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Stock impact report

Haleon set for slow start from weak flu season, with Middle East cushion [Yahoo! Finance]

Haleon plc American Depositary Shares (Each representing two Ordinary Shares) (HLN) 
Company Research Source: Yahoo! Finance
Haleon PLC's (LSE:HLN, NYSE:HLN) first-quarter sales at the end of next month come with analysts expecting a subdued start to the year due to a weak cough and cold season. Both Citi and UBS forecast organic sales growth of around 2.2% for the quarter, below consensus, due to a lower incidence of seasonal illness in Europe and North America weighing on respiratory product demand. UBS expects this category to reduce group growth by around 170 basis points, with additional pressure from slower trends in Latin America. Pricing is expected to remain supportive, though volumes may decline slightly. UBS forecasts reported revenue of £2.86 billion, broadly flat year-on-year due to a foreign exchange headwind. Looking beyond the first quarter, analysts anticipate an improvement in performance. Citi points to a US 'shelf reset' in April and easing seasonal comparisons as key drivers, with growth expected to recover towards 4.5% in the second half. Oral health is seen as a core contribu Show less Read more
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