The chart below shows how HLN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, HLN sees a -1.30% change in stock price 10 days leading up to the earnings, and a +0.97% change 10 days following the report. On the earnings day itself, the stock moves by -0.22%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
Emerging Market Growth Potential: Haleon reported strong momentum in emerging markets, particularly in India and China, indicating potential for growth despite a soft start in mature markets.
Future Growth Confidence: The company is confident in a reacceleration in the second half of 2025, driven by a correction in the sell-in, sell-out discrepancy and other positive factors.
Oral Health Division Success: Oral Health division is performing well, with opportunities for further distribution expansion and geographical rollout, suggesting sustainability in its current performance.
Negative
Earnings Performance Shortfall: Haleon plc reported an EPS of $0.05, significantly missing expectations of $25.25, indicating a substantial shortfall in earnings performance.
Disappointing Market Performance: The company acknowledged a soft start to the year, particularly in mature markets like the US, which may have contributed to the overall disappointing results.
Oral Health Performance Concerns: Concerns were raised regarding the sustainability of the Oral Health division's current performance, suggesting potential volatility in future results.
Innovation Pipeline Uncertainty: There was uncertainty about the company's innovation pipeline, particularly regarding the potential for new products similar to Clinical White, which could impact future growth.
Emerging Markets Strategy Concerns: The reliance on emerging markets for growth may not be sufficient to offset weaknesses in established markets, raising questions about overall market strategy.
Haleon plc (NYSE:HLN) Q4 2024 Earnings Call Transcript
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