HLN Latest Report

DataVisMonday, Mar 3, 2025 1:33 am ET

1min read

Key Financial Data

1. Haleon's total operating revenue was US$2.759 billion as of December 31, 2024, a 0.25% decrease from US$2.766 billion as of December 31, 2023.

2. Haleon's organic revenue is expected to grow by 4%-6% in 2024, driven by strong demand for pain relief, nasal sprays, and vitamins, among other products.

3. Haleon's revenue in 2023 was £11.3 billion, up 4.1% YoY, with organic revenue growth of 8%.

4. The company has increased its R&D efforts for new products and responded to market competition through precise procurement and cost control.

5. The consumer goods industry is expected to see a certain recovery in 2024, which is conducive to the growth of Haleon's operating revenue.

6. The launch of new products is expected to account for more than 10% of total sales, enhancing market share and brand awareness.

Peer Comparison

1. Overall industry analysis: The overall consumer goods industry's operating revenue in 2024 was generally affected by the economic environment and consumer confidence, with many companies reporting similar revenue fluctuations. Haleon's slight decline in operating revenue is not unique, and the overall trend in the industry reflects the overall weakness of the market.

2. Peer evaluation analysis: Haleon's operating revenue change shows a relatively stable performance, although facing a decline, other competitors may also be experiencing similar challenges, indicating the overall pressure of the industry, not just Haleon's problem.

Summary

Haleon's operating revenue has slightly declined, reflecting the challenges the company faces in the face of fierce market competition and macroeconomic uncertainty. However, strong product demand and the company's market strategy adjustments may support future revenue growth. Although the current revenue fluctuation is worrying, the potential for industry recovery and the launch of new products may help haleon achieve better performance in the future.

Opportunities

1. The expected 4%-6% growth in organic revenue in 2024 indicates that market demand remains strong.

2. The launch of new products may enhance market share and brand awareness, driving revenue growth.

3. Planned resource integration and mergers and acquisitions may accelerate the company's development and market competitiveness improvement.

4. The overall recovery of the consumer goods industry may bring more sales opportunities for Haleon.

Risks

1. Intensified competition may lead to price wars, affecting profitability and market share.

2. Changes in consumer preferences may negatively affect the sales of certain products.

3. Macroeconomic factors such as economic slowdown may affect consumers' spending capacity, which in turn affects the company's operating revenue.

4. If market promotion and sales strategies are not effectively implemented, it may lead to further declines in operating revenue.

Disclaimer: the above is a summary showing certain market information. AInvest is not responsible for any data errors, omissions or other information that may be displayed incorrectly as the data is derived from a third party source. Communications displaying market prices, data and other information available in this post are meant for informational purposes only and are not intended as an offer or solicitation for the purchase or sale of any security. Please do your own research when investing. All investments involve risk and the past performance of a security, or financial product does not guarantee future results or returns. Keep in mind that while diversification may help spread risk, it does not assure a profit, or protect against loss in a down market.