Core Viewpoint - The Perrigo Company plc is facing a class action lawsuit due to alleged violations of the Securities Exchange Act of 1934, with claims that the company and its executives made misleading statements regarding the financial health of its infant formula business acquired from Nestlé [1][3]. Summary by Sections Class Action Lawsuit Details - The class action lawsuit is titled French v. Perrigo Company plc and covers securities purchases made between February 27, 2023, and November 4, 2025 [1]. - Investors have until January 16, 2026, to seek appointment as lead plaintiff in the lawsuit [1]. Allegations Against Perrigo - The lawsuit alleges that Perrigo's acquisition of Nestlé's Gateway infant formula plant was plagued by significant underinvestment and operational deficiencies [3]. - Specific claims include the need for substantial capital expenditures beyond initial estimates to address these issues, leading to overstated financial results [3]. Financial Impact and Stock Performance - On February 27, 2024, Perrigo disclosed acquisition-related charges of $35 million to $45 million for remediation efforts, resulting in a 50% decline in earnings per share compared to the previous year [4]. - Following this announcement, Perrigo's stock price fell over 15% [4]. - On May 7, 2024, Perrigo reported net sales of $91 million, a decrease of 34.5%, and a gross margin decline of 90 basis points, leading to a nearly 10% drop in stock price [5]. - On August 6, 2025, Perrigo's adjusted gross profit decreased by $30 million (6.9%), with a reported gross margin of 34.4%, causing an 11% decline in stock price [6]. - On November 5, 2025, Perrigo announced a strategic review of its infant formula business and slashed its fiscal year 2025 outlook, resulting in a stock price drop of over 25% [7]. Company Background - Perrigo provides over-the-counter health and wellness solutions and has been involved in significant acquisitions to expand its product offerings [2].

A Los Angeles jury has awarded $40 million to two women who claim Johnson & Johnson's talcum powder caused their ovarian cancerA Los Angeles jury awarded $40 million on Friday to two women who claimed that talcum powder made by Johnson & Johnson caused their ovarian cancer.The giant health care company said it would appeal the jury's liability verdict and compensatory damages.The verdict is the latest development in a longstanding legal battle over claims that talc in Johnson's Baby Powder and Shower to Sho ...

We came across a bullish thesis on Johnson & Johnson on Max Dividends’s Substack. In this article, we will summarize the bulls’ thesis on JNJ. Johnson & Johnson's share was trading at $205.34 as of December 1st. JNJ’s trailing and forward P/E were 19.99 and 17.99 respectively according to Yahoo Finance. Photo by Ani Kolleshi on Unsplash Johnson & Johnson (J&J) is a global healthcare leader with three major divisions: pharmaceuticals, medical devices, and consumer health products. Pharmaceuticals remain ...

We came across a bullish thesis on Kenvue Inc. on The Value Road’s Substack. In this article, we will summarize the bulls’ thesis on KVUE which was published before KVUE's acquisition announcement. Kenvue Inc.'s share was trading at $17.35 as of November 28th. KVUE’s trailing and forward P/E were 23.13 and 15.77 respectively according to Yahoo Finance. 30 Funniest Science Jokes, Puns, and Humor Quotes Ever pikselstock/Shutterstock.com Kenvue Inc. operates as a consumer health company in the United State ...

Core Viewpoint - Kimberly-Clark Corporation (NASDAQ:KMB) is recognized as a strong investment opportunity, particularly following its better-than-expected third quarter earnings and plans to acquire Kenvue, enhancing its consumer health presence [2][3]. Group 1: Company Performance - Kimberly-Clark has recently upgraded its rating to Buy from Hold, with a price target set at $120, indicating a positive outlook despite recent stock lagging [2]. - The company reported better-than-expected earnings for the third quarter, which has contributed to the stronger outlook from analysts [2]. Group 2: Acquisition and Market Position - Kimberly-Clark plans to acquire Kenvue, a company that focuses on consumer health and owns several well-known brands, with the deal expected to be completed in the second half of next year [2][3]. - Both Kimberly-Clark and Kenvue operate in resilient product categories, making KMB an attractive long-term investment option [3]. Group 3: Revenue Generation - The majority of Kimberly-Clark's revenue is generated through direct sales to various channels, including retailers, distributors, and online platforms [4]. - The company serves a diverse global customer base, including supermarkets, big-box stores, drugstores, and institutional buyers across multiple sectors [4].

Accessibility StatementSkip Navigation SAN DIEGO, Nov. 28, 2025 /PRNewswire/ -- Company: Perrigo Company (NYSE: PRGO) provides over-the- counter health and wellness solutions in the U.S., Europe, and internationally. What is the class period? February 27, 2024 - November 4, 2025 What is the Case About? Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who acquired Perrigo securities during the class period because the Company allegedly misled investors regarding th ...

Core Viewpoint - The Perrigo Company plc is facing a class action lawsuit due to alleged violations of the Securities Exchange Act of 1934, with claims that the company misled investors regarding its infant formula business and financial performance during the specified class period [1][4]. Company Overview - Perrigo provides over-the-counter health and wellness solutions and acquired Nestlé's Gateway infant formula plant and the rights to Nestlé's Good Start® infant formula brand for $170 million in November 2022 [3]. Allegations of the Lawsuit - The lawsuit alleges that Perrigo made false or misleading statements and failed to disclose significant issues, including: - Underinvestment in the acquired infant formula business [4]. - The need for substantial capital and operational expenditures beyond stated estimates for remediation [4]. - Significant manufacturing deficiencies in the infant formula facility [4]. - Overstated financial results, including earnings and cash flow [4]. Financial Disclosures and Impact - On February 27, 2024, Perrigo disclosed acquisition-related charges of $35 million to $45 million for remediation, along with a 50% decline in earnings per share compared to the previous year, leading to a stock price drop of over 15% [5]. - On May 7, 2024, Perrigo reported net sales of $91 million, a decrease of 34.5%, and a gross margin decline of 90 basis points, resulting in a nearly 10% drop in stock price [6]. - On August 6, 2025, Perrigo's adjusted gross profit decreased by $30 million (6.9%), with a reported gross margin of 34.4%, causing a stock price decline of more than 11% [7]. - On November 5, 2025, Perrigo announced a strategic review of its infant formula business, slashing its fiscal year 2025 outlook, which included a negative sales growth guidance of -2.5% to -3% and a significant cut in expected earnings per share, leading to a stock price drop of over 25% [8].

Core Insights - Cullen Capital Management's "SCCM Value Equity Strategy" reported a gross return of 6.9% for Q3 2025, outperforming the Russell 1000 Value's 5.3% and underperforming the S&P 500's 8.1% during the same period [1] - Year-to-date, the strategy achieved a gross return of 13.0%, compared to Russell 1000 Value's +11.7% and S&P 500's +14.8% [1] Company Analysis: Kenvue Inc. (NYSE:KVUE) - Kenvue Inc. experienced a one-month return of 6.43% but has lost 33.33% of its value over the past 52 weeks, with a market capitalization of $30.82 billion as of November 19, 2025 [2] - The company was sold from the SCCM Value Equity Strategy during Q3 2025 due to challenges such as pressures on US consumer spending, delayed seasonal demand, and competition from challenger brands [3] - Kenvue's stock is currently valued at 19x 2025 EPS, which is considered less compelling compared to its initial portfolio addition in 2023 [3] Market Position - Kenvue Inc. is not among the 30 most popular stocks among hedge funds, although it saw an increase in hedge fund holdings from 52 to 72 in the last quarter [4] - Despite its potential, Kenvue is viewed as less attractive compared to certain AI stocks that are believed to offer greater upside potential and lower downside risk [4]

Core Viewpoint - The Perrigo Company plc is facing a class action lawsuit due to alleged violations of the Securities Exchange Act of 1934, with claims that the company and its executives made misleading statements regarding the financial health of its infant formula business acquired from Nestlé [1][3]. Company Overview - Perrigo provides over-the-counter health and wellness solutions and acquired Nestlé's Gateway infant formula plant and the rights to the Good Start® brand for $170 million in November 2022 [2]. Allegations of Misleading Statements - The lawsuit alleges that Perrigo failed to disclose significant underinvestment in the acquired infant formula business, which required substantial capital expenditures beyond initial estimates to address operational deficiencies [3]. - Specific allegations include manufacturing deficiencies and overstated financial results, including earnings and cash flow [3]. Financial Impact and Stock Performance - On February 27, 2024, Perrigo disclosed acquisition-related charges of $35 million to $45 million for remediation efforts, leading to a 50% decline in earnings per share compared to the previous year [4]. - Following this announcement, Perrigo's stock price fell over 15% [4]. - On May 7, 2024, Perrigo reported net sales of $91 million, a decrease of 34.5%, and a gross margin decline of 90 basis points, resulting in a nearly 10% drop in stock price [5]. - On August 6, 2025, adjusted gross profit decreased by $30 million (6.9%), with a reported gross margin of 34.4%, causing an over 11% decline in stock price [6]. - On November 5, 2025, Perrigo announced a strategic review of its infant formula business and slashed its fiscal year 2025 outlook, leading to a more than 25% drop in stock price [7]. Legal Process - Investors who purchased Perrigo securities during the class period can seek appointment as lead plaintiff in the lawsuit, which allows them to act on behalf of other class members [8][9].

Core Insights - ProPhase Labs Inc. will present its third quarter 2025 financial results on November 19, 2025, at 2:00 pm EST via a virtual conference call [1][2] - A press release detailing the financial results will be issued prior to the conference call, and stakeholders and investors are invited to register for the event [2] - ProPhase Labs is a next-generation biotech, genomics, and consumer products company focused on innovative healthcare solutions, including Whole Genome Sequencing and diagnostic tests [4] Company Overview - ProPhase Labs aims to revolutionize healthcare through bold innovation and actionable insights, with a commitment to executional excellence and smart diversification [4] - The company develops, manufactures, and commercializes health and wellness solutions, including OTC dietary supplements [4] - ProPhase Labs emphasizes the potential for long-term value through its valuable subsidiaries and their synergies [4]