财务业绩 - 公司第二季度净销售额为11亿美元，同比下降10.7%[3] - 有机净销售额下降9.1%，主要由于婴儿配方奶粉销售下降6.8个百分点和上呼吸道及止痛睡眠类产品销售下降4.0个百分点[3] - 消费者自我护理国际业务净销售额下降2.5%，有机净销售额增长1.0%[4] - 消费者自我护理美洲业务净销售额下降15.5%，主要由于婴儿配方奶粉销售下降10.8个百分点和上呼吸道及止痛睡眠类产品销售下降4.4个百分点[5] - 调整后毛利率为40.6%，同比增加190个基点[5] - 调整后营业利润为1.39亿美元，同比增长1.5%[6] - 调整后每股收益为0.53美元，同比下降15.9%[9] - 公司维持2024财年调整后每股收益2.50-2.65美元的指引[17] - 公司预计2024财年有机净销售额将下降3%-1%，总净销售额将下降5%-3%[16] - CSCA报告净销售额6.34亿美元，同比下降15.5%，主要由于有机净销售额下降15.1%和退出产品线影响-0.4%[43] - 有机净销售额受到以下因素影响：1)婴儿配方奶粉销售下降10.8个百分点；2)上呼吸道和止痛睡眠类产品销售下降4.4个百分点，由于季节性需求下降和为提高利润率而精简SKU[44] - 报告毛利润1.9亿美元，同比下降15.5%。调整后毛利润2.01亿美元，下降12.1%，主要由于销量下降和制造费用不利吸收，部分被战略性定价和供应链优化措施抵消[45][46] - 报告营业利润0.69亿美元，同比下降29.1%。调整后营业利润0.91亿美元，下降19.9%，主要由于毛利润下降和广告促销投入增加，部分被供应链优化措施抵消[47][48] - CSCI报告净销售额4.31亿美元，同比下降2.5%，有机净销售额增长1.0%被退出产品线-1.1%和汇率影响-2.4%抵消[55] - CSCI报告毛利润2.05亿美元，增长0.7%。调整后毛利润2.31亿美元，下降0.7%，但按不变汇率计算增长1.8%，受益于定价策略、新产品和供应链优化[57][58] - CSCI报告营业亏损0.1亿美元，上年同期盈利0.09亿美元。调整后营业利润0.91亿美元，增长29.5%，主要由于广告促销投入下降和供应链优化措施[59][60] - 公司预计2024财年有机净销售额同比下降3%至1%，总净销售额下降5%至3%，主要由于上半年季节性需求下降和下半年美国自有品牌销量预期下降[62] - 公司重申2024财年调整后每股收益2.50美元至2.65美元，调整后税率约20.5%，经营活动现金流转换率约90%至100%[62] 非GAAP财务指标 - 公司提供非GAAP财务指标作为补充信息,以帮助投资者和分析师评估公司的经营趋势、便于不同期间和同行业公司的比较,以及评估公司未来的业绩[70] - 非GAAP财务指标排除了诸如减值、重组和并购整合相关费用等性质影响可比性的项目[70] - 公司认为调整后的毛利率和营业利润率对投资者有用,可以更容易地比较和分析同行业趋势,并比较公司的整体业绩[72] - 公司还披露了剔除汇率影响的有机销售增长[72] 现金流和资产负债表 - 2024年6月29日现金及现金等价物为5.428亿美元,较2023年12月31日下降27.7%[76] - 2024年6月29日存货为11.162亿美元,较2023年12月31日下降2.2%[76] - 2024年上半年经营活动产生的现金流量为0.81亿美元,上年同期为7.23亿美元[77] - 2024年上半年投资活动产生的现金流量流出0.968亿美元,上年同期流出0.24亿美元[77] 其他财务数据 - 公司报告的持续经营业务收入为10.655亿美元和11.931亿美元[2] - 公司报告的持续经营业务毛利率为37.0%和35.9%[1] - 公司报告的持续经营业务营业亏损为2650万美元和营业利润5680万美元[1] - 公司报告的持续经营业务每股摊薄亏损为0.77美元和每股摊薄收益0.06美元[1] - 公司调整后的毛利率为40.6%和38.7%[1] - 公司调整后的营业利润为1.393亿美元和1.373亿美元[1] - 公司调整后的每股摊薄收益为0.53美元和0.63美元[1] - 公司确认了3410万美元的商誉减值[3] - 公司确认了3720万美元的重组费用和其他终止福利[1] - 公司确认了2640万美元的异常诉讼费用[1] - 研发费用为2940万美元，占收入2.8%[87] - 销售、一般及管理费用为3.208亿美元，占收入30.1%[87] - 重组及其他费用为7100万美元，占收入6.7%[87] - 公司三个月期间利息及其他收益为4750万美元，占收入4.5%[93] - 公司三个月期间所得税费用为3170万美元，有效税率为-42.8%[93] 分部业绩 - 公司消费者自我护理美洲业务第二季度收入为6.341亿美元，同比下降15.5%[110] - 公司消费者自我护理国际业务第二季度收入为

Delivered Adjusted Diluted Earnings Per Share Results as Expected; Reaffirm Fiscal 2024 Adjusted Diluted EPS Outlook Progressing One Perrigo Blueprint: On Target to Deliver Project Energize Goals; Enhancing Capabilities; Completed Divestment of HRA Pharma Rare Diseases Business on July 10, 2024 DUBLIN, Aug. 2, 2024 /PRNewswire/ -- Second Quarter 2024 Highlights: Net sales of $1.1 billion declined 10.7% versus the prior year quarter. Organic1 net sales decreased 9.1%, due primarily to -6.8 percentage points ...

DUBLIN, July 31, 2024 /PRNewswire/ -- Perrigo Company plc (NYSE: PRGO), a leading provider of Consumer Self-Care Products, today announced that President and CEO Patrick Lockwood-Taylor and CFO Eduardo Bezerra are scheduled to present at the Canaccord Genuity 44th Annual Growth Conference, on Wednesday, August 14 at 3:30 PM EDT. Interested parties can access the webcast on the Perrigo website at http://perrigo.investorroom.com/events-webcasts.About Perrigo Perrigo Company plc (NYSE: PRGO) is a leading provi ...

Perrigo Company plc (PRGO) is scheduled to report second-quarter 2024 numbers on Aug 2, before the opening bell. In the last reported quarter, the company posted an earnings surprise of 20.83%.Let’s see how things have shaped up for this announcement.Factors at PlayThe Zacks Consensus Estimate for Perrigo’s total revenues is pegged at around $1.13 billion, while the same for earnings stands at 48 cents per share. Both metrics indicate a decline from the year-ago quarter’s levels.Perrigo reports its results ...

The market expects Perrigo (PRGO) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 2, 2024, might help the stock move higher if these key numbers are better t ...

DUBLIN, July 19, 2024 /PRNewswire/ -- Perrigo Company plc (NYSE: PRGO), a leading provider of Consumer Self-Care Products, today announced that it plans to issue its second quarter 2024 financial results on Friday, August 2, 2024, and host a conference call beginning at 8:30 A.M. (EST).The earnings conference call will be available live via webcast to interested parties in the investor relations section of the Perrigo website at http://perrigo.investorroom.com/events-webcasts or by phone at 888-664-6383, In ...

DUBLIN, July 10, 2024 /PRNewswire/ -- Perrigo Company plc (NYSE PRGO) ("Perrigo" or the "Company"), a leading provider of Consumer Self-Care Products, today announced that it has completed the previously announced divestment of the HRA Pharma Rare Diseases business to Esteve Healthcare, S.L. ("ESTEVE") for a total consideration of up to €275 million, consisting of an upfront cash payment of €190 million, subject to customary net debt and working capital adjustments, and up to €85 million in potential earnou ...

SEATTLE, June 24, 2024 (GLOBE NEWSWIRE) -- UNITED STATES DISTRICT COURT DISTRICT OF NEW JERSEY ROOFER’S PENSION FUND, on behalf of itself and all others similarly situated, Plaintiff, Case No. 1:16-cv-02805-RMB-LDW v. CLASS ACTION JOSEPH C. PAPA, et al., Defendants SUMMARY NOTICE OF (I) PROPOSED SETTLEMENT AND PLAN OF ALLOCATION; (II) SETTLEMENT HEARING; AND (III) MOTION FOR ATTORNEYS’ FEES AND LITIGATION EXPENSES (1) All persons who purchased Perrigo Company plc’s (“Perrigo”) publicly traded common stock b ...

Have you evaluated the performance of Perrigo's (PRGO) international operations during the quarter that concluded in March 2024? Considering the extensive worldwide presence of this drug company, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth. In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory ...

财务数据和关键指标变化 - 第一季度净销售额下降超过8%,有机净销售额下降7%,其中婴儿配方奶粉影响-4.3个百分点,SKU优化措施影响-3.6个百分点,其余业务增长1个百分点 [11] - 第一季度毛利率下降90个基点至36.5%,其中婴儿配方奶粉影响-280个基点,SKU优化措施影响+50个基点,其余业务影响+140个基点 [12] - 第一季度每股收益下降$0.16至$0.29,其中婴儿配方奶粉影响-$0.30,SKU优化措施影响-$0.06,其余业务增长$0.20 [12] 各条业务线数据和关键指标变化 - CSCI业务有机净销售增长7%,毛利率受到供应链限制和欧洲季节性因素影响,但营业利润率提升290个基点至19.7% [29] - CSCA业务受婴儿配方奶粉和SKU优化措施影响,净销售额下降15.7%,有机净销售额下降14.6%,其余业务有机净销售额下降2.3% [30] 各个市场数据和关键指标变化 - 美国市场零售库存去库存导致出货量下降,但消费者需求保持健康增长1.9% [9][14] - 欧洲市场上呼吸道类别受季节性因素影响,但护肤品类如Compeed和Mederma表现强劲 [52][53] - 维生素类别在美国和国际市场均有所下滑,但整体消费水平仍高于疫情前 [54][55] 公司战略和发展方向及行业竞争 - 公司正在执行"One Perrigo"战略,聚焦核心自我护理品类,提升创新能力和盈利能力 [20][21] - 婴儿配方奶粉业务正在进行质量和运营改善,预计下半年产能和市场份额将逐步恢复 [16][17] - Opill口服避孕药在美国上市,开创全新OTC品类,反响热烈,未来有望成为公司重要增长引擎 [18][19] - 公司将进一步聚焦高增长潜力品类,精简和优化产品组合,提升整体盈利能力和现金流 [20][21][72] 管理层对经营环境和未来前景的评论 - 管理层认为消费者对价格敏感度上升,零售商更加谨慎管理库存,但公司的自有品牌业务有望从中受益 [76][77] - 公司有信心通过改善婴儿配方奶粉业务、推动Opill等新品以及成本优化措施,实现2024年的财务目标 [24][35][37] - 管理层对公司长期发展前景保持乐观,未来将进一步聚焦高增长潜力品类,提升创新能力和盈利水平 [20][21][72] 问答环节重要的提问和回答 问题1 **Susan Anderson 提问** 对于婴儿配方奶粉业务,公司是否有信心已经解决了主要问题,未来产能恢复的时间表如何?[42][43] **Patrick Lockwood-Taylor 和 Eduardo Bezerra 回答** 公司已经在三个工厂完成了质量和运营改善,产能恢复进度略超预期,但仍需要持续学习和优化,确保质量合规。预计到第四季度可以达到之前的盈利水平[44][45][69][70] 问题2 **Chris Schott 提问** 公司未来是否会进一步优化和精简产品组合,聚焦更有吸引力的增长品类?[72] **Patrick Lockwood-Taylor 回答** 公司正在完成对产品组合的深入分析,未来将进一步聚焦高增长潜力、高毛利的品类和品牌,提升整体增长质量和盈利能力[72] 问题3 **Daniel Biolsi 提问** 第二季度婴儿配方奶粉业务的毛利率影响会如何?[79][80] **Eduardo Bezerra 回答** 第二季度毛利率将大幅改善,不会再有第一季度的一次性不利影响,但产量仍低于去年同期[80]