Haleon Cuts 2025 Revenue Growth Forecast, Raises Profit Outlook

Haleon, the British consumer healthcare company known for Sensodyne and Panadol, has lowered its organic revenue growth forecast for 2025 to around 3.5%, down from a previous 4%-6% range, due to weak consumer demand and retail conditions in North America. Despite the revenue challenges, particularly a 1.8% sales decline in the U.S., the company reported a 9.9% increase in adjusted operating profit for the first half of 2025, reaching £1.24 billion, and raised its profit guidance for the year. Revenue growth was stronger in emerging markets, with a 6.4% increase including high-single digit growth in India, while developed markets saw modest gains. CEO Brian McNamara noted that North American demand is expected to remain subdued, but growth in other regions such as Europe, the Middle East, Africa, Latin America, and Asia Pacific should improve performance in the second half of the year. Haleon’s total revenue for the first six months fell 3.8% to £5.48 billion, missing analyst expectations, and the company declared an interim dividend of 2.2 pence per share. The company was spun off from GlaxoSmithKline in 2022 and continues to navigate competitive pressures and changing consumer trends in its key markets.