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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.
News For HSIC;PDCO From the Last 2 Days
PDCO, HSIC
Oct 28, 2020 | 09:34 EDT
Cleveland Research analyst Rob Eich is raising his second half estimates for Henry Schein (HSIC) following checks that suggest that both the U.S. and International dental businesses are likely to beat expectations in Q3. The analyst, who added that his channel work continues to suggest Henry Schein is underperforming Patterson Companies (PDCO), has a Neutral rating on Henry Schein shares.