Geographic ExpansionSignificant capex investments are expected to double, supporting higher growth and geographic expansion as more supply comes online.
Market PositionCOO is viewed as best-positioned to take share in contact lenses, driven by daily SiHy trade-ups and leadership in myopia management.
Valuation And GrowthValuation has retrenched to a 3-year low, which is seen as an attractive entry point given favorable portfolio setup.