British consumer healthcare group Haleon reported third-quarter organic revenue growth marginally above market estimates on Thursday, helped by strong demand for its oral health products. ...

Billionaire activist investor Jeff Smith remains bullish on Kenvue (KVUE) despite the stock plunging roughly 28% year-to-date (YTD) amid controversy surrounding its Tylenol brand. Smith's enthusiasm stems from rapid management changes he helped orchestrate. Former CEO Thibaut Mongon was ousted in July and replaced by interim chief Kirk Perry, while Amit Banat took over as CFO in May. Smith noted he would have been "really happy" a year ago if told these leadership transitions could happen so quickly, and ...

​Haleon plc (NYSE:HLN) is one of the Best Growth Stocks Under $25 to Buy Right Now. On October 8, David Hayes from Jefferies maintained a Buy rating on Haleon plc (NYSE:HLN) with a price target of p440. The analyst noted several factors which are expected to improve the company’s performance, including easier sale comparisons in Latin America, positive impact of innovation in Europe and other emerging markets, along with stabilization in the North America. As a result, the analyst forecasts the company’s ...

Key Points The consumer healthcare specialist has inherited a long-running legal controversy. It is facing its first lawsuit in the U.K. centered on a controversial product. 10 stocks we like better than Kenvue › A potential legal headache for consumer healthcare giant Kenvue (NYSE: KVUE) was causing pain for investors on Thursday. Such troubles tend to spook the market; hence the more than 13% sell-off of Kenvue across that trading session. The S&P 500 (SNPINDEX: ^GSPC), by comparison, did much be ...

公司治理与股东活动 - 维权投资者Starboard Value约一年前向公司施压 导致公司在3月任命该对冲基金首席执行官Jeffrey Smith及另外两名董事加入董事会[1] - 其他不满意的投资者包括Daniel Loeb的对冲基金Third Point 于4月悄然建立其持股[2] - 7月中旬 公司董事会罢免其首席执行官 此前已更换其首席财务官 并启动对其业务的战略评估 可能包括出售或分拆公司[2] 运营与战略评估 - 公司于2023年从医疗健康巨头强生分拆出来[2] - 7月中旬启动的战略评估可能包括出售或分拆公司[2] - 公司旗下拥有Neutrogena、Listerine和Zyrtec等多个热门家用产品品牌[5] 市场表现与监管事件 - 9月5日 有报道称卫生部长计划发布报告 将其热门止痛药泰诺与自闭症联系起来 导致当日股价下跌9%[3] - 9月22日 特朗普总统告诉人们停止服用泰诺 称“它不好” 同日FDA表示将在泰诺标签上增加新警告 称其活性成分对乙酰氨基酚可能导致儿童多动症和自闭症 但该说法被有影响力的医疗团体反驳 并因缺乏科学证据被联邦法院驳回[4] - 相关行政部门的声明使公司市值损失约100亿美元 投资者目前回避该公司 公司当前市值约为300亿美元[5] 法律诉讼 - 原告正在对2024年联邦法官驳回诉讼的裁决提出上诉 这些诉讼被合并为多地区诉讼 指控泰诺或其仿制药导致自闭症 法官裁定原告未能用科学证据支持其结论[6]

Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter proved to be robust for small caps, signaling improved demand dynamics. The Russell 2000® Index was up 12.39% in the quarter, outperforming the S&P 500 Index, which rose 8.12%. The fund returned 8.51% in the third quarter compared to a 12.60% gain for the Russell 2000® Value Index. In addition, you can check the fund ...

LANGHORNE, Pa., Oct. 09, 2025 (GLOBE NEWSWIRE) -- NEXGEL, Inc. (“NEXGEL” or the “Company”) (NASDAQ: “NXGL”), a leading provider of healthcare, beauty, and over-the-counter (OTC) products including ultra-gentle, high-water-content hydrogel products for healthcare and consumer applications, today announced that Adam Levy, Chief Executive Officer, will present at the LD Micro Main Event XIX Conference being held at the Hotel Del Coronado in San Diego, California, on October 19-21, 2025. LD Micro Main Event XIX ...

TARRYTOWN, N.Y., Oct. 06, 2025 (GLOBE NEWSWIRE) -- Prestige Consumer Healthcare Inc. (NYSE:PBH) today announced that it will issue its fiscal 2026 second quarter and first half earnings release on Thursday, November 6, 2025 before the opening of the market. The Company will host a conference call to discuss the results that same morning at 8:30 a.m. ET. To participate in the live Internet webcast of the conference call, it can be accessed from the Investor Relations page of www.prestigeconsumerhealthcare.co ...

Key Points The company is replacing its COO. It disclosed this in a regulatory document. 10 stocks we like better than Hims & Hers Health › The market often gets worried when a company announces a major change in its C-suite. On news that it was doing just that, on Friday the stock of consumer healthcare company Hims & Hers (NYSE: HIMS) was whacked with a more than 9% sell-off by investors. This occurred on a relatively stable day for the broader market, as the benchmark S&P 500 (SNPINDEX: ^GSPC) b ...

监管与声誉风险 - 公司面临重大监管和声誉阻力 特朗普政府无证据地声称对乙酰氨基酚与孕期自闭症存在明确关联[1] - 该指控直接挑战公司自护业务板块最重要的收入驱动因素之一 该板块包括泰诺等知名品牌[1] - 任何官方政府警告都可能影响消费者信心和泰诺的销售额[3] 公司回应与安全立场 - 公司回应以捍卫对乙酰氨基酚的安全性 首席执行官亲自会见卫生与公众服务部部长以反驳相关指控[2] - 公司强调“超过十年的严谨研究”显示没有可信证据表明对乙酰氨基酚与自闭症有关联[2] - 主要医疗机构甚至该部门下属的FDA均维持该药物在孕期按说明使用是安全的立场[3] 财务与市场表现 - 公司市值为340亿美元 2025年股价下跌约20% 反映出投资者对市场份额侵蚀和诉讼风险的担忧[4] - 2025年第二季度有机销售额下降4.2%[5] - 过去12个月调整后每股收益从0.32美元收窄至0.29美元[5] 领导层与战略调整 - 董事会进行了果断的领导层变更 任命拥有超过30年消费品及科技行业经验的临时首席执行官[6] - 新任临时首席执行官曾在宝洁成功领导业务扭转 并在Alphabet等公司担任领导职务[6] - 新任首席财务官的任命表明公司正战略性地转向追求运营卓越和以消费者为中心的运营模式[6]