Haleon plc (HLN) Q4 2025 Earnings Call Prepared Remarks Transcript

Core Insights - Haleon made significant progress in 2025 against its three strategic priorities: competitive growth, productivity gains, and an agile performance-focused culture [1] - The company achieved 3% organic sales growth in 2025, which is below the medium-term guidance of 4% to 6%, primarily due to lower category growth and decreased consumer confidence in key markets [1] Growth Performance - Despite the challenging environment, 60% of Haleon's brand portfolio gained or maintained market share, indicating strong performance relative to global categories [2] - In China, the launch of parodontax is closing the incident versus treatment gap, with the product becoming a top-selling innovation in major cities and available in over 10,000 stores [2] Product Innovation - The rollout of parodontax will accelerate to 20 cities in 2025 to enhance market penetration [3] - Sensodyne's expanded clinical range has seen strong uptake among younger consumers, with growth exceeding 1.5 times the overall category in 30 global markets [3] - The company is also focusing on innovation-led premiumization, exemplified by the launch of Nasal Mist in North America [3]