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13:30
Feb 10
Yvonne Tornos Chairman, President & CEO, Zimmer Biomet Holdings, Inc. ZBH Q4 FY25 call
Zimmer Biomet is executing a multi-year overhaul of its entire US sales channel, moving from a largely non-dedicated (1099) and non-specialized model to a fully dedicated and specialized one. The company states current productivity is roughly half of direct competitors, and that the transition could take through 2027 to complete. — This deliberate sales disruption in the US is a direct driver of the company's lowered 2026 guidance, signaling a potential near-term share shift in the large-joints market as competitors (Stryker, Enovis, Smith+Nephew) may capitalize on the disruption.
ENGGY
MED

About ENGGY Analyst Coverage

Buzzberg tracks ENGGY across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Yvonne Tornos.