Henry Schein (HSIC) 2026 Global Healthcare Conference summary

Leadership transition and organizational priorities

• New CEO expresses strong optimism and sees greater opportunities after six months in the role.

• Employees have responded positively to leadership change, viewing it as refreshing and necessary for improvement.

• Three main priorities: accelerating growth, simplifying operations, and increasing operating rigor.

• Focus on maintaining and deepening trusted relationships with customers and suppliers.

• Emphasis on leveraging the company’s culture and 26,000 team members for continued success.

Financial performance and growth initiatives

• Targeting $200 million in operating income improvement over the next two to three years, with a focus on net improvement to the bottom line.

• Improvements include enhanced pricing processes and outsourcing back office functions like finance and customer service.

• Commitment to double-digit EPS growth in the near term, driven by operational improvements and accelerated business growth.

• Ongoing efforts to scale efficiently and standardize processes for long-term benefits.

Market trends and business segments

• U.S. dental market remains steady, with the company outpacing market growth and gaining share.

• European dental market is growing, especially in specialty and implant segments, with faster growth in value implants.

• Majority ownership of S.I.N. value implant business in the U.S. is supporting strategic positioning.

• Clear aligners and orthodontics are a small but growing part of the business, with strong regional performance in France.