HALEON PLC at Sanford C Bernstein Pan European Strategic Decisions Conference Transcript
Good morning, everybody. Thank you for being here today with us. And it's obviously a great pleasure to have today, Tobias Hestler, CFO of the recently independent, Haleon. Thank you, Tobias, very much for being with us here today.
Thank you. Good morning, everyone.
So let's straight start off on the growth target of 4% to 6%, which sort of was a very clear statement of intent. Now your own data suggest that the market for OTC grows about 2% to 3%; around oral health and VMS, it takes you above 3%.
Now, to grow at 4% to 6% when your own market sort of just grows about 3%, that's quite an outperformance. I think at the Capital Market Day, you talked about more penetration, innovations, but I'd love to look at it from a different point of view, how you go from the 3% to 4% to the 4% to 6%.
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I can see companies outperform to that extent, if possibly, they're in the
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