Financial PerformancePerrigo has strong gross margins and operational execution, which led to adjusted EBITDA and EPS results that beat Street estimates.
Market SharePRGO has seen some recovery in the last few months to HSD % of volume share in the US, indicating a positive trend in market share.
Regulatory EnvironmentThe FDA's Operation Stork Speed initiative to review and update infant formula standards could benefit Perrigo as the playing field is leveled among manufacturers.
Strategic InvestmentsManagement is investing significantly in the business with plans to invest an incremental ~$240M into infant formula between FY25-FY27.