Financial PerformanceAdjusted operating margin was slightly below expectations, reflecting ongoing supply chain pressures and cost-saving program delays.
Investment And Market PerceptionDespite the solid performance, Medtronic remains comparatively under-owned by larger long-only funds, which could affect market perception.
Market Position And CompetitionThe growing popularity of GLP-1 drugs could significantly impact Medtronic's insulin pump sales, with a risk of losing 50% of its market share.