HLN
Drug Manufacturers - Specialty & Generic · Healthcare
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Sarah Simon is recorded as Analyst at Morgan Stanley. Sarah Simon has spoken on 7 earnings calls across 6 companies, most recently for Reckitt Benckiser Group PLC on October 27, 2026. Those appearances were for Haleon plc (HLN), Reckitt Benckiser Group PLC (RBGLY), HALEON PLC, L'OREAL, Anheuser-Busch InBev SA (BUD) and 1 other company. The companies whose calls Sarah Simon spoke on are classified in the Healthcare and Consumer Defensive sectors.
“So first of all, just on back on Lysol again. Chris, you said that this occurred late in the quarter. Can you give us an idea of kind of what the selling rate was running at before this impacted?”
“Most of my questions have been answered, but just one. Can you give us the weighting of cold and flu revenue through the quarters? That would be helpful.”
“Most of my questions have been answered, but just one. Can you give us the weighting of cold and flu revenue through the quarters? That would be helpful.”
“First one is, just can you remind us, like for like, is that assuming that what you own now you owned last year, or is it excluding the contribution of everything that's been acquired until you get to a year afterwards I'm just thinking because obviously you've got some bigger M&A coming in and then the second…”
“How important is it in terms of securing shelf space and sort of with your retailer negotiations to have that cold and flu business? Because I think, you know, in your bid to become a sort of steady compounder with predictable top line, this is obviously the kind of bit that's causing the biggest issue.”
Morgan Stanley
Analyst
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HLN
Drug Manufacturers - Specialty & Generic · Healthcare
Household & Personal Products · Consumer Defensive
HALEON PLC
Drug Manufacturers - Specialty & Generic · Healthcare
L'OREAL
Household & Personal Products · Consumer Defensive
Beverages - Brewers · Consumer Defensive
Heineken N.V.
Beverages - Brewers · Consumer Defensive
Haleon Q1 2026 Trading Statement
HALEON PLC
First Quarter 2026 Sales (after market)
L'OREAL
Full Year 2025 Results Webcast Heineken Full Year 2025 Results
Heineken N.V.