Haleon targets growth with ’Win as One’ strategy

LONDON - Haleon PLC (LSE/NYSE:HLN), a global leader in consumer health, has laid out its strategic vision for growth at its 2025 Capital Markets Day held today. The company’s Chief Executive Officer, Brian McNamara, together with the executive team, detailed plans to reach an additional one billion consumers by 2030 and to generate industry-leading shareholder returns.

Haleon’s "Win as One" strategy focuses on three core areas: achieving sustainable organic revenue growth, enhancing productivity through supply chain optimizations, and fostering a performance-driven culture. McNamara expressed confidence in delivering between 4-6% annual organic revenue growth over the medium term.

The company anticipates significant gross margin opportunities, projecting £800 million in gross productivity savings from 2026, distributed evenly over five years. These savings are expected to contribute to an average annual improvement in adjusted gross margin by 50-80 basis points.

In terms of culture, Haleon aims to become a more agile and consumer-focused entity by streamlining processes and harnessing the full potential of its workforce.

Reiterating the financial guidance provided in the Q1 2025 Trading Statement on April 30, Haleon maintains its 2025 forecast for 4-6% organic revenue growth, with profit growth surpassing revenue growth. From 2026, the company has raised its medium-term guidance to target high-single digit adjusted operating profit growth at constant currency.

The Capital Markets Day event, which included live Q&A sessions, was also webcast for remote participants and is accessible from Haleon’s investor relations website.

The company’s portfolio includes well-known brands such as Advil, Centrum, Otrivin, Panadol, parodontax, Polident, Sensodyne, Theraflu, and Voltaren, which are foundational to its strategy for expanding consumer reach and improving health outcomes.

This strategic update is based on a press release statement and aims to provide investors with insights into Haleon’s future direction and financial aspirations. As with any forward-looking statements, these plans are subject to risks and uncertainties and actual results may differ materially.

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