Finance
Strong Sensodyne demand in US helps Haleon beat sales forecasts
Published by Global Banking & Finance Review®
Posted on October 30, 2025
2 min readLast updated: January 21, 2026
Global Banking & Finance Review®
Company
Published by Global Banking & Finance Review®
Posted on October 30, 2025
2 min readLast updated: January 21, 2026
Haleon beats Q3 sales forecasts due to strong Sensodyne demand in the US, with a 6.9% global rise in oral health revenue.
By Raechel Thankam Job
(Reuters) -Consumer healthcare group Haleon's third-quarter organic revenue growth narrowly beat forecasts on Thursday as U.S. sales unexpectedly returned to growth on the back of high demand for its oral health products Sensodyne and parodontax.
Shares in the company rose 2.5%, helping to pare losses for the year so far to about 6%.
North America organic revenue - excluding currency moves and recent deals - rose 0.4%, reversing the previous quarter's fall and well above analysts' forecast for a 1.4% drop. Haleon said it was outperforming in the United States, its largest market.
The company, which also makes Advil painkillers and Centrum multi-vitamins, said oral health revenue jumped 6.9% globally, with Sensodyne growing by a high-single-digit percentage and gaining market share in the U.S. and India.
"EMEA & LatAm performed well, and we continued to grow market share in North America despite a challenging consumer environment," CEO Brian McNamara said in a statement.
Slower spending in the U.S amid economic uncertainty, a government shutdown and rising competition has weighed on demand for its seasonal and discretionary brands like Smokers' Health products as consumers shift to cheaper alternatives.
JPMorgan analysts said expectations for a rebound in U.S. growth in 2026 would likely drive Haleon's shares now that the headwinds from inventory adjustments appear to be easing.
"The weak U.S. market consumption remains a concern while the weakening growth in APAC, EMEA/LA is also a watch for FY26," they added.
Haleon reported organic revenue growth of 3.4% for the three months ended September 30, compared with analysts' estimate of 3.3% in a company-compiled poll.
It kept its forecast for growth of 3.5% for 2025, assuming a normal cold and flu season.
(Reporting by Raechel Thankam Job and Yadarisa Shabong in Bengaluru. Editing by Alexander Smith and Mark Potter)
Organic revenue growth refers to the increase in a company's revenue generated from its existing operations, excluding any revenue from acquisitions or divestitures.
Market share is the percentage of an industry's sales that a particular company controls. It is a measure of a company's competitiveness within its market.
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