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Haleon releases transcript of Q1 2026 trading update call

PUBT·05/11/2026 15:32:08
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Haleon releases transcript of Q1 2026 trading update call
  • Haleon Q1 2026 trading update call held Wednesday; attendees included CEO Brian McNamara, CFO Dawn Allen, investor relations head Joanne Russell.
  • Q1 organic revenue growth 2.2%, driven by 2.4% price, offset by -0.2% volume/mix; weak cold and flu cut group growth by 130 bps, with Respiratory down 3.4%.
  • Full-year guidance maintained for 3%-5% organic revenue growth, supported by expectation of sequential improvement; management cited North America shelf resets, China e-commerce investment on Douyin, Latin America actions as key drivers.
  • North America returned to 1% growth on 3.7% price despite -2.7% volume/mix; CFO flagged pricing to normalize as cold and flu drag eases, with growth expected to accelerate through year.
  • Productivity program described as ahead of expectations, underpinning strong gross margin expansion; CFO pegged crude-exposed costs at about 3% of revenue, total commodities about 10%, with most fixed-price contracts and hedging in place through year despite rising freight surcharges risk.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. HALEON plc published the original content used to generate this news brief on May 11, 2026, and is solely responsible for the information contained therein.