Q3 2025 Perrigo Company PLC Earnings Call Transcript

Nov 5, 2025 / 01:30 PM GMT

Release Date Price: $15.1 (-25.21%)

Transcript 10-Q8-K

Key Points

Positve

Perrigo Co PLC (PRGO) achieved six consecutive months of share gains in the US OTC market, driven by strong execution and consumer trade from national brands.
The company gained volume share across nearly every OTC category, notably in smoking cessation, allergy, and women's health.
Perrigo's key brands in the EU gained dollar share for five consecutive months, highlighting the strength of their category-led approach.
The supply chain reinvention project is on track to deliver between $150 and $200 million in benefits by the end of the year.
Project Energize has generated $163 million in gross annual savings, exceeding the midpoint of their target range.

Negative

Organic net sales declined by 4.4% in the third quarter, impacted by soft OTC category consumption and businesses under review.
Gross profit and margin were down year over year, reflecting lower net sales performance.
The infant formula business is under strategic review due to a shift in the external environment, requiring sustained investment.
The company revised its 2025 outlook due to softer than expected market consumption trends and lower than anticipated infant formula share growth.
Year-end net debt to adjusted EBITDA is expected to be approximately 3.8 times, higher than the prior target of 3.5 times.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PRGO.N - Perrigo Company PLC
Q3 2025 Perrigo Company PLC Earnings Call
Nov 05, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen and welcome to Perrigo Q3 2025 Financial results conference call. At this time, all lines are in a lesson only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press 0 for the operator. This call is being recorded on Wednesday, November 5, 2025. I would now like to turn the conference over to Bradley Joseph, Vice President Global Investor Relations. Please go ahead, sir.

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Unidentified_2 [2]
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