Henry Schein

MD Sass highlighted Henry Schein as a top contributor after the stock rose 13% in Q2, citing strong results, an improved outlook and prospects for significant cost reductions and accelerating revenue. The firm expects material positive earnings revisions into Q4 and 2027 and views Fred Lowery’s leadership as likely to improve efficiencies, margins and product mix. Henry Schein closed at $89.52 on Aug. 28, has a market cap near $9.98 billion and was held in 45 hedge fund portfolios at the end of Q2. » Więcej na finance.yahoo.com

Henry Schein announced a comprehensive reorganization of its top management, with three senior executives, including Michael S. Ettinger, stepping down from their roles on October 30, 2026. The Executive Management Committee will be replaced by a new Henry Schein Leadership Team and the global supply chain organization will be merged with the sales group. Investors were unsettled and the stock fell about 1.8% in morning trading, as the personnel changes just ahead of the Q2 results on August 4 raised doubts about the execution of ongoing value-creation initiatives and the goal of a $125 million increase in operating income. » Więcej na de.investing.com

Henry Schein is replacing the Executive Management Committee with the new Henry Schein Leadership Team and is integrating the global supply‑chain organization into the global sales group. Michael S. Ettinger, Mark E. Mlotek and James Mullins will leave their current roles on October 30, 2026, and will then serve the company as senior advisors. CEO Fred Lowery says the restructuring is intended to enable faster decision‑making and bring the supply‑chain teams closer to sales customers. » Więcej na de.investing.com