Haleon Wins Prime Shelf Space at Walmart and Target With Lower Prices

IndustryCorporate Action
โดย Insider Monkey·US·Read original
Summary · why it matters

Haleon has negotiated more prominent shelf positions at Walmart and Target by offering lower prices, stronger promotions, exclusive products, and improved commercial terms. The strategy appears to be paying off: Haleon's share of the US consumer-health market rose from 11.4% in February to 12% by August, according to NielsenIQ data cited by Reuters. The company said improved placement has supported market-share gains in oral health, which includes Sensodyne, Aquafresh, and Polident, and better performance in adult vitamins after Centrum products were placed at eye level with promotional support. Walmart recently reduced prices on 11,000 items as elevated gasoline costs pushed shoppers to make more trade-offs, and even Walmart reported its slowest comparable-store sales growth in six years. More than 21% of Haleon's second-quarter US sales came from products sold with promotions, according to NielsenIQ data analyzed by Bernstein, and Reuters reported that Walmart and Target declined to comment. The immediate economics of the arrangements remain undisclosed.

Impact on stocks 4

Consumer Staples▲ · 2 stocks
Walmart Inc.
WMT
± MixedPricingrelevance

Walmart gave Haleon more prominent shelf space in exchange for lower prices and promotions, and recently cut prices on 11,000 items amid weak comparable-store sales.

Target Corporation
TGT
± MixedPricingrelevance

Target is one of the retailers where Haleon won better shelf placement via lower prices and promotions, but Target declined to comment and no Target-specific outcome is given.

Health Care▲ · 1 stocks
Haleon PLC
HLN
▲ PositiveDemandrelevance

Haleon won more prominent shelf space at Walmart and Target with lower prices and promotions, lifting its US consumer-health market share from 11.4% to 12%.

Artificial Intelligence▲ · 1 stocks

Off-coverage companies 1

Bernstein (Societe Generale / AllianceBernstein JV)Private± Mixed
relevance

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