Research Feed
Supplier Crisis Triage: No Edge Until Execution Proves Out
PBH's Q3 10-Q (filed Feb 5) quantifies the cost of their Clear Eyes supply crisis: $10.3M supplier loan write-off, 22% revenue collapse in Eye & Ear Care ($92M vs $118M YTD), and a $125.5M acquisition of Pillar5 Pharma to secure manufacturing capacity. The thesis: Vertical integration turns crisis i