Expert Interview
Understanding the the infant formula market with a focus on companies such as Perrigo, Mead Johnson, and Nestle.
Ticker(s): PRGO, NSRGY, ABT, RBGLY, DANOY, ASBRY, KHCInstitution: Prodose Pharma
- Former Account executive at Perrigo Company with over 30 years of experience in the consumer packaged goods industry.
- Spent over 5 years with Perrigo supporting infant formula sales.
Please provide a brief overview of the major players in the baby formula market.
Added By: max_adminWhat was the true state of the Nestle Gateway plant when Perrigo acquired it, and how much of the subsequent quality issues were inherited vs. self-inflicted during the transition?
Added By: joe_mccannHow has the FDA remediation process impacted production throughput, yield, and margins at the Wisconsin facility?
Added By: joe_mccannWhat is the shelf life of the inventory the company built out, and how realistic is it that they can work through it before it isn't commercially viable to sell anymore?
Added By: joe_mccannWho captured market share while Perrigo was dealing with recalls and production pauses, and how difficult is it to win that back?
Added By: joe_mccannWhat is the realistic buyer universe for this business if Perrigo pursues a divestiture, and what would a buyer need to believe about WIC contracts and retailer relationships to underwrite a deal?
Added By: joe_mccannWhat is the competitive impact of newer entrants like ByHeart and Bobbie on the store brand and branded formula segments?
Added By: joe_mccannCan you discuss the relationship with Bobbie? Perrigo is listed as a "trusted co-manufacturer" on the Bobbie site.
Added By: joe_mccannHow has the competitive landscape shifted since the 2022 Abbott shortage, and is the US formula supply chain meaningfully more resilient today or still fragile?
Added By: joe_mccannAre You Interested In These Questions?
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