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    1. Home
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    3. >Sensodyne maker Haleon forecasts below-target 2026 growth on weak demand in US
    Finance

    Sensodyne Maker Haleon Forecasts Below-Target 2026 Growth on Weak Demand in US

    Published by Global Banking & Finance Review®

    Posted on February 25, 2026

    2 min read

    Last updated: April 2, 2026

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    Tags:healthcare

    Quick Summary

    Haleon said Q4 organic revenue rose 2.1%, slowing from 3.4%, as a delayed flu season hit respiratory-health sales in North America and CEE. For 2026 it guides 3–5% organic growth, under the 4.4% market view.

    Haleon Predicts Lower 2026 Growth Due to US Demand Challenges

    Feb 25 (Reuters) - British consumer healthcare group Haleon forecast a 3% to 5% growth in 2026 organic revenue, below its medium-term forecast after weak consumer confidence in the United States, its largest market, weighed on sales.

    The Sensodyne maker's organic revenue grew 2.1% over the three months through December, compared with 3.4% in the prior quarter, particularly weighed down by the performance in its respiratory health business.

    Impact of Seasonal Trends on Revenue

    A mild cold and flu season in North America and in Central and Eastern Europe hurt sales of respiratory products, compounding the impact of weak U.S. spending and rising competition that has pushed shoppers toward cheaper alternatives, especially in the company’s struggling Smokers’ Health range.

    The company, which was spun off from GSK in 2022, said it is targeting an annualised gross cost savings of between 175 million pounds and 200 million pounds over the next two years.

    "While the consumer environment remains challenging near-term, we are even more focused on driving category growth and increasing our market outperformance,” said Chief Executive Officer Brian McNamara in a statement.

    Strategic Financial Moves

    Despite the sluggish growth outlook, Haleon announced 500 million pounds in share buybacks for 2026, matching its 2025 program, betting that cost cuts and margin improvements will offset tepid sales growth to deliver "high single digit" profit growth.

    For 2026, the company expects organic revenue to grow between 3% and 5%, compared with market expectations of 4.4% growth, according to a company-compiled poll.

    (Reporting by Raechel Thankam Job in Bengaluru; Editing by Rashmi Aich and Louise Heavens)

    References

    • Sensodyne maker Haleon forecasts below‑target 2026 growth on weak demand in US – Reuters
    • 2025 Full Year Results – Haleon official site

    Key Takeaways

    • •Q4 organic revenue rose 2.1%, down from 3.4% in the prior quarter.
    • •Delayed flu season weakened respiratory-health sales, notably in North America and CEE.
    • •Weak U.S. spending and rising competition shifted shoppers toward cheaper alternatives, pressuring Smokers' Health.
    • •Haleon guides 2026 organic revenue growth of 3–5%, below the 4.4% market view.
    • •Sensodyne maker faces ongoing category headwinds alongside pricing and consumer pressures.

    Frequently Asked Questions about Sensodyne maker Haleon forecasts below-target 2026 growth on weak demand in US

    1What is the main topic?

    Haleon reported slower fourth-quarter organic revenue growth as a delayed flu season hurt respiratory-health sales. The update also outlines a 2026 organic growth outlook of 3–5%.

    2How did the flu season affect results?

    A weaker, delayed flu season reduced demand for respiratory products, especially in North America and Central and Eastern Europe, contributing to the slowdown in Q4 growth.

    3
    What guidance did Haleon provide for 2026?

    Haleon expects 2026 organic revenue growth of 3–5%, which is below the 4.4% growth anticipated by the market consensus.

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