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Haleon is a global consumer health company that develops and sells everyday health products under brands such as Sensodyne, Advil, and Centrum. Its products address oral care, pain relief, immunity, and general well-being, working through science-backed formulations people use daily. Haleon differentiates itself by being a focused, standalone consumer health business formed from GSK’s spin-off and built from leading brands through major acquisitions, operating at scale with a portfolio of category leaders and competing with peers like Kenvue and Procter & Gamble. Its goal is to help people take control of their daily health with trusted products, while expanding its global reach and investing in manufacturing capacity and brand development.
Company Size
10,001+
Company Stage
IPO
Headquarters
Weybridge, United Kingdom
Founded
2022
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Haleon is buying better shelf space, can the visibility help it against procter & Gamble and Colgate-Palmolive? Haleon's improved shelf placement is driving US market-share gains, but investors must determine whether that growth can remain profitable without heavy promotional support. Published September 24, 2026 at 12:40 pm EDT Haleon plc (NYSE:HLN) is trying to win the US consumer-health market one shelf at a time. The Sensodyne and Advil owner has secured more prominent positions at Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), and other major retailers by offering improved commercial terms, including lower prices, stronger promotions, new products, and exclusivity. The strategy is already coinciding with market-share gains. Haleon's portion of the US consumer-health market increased from 11.4% in February to 12% by August, according to NielsenIQ data cited by Reuters. The challenge is determining how much of that growth reflects stronger underlying demand, and how much depends on promotional spending. Bull case. Better shelf placement can materially improve Haleon's (NYSE:HLN) visibility in crowded health and personal-care aisles. The company researched how shoppers search for its products and found that consumers generally look for brands first, followed by premium and new products within the branded section. Haleon used that research to recommend placing products at eye level or directly above its existing lineup. It also shared forecasts with retailers showing how the proposed changes could increase sales, helping persuade Walmart, Target, and other chains to adopt the new arrangements. You can also read about how Walmart and Target's Shelves are Becoming a Battleground for Budget-Conscious Shoppers in our recently published article. The strategy appears to be working across more than one category. Haleon said the shelf resets are supporting market-share gains in oral health, which includes Sensodyne, Aquafresh, and Polident. Its Centrum vitamins also benefited after retailers placed the products at eye level and supported them with promotions. Haleon's expanding US share compares favorably with some established competitors. Procter & Gamble's portion of the US healthcare market declined to approximately 10.8% in July, while Colgate-Palmolive's share of the oral-care, personal-care and household market remained flat at just under 5%, according to Bernstein's analysis of NielsenIQ data. These percentages cover differently defined markets and should not be treated as direct like-for-like comparisons, but they indicate that Haleon gained ground while some competitors were flat or declining. The company's portfolio is also well suited to a more cautious consumer environment. Toothpaste, pain relief, and vitamins are generally treated as practical purchases, potentially giving Haleon greater resilience as households prioritize essentials, and offering retailers exclusive products and innovations may strengthen these relationships further. Walmart and Target receive differentiated merchandise and promotional support, while Haleon secures the visibility needed to challenge larger established brands. Bear case. It is significant to note that Haleon is paying for that visibility through lower prices, promotions, exclusivity, and other favorable commercial terms. Although these concessions can increase volumes and market share, the company has not disclosed their effect on profitability. Promotional dependence is particularly important. More than 21% of Haleon's second-quarter US sales came from products sold with promotions, according to NielsenIQ data analyzed by Bernstein. That does not mean those sales were unprofitable, but it raises the possibility that some recent growth was encouraged by discounts rather than stronger full-price demand. The consumer environment creates another difficulty. Middle-class Americans have become increasingly cost-conscious as elevated fuel prices pressure household budgets. Even essential products must compete for limited spending, making price an increasingly important factor in purchasing decisions. Competitors can also respond. Haleon's shelf-space gains are not necessarily permanent, and rival consumer-health companies may offer retailers stronger discounts, new products or exclusivity of their own. Maintaining premium positions could therefore require continued commercial investment. The available figures do not prove that improved shelf placement alone caused Haleon's market-share increase. Product launches, pricing, brand demand, and promotional activity may also have contributed. Conclusion. Haleon's strategy is producing encouraging early evidence. Its US market share has increased, while improved placement is supporting oral-health and vitamin brands across some of the country's largest retailers. The central question is whether Haleon can retain those gains without sacrificing too much pricing or promotional spending. Better shelves can attract attention, but lasting value will depend on converting that visibility into repeat purchases and profitable growth.
Vikrant Malik joins Logitech India as Marketing Head. Logitech India appoints Vikrant Malik as Marketing Head as the marketing veteran makes an industry shift. Vikrant Malik has joined Logitech India as Marketing Head, moving from Haleon after a multi-year stint (more than four years) as Expert Marketing Lead - India Sub-Continent. Malik announced the appointment on LinkedIn. Before Haleon, he spent over four years with GSK Consumer Healthcare India, joining the company in January 2018 as Category Customer Marketing Manager and subsequently progressing to Expert Marketing Lead - India Sub-Continent. Earlier in his career, Malik has worked with organisations including ITC and PK Online Ventures. He also co-founded Neighbee, a collaboration platform built around citizen volunteer groups. Now, with over 18 years of experience across consumer, B2B and channel marketing, Malik will mark his move into the technology and consumer electronics space after building much of his recent career in healthcare marketing.
Logitech appoints Vikrant Malik as Marketing Head, India. Malik joins Logitech from Haleon where he was Expert Marketing Lead- India Sub Continent * by Team PITCH * September 23, 2026 Vikrant Malik has been appointed Marketing Head, India at Logitech. The news has been shared by Malik in a LinkedIn update. "I'm happy to share that I'm starting a new position as Marketing Head, India at Logitech!," he wrote in the post. Malik joins Logitech from Haleon where he was Expert Marketing Lead- India Sub Continent. He was with Haleon for more than four years. In the past, he has worked with GSK Consumer Healthcare.
Haleon, the London-listed maker of Advil, TUMS, and Sensodyne, is capitalising on side effects from GLP-1 weight-loss drugs. The company partnered with CVS Pharmacy to place its products on dedicated "GLP-1 destination shelves" alongside regular aisles, targeting symptoms like nausea, heartburn, and dry mouth. The strategy delivered a 24% sales lift per store during the first quarter of 2026. Haleon holds the majority of GLP-1 shelf space at CVS and is in discussions with Walmart and Target about expanding the approach. About 11% of American adults currently use GLP-1 drugs, representing roughly 29 million people. Haleon shares traded at 337.40 GBX on 17 September, down 3.66% for the year. Eleven of 17 analysts rate the stock a Buy.
Haleon, the maker of Advil pain relief and TUMS indigestion tablets, has increased US sales by targeting consumers taking weight-loss drugs like Wegovy and Zepbound. The company has partnered with CVS Pharmacy to place its products in dedicated spaces for GLP-1 drug users alongside regular aisles. This dual placement strategy delivered an average 24% sales lift per store in the first quarter. Haleon holds the majority of GLP-1 shelf space at CVS, with curated items on dedicated shelves outperforming those in stores without such sections. About 11% of Americans are on GLP-1 weight-loss drugs, which can cause side effects including nausea, constipation, and abdominal pain. Haleon has also discussed its in-store strategy with Walmart and Target.