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    Did Henry Schein’s (HSIC) Expanded vVARDIS Deal Quietly Recast Its Minimally Invasive Dental Strategy?

    Simply Wall St·12/12/2025 09:25:02
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    • In early December 2025, Henry Schein, Inc. said it would expand its agreement with Swiss firm vVARDIS to gain exclusive U.S. distribution rights for the drill-free Curodont Repair Fluoride Plus treatment across all dental market segments starting January 1, 2026.
    • This move deepens Henry Schein’s presence in minimally invasive cavity care, potentially aligning its distribution scale with growing demand for drill- and needle-free dental solutions.
    • Next, we’ll examine how extending the KKR partnership and broader Curodont distribution could influence Henry Schein’s investment narrative.

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    Henry Schein Investment Narrative Recap

    To own Henry Schein, you need to believe its scale in dental distribution and higher margin software and specialty products can offset pricing pressure and modest end market growth. The expanded Curodont agreement supports the minimally invasive care theme, but the nearer term story still centers on leadership transition with KKR and execution on cost savings, where missteps remain the biggest risk.

    The most connected recent development is KKR’s decision to extend its partnership and keep its board designees in place through the 2026 meeting. That continuity matters for investors tracking how efficiently Henry Schein can integrate new offerings like Curodont into its broader technology, private label and margin improvement agenda.

    Yet while these growth angles are appealing, investors should also be aware that Henry Schein’s multi year leadership transition and cost program could...

    Read the full narrative on Henry Schein (it's free!)

    Henry Schein’s narrative projects $14.4 billion revenue and $614.4 million earnings by 2028. This requires 4.0% yearly revenue growth and about a $225 million earnings increase from $389.0 million today.

    Uncover how Henry Schein's forecasts yield a $77.00 fair value, in line with its current price.

    Exploring Other Perspectives

    HSIC 1-Year Stock Price Chart
    HSIC 1-Year Stock Price Chart

    Simply Wall St Community members offer only two fair value views for Henry Schein, from US$77 to US$174, underscoring how far opinions can stretch. When you weigh that against the company’s reliance on executing its KKR backed efficiency and technology plans, it becomes even more important to compare several perspectives before deciding what its future performance might look like.

    Explore 2 other fair value estimates on Henry Schein - why the stock might be worth over 2x more than the current price!

    Build Your Own Henry Schein Narrative

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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.