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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.
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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.

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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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