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DENTSPLY SIRONA Inc. (XRAY) is the world's largest manufacturer of professional dental products and technologies, with a 137-year history of innovation and service to the dental industry. The company is committed to improving oral health and continence care globally by developing, manufacturing, and marketing comprehensive solutions. These include technologically advanced dental equipment supported by cloud software solutions, as well as dental products and healthcare consumable products in urology and enterology under a strong portfolio of world-class brands.
- Essential Dental Solutions - Develops, manufactures, and sells value-added endodontic, restorative, and preventive consumable products and small equipment used in dental offices.
- Orthodontic and Implant Solutions - Designs, manufactures, and sells digital implant systems, innovative dental implant products, digital dentures, and dental professional-directed aligner solutions.
- Connected Technology Solutions - Designs, manufactures, and sells dental technology and equipment products, such as imaging systems, CAD/CAM systems, and treatment centers, supporting digital workflows for dental procedures.
- Wellspect Healthcare - Designs, manufactures, and sells innovative continence care solutions for urinary and bowel management, primarily consisting of urology catheters and other healthcare-related consumable products.
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Given the sustained macroeconomic pressures and the $500 million goodwill impairment in the Orthodontic and Implant Solutions segment, what specific steps are you taking to turn around performance in this segment, particularly in the underperforming implants business?
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With the voluntary suspension of Byte operations and the potential discontinuation of this business, how do you plan to mitigate the impact on your top-line revenue and bottom-line profitability, and what are the long-term implications for your clear aligner strategy?
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Despite achieving $200 million in annualized savings from the first restructuring program and initiating a second phase targeting $80 million to $100 million in savings, earnings have remained flat year-over-year; can you explain why these cost savings have not translated into improved profitability, and how you plan to address this issue moving forward?
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Given the challenges in the U.S. equipment market and the continued pressure on elective procedures, how realistic is your goal to achieve growth in these areas, and what specific initiatives are in place to drive demand in a weak macro environment?
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Your SKU optimization efforts aim to eliminate non-revenue-generating SKUs by the end of this year and migrate most revenue-generating SKUs in 2025; can you provide more details on how this will positively impact financial performance and when we can expect to see these benefits reflected in your results?