In 2024, Haleon was the largest seller of over the counter (OTC) consumer products in the US and number two in China, the two largest OTC markets in the world.
Its portfolio spans five major categories: oral heath, vitamins minerals and supplements (VMS), pain relief, respiratory health, and digestive health. Its market-leading brands include such well-known names as Sensodyne toothpaste, Advil, Panadol, Voltaren pain relief, Theraflu, Otrivin, Polident, and Centrum vitamins.
Income Investor
Haleon has a world-class portfolio of leading OTC consumer pharmaceuticals and leading positions in the two largest OTC markets in the world. With 35% in emerging markets, it is an excellent play on rising consumer incomes in fast growing economies, while it maintains its position in slower-growing developed markets by brand extensions and monetizing smaller brands such as the sale of Chapstick and NRTs. Buy now for exposure to the forecast 4%-6% annual organic revenue growth and organic operating profit growth ahead of revenue growth, as well as dividend growth at least in line with adjusted earnings.
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hln was first recommended here on June 26, 2025