Earnings Call Summary | Perrigo(PRGO.US) Q1 2024 Earnings Conference
Earnings Call Summary | Perrigo(PRGO.US) Q1 2024 Earnings Conference
The following is a summary of the Perrigo Company Plc (PRGO) Q1 2024 Earnings Call Transcript:
以下是Perrigo Company Plc（PRGO）2024年第一季度财报电话会议记录的摘要：
Financial Performance:
财务业绩：
Perrigo experienced a decline in Q1 EPS due to a stressful period with their infant formula resulting in a drop of $0.30 compared to the previous year.
Net sales also saw a decline of over 8% due to challenges presented by infant formula strategies and SKU prioritization actions, elements of their much larger supply chain reinvention program.
Gross margin suffered a slight decrease by 90 basis points to 36.5%.
由于婴儿配方奶粉的紧张时期，Perrigo第一季度每股收益下降，与去年同期相比下降了0.30美元。
净销售额也下降了8％以上，这要归因于婴儿配方奶粉战略和SKU优先事项行动所带来的挑战，这些措施是他们规模更大的供应链重塑计划的内容。
毛利率小幅下降了90个基点，至36.5％。
Business Progress:
业务进展：
Perrigo is working hard to strengthen their infant formula business, anticipating a recovery of manufacturing volumes in H2.
The US launch of Opill, their oral contraceptive, has shown promise with quick consumer conversions.
The company has planned cost savings of $25 million in incremental HRA synergies, $12 million from their supply chain reinvention, and $17 million from Project Energize.
A leadership change is expected in August as Svend Andersen, President of CSCI, will retire and Roberto Khoury will take his place.
The infant formula recovery process is showing positive results, with production and facility throughput outperforming expectations.
Continued success with Opill is seen through expanded insurance coverage which is predicted to be advantageous.
Growth in the skincare sector, driven largely by Compeed and its extensions, has been noticed, and plans are underway to focus more in these profitable categories.
Perrigo正在努力加强其婴儿配方奶业务，预计下半年产量将恢复。
美国推出的口服避孕药Opill显示了消费者的快速转化前景。
该公司计划通过增量HRA协同效应节省2500万美元的成本，通过供应链重塑节省1200万美元，通过能源项目节省1700万美元。
随着CSCI总裁斯文德·安德森将退休，罗伯托·科里将接替他的职务，预计8月份领导层将发生更替。
婴儿配方奶粉回收过程显示出积极成果，生产和设施吞吐量超出预期。
通过扩大保险覆盖范围，可以看出Opill的持续成功，预计这将是有利的。
护肤行业的增长在很大程度上是由Compeed及其扩展推动的，已经引起了人们的注意，并且正在计划将更多精力集中在这些盈利类别上。
More details: Perrigo IR
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