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Fly News Breaks for February 7, 2020
PDCO, HSIC
Feb 7, 2020 | 09:42 EDT
Cleveland Research analyst Rob Eich said he hears "growing rumblings" within the industry that a large dental manufacturer will likely explore going direct to buyers in some capacity over the next 18 months, which would likely accelerate the deterioration of the full-service distribution model. Industry talk indicates this top manufacturer "will be direct in the U.S. with 2,000 sales reps," which would be a level of market coverage akin to Patterson Companies (PDCO) and Henry Schein (HSIC), Eich quotes a source as having said.
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