Perrigo: Opill Shows Where The Company Wants To Be

  • Perrigo's transformation from a low-margin generics manufacturer to a branded consumer self-care company hinges on the success of products like Opill and Mederma. Despite short-term revenue declines, Perrigo's margin expansion and cost-saving initiatives show promise for long-term growth and strategic focus. The company's financial health is under pressure, with high leverage and volatile infant formula business posing significant risks.