[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @StableBread StableBread StableBread posts on X about $hln, business, products, $250m the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1296289507336167424/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX +4,815% - X Year XXXXXXX +814% ### Mentions: XX [#](/creator/twitter::1296289507336167424/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +732% - X Year XXX +1,127% ### Followers: XXXXX [#](/creator/twitter::1296289507336167424/followers)  - X Week XXXXX +0.49% - X Month XXXXX +9.90% - X Months XXXXX +55% - X Year XXXXX +61% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1296289507336167424/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) **Social topic influence** [$hln](/topic/$hln) #1, [business](/topic/business), [products](/topic/products), [$250m](/topic/$250m) #31, [ceo](/topic/ceo), [ai](/topic/ai), [$gsk](/topic/$gsk) #6, [categories](/topic/categories), [strong](/topic/strong), [health](/topic/health) **Top accounts mentioned or mentioned by** [@fcompounders](/creator/undefined) [@steadycompound](/creator/undefined) [@ifbpodcast](/creator/undefined) [@tacticzh](/creator/undefined) [@longequity](/creator/undefined) [@brianferoldi](/creator/undefined) [@qcompounding](/creator/undefined) [@renesellmann](/creator/undefined) [@leevalueroach](/creator/undefined) [@realroseceline](/creator/undefined) [@saxenapuru](/creator/undefined) [@valueinvestorac](/creator/undefined) [@skhetpal](/creator/undefined) [@koyfincharts](/creator/undefined) [@tsohinvesting](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@finchatio](/creator/undefined) [@gabgrowth](/creator/undefined) [@quantkurtis](/creator/undefined) [@aleabitoreddit](/creator/undefined) **Top assets mentioned** [Helion (HLN)](/topic/$hln) [GSK plc (GSK)](/topic/$gsk) [Enphase Energy Inc (ENPH)](/topic/$enph) [Intuit Inc. (INTU)](/topic/$intu) [Morgan Stanley (MS)](/topic/morgan-stanley) [Adobe, Inc. (ADBE)](/topic/$adbe) ### Top Social Posts Top posts by engagements in the last XX hours "Enphase Energy $ENPH has dropped XX% over X years and XX% YTD (from $XX to $30). The solar leader just reported Q3 revenue of $410M its highest in X years. But management guides Q1 2026 to $250M a XX% decline. What's happening and is the market overreacting Let's find out: 🧵" [X Link](https://x.com/StableBread/status/1985722974524358840) 2025-11-04T14:57Z 1018 followers, 4901 engagements "Constellation Software $CSU is down XX% YTD after the CEO stepped down and AI fears spooked investors. But this company has been a compounding machine for decades (CAGR of 30%). Here's why the selloff might be an opportunity not a warning: 🧵" [X Link](https://x.com/StableBread/status/1987897561672527951) 2025-11-10T14:58Z 1018 followers, 3689 engagements "Should companies exclude stock-based compensation from earnings Many think so citing five common reasons. Terry Smith Chief Executive of Fundsmith dismantles each one: 🧵" [X Link](https://x.com/StableBread/status/1996262911707328584) 2025-12-03T16:59Z 1018 followers, XXX engagements "$HLN (Haleon) is the world's largest pure-play consumer healthcare company spun out of $GSK in July 2022. You've almost certainly used their products. Sensodyne. Advil. Centrum. TUMS. Theraflu. Voltaren. Panadol. The stock has been flat/slightly down YTD so I thought it'd be worth taking a closer look. Here's the breakdown: 🧵" [X Link](https://x.com/StableBread/status/1996655783958999205) 2025-12-04T19:00Z 1018 followers, XXX engagements "Airlines improved productivity 50x over XX years. Tickets got cheaper. Shareholders got nothing. Why Every airline got the same technology. True advantages fall into two categories: 1) Superior products command premiums (Straumann's clinically proven dental implants). 2) Superior models create structural barriers (Inditex's 2-week supply chain others can't replicate). Real advantages make companies price makers not price takers. They set prices within reason without triggering demand erosion. When products become essential companies defy economic theory that competition should eliminate" [X Link](https://x.com/StableBread/status/1994058144008556646) 2025-11-27T14:58Z 1018 followers, XXX engagements "Intuit $INTU paid 12x revenues for Mailchimp. Their return on capital fell from XX% to 11%. Yet the CEO called the acquisition "an absolute game changer." The most damaging effect of excluding stock-based compensation may occur when management starts believing their own adjusted numbers and makes capital allocation decisions based on them. Management teams often evaluate acquisitions by whether they're dilutive or accretive to EPS compared to the alternative of earning interest on cash. During years of near-zero interest rates almost any acquisition would appear accretive to EPS since the" [X Link](https://x.com/StableBread/status/1997017389981155632) 2025-12-05T18:57Z 1019 followers, XXX engagements "Oral Health isn't just the biggest segment for $HLN. It's also the highest-margin and fastest-growing part of the business. Sensodyne has strong pricing power because dentists recommend it by name. That professional endorsement creates a moat that store-brand products can't easily replicate. Moreover Parodontax grew double-digits in Q3 with new "active gum repair" positioning and strong retail execution. When Oral Health does well Haleon does well. In Q3 this segment grew XXX% while the company overall grew 3.4%" [X Link](https://x.com/StableBread/status/1996655814099251288) 2025-12-04T19:00Z 1018 followers, XX engagements "$HLN trades at about 19x forward earnings with a XXX% FCF yield. That's not cheap for a company growing 3-5% organically. But it's not expensive either for a defensive business with strong brands and steady cash generation" [X Link](https://x.com/StableBread/status/1996655874706903311) 2025-12-04T19:00Z 1018 followers, XX engagements "What about $HLN's risks 1) North America recovery: Biggest near-term question. This region is XX% of revenue and has been flat all year. Management expects a rebound as retailer inventory normalizes but if destocking masks genuine demand weakness estimates will need to come down. 2) Flu season volatility: Affects Respiratory which is about XX% of the business. A mild flu season hurts Theraflu and Otrivin sales. Management's guidance assumes a "normal" season which hasn't happened for the past two years. 3) Private label competition: Slower-burning risk. Vitamins and pain relief face pressure" [X Link](https://x.com/StableBread/status/1996655889475158467) 2025-12-04T19:00Z 1018 followers, XXX engagements "Beyond HIV the rest of specialty medicines is performing well. Q3 2025 showed HIV up XX% respiratory/immunology up XX% and oncology up 39%. That oncology number stands out. It's only 1.8B in revenue today just X% of the company but at that growth rate it could reach 3-4B within a few years. Jemperli for endometrial cancer and Blenrep for multiple myeloma are both gaining traction and the pipeline has additional oncology candidates in Phase III. The specialty portfolio overall is now XX% of revenue and growing faster than general medicines are declining. This mix shift toward higher-margin" [X Link](https://x.com/StableBread/status/1998030620870722024) 2025-12-08T14:03Z 1018 followers, XX engagements "Adobe $ADBE is down XX% YTD (near 52-week lows) on AI fears and downgrades/sells from Morgan Stanley Wedbush Melius Research and others. Yet Adobe just posted $5.99B in revenue (+10% y/y) beat EPS estimates w/14% growth and raised full-year guidance. AI-influenced ARR crossed $5B. AI-first ARR already exceeded the full-year $250M target in Q3. Is Adobe's business model becoming non-existent or is the market overreacting Let's find out: 🧵" [X Link](https://x.com/StableBread/status/1990494916083122658) 2025-11-17T18:59Z 1018 followers, 7340 engagements "$HLN operates across six product categories though five drive most of the business. 1) Oral Health (31% of revenue): The growth engine. Sensodyne is the #1 sensitivity toothpaste globally and Parodontax targets gum health. This segment grew XXX% organically in Q3 2025. 2) Pain Relief (23%): Includes Advil Voltaren and Panadol. Grew XXX% in Q3. 3) Respiratory (18%): Covers cold and flu products like Theraflu and Otrivin. Currently declining XXX% due to mild flu seasons and tough year-over-year comparisons. 4) VMS (15%): Means vitamins minerals and supplements. Think Centrum and Emergen-C. Grew" [X Link](https://x.com/StableBread/status/1996655799289229702) 2025-12-04T19:00Z 1018 followers, XX engagements "$HLN's revenue splits roughly into thirds across regions: 1) EMEA and Latin America (42% of revenue): Strongest region growing XXX% in Q3. Strength across Southern Europe and Latin America with Colombia and Mexico offsetting Brazil weakness. Emerging markets here were up 7%. 2) Asia-Pacific (23%): Grew XXX% driven by India and China where Sensodyne is gaining penetration and middle-class consumers are trading up to branded products. 3) North America (35%): The problem child. Growth was essentially flat at XXX% in Q3 despite Haleon outperforming the broader US consumer market on a sell-through" [X Link](https://x.com/StableBread/status/1996655829542719875) 2025-12-04T19:00Z 1018 followers, XX engagements "$HLN grows organic revenue at 3-5% annually. Q3 2025 came in at XXX% balanced between XXX% from price and XXX% from volume/mix. Management reiterated FY 2025 guidance of XXX% organic revenue growth and high-single-digit organic operating profit growth. Gross margins have expanded to around 63-64% up from XX% at the spinoff. Management is targeting 800M in supply chain savings over X years which should add 50-80 basis points annually. The company generates about 2.2B in FCF per year. With a market cap of 33B that's a XXX% FCF yield" [X Link](https://x.com/StableBread/status/1996655844403171628) 2025-12-04T19:00Z 1018 followers, XX engagements "When $HLN spun off in 2022 the balance sheet was stretched with Net Debt to EBITDA above 4x. That limited flexibility for dividends and buybacks. Today leverage is down to about 3.0x within management's target range of 2-3x. The company completed its 500M buyback program in October 2025 and has returned 1.1B to shareholders this year. The dividend yields about XXX% bringing total shareholder returns to around XXX% annually. This should grow as leverage continues to decline" [X Link](https://x.com/StableBread/status/1996655859326505096) 2025-12-04T19:00Z 1018 followers, XX engagements "Cash generation supports the thesis. YTD free cash flow came in at 3.1B (3.8B excluding Zantac settlement payments) with cash generated from operations of 6.3B. The balance sheet is conservative with Net Debt/EBITDA at 1.3x and interest coverage at 11x. $GSK could lever up for M&A or accelerate buybacks but is choosing to stay disciplined. Q3 2025 was a beat-and-raise quarter. Revenue hit 8.5B up X% constant currency. Core operating margin reached 34.9%. Management raised full-year guidance from 3-5% growth to 6-7%. The 2B buyback program runs through Q2 2026 and with the XXX% dividend total" [X Link](https://x.com/StableBread/status/1998030637744468365) 2025-12-08T14:03Z 1018 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@StableBread StableBread
StableBread posts on X about $hln, business, products, $250m the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +4,815%
- X Year XXXXXXX +814%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +732%
- X Year XXX +1,127%
Followers: XXXXX #
- X Week XXXXX +0.49%
- X Month XXXXX +9.90%
- X Months XXXXX +55%
- X Year XXXXX +61%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence cryptocurrencies stocks finance technology brands countries
Social topic influence $hln #1, business, products, $250m #31, ceo, ai, $gsk #6, categories, strong, health
Top accounts mentioned or mentioned by @fcompounders @steadycompound @ifbpodcast @tacticzh @longequity @brianferoldi @qcompounding @renesellmann @leevalueroach @realroseceline @saxenapuru @valueinvestorac @skhetpal @koyfincharts @tsohinvesting @stockmarketnerd @finchatio @gabgrowth @quantkurtis @aleabitoreddit
Top assets mentioned Helion (HLN) GSK plc (GSK) Enphase Energy Inc (ENPH) Intuit Inc. (INTU) Morgan Stanley (MS) Adobe, Inc. (ADBE)
Top Social Posts
Top posts by engagements in the last XX hours
"Enphase Energy $ENPH has dropped XX% over X years and XX% YTD (from $XX to $30). The solar leader just reported Q3 revenue of $410M its highest in X years. But management guides Q1 2026 to $250M a XX% decline. What's happening and is the market overreacting Let's find out: 🧵"
X Link 2025-11-04T14:57Z 1018 followers, 4901 engagements
"Constellation Software $CSU is down XX% YTD after the CEO stepped down and AI fears spooked investors. But this company has been a compounding machine for decades (CAGR of 30%). Here's why the selloff might be an opportunity not a warning: 🧵"
X Link 2025-11-10T14:58Z 1018 followers, 3689 engagements
"Should companies exclude stock-based compensation from earnings Many think so citing five common reasons. Terry Smith Chief Executive of Fundsmith dismantles each one: 🧵"
X Link 2025-12-03T16:59Z 1018 followers, XXX engagements
"$HLN (Haleon) is the world's largest pure-play consumer healthcare company spun out of $GSK in July 2022. You've almost certainly used their products. Sensodyne. Advil. Centrum. TUMS. Theraflu. Voltaren. Panadol. The stock has been flat/slightly down YTD so I thought it'd be worth taking a closer look. Here's the breakdown: 🧵"
X Link 2025-12-04T19:00Z 1018 followers, XXX engagements
"Airlines improved productivity 50x over XX years. Tickets got cheaper. Shareholders got nothing. Why Every airline got the same technology. True advantages fall into two categories: 1) Superior products command premiums (Straumann's clinically proven dental implants). 2) Superior models create structural barriers (Inditex's 2-week supply chain others can't replicate). Real advantages make companies price makers not price takers. They set prices within reason without triggering demand erosion. When products become essential companies defy economic theory that competition should eliminate"
X Link 2025-11-27T14:58Z 1018 followers, XXX engagements
"Intuit $INTU paid 12x revenues for Mailchimp. Their return on capital fell from XX% to 11%. Yet the CEO called the acquisition "an absolute game changer." The most damaging effect of excluding stock-based compensation may occur when management starts believing their own adjusted numbers and makes capital allocation decisions based on them. Management teams often evaluate acquisitions by whether they're dilutive or accretive to EPS compared to the alternative of earning interest on cash. During years of near-zero interest rates almost any acquisition would appear accretive to EPS since the"
X Link 2025-12-05T18:57Z 1019 followers, XXX engagements
"Oral Health isn't just the biggest segment for $HLN. It's also the highest-margin and fastest-growing part of the business. Sensodyne has strong pricing power because dentists recommend it by name. That professional endorsement creates a moat that store-brand products can't easily replicate. Moreover Parodontax grew double-digits in Q3 with new "active gum repair" positioning and strong retail execution. When Oral Health does well Haleon does well. In Q3 this segment grew XXX% while the company overall grew 3.4%"
X Link 2025-12-04T19:00Z 1018 followers, XX engagements
"$HLN trades at about 19x forward earnings with a XXX% FCF yield. That's not cheap for a company growing 3-5% organically. But it's not expensive either for a defensive business with strong brands and steady cash generation"
X Link 2025-12-04T19:00Z 1018 followers, XX engagements
"What about $HLN's risks 1) North America recovery: Biggest near-term question. This region is XX% of revenue and has been flat all year. Management expects a rebound as retailer inventory normalizes but if destocking masks genuine demand weakness estimates will need to come down. 2) Flu season volatility: Affects Respiratory which is about XX% of the business. A mild flu season hurts Theraflu and Otrivin sales. Management's guidance assumes a "normal" season which hasn't happened for the past two years. 3) Private label competition: Slower-burning risk. Vitamins and pain relief face pressure"
X Link 2025-12-04T19:00Z 1018 followers, XXX engagements
"Beyond HIV the rest of specialty medicines is performing well. Q3 2025 showed HIV up XX% respiratory/immunology up XX% and oncology up 39%. That oncology number stands out. It's only 1.8B in revenue today just X% of the company but at that growth rate it could reach 3-4B within a few years. Jemperli for endometrial cancer and Blenrep for multiple myeloma are both gaining traction and the pipeline has additional oncology candidates in Phase III. The specialty portfolio overall is now XX% of revenue and growing faster than general medicines are declining. This mix shift toward higher-margin"
X Link 2025-12-08T14:03Z 1018 followers, XX engagements
"Adobe $ADBE is down XX% YTD (near 52-week lows) on AI fears and downgrades/sells from Morgan Stanley Wedbush Melius Research and others. Yet Adobe just posted $5.99B in revenue (+10% y/y) beat EPS estimates w/14% growth and raised full-year guidance. AI-influenced ARR crossed $5B. AI-first ARR already exceeded the full-year $250M target in Q3. Is Adobe's business model becoming non-existent or is the market overreacting Let's find out: 🧵"
X Link 2025-11-17T18:59Z 1018 followers, 7340 engagements
"$HLN operates across six product categories though five drive most of the business. 1) Oral Health (31% of revenue): The growth engine. Sensodyne is the #1 sensitivity toothpaste globally and Parodontax targets gum health. This segment grew XXX% organically in Q3 2025. 2) Pain Relief (23%): Includes Advil Voltaren and Panadol. Grew XXX% in Q3. 3) Respiratory (18%): Covers cold and flu products like Theraflu and Otrivin. Currently declining XXX% due to mild flu seasons and tough year-over-year comparisons. 4) VMS (15%): Means vitamins minerals and supplements. Think Centrum and Emergen-C. Grew"
X Link 2025-12-04T19:00Z 1018 followers, XX engagements
"$HLN's revenue splits roughly into thirds across regions: 1) EMEA and Latin America (42% of revenue): Strongest region growing XXX% in Q3. Strength across Southern Europe and Latin America with Colombia and Mexico offsetting Brazil weakness. Emerging markets here were up 7%. 2) Asia-Pacific (23%): Grew XXX% driven by India and China where Sensodyne is gaining penetration and middle-class consumers are trading up to branded products. 3) North America (35%): The problem child. Growth was essentially flat at XXX% in Q3 despite Haleon outperforming the broader US consumer market on a sell-through"
X Link 2025-12-04T19:00Z 1018 followers, XX engagements
"$HLN grows organic revenue at 3-5% annually. Q3 2025 came in at XXX% balanced between XXX% from price and XXX% from volume/mix. Management reiterated FY 2025 guidance of XXX% organic revenue growth and high-single-digit organic operating profit growth. Gross margins have expanded to around 63-64% up from XX% at the spinoff. Management is targeting 800M in supply chain savings over X years which should add 50-80 basis points annually. The company generates about 2.2B in FCF per year. With a market cap of 33B that's a XXX% FCF yield"
X Link 2025-12-04T19:00Z 1018 followers, XX engagements
"When $HLN spun off in 2022 the balance sheet was stretched with Net Debt to EBITDA above 4x. That limited flexibility for dividends and buybacks. Today leverage is down to about 3.0x within management's target range of 2-3x. The company completed its 500M buyback program in October 2025 and has returned 1.1B to shareholders this year. The dividend yields about XXX% bringing total shareholder returns to around XXX% annually. This should grow as leverage continues to decline"
X Link 2025-12-04T19:00Z 1018 followers, XX engagements
"Cash generation supports the thesis. YTD free cash flow came in at 3.1B (3.8B excluding Zantac settlement payments) with cash generated from operations of 6.3B. The balance sheet is conservative with Net Debt/EBITDA at 1.3x and interest coverage at 11x. $GSK could lever up for M&A or accelerate buybacks but is choosing to stay disciplined. Q3 2025 was a beat-and-raise quarter. Revenue hit 8.5B up X% constant currency. Core operating margin reached 34.9%. Management raised full-year guidance from 3-5% growth to 6-7%. The 2B buyback program runs through Q2 2026 and with the XXX% dividend total"
X Link 2025-12-08T14:03Z 1018 followers, XX engagements