Haleon Shares Fall as Company Cuts Organic Revenue Guidance for 2025

Haleon shares fell 3.2% after cutting its 2025 organic revenue growth target to 3.5% from 4%-6%. The company attributed the decline to weaker sales in North America, with total revenue dropping 3.8% to £5.48 billion in the first half of the year. Adjusted operating profit grew 9.9% to £1.24 billion.

Haleon shares fell by 3.2% on Thursday following the company's decision to cut its 2025 organic revenue growth target to 3.5%, down from its previously guided range of 4%-6%. The consumer healthcare group, known for its Sensodyne toothpaste and Panadol medicines, cited weaker sales in North America as the primary reason for the downward revision [1].

The company reported that total revenue for the first half of 2025 sank by 3.8% to £5.48 billion, with North America being the key contributor to this decline. Despite this, Haleon's adjusted operating profit grew by 9.9% to £1.24 billion, slightly exceeding analyst expectations [2].

The company attributed the North American slowdown to a weak consumer and retail environment, though it noted that revenue growth in EMEA and the Asia-Pacific regions offset some of the losses. Haleon's CEO, Brian McNamara, cautioned that the consumer environment in North America is likely to remain subdued, indicating that the company may face continued challenges in the region [3].

Haleon also maintained its high-single digit organic operating profit growth target for 2025, but this target has been shifted to 2026, along with the previous 4%-6% organic revenue growth target. The company's interim dividend remains at 2.2 pence per share [1, 2].

References:
[1] https://www.marketscreener.com/news/haleon-shares-fall-on-cut-to-organic-revenue-guidance-ce7c5fdcd18ff626
[2] https://www.marketscreener.com/news/haleon-raises-2025-profit-guidance-cuts-revenue-growth-targets-ce7c5fdcde8ef125
[3] https://www.thegrocer.co.uk/news/haleon-cuts-sales-forecast-due-to-us-slowdown/707625.article