Medline Industries – Government Contract Dynamics & Margin Expansion – 24 September 2021

  • Credit
  • Healthcare
  • North America


Former VP at Medline Industries Inc


  • Medical distribution industry developments, including Medline LBO update
  • Demand for core PPE (personal protective equipment) products, including supply chain challenges, increased costs and margin impact
  • Government and private contract dynamics, and RFP (request for proposal) pipeline opportunity
  • Competitive positioning under new PE ownership vs players such as Owens & Minor (NYSE: OMI) and Cardinal Health (NYSE: CAH) as well as potential new entrants
  • International and margin expansion outlook, including inorganic growth opportunities


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