Ensure and Glucerna Launches to Support Q4 Growth Following 7% Q3 Revenue Gain
Ensure and Glucerna adult nutrition launches are expected to drive modest segment growth in Q4, following a 7% revenue increase in Q3 2025. Q3 normalized EPS of $1.30 missed consensus by $20M, and the stock has remained flat over the past 15 months, underperforming the S&P 500’s 17.5% return.
1. Adult Nutrition to Drive Q4 Growth
Abbott Laboratories is expected to report modest growth in its Adult Nutrition segment in the fourth quarter, fueled by recent product introductions and market expansion. The company launched updated formulations of its flagship Ensure line in North America in early October, targeting seniors with enhanced protein content and added vitamin D. In November, Abbott rolled out a new low–carbohydrate version of its Glucerna brand in key European markets, addressing rising demand for diabetic nutrition products. Internal forecasts suggest that the Adult Nutrition segment could grow revenue by approximately 5% to 6% year-over-year, compared with 3.2% growth in the same quarter last year, supported by pricing actions and incremental volume from new product uptake.
2. Recent Performance and Investor Expectations
Abbott Laboratories’ shares have been essentially flat over the past 15 months, underperforming the benchmark index’s total return of 17.5%. In the third quarter, the company reported normalized earnings per share of $1.30, in line with consensus, while revenue increased by 6.8% year-over-year but trailed analysts’ estimates by roughly $20 million. Most segments delivered healthy growth, with particularly strong performance in international markets, where emerging-market sales rose more than 10%. Investors will be watching for commentary on supply-chain cost pressures, margin trends, and capital allocation plans when management releases Q4 results next week.