HLN

Haleon plc (HLN) Q3 2026 Sales/Trading Call Transcript

Investors looking for stocks in the Consumer Products - Discretionary sector might want to consider either Sendas Distribuidora S.A. Sponsored ADR (ASAIY) or Haleon PLC Sponsored ADR (HLN).

UBS, the Swiss investment bank, says an early rise in flu incidence could lift 2027 earnings forecasts for Reckitt Benckiser Group PLC (LSE:RKT, OTCQX:RBGLY), the consumer goods group, and Haleon, the consumer health group. The bank rates Reckitt 'buy' with a price target of 7,600p, implying 39% upside from its Monday closing price of 5,484p.

Nostalgia-fueled experience introduces Excedrin Rapid Relief, providing fast relief of tough pain that starts in as little as 15 minutes Key Takeaways: Excedrin is introducing My Little Headache, a nostalgic digital-pet experience inspired by the handheld toys of the late '90s and early 2000s, capitalizing on the renewed popularity of digital pets among nostalgia-seeking consumers The interactive experience turns headache disruption into a playful, hard-to-ignore virtual pet that escalates through alerts, animations, and reactions As the digital pet becomes increasingly demanding, My Little Headache reminds consumers that headaches do not wait, and neither should relief. With Excedrin Rapid Relief's patented Fast Release Technology starting to provide relief in as little as 15 minutes, the pet transforms alongside the experience, playfully bringing to life the feeling of leaving headache pain behind and getting back to yourself Singer and actor Jesse McCartney helps bridge nostalgia and contemporary culture, reconnecting with longtime fans while building relevance with a new generation WARREN, N.J.

Goldman Sachs handpicks European stocks with the highest conviction for outperformance, and four of October's top selections carry a benefit most growth-focused investors overlook entirely.

Unilever PLC (LSE:ULVR) is on JP Morgan's 'positive watch', and Haleon PLC (LSE:HLN, NYSE:HLN) on 'negative watch', ahead of third-quarter reporting by European consumer staples companies. The note adds Givaudan to positive watch alongside Unilever, Heineken N.V.

Investors interested in stocks from the Consumer Products - Discretionary sector have probably already heard of Lifetime Brands (LCUT) and Haleon PLC Sponsored ADR (HLN). But which of these two companies is the best option for those looking for undervalued stocks?

Haleon PLC (LSE:HLN, NYSE:HLN), the consumer healthcare group, is expected to reduce its 2026 organic sales growth guidance after UBS forecast a subdued third quarter and limited visibility over the cough and cold season. UBS expects Haleon to report organic sales growth of 3.1% for the three months to September, below Visible Alpha consensus of 3.5% and broadly unchanged from the second quarter.

Deutsche Bank has reiterated its 'sell' rating on Haleon PLC (LSE:HLN, NYSE:HLN), warning that the consumer health group faces persistent pressure on growth even as it heads into the cold and flu season. The broker kept a 320p price target on the FTSE 100 company, whose brands include Sensodyne and Panadol, against a last close of 342.8p.

Investors with an interest in Consumer Products - Discretionary stocks have likely encountered both Lifetime Brands (LCUT) and Haleon PLC Sponsored ADR (HLN). But which of these two stocks offers value investors a better bang for their buck right now?