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Perrigo Company (PRGO) investor relations material
Perrigo Company Canaccord Genuity’s 45th Annual Growth Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Canaccord Genuity’s 45th Annual Growth Conference summary12 Aug, 2025
Strategic direction and execution
Disciplined execution of the 3S plan is driving stabilization, streamlining, and strengthening, with early momentum in U.S. store brand share gains and new business awards.
Infant formula recovery is a strategic priority, representing 10% of revenue, with calibrated investments and a quality-assured environment.
Project Energize and supply chain reinvention are delivering tangible benefits, and the sale of the Derma Cosmetic business supports net leverage goals.
Brand building investments are paying off, with Opill, Jungle Formula, and ellaOne achieving strong market share gains and high repeat rates, especially in Italy.
Standardizing marketing and category focus globally is unlocking improved results and future potential.
Financial performance and outlook
On track to deliver FY'25 adjusted EPS of $2.90–$3.10 (or £2.9–£3.1), representing 13–21% YoY growth, with 60% of full-year EPS expected in H2.
FY'25 organic net sales growth outlook reaffirmed at 1.5%–4.5%, with performance tracking toward the lower end.
H1'25 adjusted EPS was $1.17, up 41% YoY, with adjusted gross margin at 39.5% and operating income at $281.8M (13.4%).
Gross margin is on track, with negative impacts from infant formula and plant overhead not expected to repeat in H2'25.
Free cash flow/net sales expected at -6%, and net leverage targeted at ~3.5x adjusted EBITDA.
Growth drivers and market opportunities
Growth is weighted to the Americas, with international business expected to be flat in H2; organic growth of $200M expected in H2, mainly from OTC and Nutrition.
Store brand OTC and infant formula are key growth drivers, with new business wins and increased household penetration.
Store brand allergy program net sales grew 19% YTD, outperforming a -2.2% category decline; consumer trading to store brands is boosting volume and share.
100 molecules, 250 combinations, and 2,500 formulations provide a competitive advantage for cross-brand and cross-country expansion.
International household penetration is 10–15%, with global penetration at 5%, highlighting significant growth potential.
How will Perrigo grow store brand OTC household penetration?
What are the key focuses for infant formula SKUs?
How will Perrigo offset the impact of tariffs?
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Next Perrigo Company earnings date
Q3 20255 Nov, 2025
Next Perrigo Company earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Perrigo Company plc provides over-the-counter (OTC) health and wellness solutions that enhance individual well-being by empowering consumers to prevent or treat conditions that can be self-managed. The Company is a global healthcare supplier that develops, manufactures and distributes OTC, generic prescription (Rx) pharmaceutical products, infant formulas, nutritional products, animal health, dietary supplements and active pharmaceutical ingredients (API).
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