Why Perrigo’s UBS conference appearance is drawing fresh attention
Perrigo (PRGO) is set to present at the UBS Global Consumer and Retail Conference in New York on March 11, 2026, with President and CEO Patrick Lockwood-Taylor scheduled to speak.
The event has put a fresh spotlight on the stock, as investors look for updated commentary on Perrigo’s over the counter health and wellness portfolio, recent financial results, and how management is thinking about capital allocation.
See our latest analysis for Perrigo.
That conference appearance comes at a sensitive time for Perrigo, with a 30 day share price return showing a decline of 36.3% and a 1 year total shareholder return showing a decline of 63.5%, suggesting momentum has been under pressure rather than building.
If this has you reassessing where you put fresh capital to work, it could be a good moment to cast a wider net and look at our screener of 33 healthcare AI stocks as potential alternatives.
With Perrigo shares down sharply over 1 year and the stock trading at a discount to some analyst price targets and intrinsic estimates, investors may ask whether this pressure is creating a buying opportunity or whether the market is already pricing in future growth.
Most Popular Narrative: 45.3% Undervalued
Compared with the last close at $9.30, the most followed narrative tags Perrigo’s fair value at $17, which sets a very different starting point for the conference conversation.
Recent new business wins in US store-brand OTC have outpaced distribution losses for the first time since the 2024 reset, with net new contract gains expected to add $75M+ to sales in the second half, directly supporting a step-change in revenue growth and operating income.
Want to see what kind of revenue path and margin rebuild sits behind that fair value? The narrative leans on gradual top line progress, a return to positive earnings and a future earnings multiple that assumes investors will pay up for that recovery.
Result: Fair Value of $17 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, the narrative could easily be knocked off course if infant nutrition pressures persist or if product quality and supply chain issues resurface and hit margins.
Find out about the key risks to this Perrigo narrative.
Next Steps
With sentiment clearly mixed, are you ready to look past the headlines and into the data yourself so you can act quickly and shape your own view? Our breakdown of 4 key rewards and 1 important warning sign can help you weigh both sides.
Looking for more investment ideas?
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- Target potential mispricings by reviewing our hand picked list of 48 high quality undervalued stocks that combine quality fundamentals with attractive entry points.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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