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Haleon supplies products that consumers use for everyday health needs, from sensitive teeth to pain relief. Oral health and pain relief together bring in most of its revenue, with brands including Sensodyne and parodontax toothpaste and Panadol and Advil pain medicines. Supplements such as Centrum and cough, cold and allergy treatments also contribute substantial sales.
Retailers, pharmacies, buying groups and distributors order its products and pay Haleon, then sell them on to consumers. Consumer trust in its brands and continued access to store shelves matter to this business. Its largest US retailers account for most of its US sales, giving those relationships particular importance. Demand also depends on consumer spending confidence and the strength of the cold and flu season.
Haleon must meet local rules governing ingredients, manufacturing, labelling, product claims and sale. Requirements differ by product and country: fluoride toothpaste, for example, is regulated as a cosmetic in the EU but as a drug in the US. Approvals and compliance therefore shape which products it can sell and how it can market them.
The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.
Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
Haleon’s results hinge on consumer self-care demand and brand market share, so also watch Bayer, Reckitt and Opella—important competitors missing from this list.
Kenvue competes for the same consumer healthcare spending as Haleon: its Tylenol, Zyrtec and Listerine face Haleon’s pain-relief, allergy and oral-health products. Watch sales of those brands for signs of competitive pressure on Haleon’s corresponding categories.
Colgate-Palmolive’s toothpaste competes with Haleon’s Sensodyne and parodontax in oral health, Haleon’s largest revenue category. Oral care accounted for 44% of Colgate-Palmolive’s worldwide net sales in 2025, making that business’s sales and toothpaste market share more useful to watch than its overall results.
Perrigo pressures Haleon’s prices and shelf space by supplying US and Canadian retailers with self-care medicines sold under the stores’ own brands at lower prices than national brands. Retailers can earn more on these alternatives even at lower selling prices—a particular concern when Haleon’s five largest US retailers account for more than half its US revenue.
P&G competes for consumers’ purchases with Haleon through Crest and Oral-B oral-care products and Vicks cold remedies, overlapping with Haleon’s toothpaste and respiratory-health brands.
Prestige Consumer Healthcare competes with Haleon for purchases of branded medicines sold without a prescription through the same retail channels, including pharmacies and ecommerce. Its North American OTC Healthcare business generated 83.9% of net revenue in fiscal 2026, making that business the main part of its results to watch for this rivalry.
Church & Dwight competes for consumers’ purchases with Haleon through oral-care products and cold remedies sold in stores and online. Watch those product lines rather than its household goods or specialty products when assessing pressure on Haleon’s oral-health and respiratory-health sales.
Unilever competes with Haleon for consumer spending on oral-care and wellbeing products, but its food and household businesses make the overlap only part of its results. Watch oral-care and wellbeing sales rather than treating Unilever’s overall growth as a guide to Haleon.
Procter & Gamble Company earningsPG
P&G’s report will show whether shoppers’ purchases of toothpaste and cold remedies are putting pressure on Haleon’s oral-health and respiratory-health businesses.
Read P&G’s oral-care and cold-remedy sales separately. If both hold up, consumers are still buying in categories where Haleon competes; if toothpaste or cold remedies weaken, Haleon’s corresponding oral-health or respiratory-health products may face a tougher market. P&G’s results show the competitive backdrop, not Haleon’s own sales.
Kenvue Inc. earningsKVUE
Kenvue’s report will show whether its pain-relief, allergy and oral-care brands are holding up as it competes with Haleon for the same consumer spending.
Focus on sales of Kenvue’s pain-relief, allergy and oral-care brands rather than treating its overall results as a read-through. Strength in those lines would show continued competition for the consumer spending Kenvue and Haleon share; weakness in a line would suggest less pressure on Haleon’s corresponding category, but would not prove Haleon’s own demand is stronger.
PERRIGO COMPANY PLC earningsPRGO
Perrigo’s report will show whether retailers’ lower-priced own-brand self-care medicines are gaining ground against Haleon’s branded products and shelf space in the US.
Watch whether Perrigo’s store-brand self-care medicines business grows, particularly in North America. Growth would give retailers more reason to stock lower-priced alternatives, putting Haleon’s US sales, shelf access or promotional spending under greater pressure; weakness would make that signal less concerning. Perrigo’s results show pressure in the retail channel, not a change in Haleon’s own sales.
