Henry Schein Inc (STU:HS2)
€ 74.5 +1 (+1.36%) Market Cap: 8.52 Bil Enterprise Value: 13.04 Bil PE Ratio: 25.70 PB Ratio: 2.98 GF Score: 75/100

Henry Schein Inc at Piper Sandler Healthcare Conference Transcript

Dec 02, 2025 / 02:00PM GMT
Release Date Price: €61.5 (-2.75%)
Jason Bednar;Stanley
Piper Jaffray Inc - Senior Research Analyst

Why don't we get started here? I'm Jason Bednar. I cover med tech here at Piper. Next fireside chat is with Henry Schein. Very happy to have with us today, a pretty large group. We've got Schein's Chairman and CEO, Stanley Bergman; CFO, Ron South [at the end] as well as CEO of Global Distribution and Technology Andrea Albertini, and then also CEO of Henry Schein Products Group, Tom Popeck. So thanks a lot for being here, all of you. Always, it feels spoiled just having the four of you here with me.

But why don't we get straight into Q&A. Stan, I've got to start with you. You're one of a kind. It's really uncommon to have such consistent leadership of a public company with a commitment to a long-term strategy like we've seen from your time at Henry Schein. It doesn't seem real that this might be your last investor conference. It's maybe not a fair question, but as you look back on your career or even the last 5 to 10 years, what can you say you're most proud of that you and the organization have accomplished?

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