Perrigo Company plc Q4 2025 Earnings Call Summary

Management attributes 2025 progress to the 'Three-S' strategy (Simplify, Streamline, Strengthen), which successfully stabilized the store brand business and recovered infant formula service levels above 90%. Performance was driven by significant market share gains in U.S. OTC and European brands, despite a 'soft' market environment characterized by reduced consumer consumption and trade-down to smaller units. The company secured over $100 million in new distribution and competitive takeaways, which ma ...