Henry Schein, Inc. · NASDAQ:HSIC
Henry Schein — J.P. Morgan Healthcare Conference 2025
12 slides from Henry Schein's conference presentation, Jan 14, 2025
Slide 1: JPMorgan Healthcare Conference
Thank you JPMorgan Healthcare Conference JANUARY 14, 2025 1
Slide 2: Cautionary Note Regarding Forward-Looking Statements and Use of Non-GAAP Financial Information
Cautionary Note Regarding Forward-Looking Statements and Use of Non-GAAP Financial Information In accordance with the “Safe Harbor” provisions of the Private Securities Litigation Reform Act of 1995, we provide the following cautionary remarks regarding important factors that, among others, could ca
Slide 3: Henry Schein Overview
Henry Schein Overview #1 global provider of dental merchandise, specialty products, traditional and digital equipment, parts and services and a leading provider of medical products, equipment and services to the alternate care market with $3B+ in corporate and owned brands portfolio and related serv
Slide 4: Favorable Long Term Macro Trends
Favorable Long Term Macro Trends Should help stimulate Patient Traffic and Demand for Products and Services Demographics • Aging global population Henry Schein benefits from: Healthcare Developments • Movement of procedures from hospital to physician offices and alternate care sites • market leaders
Slide 5: 2024 Highlights
2024 Highlights Market Conditions Business Highlights New Restructuring Initiative Stable market conditions Steadily regaining market share On target to achieve $75 – $100M annual run-rate savings by end of 2025 Sales growth in our global dental Dental volume growth offset by equipment business, and
Slide 6: 2022-2024 BOLD+1 Strategic Plan: Successful Execution
2022-2024 BOLD+1 Strategic Plan: Successful Execution • BOLD+1 has been adopted by the organization as a “brand” for our transformation to a more agile, customer centric, digital, efficient and high growth, high margin company with synergies generated by leveraging our portfolio of complementary bus
Slide 7: Successfully Advanced our 2022-2024 BOLD+1 Strategic Priorities – Henry Schein Products
Successfully Advanced our 2022-2024 BOLD+1 Strategic Priorities – Henry Schein Products We have made significant progress advancing our BOLD+1 strategic priorities, with the following highlights: Build Operationalize Leverage Digital B UILD HGHM • #2 global endodontics company with • Restructuring i
Slide 8: Successfully Advanced our 2022-2024 BOLD+1 Strategic Priorities - Distribution
Successfully Advanced our 2022-2024 BOLD+1 Strategic Priorities - Distribution Build Operationalize Leverage Digital • Focus on customer • Implemented • Global eCommerce • #1 global dental segmentation, B software company “blended platform (GEP) UILD HGHM satisfaction and distribution” go-to- launch
Slide 9: Long-Term Growth Strategy
Long-Term Growth Strategy Clear strategic framework to deliver sustainable value creation Technology & Dental Medical Value-Added Services Increasing penetration with Increase active U.S. Continue to generate synergies existing customers physician practice customers with broader distribution busines
Slide 10: Henry Schein — Resiliency of the Business
Henry Schein — Resiliency of the Business Long term track record of Some recent headwinds have impacted our We have a track record of delivering double-digit earnings business that we are working through, transformation, with BOLD+1 growth, with 13% non-GAAP including the cyber incident, macro-econo
Slide 11: Henry Schein: Financial Overview
Henry Schein: Financial Overview 8.7% non-GAAP EPS CAGR from 2018 through Q3 2023 Non-GAAP Operating Income Non-GAAP EPS (2018-2023) (2018-2023) COVID-19 Cyber incident lockdown began (Oct 2023) COVID-19 Cyber incident lockdown began (Oct 2023) $5.05 $5.38 $1,038 $4.11 $4.50 $999 $837 $890 $3.60 $3.
Slide 12: Investment Merits
Investment Merits • Clear strategic plan to create operating efficiencies and exceptional customer experience while increasing growth in faster growing segments of the business • Proven track record of transformation and long-term, sustainable earnings growth • Leading positions in attractive market
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