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Henry Schein (HSIC) investor relations material
Henry Schein Jefferies London Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies London Healthcare Conference 2025 summary18 Nov, 2025
Leadership transition and succession
CEO announced retirement effective January, with a successor to be named before year-end and an orderly transition planned.
Succession process involves both internal and external candidates, managed by a global search firm.
Management depth and recent succession in key business units ensure stability.
Business performance and market dynamics
Recovered from a 2023 cyber incident, with all business units regaining market share and growth.
Distribution business leads in dental consumables and equipment, with stable to positive market trends in developed regions.
Dental and office-based healthcare markets are stable, with gradual annual growth.
Specialty products and own brands contribute nearly 60% of profits, with strong positions in dental implants and endodontics.
Margin drivers and value-creation initiatives
Margin improvement driven by stabilization of glove and commodity prices post-COVID.
Ongoing shift from commodity products to own brands enhances margins despite potential declines in average selling price.
Value-creation projects expected to deliver $200 million net benefit, offsetting subdued market growth.
E-commerce rollout and digital tools are improving efficiency and margins.
Future margin drivers beyond commodity prices
Implant portfolio strategy for market share
Impact of new tech solutions on loyalty & growth
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Next Henry Schein earnings date
Piper Sandler 37th Annual Healthcare Conference2 Dec, 2025
Next Henry Schein earnings date
Piper Sandler 37th Annual Healthcare Conference2 Dec, 2025
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Frequently asked questions
Henry Schein, Inc. provides health care products and services to dental practitioners and laboratories, physician practices, government, institutional health care clinics, and other alternate care clinics worldwide. The company operates through two segments, Health Care Distribution; and Technology and Value-Added Services. The Health Care Distribution segment distributes consumable products, small equipment, laboratory products, large equipment, equipment repair services, branded and generic pharmaceuticals, vaccines, surgical products, diagnostic tests, infection-control products and vitamins; and practice-management software in the areas of patient information acquisition and retention in medical and dental offices.
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