| Haleon plc (HLN) Q1 2025 Earnings Call Transcript |
Haleon plc (NYSE:HLN ) Q1 2025 Results Conference Call April 30, 2025 3:30 PM ET Company Participants Jo Russell - Head-Investor Relations Dawn Allen - Chief Financial Officer Conference Call Participants Guillaume Delmas - UBS Rashad Kawan - Morgan Stanley David Hayes - Jefferies Warren Ackerman - Barclays Celine Pannuti - JP Morgan Tom Sykes - Deutsche Bank Edward Lewis - Redburn Atlantic Victoria Petrova - Bank of America Jeremy Fialko - HSBC Karel Zoete - Kepler Jo Russell Good morning, everyone, and welcome to conference call for our first quarter trading statement. I'm Jo Russell, Head of Investor Relations. |
seekingalpha.com |
2025-05-02 20:42:04 |
Czytaj oryginał (ang.) |
| Consumer healthcare group Haleon raises medium-term profit forecast |
Haleon on Thursday raised its medium-term target for profit growth from 2026, banking on strength in key markets and costs cuts within its supply chain, which would save the consumer healthcare group 800 million pounds ($1.07 billion) in the next five years. |
reuters.com |
2025-05-01 11:10:31 |
Czytaj oryginał (ang.) |
| Haleon shares hit by weaker US vitamin sales |
Haleon PLC (LSE:HLN, NYSE:HLN) shares fell 1% after the toothpaste and painkillers maker reported slightly stronger first-quarter growth than expected but saw a weaker performance than expected from its vitamins, minerals and supplements (VMS) arm in America. The FTSE 100 group posted a Q1 update showing 3.5% organic revenue growth, supported by positive contributions from all product categories and regions, beating an average City forecast of 3.3%. |
proactiveinvestors.co.uk |
2025-04-30 07:42:55 |
Czytaj oryginał (ang.) |
| Haleon reports lower first-quarter revenue hurt by a weaker flu season |
British consumer healthcare group Haleon on Wednesday reported a 2.3% fall in its first-quarter revenue as sluggish demand for its cold and cough medicines outside of North America continued to weigh. |
reuters.com |
2025-04-30 06:21:35 |
Czytaj oryginał (ang.) |
| UK's Haleon takes full control of Chinese consumer healthcare venture |
British consumer healthcare group Haleon said on Tuesday it has gained complete ownership of its Chinese joint venture after acquiring Tianjin Pharmaceutical Da Ren Tang's 12% stake for about 1.62 billion yuan ($221.4 million). |
reuters.com |
2025-04-15 09:10:59 |
Czytaj oryginał (ang.) |
| Does defensive Haleon have a cure for the current market blues? |
Citi believes Haleon PLC (LSE:HLN, NYSE:HLN) is well positioned for the current uncertain climate, describing the consumer healthcare group as a solid defensive play for investors concerned about recession risks and the fallout from Donald Trump's new tariff regime. Shares in the maker of household brands such as Sensodyne and Panadol, have been under pressure amid broader worries over US consumer demand and a tough comparison with last year's strong flu season. |
proactiveinvestors.co.uk |
2025-04-09 13:31:49 |
Czytaj oryginał (ang.) |
| Haleon: A Defensive Play That Makes Sense Amidst The Stock Market Sell-Off |
As a hybrid healthcare and consumer staple stock, Haleon offers plenty of stability amidst the current market volatility, with its Power Brands driving strong organic growth. Room for expanding margins and further debt reduction on a net debt/adjusted EBITDA basis (now 2.8x from 4.0x) demonstrate financial strength in uncertain economic conditions. Robust dividend coverage (2.5x covered by earnings) with steady growth and the strategic streamlining of its portfolio highlights Haleon as a reliable defensive investment. |
seekingalpha.com |
2025-03-25 11:30:00 |
Czytaj oryginał (ang.) |
| Haleon buys £170m of shares as Pfizer offloads final stake |
Haleon PLC (LSE:HLN, NYSE:HLN) has bought roughly £170 million of its shares back from former parent company Pfizer Inc (NYSE:PFE, ETR:PFE). The FTSE 100-listed maker of toothpaste and vitamins paid 385p per share for the off-market purchase, which is part of a previous agreement when Haleon was spun out in 2022 that its former parent companies, GSK being the other, would eventually cut their stakes. |
proactiveinvestors.co.uk |
2025-03-19 05:34:03 |
Czytaj oryginał (ang.) |
| Pfizer sells entire Haleon stake for $3.24 billion |
Drugmaker Pfizer has sold its entire stake in Haleon for about 2.5 billion pounds ($3.24 billion) to institutional investors and the consumer healthcare firm at 385 pence per share, a bookrunner for the deal said on Wednesday. |
reuters.com |
2025-03-19 05:26:54 |
Czytaj oryginał (ang.) |
| Pfizer to dispose of entire Haleon stake |
Haleon shareholder Pfizer will dispose of its entire 7.3% stake in the British consumer healthcare group, a bookrunner said on Tuesday. |
reuters.com |
2025-03-18 14:54:58 |
Czytaj oryginał (ang.) |
| 2 Attractively Priced, High Yield Stocks For Income Durability As The Market Hits New Highs |
Hyperinflation and high interest rates make dividend-paying stocks attractive, providing cash flow and alleviating inflation pressure. Pfizer's 6% yield is appealing despite recent stock declines, with a low forward multiple and management's commitment to maintaining dividends. Cost savings and Haleon share sales should support Pfizer's dividend yield, with free cash flow expected to improve next year. |
seekingalpha.com |
2025-03-05 09:13:00 |
Czytaj oryginał (ang.) |
| Haleon: Growing Profits And Dividend |
I initiate coverage on Haleon with a "hold" rating due to decent results and potential for ongoing growth, despite a slight revenue slip last year. Haleon's dividend grew 10% and is well-covered by free cash flow, but the 1.6% yield is less attractive compared to peers. The balance sheet is manageable with net debt at 22% of market cap, though I question the optimality of share buybacks at current prices. |
seekingalpha.com |
2025-03-05 07:38:47 |
Czytaj oryginał (ang.) |
| Sensodyne Toothpaste Maker Haleon Expects Profit To Be Weighted Towards Second Half Of 2025 |
London-based consumer healthcare group Haleon Plc HLN stock is trading lower on Thursday. |
benzinga.com |
2025-02-27 13:12:12 |
Czytaj oryginał (ang.) |
| Haleon CEO: We're relatively low-exposed to tariffs |
Haleon CEO Brian McNamara says his company is not as exposed as peers to tariff risks, as the consumer healthcare company reports full-year results |
youtube.com |
2025-02-27 12:30:10 |
Czytaj oryginał (ang.) |
| Haleon figures meet expectations; but analysts and investors wanted more |
Haleon PLC's (LSE:HLN, NYSE:HLN) prelims have reassured investors, with earnings per share (EPS) beating expectations by 6% in the second half of 2024, according to analysts - although the shares succumbed to a bout of profit taking in their wake. The consumer health giant reported 5% organic growth for the year, slightly ahead of market forecasts, Stifel said. |
proactiveinvestors.co.uk |
2025-02-27 11:49:08 |
Czytaj oryginał (ang.) |
| Haleon plc (HLN) Q4 2024 Earnings Call Transcript |
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. |
seekingalpha.com |
2025-02-27 10:43:53 |
Czytaj oryginał (ang.) |
| Haleon: Investors unimpressed by growth target and £500m buyback as shares slide 3.2% |
Haleon PLC (LSE:HLN, NYSE:HLN) shares fell 3.2% in early trading as investors saw little in the results to justify further gains at current valuations. While full-year sales and profits met expectations, analysts noted a lack of clear catalysts. |
proactiveinvestors.co.uk |
2025-02-27 05:56:49 |
Czytaj oryginał (ang.) |
| Haleon results could provide tonic for investor anxiety, says Barclays |
When Haleon PLC (LSE:HLN, NYSE:HLN) reports results on Thursday, 27 February, Barclays expects its sales of painkillers to have offset the "well known headwind" from a weak start to the cold and flu season in the final quarter of 2024. Analysts at the bank said that earnings delivery and profit margin expansion are the main areas of focus for investors in the FTSE 100 consumer health products group too, while Futura Medical investors are likely to be keeping an eye out for news on the Eroxon collaboration. |
proactiveinvestors.co.uk |
2025-02-25 07:11:19 |
Czytaj oryginał (ang.) |
| Haleon to invest $54 mln in US R&D centre to boost product innovation |
Consumer healthcare company Haleon said on Wednesday it will invest $54 million in its global research and development centre in Richmond, U.S., aiming to boost its pipeline for new product innovations. |
reuters.com |
2025-01-29 08:19:13 |
Czytaj oryginał (ang.) |
| AHCO vs. HLN: Which Stock Is the Better Value Option? |
Investors with an interest in Medical - Products stocks have likely encountered both AdaptHealth Corp. (AHCO) and Haleon PLC Sponsored ADR (HLN). But which of these two companies is the best option for those looking for undervalued stocks? |
zacks.com |
2025-01-28 14:46:38 |
Czytaj oryginał (ang.) |
| Pfizer to further reduce stake in Haleon through share sale |
Pfizer Inc (NYSE:PFE, ETR:PFE) plans to sell around 700 million shares of Haleon PLC (LSE:HLN, NYSE:HLN), representing a 7.7% stake, via a secondary offering through an accelerated book-building process targeting institutional investors. Currently holding 15% of the Panadol maker, Pfizer expects to reduce its interest to about 7.3 per cent upon completion. |
proactiveinvestors.co.uk |
2025-01-15 05:26:04 |
Czytaj oryginał (ang.) |
| Pfizer Sells 700 Million Haleon Shares for $3 Billion |
The sale decreases Pfizer's shareholding in the consumer-healthcare business to 7.3% of its issued share capital, down from 15%. |
wsj.com |
2025-01-15 04:57:00 |
Czytaj oryginał (ang.) |
| Pfizer intends to cut stake in Sensodyne-maker Haleon to 7.3%, says bookrunner |
Pfizer intends to sell about 700 million ordinary shares in Haleon , cutting its stake to about 7.3% in the British consumer healthcare group, a bookrunner said on Tuesday. |
reuters.com |
2025-01-14 13:54:37 |
Czytaj oryginał (ang.) |
| TUMS Teams Up with DraftKings to Launch TUMS Fantasy Foodball Pool, Making Gameday Food Dreams a Reality |
Fans can draft their top food and drink picks for a free shot at winning a share of $40,000 in total cash prizes WARREN, N.J. , Jan. 9, 2025 /PRNewswire/ -- As hundreds of millions prepare to tune into the biggest day in football, a new survey from TUMS has revealed that 1 in 4 viewers will be focused on the real MVP: the food. |
prnewswire.com |
2025-01-09 15:42:00 |
Czytaj oryginał (ang.) |
| Haleon: Guidance Implies Uncertainty Around Flu Season |
Haleon plc is logging solid organic performances led by their solid brand portfolio for oral health with brands like Sensodyne and Parodontax. This is despite some tough comps still in the results, particularly in VMS. Guidance remains around the 4-6% organic growth figure, ignoring FX effects, despite the momentum in the Q3. |
seekingalpha.com |
2024-12-10 20:08:57 |
Czytaj oryginał (ang.) |
| Haleon Welcomes Joe Sta-Romana as Chief Customer Officer to Lead US Growth and Transformation |
WARREN, N.J. , Dec. 2, 2024 /PRNewswire/ -- Haleon, a world-leading consumer health company, is pleased to announce the appointment of Joe Sta-Romana as Chief Customer Officer (CCO) for its US business, effective December 1, 2024. |
prnewswire.com |
2024-12-02 09:53:00 |
Czytaj oryginał (ang.) |
| Dividend Income: Lanny's October 2024 Summary |
Big Oil with BHP Billiton came big with a massive dividend. Canadian Imperial, one of the big 6 Canadian banks, sent a massive $210 dividend my way. There are a few less names now in 2024 than 2023, such as MDU Resources and Haleon. |
seekingalpha.com |
2024-11-18 09:25:00 |
Czytaj oryginał (ang.) |
| Haleon Selects Vistar Media as Preferred Global Partner for Programmatic Out-of-Home (OOH) Advertising |
Vistar Media's programmatic OOH technology to enhance Haleon's premium, global media strategy Vistar Media's programmatic OOH technology to enhance Haleon's premium, global media strategy |
globenewswire.com |
2024-11-04 11:00:00 |
Czytaj oryginał (ang.) |
| Haleon plc (HLN) Q3 2024 Sales Call Transcript |
Haleon plc (NYSE:HLN ) Q3 2024 Sales Conference Call October 31, 2024 5:00 AM ET Company Participants Rakesh Patel - Director of Investor Relations Tobias Hestler - Chief Financial Officer Conference Call Participants Guillaume Delmas - UBS Group AG David Hayes - Jefferies Group LLC Iain Simpson - Barclays Rashad Kawan - Morgan Stanley Celine Pannuti - JPMorgan Chase & Co. Victoria Petrova - BofA Securities Karel Zoete - Kepler Cheuvreux Tom Sykes - Deutsche Bank Rakesh Patel Good morning everyone, and welcome to Haleon's Conference Call for our Third Quarter Trading Statement. I am Rakesh Patel, Director, Investor Relations, and with me today is Tobias Hestler, our CFO. |
seekingalpha.com |
2024-11-02 12:09:02 |
Czytaj oryginał (ang.) |
| Panadol maker Haleon takes hit from currency headwinds |
Currency fluctuations meant Haleon PLC (LSE:HLN, NYSE:HLN), the FTSE 100-listed Panadol and Sensodyne owner, saw year-on-year reported revenue by 0.6% to £2.78 billion in the third quarter. Stripping away the impact of the weaker US dollar, the consumer health giant's organic revenues increased by 6.1%. |
proactiveinvestors.co.uk |
2024-10-31 05:58:59 |
Czytaj oryginał (ang.) |
| Haleon reports marginal decline in third-quarter revenue |
Haleon reported a marginal fall in its third-quarter revenue on Thursday, hurt by declines in its pain relief and digestive health segments. |
reuters.com |
2024-10-31 05:21:26 |
Czytaj oryginał (ang.) |
| Haleon gets target hike as UBS raises 'forever' sales target |
Haleon PLC (LSE:HLN, NYSE:HLN) has received a price target upgrade from UBS ahead of its third quarter update on 31 October as it becomes increasingly confident over its longer-term revenue opportunities. Foreign exchange movements will affect this year's adjusted earnings, which UBS has trimmed by 3%, but that aside the Swiss bank believes the GSK spin-iut has shown it can deliver 4-6% organic sales growth. |
proactiveinvestors.co.uk |
2024-10-09 12:11:28 |
Czytaj oryginał (ang.) |
| Futura Medical in line for $5m milestone payment as Haleon's US Eroxon launch gets underway |
Futura Medical PLC (AIM:FUM, OTC:FAMDF) has secured a $5 million milestone payment following the US launch of its flagship product, Eroxon. The payment was triggered as Haleon, the company's distribution partner, began fulfilling online pre-orders and making fast-acting erectile dysfunction gel available in American retail stores. |
proactiveinvestors.co.uk |
2024-10-07 06:25:01 |
Czytaj oryginał (ang.) |
| HLN or PODD: Which Is the Better Value Stock Right Now? |
Investors interested in stocks from the Medical - Products sector have probably already heard of Haleon PLC Sponsored ADR (HLN) and Insulet (PODD). But which of these two stocks is more attractive to value investors? |
zacks.com |
2024-10-03 16:46:21 |
Czytaj oryginał (ang.) |
| Haleon's buy rating restated after Pfizer cuts down stake |
UBS has reiterated its buy rating on Haleon PLC (LSE:HLN, NYSE:HLN) shares after news that former parent company Pfizer Inc (NYSE:PFE, ETR:PFE) further pared down its stake in the FTSE 100-listed Sensodyne and Panadol maker. Haleon, which comprises the former consumer divisions of Pfizer and GSK PLC (LSE:GSK, NYSE:GSK), agreed on an off-market purchase of approximately £230 million worth of its own shares after Pfizer said t was cutting its stake by around £2.1 billion. |
proactiveinvestors.co.uk |
2024-10-01 11:35:34 |
Czytaj oryginał (ang.) |
| Haleon buys back some shares as Pfizer sells down stake |
Haleon PLC (LSE:HLN, NYSE:HLN) said it has agreed to buy £230 million of its own shares from former co-parent Pfizer Inc (NYSE:PFE, ETR:PFE), which offloaded almost a $3.3 billion stake in the Sensodyne maker. The FTSE 100 consumer health group said made the purchase at a price of 308p per share. |
proactiveinvestors.co.uk |
2024-10-01 06:32:52 |
Czytaj oryginał (ang.) |
| Pfizer offloads $3.3 bln stake in Sensodyne-maker Haleon |
Pfizer offloaded shares worth roughly $3.26 billion in Haleon at 380 pence apiece, cutting its stake to 15% in the world's largest standalone consumer healthcare firm, a bookrunner said on Tuesday. |
reuters.com |
2024-10-01 06:13:07 |
Czytaj oryginał (ang.) |
| Pfizer to offload about 5.9% stake in UK's Haleon, says bookrunner |
Pfizer intends to offload about 540 million shares in the British consumer healthcare company Haleon , a bookrunner said on Monday. |
reuters.com |
2024-09-30 16:14:37 |
Czytaj oryginał (ang.) |
| Sensodyne maker Haleon to raise stake in China JV |
British consumer healthcare company Haleon said on Friday it has agreed to raise its stake in its Chinese joint venture by 33% for 4.47 billion yuan ($637.35 million), taking its ownership to 88%. |
reuters.com |
2024-09-27 09:11:13 |
Czytaj oryginał (ang.) |
| Haleon Selects PubMatic as Supply Optimisation Partner to Enable More Effective, Sustainable Media Buying |
The global healthcare brand gains increased transparency and control by getting closer to the sell-side of the ecosystem The global healthcare brand gains increased transparency and control by getting closer to the sell-side of the ecosystem |
globenewswire.com |
2024-09-16 08:00:00 |
Czytaj oryginał (ang.) |
| Haleon lays out pricing for £1bn bond offering |
Haleon PLC (LSE:HLN, NYSE:HLN) has unveiled pricing for a near-£1 billion bond offering set to be carried out by its subsidiary this month. Some €750 million (£633 million) worth of Euro medium-term notes to mature in 2028 will be sold with a price of 2.875%, the FTSE 100-listed health firm announced Thursday. |
proactiveinvestors.co.uk |
2024-09-12 08:09:30 |
Czytaj oryginał (ang.) |
| Haleon Announces the Launch of Eroxon®, The First and Only FDA Cleared OTC Gel for Erectile Dysfunction, Available for U.S. Preorder Without a Prescription |
Eroxon ® is Haleon's first offering in the sexual health space Clinical studies show Eroxon® is safe and effective in men with ED Eroxon® is available now for Amazon pre-order; available on shelves and online at most major retailers in October 2024 WARREN, N.J. , Sept. 3, 2024 /PRNewswire/ -- Eroxon® , the first-and-only FDA cleared gel available without a prescription for the treatment of erectile dysfunction (ED), is now available for pre-order in the United States through Amazon and will be available at most major retailers in October 2024. |
prnewswire.com |
2024-09-03 12:15:00 |
Czytaj oryginał (ang.) |
| Haleon: Defensive Consumer Healthcare Stock As Safe Haven |
Haleon is a consumer healthcare company formed from a GSK and Pfizer merger, with a 50% share price increase since trading began. Financial results show strong cash flows, with a net profit of 754M GBP and EPS of 7.90 pence per share in the first half of the year. Investment thesis suggests writing put options due to the high EBITDA multiple, with the potential for decreasing net debt and increasing EBITDA in the future. |
seekingalpha.com |
2024-08-06 14:30:00 |
Czytaj oryginał (ang.) |
| Haleon, Reckitt, Wizz Air: Stocks lifting despite global sell-off |
While the FTSE 100 continues to suffer its worst session in recent times, dropping 2.5%, there are a handful of companies which have been able to buck the bearish trend. Out of London's blue chips, only Haleon and Reckitt have been able to lift into the green, up by 0.1% and 0.4% respectively. |
proactiveinvestors.co.uk |
2024-08-05 14:16:46 |
Czytaj oryginał (ang.) |