Haleon's U.S. Growth Fueled by Restocking, Not Demand -- Market Talk

Dow Jones10-30

0957 GMT - Haleon's third-quarter U.S. sales growth was fueled by e-commerce players including Amazon expanding inventories rather than by stronger consumer demand, Barclays analysts write. Restocking is likely to ease in the fourth quarter, leading to a 1.2% dip in U.S. revenue that will cloud the U.K. consumer-health group's 2026 outlook, the analysts say. Increased competition in U.S. vitamins, minerals and supplements led to lower pricing, the analysts write. Oral health products grew 6.9%, missing the 8% consensus, with Aquafresh and denture care particularly soft, the analysts add. Shares rise 2.5% at 353.50 pence. (william.gray@wsj.com)

(END) Dow Jones Newswires

October 30, 2025 05:57 ET (09:57 GMT)

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Increased competition in U.S. vitamins, minerals and supplements led to lower pricing, the analysts write. Oral health products grew 6.9%, missing the 8% consensus, with Aquafresh and denture care particularly soft, the analysts add. Shares rise 2.5% at 353.50 pence. 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Restocking is likely to ease in the fourth quarter, leading to a 1.2% dip in U.S. revenue that will cloud the U.<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>. consumer-health group's 2026 outlook, the analysts say. Increased competition in U.S. vitamins, minerals and supplements led to lower pricing, the analysts write. Oral health products grew 6.9%, missing the 8% consensus, with Aquafresh and denture care particularly soft, the analysts add. Shares rise 2.5% at 353.50 pence. 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