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The Cooper Companies (COO) investor relations material
The Cooper Companies Wells Fargo 20th Annual Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wells Fargo 20th Annual Healthcare Conference 2025 summary3 Sep, 2025
Q3 performance and key issues
Organic growth slowed to 2% due to inventory drawdown in Clarity and high e-commerce inventory in China, both of which are being addressed moving forward.
MyDay product line saw double-digit growth, with multifocal up 20%, and is now positioned for broader market expansion.
Private label contract wins led to a temporary reduction in Clarity sales as customers reduced inventory ahead of new product launches.
E-commerce inventory in China normalized from six months to two, with no plans to chase low-margin business through aggressive pricing.
Price competition is increasing in Asia Pacific, especially in e-commerce, but the focus remains on profitability over volume.
Market trends and share dynamics
Market growth has slowed to 4% from 7% last year, with share loss in regions lacking MyDay availability.
MyDay is the premier product, driving success in markets where it is available; Clarity remains strong as an entry-level option.
Daily silicone hydrogel lenses represent 65% of the daily market by dollars, with potential to reach 90% over time.
About 40% of global wearers use daily lenses, with room for further conversion.
Market tailwinds remain, with 1% growth from pricing and 1% from new wearers expected, plus additional growth from product trade-up.
Strategic outlook and guidance
Expectation for core business to grow in line with the market (4–6%), plus 100 bps from MiSight, for 5–7% total growth in 2026.
MyDay capacity constraints have been resolved, enabling aggressive sales and private label expansion.
Fertility market is recovering, expected to return to mid-single-digit growth as economic and policy headwinds subside.
Ongoing restructuring and efficiency improvements in CooperSurgical aim to offset tariffs and enhance operating leverage.
Free cash flow is projected to improve as CapEx declines, with a focus on debt reduction and increased share repurchases.
How will MyDay capacity drive future share gains?
How will free cash flow reach $650M annually?
Detail the CSI reorganization's financial impact.
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Next The Cooper Companies earnings date
Q4 20254 Dec, 2025
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Q4 20254 Dec, 2025
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Frequently asked questions
The Cooper Companies, Inc. develops, manufactures, and markets a broad range of contact lenses, including spherical, toric and multifocal products that address the full array of vision corrections needs for a growing population of worldwide contact lens wearers. Because the company's products address vision problems for which there is great variance in patient tolerance and lifestyle requirements, its customer support services are just as important to patient approval of the product as its product performance.
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