Haleon plc, together with its subsidiaries, researches, develops, manufactures, and sells consumer healthcare products across North America, Europe, the Middle East, Africa, Latin America, and the Asia Pacific. Its portfolio includes oral health products under Sensodyne, Polident, Parodontax, and Biotene; vitamins, minerals, and supplements under Centrum, Emergen-C, and Caltrate; and over-the-counter remedies such as Theraflu and Flonase for respiratory issues, Voltaren, Panadol, and Advil for pain relief, and TUMS, ENO, and Fenistil for digestive health and other issues. The company has a collaboration agreement with Microsoft to scale digital, data, and AI capabilities and accelerate its global win as one strategy. Haleon plc was formerly known as DRVW 2022 plc and changed its name in February 2022; it was founded in 1715 and is headquartered in Weybridge, the United Kingdom.
Haleon Wins Prime Shelf Space at Walmart and Target, US Share Rises to 12%
Haleon plc has secured more prominent shelf positions at Walmart Inc., Target Corporation and other major US retailers by offering improved commercial terms including lower prices, stronger promotions, new products and exclusivity. The strategy is coinciding with market-share gains: Haleon's portion of the US consumer-health market rose from 11.4% in February to 12% by August, according to NielsenIQ data cited by Reuters. The shelf resets are supporting share gains in oral health, which includes Sensodyne, Aquafresh and Polident, while its Centrum vitamins also benefited after retailers placed the products at eye level and backed them with promotions. By comparison, Procter & Gamble's portion of the US healthcare market declined to approximately 10.8% in July, while Colgate-Palmolive's share of the oral-care, personal-care and household market remained flat at just under 5%, according to Bernstein's analysis of NielsenIQ data, though those percentages cover differently defined markets. The bear case is that Haleon is paying for that visibility through lower prices, promotions and exclusivity without disclosing the effect on profitability, and more than 21% of its second-quarter US sales came from products sold with promotions, according to NielsenIQ data analyzed by Bernstein.
HLN.LSE · Demand · Positive Haleon secured prime shelf space and promotions at major US retailers, lifting its US consumer-health share from 11.4% to 12%.
HLN.LSE · Pricing · Negative The visibility was bought with lower prices, promotions and exclusivity, with over 21% of Q2 US sales on promotion and undisclosed profitability impact.
PG · Competition · Negative P&G's US healthcare market share declined to about 10.8% in July as Haleon won prominent shelf space and share.
CL · Competition · Neutral Colgate-Palmolive's oral-care share stayed flat at just under 5% while Haleon gained shelf space, a comparison mention with no company-specific development.
Haleon Sees 24% Per-Store Sales Lift From GLP-1 Merchandising at CVS
Haleon plc is placing products targeting GLP-1 weight-loss drug side effects in dedicated GLP-1 sections at CVS, a strategy that has produced an average 24% increase in sales per store, according to Reuters. Haleon now occupies the majority of GLP-1-related shelf space at CVS, and about 11% of Americans use GLP-1 drugs such as Wegovy and Zepbound, creating a sizeable consumer base for its over-the-counter products. The push comes as North America recovers for Haleon, with Q2 2026 organic revenue growth of 3.1% versus 1.0% in Q1, though the region generated £3.87 billion of revenue in 2025 on a 0.4% organic decline and accounted for roughly 35% of Haleon's 2025 revenue. The company is discussing similar shelf positioning with Walmart and Target, and the opportunity could extend beyond Advil into its Digestive Health portfolio, where Tums and Benefiber contributed to 2025 growth. Still, the 24% uplift is measured only at stores using the merchandising strategy, not across Haleon's entire U.S. business, and H1 2026 organic revenue growth of 2.6% remains below its 4%-6% medium-term target even as management maintained 2026 guidance of 3%-5%.
HLN.LSE · Demand · Positive Haleon's GLP-1 side-effect products in dedicated CVS sections drove an average 24% per-store sales lift, with potential expansion to Walmart and Target and its Digestive Health portfolio.
CVS · Demand · Positive Haleon's GLP-1 merchandising sections at CVS produced a 24% per-store sales lift, indicating stronger in-store demand and traffic for CVS's GLP-1-adjacent shelf space.
TGT · Demand · Neutral Haleon is discussing similar GLP-1 shelf positioning with Target, but no agreement or confirmed impact is stated.
WMT · Demand · Neutral Haleon is discussing similar GLP-1 shelf positioning with Walmart, but no agreement or confirmed impact is stated.
Haleon Wins Prime Shelf Space at Walmart and Target With Lower Prices
Haleon has negotiated more prominent shelf positions at Walmart and Target by offering lower prices, stronger promotions, exclusive products, and improved commercial terms. The strategy appears to be paying off: Haleon's share of the US consumer-health market rose from 11.4% in February to 12% by August, according to NielsenIQ data cited by Reuters. The company said improved placement has supported market-share gains in oral health, which includes Sensodyne, Aquafresh, and Polident, and better performance in adult vitamins after Centrum products were placed at eye level with promotional support. Walmart recently reduced prices on 11,000 items as elevated gasoline costs pushed shoppers to make more trade-offs, and even Walmart reported its slowest comparable-store sales growth in six years. More than 21% of Haleon's second-quarter US sales came from products sold with promotions, according to NielsenIQ data analyzed by Bernstein, and Reuters reported that Walmart and Target declined to comment. The immediate economics of the arrangements remain undisclosed.
HLN.LSE · Demand · Positive Haleon won more prominent shelf space at Walmart and Target with lower prices and promotions, lifting its US consumer-health market share from 11.4% to 12%.
WMT · Pricing · Neutral Walmart gave Haleon more prominent shelf space in exchange for lower prices and promotions, and recently cut prices on 11,000 items amid weak comparable-store sales.
TGT · Pricing · Neutral Target is one of the retailers where Haleon won better shelf placement via lower prices and promotions, but Target declined to comment and no Target-specific outcome is given.
Haleon announces tender offer results for 2027 notes
Haleon plc announced the pricing terms, expiration, and results of its cash tender offer to buy back any and all of its outstanding $1,999,350,000 3.375% Fixed Rate Senior Notes due March 2027. The offer, made by wholly owned subsidiary Haleon US Capital LLC, expired at 5:00 p.m. New York City time on August 18, 2026, with $1,342,272,000 principal amount tendered. Holders of accepted notes will receive total consideration of $996.23 per $1,000 principal amount, plus accrued interest, with settlement expected on August 21, 2026, subject to the successful completion of a new USD-denominated senior fixed rate notes offering. The tender offer is conditioned upon the satisfaction of the New Notes Condition, which the company expects to be met on August 21, 2026.
Haleon Reports Improved Q2 Organic Growth of 3.1% Driven by North America and Emerging Markets
Haleon reported second-quarter organic sales growth of 3.1%, a sequential improvement from the first quarter, with volume and mix up 1.4%. North America grew 3.1% with 2% volume, helped by shelf resets, innovation, and e-commerce momentum, while emerging markets delivered 6.3% growth, led by India and Latin America. Operating margin expanded 120 basis points at constant currency, supported by supply chain efficiency and a 140-basis-point gross margin improvement. The company maintained advertising and promotion investment at 20.9% of sales, with increased digital spend. However, respiratory health remained a drag, shaving 150 basis points off organic growth, and Europe posted only 0.4% growth amid low single-digit category declines. Haleon expects a stronger second half and remains confident in its 3% to 5% full-year guidance.
Haleon shares slip on sales growth concerns despite profit beat
Haleon shares fell as much as 3.3% on Thursday after sluggish European demand and weak respiratory sales raised doubts about its ability to meet medium-term sales targets, overshadowing better-than-expected first-half profit. The British consumer health company reported first-half organic revenue growth of 2.6%, in line with forecasts, but will need a stronger second half to hit its 4% to 6% medium-term target. North American organic revenue growth reached 3.1% in the second quarter, ahead of expectations, while European growth was nearly flat and respiratory sales fell 6.5%, a steeper decline than the 3.4% drop in the first quarter. First-half adjusted operating profit of £1.36 billion topped expectations of £1.32 billion, but Jefferies analysts said stronger underlying sales growth was needed. CEO Brian McNamara expressed confidence in a stronger second half, driven by emerging markets and a recovery in cough-and-cold demand, and said the company could absorb rising freight and other costs without raising prices.
Haleon Strikes Five-Year AI Partnership With Microsoft
Haleon has entered into a five-year strategic partnership with Microsoft to accelerate its AI-powered digital transformation. The collaboration will expand the use of agentic AI, security, and identity technologies across Haleon's global operations, building on its existing deployment of Microsoft 365 Copilot. The two companies will jointly develop AI applications across critical business functions, while Haleon deepens its commitment to Microsoft Azure as its primary cloud platform. The deal supports Haleon's ongoing £800 million productivity-savings target and margin-expansion roadmap through 2030. Haleon reported full-year 2025 revenue of £11.0 billion with 3.0% organic growth, falling short of its medium-term guidance range of 4-6%, though adjusted operating profit grew 10.5% and gross margins expanded by 220 basis points.
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HLN.LSE · Technology · Positive Haleon partners with Microsoft to accelerate AI-powered digital transformation, supporting productivity and margin goals.
MSFT · Demand · Positive Microsoft secures a five-year strategic partnership with Haleon, expanding use of Azure and AI services.
Microsoft Stock Surged 3% on New AI Deal and Software Rotation
Microsoft stock closed up 3% on Wednesday, outperforming the broader market as investors rotated into AI software names and the company announced a new five-year AI partnership with Haleon. The S&P 500 fell 0.2% and the Nasdaq Composite moved 0.7% lower on the day. Haleon will expand its use of Microsoft 365 Copilot and other AI tools across its business under the deal. Microsoft shares remain down roughly 20.5% year to date despite recent bullish momentum.
Lifetime Brands holds a Zacks Rank of #1 (Strong Buy) and a Value grade of A, making it the better value option compared to Haleon PLC Sponsored ADR, which carries a Zacks Rank of #4 (Sell) and a Value grade of D. Lifetime Brands trades at a forward P/E of 11.69, a PEG ratio of 0.83, and a P/B of 0.99, while Haleon shows a forward P/E of 17.03, a PEG ratio of 2.17, and a P/B of 1.91. The Zacks Rank reflects positive earnings estimate revisions for Lifetime Brands, signaling an improving earnings outlook. These valuation metrics and the favorable Zacks Rank suggest Lifetime Brands is the superior value choice right now.
Powerhouse Energy CEO to step down as company nears first commercial revenues
Powerhouse Energy Group announced that CEO Paul Emmitt will step down in September, just as the company moves towards first commercial revenues. Non-executive chairman David Hitchcock will become executive chair until a new CEO is appointed, while Emmitt is expected to continue working with Engsolve on a technical consultancy basis. 2025 revenue jumped to £1.23 million, with losses narrowing. In other AIM news, Quantum Blockchain Technologies reported a 30% mining advantage in live testing for its Method C AI Oracle, though losses widened slightly; the company has since raised fresh cash and extended bond maturities. Futura Medical ended its US partnership with Haleon for erectile dysfunction treatment Eroxon, lining up a new distributor, with Haleon paying a $1.9 million termination fee. ATOME is continuing talks with Paraguay's government and state power firm ANDE to keep its green fertiliser project on track, noting that Villeta could become the country's biggest ever industrial investment. Shares in DeFi Development Corporation UK jumped 83% after it announced a rebrand to Cykel AI alongside a full boardroom overhaul, with new CEO Gerald Tritt taking the reins as the company repositions around artificial intelligence.
Unilever exploring $4 billion bid for Thorne supplements
Unilever is exploring a $4 billion bid for U.S. dietary supplements brand Thorne, according to the Financial Times. Thorne's private equity owner L Catterton has initiated a sale process that has attracted multiple potential buyers, including Unilever and consumer healthcare group Haleon. The asking price would dwarf the $680 million L Catterton paid to take Thorne private in 2023, with the brand on track for $650 million in annual revenues and having posted compounded annual revenue growth exceeding 30 percent under L Catterton's control. Unilever has made a string of wellness purchases in recent years, including Liquid IV, Nutrafol, Olly, SmartyPants, and Grüns, and its wellbeing unit recorded double-digit revenue growth in 2025. CEO Fernando Fernandez has been reshaping Unilever's portfolio toward beauty and wellness, though past acquisitions like Dollar Shave Club and Graze have not always succeeded.
Thorne HealthTech, Inc. · Capital · Positive Thorne is the target of a potential $4B acquisition, far above its 2023 take-private price, indicating a positive valuation event.
UNLYD · Capital · Neutral Unilever is exploring a $4B bid for Thorne, but past acquisitions like Dollar Shave Club have not always succeeded, making the impact uncertain.
HLN.LSE · Competition · Neutral Haleon is mentioned as another potential buyer, but no outcome is certain.
Haleon Downgraded to Neutral by Rothschild & Co Redburn Analyst
Rothschild & Co Redburn analyst Edward Lewis downgraded Haleon from Buy to Neutral with a 365 GBp price target. The downgrade comes as Haleon announced a roughly GBP 175 million investment to expand in India, including a new oral health manufacturing facility in Madhya Pradesh and strengthened rural distribution. The investment aims to boost supply capabilities across Asia and increase access to brands like Sensodyne and Parodontax. Haleon is a global consumer healthcare company operating in over 170 markets.
Haleon Issues Voluntary Nationwide Recall of Specific Gas-X Extra Strength Softgels
Haleon has issued a voluntary nationwide recall for four specific lots of Gas-X Extra Strength Softgels due to potential contamination from a diluted propylene glycol-based coolant that leaked from a machine during packaging. The affected lots include TL8K, YH9X, and YH9Y for the 120-count packages, and X78N for the 72-count packages, which were distributed between April 13 and May 14. No other versions or lots of Gas-X products are included in this recall. While no adverse health events have been reported, ingestion could potentially cause nausea, vomiting, abdominal pain, and diarrhea. The recall is being conducted in coordination with the US FDA as a precautionary measure.
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