Analyst
Stiefel
Equibles does not estimate personal net worth.
Joe Federico is recorded as Analyst at Stiefel. Joe Federico has spoken on 5 earnings calls across 3 companies, most recently for SkinHealth Systems Inc. on November 5, 2026. Those appearances were for SkinHealth Systems Inc. (SKIN), Henry Schein Inc (HSIC) and Insulet Corp (PODD). The companies whose calls Joe Federico spoke on are classified in the Consumer Defensive and Healthcare sectors.
“Maybe just to start a little high-level, delivery systems in the corridor placements were actually pretty impressive relative to our estimate.”
“Maybe just like almost follow up on that last point. I wanted to just ask how you're viewing the returns from the type two spending at this point and, you know, balancing top line growth goals versus just profitability.”
“Maybe just focusing on EMEA following up on the last question, obviously growth was a little bit softer this quarter after kind of having been the bright spot in performance for the last handful of quarters.”
“Maybe just to look at implants a little bit closer. sir. I think the specialty's internal growth was low single digits and implants is the majority of that. I think you mentioned high single digit value implant growth to an earlier question.”
“Maybe just to move back to the impressive specialties growth in the quarter, seemingly driven by global double-digit percent implant sales. How do you view the sustainability of that implant performance?”
Stiefel
Analyst
Transcript header (unverified)
Household & Personal Products · Consumer Defensive
HSIC
Medical Distribution · Healthcare
PODD
Medical Devices · Healthcare
