PERRIGO Co plc

Perrigo Co plc is a consumer self-care company focused on over-the-counter health and wellness products sold through retail and pharmacy channels. Its portfolio spans store-brand and branded products across North America and Europe, including infant formula, upper respiratory, nutrition, women’s health, oral care, skin care, and other everyday self-care categories.

−18,5 %

35,1 %

−33,5 %

−2,8 %

2.76

1.63

— PERRIGO Co plc
%
Store-brand self-care45% Private-label OTC health products sold through retail and pharmacy customers.
Branded consumer health25% Consumer health brands sold under Perrigo-owned names in key markets.
Infant formula and nutrition15% Infant formula and related nutrition products sold in North America and other markets.
Women’s health and contraception5% Products such as emergency contraception and related women’s health items.
Skin care and topical treatments5% Products including skin care, wound care, and topical consumer health items.
Other self-care categories5% Additional OTC and wellness categories such as oral care and upper respiratory.

Perrigo sells primarily to large retail chains, mass merchants, pharmacies, and other consumer health distributors that...

  • Large retail and mass merchant chainsprimary

    They buy store-brand OTC products and branded consumer health items to support shelf assortment and value pricing.

  • Pharmacy and drugstore channelsprimary

    They purchase OTC remedies and wellness products for prescription-adjacent and self-care aisles.

  • Consumer health distributorssecondary

    They source branded and private-label products for regional or specialty retail distribution.

  • End consumersprimary

    They buy Perrigo-branded and store-brand products for everyday self-care needs and affordability.

Perrigo’s business is concentrated in North America and Europe, with those regions forming the core of its consumer...

  • •North America is a core market for store-brand OTC products
  • •Europe is a major branded self-care market for Perrigo
  • •Regional product mixes differ by regulation and consumer habits
  • •Manufacturing and sourcing are spread across multiple countries
  • •Supply chain reliability matters because products are sold in many markets

Perrigo’s strategy centers on consumer-led innovation, stronger branded and store-brand demand generation, and a more...

01
Consumer-led innovation and line extensionsshort-term

Keeps the portfolio relevant and supports shelf space with retail customers.

02
Portfolio focus on core self-care brandsmedium-term

Concentrates resources on categories with stronger strategic fit and scale.

03
Supply chain and operating model efficiencymedium-term

A more efficient network supports service levels, cost control, and resilience.

04
Infant formula footprint optimizationshort-term

Manufacturing and quality improvements are intended to support this business line.

Perrigo faces the usual consumer health risks of competition, regulation, product quality, and raw-material volatility,...

high

Customer concentration

A small number of large retailers account for a meaningful share of sales, so lost shelf space or weaker terms can hurt revenue.

Scope
Walmart and other top customers
Materiality
high
high

Supply chain disruption

Global sourcing and manufacturing create exposure to plant outages, logistics issues, labor shortages, and geopolitical events.

Scope
Manufacturing and distribution network
Materiality
high
high

Regulatory and product quality risk

OTC and infant formula products operate in regulated categories where compliance or safety issues can stop shipments or damage trust.

Scope
Self-care and infant formula portfolios
Materiality
high
high

Goodwill impairment

The company has large goodwill balances and uses impairment testing that can produce non-cash charges when expectations change.

Scope
CSCA and CSCI reporting units
Materiality
high
medium

Raw material and input cost volatility

Ingredient and packaging costs can move quickly and are difficult to fully pass through in retail channels.

Scope
OTC formulations and packaging
Materiality
medium
Goodwill impairment
CSCA and CSCI goodwill balances and earnings
Held-for-sale classification
Asset presentation and disposal gains/losses
Inventory and reserves
Gross margin and working capital
Revenue recognition and customer allowances
Quarterly sales comparability

Prestige Consumer Healthcare Inc.

PBH · Pharmaceutical Preparations

Kenvue Inc.

KVUE · Perfumes, Cosmetics & Other Toilet Preparations

Caring Brands, Inc.

CABR · Perfumes, Cosmetics & Other Toilet Preparations

Starco Brands, Inc.

STCB · Services-Advertising Agencies

OPKO HEALTH, INC.

OPK · Pharmaceutical Preparations

Veralto Corp

VLTO · Instruments For Meas & Testing of Electricity & Elec Signals

: 29/04/2026