Perrigo Posts Market Share Gains, Plans Divestiture

Perrigo Company plc reported Q4 2025 gains in private-label and branded market share and captured more than $100 million in new distribution wins, CEO Patrick Lockwood-Taylor said on the Feb. 27 earnings call. Canaccord analyst Susan Anderson lowered Perrigo’s price target to $17 from $20 but reiterated a Buy rating; the company noted continued infant nutrition softness and a Dermacosmetics sale expected in Q2 2026.
Key Points
- 1Recorded market share gains and $100 million new distribution wins during 2025
- 2Facilitated by distribution gains, contract wins, and improved store-brand stability, reversing multi-year declines
- 3Signals potential revenue recovery but infant nutrition softness and divestiture create ongoing execution risks
Scoring Rationale
Company-level earnings and $100M distribution wins give credible investor insight, limited by sector focus and lack of broader relevance.
Sources
Public references used for this report.
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