Henry Schein, Inc. - $HSIC
3 months ago
Show me the incentives...
"HSIC: KKR takes 14.5% stake & 2 board seats as CEO retires after 45yrs. Activist Ananym pushes asset sales ($2.5B medical unit), cost cuts on $3B SG&A bloat. Targets $75-100M savings by 2025, shift to high-margin SaaS. $459M buyback authorization, potential takeout if turnaround fails."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Henry Schein, Inc. - $HSIC
Source:
Show me the incentives...
Published:
September 8, 2025
Idea Type:
Stock Idea