Perrigo Company plc is a global leader in providing consumer self-care products and over-the-counter (OTC) health and wellness solutions. The company empowers individuals to proactively manage their health by offering a wide range of accessible, high-quality products. Perrigo operates extensive manufacturing and distribution networks, primarily in the U.S., and collaborates with strategic partners to enhance its market presence.
- Consumer Self-Care Americas (CSCA) - Focuses on consumer self-care products in the U.S. and Canada, offering a variety of OTC health and wellness solutions tailored to these markets.
- Consumer Self-Care International (CSCI) - Provides consumer self-care products outside the U.S. and Canada, with a primary focus on Europe and Australia.
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Given the current estimates of tariff impacts, can you elaborate on the specific risks if tariffs were to increase unexpectedly and how such scenarios might affect your EPS and gross margins, especially considering your current mitigation actions?
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With infant formula net sales growing 19% in Q1, what concrete steps will you take to sustain this momentum amid competitive pricing pressures and a shifting regulatory landscape?
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Considering the mixed performance in organic net sales—highlighted by lost distribution effects in the store brand and prior year Opill stocking benefits—what strategic measures are you implementing to achieve consistent sales growth across all segments?
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Amid the increased interest in contract manufacturing and your efforts to bring production in-house, how will you ensure that these initiatives do not disrupt your current cost structure or compromise operational efficiency?
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With the rise in SG&A investments for new product introductions and promotional activities in the context of a challenging macroeconomic environment, what is the expected timeline for these investments to materialize into measurable top-line growth, and how will you assess their ROI?
Research analysts who have asked questions during PERRIGO Co earnings calls.
Daniel Biolsi
Hedgeye Risk Management
3 questions for PRGO
Ethan Brown
JPMorgan Chase & Co.
3 questions for PRGO
Susan Anderson
Canaccord Genuity Group
3 questions for PRGO
Keith Devas
Jefferies Financial Group Inc.
2 questions for PRGO
Korinne Wolfmeyer
Piper Sandler & Co.
2 questions for PRGO
Christopher Schott
JPMorgan Chase & Co.
1 question for PRGO
Keith Davos
Jefferies
1 question for PRGO
Sarah Morin
Piper Sandler Companies
1 question for PRGO
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
This competitor is mentioned as one of the primary competitors in the self-care product market, competing in various product lines and geographic regions. | |
LNK International, Inc. | This competitor is identified as a key player in the self-care product market, competing with the company in specific product categories. |
PL Developments | This competitor is highlighted as a significant competitor in the self-care product market, particularly in the store brand segment. |
Aurobindo | This competitor is noted as a primary competitor in the self-care product market, with competition varying by product line and region. |
Sun Pharmaceuticals | This competitor is mentioned as a key competitor in the self-care product market, competing in certain categories and regions. |
This competitor is listed as a brand-name pharmaceutical and consumer product company competing in the self-care market. | |
This competitor is identified as a brand-name company competing in the self-care product market. | |
This competitor is mentioned as a major brand-name company in the self-care product market. | |
Reckitt Benckiser | This competitor is highlighted as a significant brand-name company in the self-care product market. |
This competitor is noted as a key player in the self-care product market, particularly in the nutrition segment. | |
Bayer AG | This competitor is mentioned as a major brand-name pharmaceutical and consumer product company in the self-care market. |
Opella | This competitor is identified as a brand-name company competing in the self-care product market. |
This competitor is listed as a significant player in the self-care product market, competing in certain categories. | |
This competitor is noted as a key competitor in the self-care product market, particularly in pharmaceutical categories. | |
This competitor is highlighted as a significant competitor in the self-care product market, competing in various categories. | |
Stada | This competitor is mentioned as a key player in the self-care product market, particularly in the European market. |
| Customer | Relationship | Segment | Details |
|---|---|---|---|
Walmart Inc. | Major retailer | All | 11.9% of FY2024 net sales, i.e. $519.4M out of $4,373.4M total |
Recent press releases and 8-K filings for PRGO.
- Perrigo reported Q3 2025 EPS of $0.80, a slight decrease from the prior year, while year-to-date EPS grew 21% (or 27% organically) to $1.97.
- Organic net sales for Q3 2025 declined 4.4%, primarily due to soft OTC category consumption and impacts from businesses under strategic review.
- The company revised its 2025 outlook, expecting organic net sales growth of -2.5% and a full-year EPS range of $2.70-$2.80, citing softer OTC consumption and slower Infant Formula share recovery.
- Perrigo is actively reviewing its Infant Formula business, pausing a previously announced $240 million investment, and expects the sale of its dermocosmetics business to close in Q1 2026, with net proceeds allocated to debt reduction.
- Despite challenging market conditions, Perrigo's U.S. OTC store brand achieved six consecutive months of share gains, and its key European brands gained dollar share for five consecutive months.
- Perrigo reported Q3 2025 EPS of $0.80, off one penny versus the prior year, and year-to-date EPS of $1.97, representing 21% growth (or 27% organically).
- Organic net sales declined 4.4% in Q3 2025, primarily impacted by soft OTC category consumption and businesses under review.
- The company revised its 2025 outlook, now expecting organic net sales growth of -2.5%, a gross margin of approximately 39%, and an EPS range of $2.70-$2.80. This revision is attributed to softer than anticipated OTC consumption and slower infant formula share growth.
- Perrigo announced an active strategic review of its infant formula business, pausing a $240 million investment, while the sale of its dermocosmetics business remains on track to close in Q1 2026.
- Despite challenging market conditions, Perrigo achieved sustained share gains in US OTC, gaining 90 basis points of volume share over the last 13 weeks, and its key European brands gained dollar share for five consecutive months.
- Perrigo reported Q3 2025 adjusted EPS of $0.80 and year-to-date adjusted EPS of $1.97, marking 21% growth year-over-year.
- The company revised its 2025 outlook, now projecting organic net sales growth of -2.5% and an adjusted EPS range of $2.70-$2.80, primarily due to softer-than-expected OTC category consumption and slower infant formula share recovery.
- Perrigo announced a strategic review of its infant formula business, pausing a $240 million investment, and confirmed the dermocosmetics divestiture is on track to close in Q1 2026.
- Despite a challenging market with soft OTC consumption, Perrigo achieved share gains in its US OTC store brand business and key European brands.
- Perrigo reported Q3 2025 net sales of $1.04 billion, a 4.1% decrease year-over-year, with organic net sales down 4.4%.
- For Q3 2025, reported diluted EPS was $0.09 (improved from $(0.13) in the prior year), and adjusted diluted EPS was $0.80 (down from $0.81).
- The company updated its full-year 2025 outlook, projecting net sales growth of -2.5% to -3.0% and adjusted EPS of $2.70 to $2.80, primarily due to infant formula industry dynamics and soft Over-The-Counter (OTC) market consumption trends.
- Perrigo initiated a strategic review of its Infant Formula Business and continues the strategic review of its Oral Care Business, while remaining on track to close the previously announced sale of its Dermacosmetics Business in Q1'26.
- Perrigo reported Q3 2025 net sales of $1.04 billion, a 4.1% decrease year-over-year, and adjusted diluted EPS of $0.80, a slight decrease from $0.81 in the prior year.
- For the year-to-date 2025, net sales were $3.14 billion, down 2.8%, while adjusted diluted EPS grew 20.9% to $1.97 from $1.63 in the prior year period.
- The company updated its full-year 2025 outlook, now expecting net sales growth of -2.5% to -3.0% and adjusted EPS of $2.70 to $2.80, primarily due to infant formula industry dynamics and soft OTC market consumption trends.
- Perrigo initiated a strategic review of its Infant Formula business, continues the review of its Oral Care business, and is on track to divest its Dermacosmetics business in Q1 2026.
- Perrigo Company plc (PRGO) has initiated a strategic review of its infant formula business to assess a full range of alternatives, aligning with its commitment to disciplined capital allocation.
- The infant formula business is projected to generate approximately $360 million in net sales in 2025, accounting for less than 10% of Perrigo's annual net sales.
- This review aims to accelerate cash flows and reassess a previously announced $240 million investment in the business, as the external environment has made it less strategic with Perrigo's consumer health OTC businesses.
- Perrigo's corporate priorities include reducing leverage, sustaining its dividend policy, and sharpening focus on its high-potential OTC portfolio.
- Perrigo has agreed to sell its Dermacosmetics business to Kairos Bidco AB, managed by KKR, for up to €327 million, including €300 million upfront.
- This transaction is part of Perrigo's 'Three-S' strategic plan to focus on high-growth self-care categories and is expected to close in Q1 2026.
- The divested business generated approximately €125 million in sales in 2024 and contributed about 5% of Perrigo’s adjusted operating income.
- Perrigo intends to reinvest the proceeds towards balance sheet strengthening and further deleveraging.
- Shareholders voted on key governance matters at the Annual General Meeting held on May 1, 2025, including the election of directors and advisory votes on executive compensation.
- Matters approved also included the ratification of Ernst & Young LLP as independent auditor for 2025, renewal of board authority for share issuance and statutory pre-emption rights, and an increase in the number of directors.
- Net sales for Q4 2024 totaled $1.14 billion, showing a 1.6% decline year-over-year, with organic growth partly offset by impacts from divested businesses and currency effects.
- Adjusted diluted EPS improved to $0.93, an 8.1% increase from the prior period, though the reported diluted loss was $(0.30) per share.
- The company reversed its operating performance, reporting $114 million in operating income compared to a prior loss, with adjusted operating income rising 16.0% to $194 million.