Haleon Sees 24% Per-Store Sales Lift From GLP-1 Merchandising at CVS

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3▲2 ▼0Impact / 5
Summary · why it matters

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%.

Impact on assets 5

Health Care▲ · 3 stocks
Haleon PLC
HLN
▲ PositiveDemandrelevance

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 Health Corp
CVS
▲ PositiveDemandrelevance

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.

Consumer Staples▲ · 2 stocks
Target Corporation
TGT
± MixedDemandrelevance

Haleon is discussing similar GLP-1 shelf positioning with Target, but no agreement or confirmed impact is stated.

Walmart Inc.
WMT
± MixedDemandrelevance

Haleon is discussing similar GLP-1 shelf positioning with Walmart, but no agreement or confirmed impact is stated.

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