$HLN

UBS predicts an early flu rise could boost 2027 earnings for Reckitt (RKT) and Haleon. Cough, cold, and flu products contribute significantly to their profits. UBS sets a 7,600p price target for Reckitt, suggesting 39% upside. Early data show rising flu incidence in the US, UK, and Germany, potentially lifting sales growth and earnings.

UBS expects Haleon to lower its FY26 growth target to around 3% due to potential weakness in the Cough & Cold season. UBS reduced its FY26 organic growth forecast to 3.1% from 3.4% but kept its adjusted EPS estimate unchanged, suggesting confidence in margins and cost control. Haleon is set to report on October 29th.

Haleon PLC (HLN) announced a clinical study on gum health using stannous fluoride toothpaste. The trial compares it to regular fluoride toothpaste, aiming to reduce plaque and gingivitis. The study is in early data collection, with no completion dates set. Positive results could support HLN's pricing power and brand strength.

Haleon, a consumer health company, is investing £175m (US$235m) to build its first manufacturing site in India, aiming to boost local economy and reach one billion more consumers by 2030. The plant, set to open in January 2028, will create 2,000 temporary and 500 permanent jobs. Haleon is also focusing on supply chain simplification and automation, implementing 2,500 robotic equipment in 20 months.

Haleon plc (HLN) shares fell 3.0% due to concerns over growth targets. Analysts and company disclosures indicate potential struggles to meet full-year and medium-term goals. Q3 growth may land near the low end of guidance, with weak respiratory health and regional challenges cited. Institutional investors have mixed recent activity, with some adding and others reducing positions.

X-Elio began commercial operations at a 368MW solar project in Spain, integrating generation with land use for habitat restoration and grazing. The project has PPAs with Thermo Fisher Scientific, GSK, Haleon, Gilead Sciences, and Sherwin-Williams. Last year, X-Elio signed a virtual PPA with the same pharmaceutical companies for a 369MW solar project in Spain.

J.P. Morgan downgraded Haleon, citing weak sales momentum and reduced growth expectations. The bank expects 2028 EPS to be 7% below consensus, with lower forecasts for 2027 EPS, LFL growth, and EBIT margin. Haleon's price target was cut to 295 pence, and shares are down 8.6% YTD. J.P. Morgan noted structural market challenges and questioned margin sustainability.

Haleon plc (HLN) has secured better shelf space at Walmart (WMT), Target (TGT), and other retailers, leading to a US market share increase from 11.4% to 12% by August, per NielsenIQ data. The company achieved this through lower prices, promotions, and exclusivity, but profitability impact is unclear. Competitors like Procter & Gamble and Colgate-Palmolive saw flat or declining shares. Haleon's strategy may face challenges from promotional dependence and competitor responses.

Haleon (NYSE:HLN) targets U.S. growth by addressing GLP-1 drug side effects, seeing a 24% sales increase in CVS stores. North America showed Q2 2026 organic revenue growth of 3.1%. The strategy focuses on Advil and Digestive Health products, with potential expansion to Walmart and Target. Haleon's 2025 North American revenue was £3.87 billion, with a 0.4% decline. The company aims to leverage GLP-1 trends to boost U.S. performance.

Haleon, maker of Tums and Advil, reports increased sales of products addressing GLP-1 drug side effects. The company, spun off from GSK in 2022, sees potential in the growing GLP-1 market, with 10% of Americans using these weight-loss drugs. Haleon's shares have fallen 9.3% in 2026, and it aims for 3%-5% full-year revenue growth. The company is partnering with retailers like CVS to boost sales.