch the TUMS Fantasy Foodball Pool, a free-to-play game where participants can win a share of $40,000 in cash prizes by selecting their top six food and drink choices from a menu of 36 items [1] - The campaign features food-related themes such as Tailgate Foods, Spicy Foods, Sweet Foods, and New Orleans Foods, aligning with the Big Game season [6] - TUMS has collaborated with former professional football champion Vince Wilfork, who shares his personal experience with heartburn relief and promotes the brand [2][3] Consumer Insights - A survey of 2,000 Americans revealed that 54% believe gameday food is crucial to the overall experience, with barbecue (34%), hot wings (33%), and seven-layer dip (24%) being the top three most popular foods [1] - 1 in 4 survey respondents cited heartburn as a potential outcome of enjoying gameday foods, and 1 in 3 hope their host has an antacid on hand [1] Product Promotion - TUMS Chewy Bites and Gummy Bites are highlighted as effective solutions for occasional heartburn, sour stomach, acid indigestion, and upset stomach relief [6][7] - The company emphasizes that TUMS is the 1 recommended antacid brand by doctors, pharmacists, and OBGYNs, and is America's 1 antacid with a variety of flavors and formats [7] Event Activation - TUMS will host an event in New Orleans during Big Game Weekend at Bourbon Heat on Feb 7, offering samples of TUMS Chewy Bites, exclusive merchandise, and giveaways, while also promoting the final round of the TUMS Fantasy Foodball Pool [4] Brand Collaboration - DraftKings and TUMS are continuing their successful partnership, leveraging the popularity of food during football watch parties to engage fans with a competitive and interactive experience [4]

Core Insights - Haleon has appointed Joe Sta-Romana as Chief Customer Officer for its US business, effective December 1, 2024, to lead customer strategy and drive growth in the US market [1][2]. Leadership Experience - Joe Sta-Romana brings over 20 years of experience in the FMCG sector, having previously led Unilever's Walmart business and held significant roles at P&G and Unilever, focusing on sales and category management [2][3]. Strategic Focus - The new CCO will implement customer-focused strategies, utilizing improved data analytics and digital solutions to enhance partnerships with key retailers, ensuring Haleon remains a trusted partner [3][4]. Company Vision - Haleon's mission is to deliver better everyday health with humanity, emphasizing the importance of understanding customer challenges to provide tailored solutions [4][5]. Product Portfolio - Haleon operates in six major categories: Oral Health, Pain Relief, Respiratory Health, Digestive Health, Wellness, and Sexual Wellness, with a diverse range of well-known brands [5].

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]

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 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].

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]