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年第一季度業績電話會議記錄的摘要：
Financial Performance:
財務業績：
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%.
由於嬰兒配方奶粉的緊張時期，Perrigo第一季度每股收益下降，與去年同期相比下降了0.30美元。
淨銷售額也下降了8％以上，這要歸因於嬰兒配方奶粉戰略和SKU優先事項行動所帶來的挑戰，這些措施是他們規模更大的供應鏈重塑計劃的內容。
毛利率小幅下降了90個點子，至36.5％。
Business Progress:
業務進展：
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正在努力加強其嬰兒配方奶業務，預計下半年產量將恢復。
美國推出的口服避孕藥Opill顯示了消費者的快速轉化前景。
該公司計劃通過增量HRA協同效應節省2500萬美元的成本，通過供應鏈重塑節省1200萬美元，通過能源項目節省1700萬美元。
隨着CSCI總裁斯文德·安德森將退休，羅伯託·科裏將接替他的職務，預計8月份領導層將發生更替。
嬰兒配方奶粉回收過程顯示出積極成果，生產和設施吞吐量超出預期。
通過擴大保險覆蓋範圍，可以看出Opill的持續成功，預計這將是有利的。
護膚行業的增長在很大程度上是由Compeed及其擴展推動的，已經引起了人們的注意，並且正在計劃將更多精力集中在這些盈利類別上。
More details: Perrigo IR
更多詳情： 紅外線佩裏戈
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。