Sign in

    Keith DeVos

    Stock Analyst at Jefferies

    Keith Devas is a Stock Analyst at Jefferies specializing in the Consumer Staples and Healthcare sectors, where he provides equity research and recommendations. He has covered specific companies including Kenvue and Perrigo Company, initiating coverage and rating changes with recent performance metrics showing a 0% success rate and an average return of -7.63%, ranking #2,861 among 4,784 analysts on industry tracking platforms. Devas began his analyst career prior to joining Jefferies and currently focuses on equity research, but publicly available records do not detail previous firms or further career milestones. His listed professional credentials and securities licenses are not specified in public databases.

    Keith DeVos's questions to PERRIGO Co (PRGO) leadership

    Keith DeVos's questions to PERRIGO Co (PRGO) leadership • Q2 2025

    Question

    Keith DeVos of Jefferies inquired about the infant formula business, asking for context on retailer feedback and competitor actions, and how the second-half recovery is expected to unfold. He also asked for confirmation on the building blocks for achieving the full-year EPS guidance despite a lower top-line forecast.

    Answer

    President & CEO Patrick Taylor described the infant formula market as "fluid" and "volatile" due to heavy promotions but affirmed confidence in their second-half ramp-up. EVP & CFO Eduardo Bezerra added that the second-half EPS target only requires a 3% year-over-year increase, which is supported by new OTC store brand contract wins and infant formula growth, giving the company confidence in its reaffirmed guidance.

    Ask Fintool Equity Research AI