Susannah Ludwig's questions to Alcon AG (ALC) leadership • Q2 2025
Question
Susannah Ludwig of Bernstein asked for more detail on the weak growth in the consumables business, questioning which regions were most affected and whether the subdued trend would continue, as well as the price contribution in Q2.
Answer
CEO David Endicott confirmed that the consumables business performance is a direct proxy for the slower procedural market. He noted the slowdown was global, affecting both U.S. and international markets, and that similar trends are expected in the second half of the year, consistent with guidance. He also stated there was no material change in price contribution versus Q1.