PRGO
Perrigo Company PLC
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 16.18
Buy <=wait / entry
USD 12.25
Trim >=take some off
USD 15.75
Thesis breakA cut to FY 2026 guidance, a material adverse regulatory action by USDA/EPA or t...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 25% | 100 / 100 | 25.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Completed divestiture of Dermacosmetics business for approximately EUR 306 million upfront proceeds to support debt reduction
- Launching new Operational Enhancement Program expected to deliver pre-tax annualized savings of $80 million to $100 million
- Maintained full-year 2026 outlook with continued expectation for second half improvement despite Q1 category headwinds