Henry Schein Inc at Nasdaq Investor Conference Transcript

Dec 06, 2023 / 10:00AM GMT
Erin Elizabeth Wilson Wright - Morgan Stanley, Research Division - Equity Analyst

Good morning, everyone. I'll start with some disclosures first. So please see the Morgan Stanley website for more details on the disclosure at morganstanley.com/disclosures.

But to introduce myself, I'm Erin Wright. I'm the lead health care services analyst at Morgan Stanley. We're happy to have Henry Schein with us. I do cover them. They are the leading dental and medical distributor globally. And we're happy to have with us Stanley Bergman, CEO of Henry Schein; as well as the CFO, Ron South. So thank you. Thank you for coming to London.

Questions and Answers:

Erin Elizabeth Wilson Wright - Morgan Stanley, Research Division - Equity Analyst

So let's start with just a general question that we're getting from a lot of investors right now is just the state of the dental market. Globally, if you can talk about kind of the different geographies as well but North America versus other markets. But what you're seeing in terms of patient traffic trends and demand?

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