US Q4 Consumer Health Earnings Preview: Supply Chain Disruption Returns, Opill Launch Waits

Attacks on shipping since November in the Red Sea lead shipping lines to re-route vessels south of Africa, spiking shipping costs. Perrigo began 2024 saying it expects sales of Opill oral contraceptive to start early in the first quarter, but now expects to start late in the quarter.

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Supply chains will be a concern as consumer health product firms report their latest quarterly results, in a macro sense about the latest disruption and in a micro view about Perrigo Company PLC’s expected launch of the first US OTC daily oral contraceptive.

Numerous attacks on commercial shipping by Yemeni Houthi rebels since November in the Bab al-Mandab Strait in the Red Sea have prompted shipping lines to re-route their vessels to travel south of Africa,

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