Henry Schein, Inc. (HSIC): Business Model Canvas

In der dynamischen Welt des Gesundheitsvertriebs gilt Henry Schein, Inc. (HSIC) als transformatives Kraftpaket, das strategisch die Lücke zwischen medizinischem Fachpersonal und wichtigen Gesundheitsprodukten schließt. Mit einem umfassenden Geschäftsmodell, das die Bereiche Dental, Medizin und Veterinärmedizin umfasst, hat dieser Weltmarktführer sorgfältig ein Ökosystem geschaffen, das durch innovative Technologie, umfangreiche Produktpaletten und kundenorientierte Lösungen einen beispiellosen Mehrwert bietet. Tauchen Sie ein in das komplexe Business Model Canvas, das zeigt, wie Henry Schein zu einem zentralen Akteur bei der Revolutionierung des Lieferkettenmanagements und der professionellen Supportdienste im Gesundheitswesen geworden ist.

Henry Schein, Inc. (HSIC) – Geschäftsmodell: Wichtige Partnerschaften

Hersteller von Dental-, Medizin- und Veterinärgeräten

Henry Schein arbeitet weltweit mit über 250 Geräteherstellern zusammen, darunter:

Hersteller	Produktkategorie	Dauer der Partnerschaft
Dentsply Sirona	Zahnärztliche Ausrüstung	15+ Jahre
Midmark Corporation	Medizinische Untersuchungsausrüstung	12+ Jahre
IDEXX-Labors	Veterinärmedizinische Diagnosetools	10+ Jahre

Technologieanbieter für Praxismanagementsoftware

Zu den wichtigsten Technologiepartnerschaften gehören:

• Carestream Dental-Software
• Üben Sie Web-Management-Systeme
• Offene Dentalsoftware

Vertriebshändler für pharmazeutische und medizinische Versorgung

Strategische Vertriebspartnerschaften mit:

Händler	Jährliches Vertriebsvolumen	Partnerschaftswert
McKesson Corporation	3,2 Milliarden US-Dollar	450 Millionen Dollar
Kardinalgesundheit	2,7 Milliarden US-Dollar	380 Millionen Dollar

Globale Netzwerke von Gesundheitslieferanten

Internationale Partnerschaftsnetzwerke umfassen:

• Nordamerika: 180 Vertriebszentren
• Europa: 75 Vertriebszentren
• Asien-Pazifik: 45 Vertriebszentren

Strategische Allianzen mit Gesundheitsfachverbänden

Verein	Mitgliedergröße	Partnerschaftsfokus
Amerikanische Zahnärztevereinigung	163.000 Mitglieder	Beschaffung von Ausrüstung und Zubehör
Amerikanische Veterinärmedizinische Vereinigung	89.000 Mitglieder	Lösungen für die Tierarztpraxis

Henry Schein, Inc. (HSIC) – Geschäftsmodell: Hauptaktivitäten

Vertrieb medizinischer und zahnmedizinischer Produkte

Im Jahr 2023 vertrieb Henry Schein medizinische und zahnmedizinische Produkte mit einem Gesamtumsatz von 12,6 Milliarden US-Dollar. Das Unternehmen betreut weltweit rund 1 Million medizinisches Fachpersonal in 32 Ländern.

Produktkategorie	Jährliches Verkaufsvolumen	Marktanteil
Dentalbedarf	4,3 Milliarden US-Dollar	38%
Medizinische Versorgung	5,2 Milliarden US-Dollar	26%
Veterinärprodukte	1,7 Milliarden US-Dollar	15%

E-Commerce-Plattformmanagement

Henry Schein betreibt eine robuste digitale Plattform mit über 1,2 Millionen registrierten Online-Nutzern. Der digitale Vertriebskanal macht etwa 35 % des gesamten Jahresumsatzes aus.

• Online-Bestellplattform rund um die Uhr verfügbar
• Mobile App mit Bestandsverfolgung in Echtzeit
• Digitaler Katalog mit über 180.000 Produkten

Supply Chain Logistik und Bestandsmanagement

Das Unternehmen unterhält weltweit 31 Vertriebszentren mit einer Lagerumschlagsrate von 6,2 Mal pro Jahr. Die jährlichen Logistikausgaben belaufen sich auf etwa 425 Millionen US-Dollar.

Standort des Vertriebszentrums	Jährliches Versandvolumen	Durchschnittliche Lieferzeit
Vereinigte Staaten	22 Millionen Pakete	1-2 Werktage
Europa	8 Millionen Pakete	2-3 Werktage
Internationale Märkte	5 Millionen Pakete	3-5 Werktage

Entwicklung von Lösungen für Gesundheitstechnologie

Henry Schein investiert jährlich 180 Millionen US-Dollar in Technologieforschung und -entwicklung. Das Unternehmen unterstützt über 90.000 Technologieimplementierungen für Gesundheitspraxen.

• Entwicklung von Praxismanagement-Software
• Integration der Telemedizinplattform
• Lösungen für die digitale Bildgebungstechnologie

Kundensupport- und Beratungsdienste

Das Unternehmen beschäftigt 1.200 engagierte Kundenbetreuer und verwaltet jährlich über 2,5 Millionen Kundeninteraktionen. Kundensupportzentren arbeiten in mehreren Sprachen in verschiedenen Regionen.

Support-Kanal	Jährliches Interaktionsvolumen	Durchschnittliche Reaktionszeit
Telefonsupport	1,2 Millionen Interaktionen	12 Minuten
E-Mail-Support	800.000 Interaktionen	24 Stunden
Live-Chat	500.000 Interaktionen	5 Minuten

Henry Schein, Inc. (HSIC) – Geschäftsmodell: Schlüsselressourcen

Umfangreiches globales Vertriebsnetz

Henry Schein betreibt ein globales Vertriebsnetz mit direkter Präsenz in 21 Ländern und beliefert über 180 Länder weltweit. Ab 2023 unterhält das Unternehmen mehr als 1.200 Vertriebszentren und Lager.

Verteilungsmetrik	Menge
Direkte Länderpräsenz	21 Länder
Globale Servicereichweite	Über 180 Länder
Vertriebszentren	1,200+

Fortschrittliche Technologie und digitale Plattformen

Henry Schein investiert jährlich 220 Millionen US-Dollar in Technologie und digitale Infrastruktur. Zu den wichtigsten technologischen Vermögenswerten gehören:

• Cloudbasierte Praxisverwaltungssoftware
• Digitale Bestellplattformen
• Fortschrittliche Bestandsverwaltungssysteme
• Telemedizin-Integrationslösungen

Starke Beziehungen zu medizinischem Fachpersonal

Das Unternehmen betreut weltweit über 1 Million medizinisches Fachpersonal und verfügt über einen engagierten Kundenstamm, darunter:

Professionelle Kategorie	Ungefähre Kundenzahl
Zahnärzte	500,000+
Veterinärmedizinische Fachkräfte	250,000+
Arztpraxen	250,000+

Umfangreicher Produktbestand

Henry Schein verfügt über einen umfangreichen Produktbestand im Wert von rund 2,3 Milliarden US-Dollar, der mehrere Gesundheitssegmente abdeckt.

• Über 130.000 einzigartige SKUs
• Verschiedene Produktkategorien, darunter Dental-, Medizin- und Veterinärbedarf
• Lagerumschlagsquote von 5,2

Kompetente Teams für Vertrieb und technischen Support

Im Jahr 2023 beschäftigt Henry Schein weltweit mehr als 22.000 Fachkräfte mit spezialisierten Teams in verschiedenen Gesundheitssektoren.

Teamkategorie	Anzahl der Fachkräfte
Vertriebsmitarbeiter	8,500+
Mitarbeiter des technischen Supports	3,500+
Unternehmensmitarbeiter	10,000+

Henry Schein, Inc. (HSIC) – Geschäftsmodell: Wertversprechen

One-Stop-Lösung für die Beschaffung von Gesundheitsprodukten

Henry Schein bedient rund 1 Million medizinisches Fachpersonal weltweit und bietet eine umfassende Beschaffungsplattform für mehrere Fachgebiete.

Produktkategorie	Jährlicher Umsatzbeitrag
Dentalbedarf	4,3 Milliarden US-Dollar
Medizinische Versorgung	3,9 Milliarden US-Dollar
Technologielösungen	1,2 Milliarden US-Dollar

Umfassendes Sortiment an medizinischem und zahnmedizinischem Bedarf

Henry Schein vertreibt über 120.000 Marken- und Handelsmarkenprodukte in allen Gesundheitssegmenten.

• Chirurgische Instrumente
• Diagnosegeräte
• Medizinische Verbrauchsmaterialien
• Zahnmedizinische Ausrüstung
• Laborprodukte

Fortschrittliche Praxismanagement-Technologien

Technologielösungen generieren einen Jahresumsatz von etwa 1,2 Milliarden US-Dollar und unterstützen die Praxiseffizienz.

Technologiesegment	Marktdurchdringung
Praxismanagement-Software	35 % Marktanteil
Integration digitaler Geräte	42 % Akzeptanz bei Gesundheitsdienstleistern

Kostengünstige Einkaufsmöglichkeiten

Bietet Gruppeneinkaufsprogramme mit einem jährlichen Einsparpotenzial von 12–18 % für Gesundheitsdienstleister.

Zuverlässige und effiziente Produktlieferung

Gewährleistet eine Bestellgenauigkeit von 99,6 % mit der Möglichkeit der Lieferung am selben oder nächsten Tag für 85 % des Produktkatalogs.

Liefermetrik	Leistung
Bestellgenauigkeit	99.6%
Lieferung am selben/nächsten Tag	85 % Produktabdeckung
Vertriebszentren	31 bundesweit

Henry Schein, Inc. (HSIC) – Geschäftsmodell: Kundenbeziehungen

Personalisierte Kontoverwaltung

Henry Schein betreut rund 1 Million Kunden in 31 Ländern. Das Unternehmen beschäftigt 21.000 engagierte Vertriebsmitarbeiter, die personalisierte Account-Management-Dienste anbieten.

Kundensegment	Dedizierte Account Manager	Jährliche Interaktionshäufigkeit
Zahnarztpraxen	8.500 Vertreter	48–52 Interaktionen pro Jahr
Arztpraxen	6.500 Vertreter	36-42 Interaktionen pro Jahr
Tierarztpraxen	4.000 Vertreter	24–30 Interaktionen pro Jahr

Technischer Support und Beratung

Henry Schein bietet rund um die Uhr technischen Support über mehrere Kanäle mit einem engagierten Team von 3.200 technischen Spezialisten.

• Telefonsupport in 15 Sprachen verfügbar
• Durchschnittliche Antwortzeit: 12 Minuten
• Technische Auflösungsrate: 92,5 %

Online-Kundenserviceplattformen

Das Unternehmen betreibt mehrere digitale Plattformen mit 687.000 registrierten Online-Nutzern (Stand 2023).

Digitale Plattform	Monatlich aktive Benutzer	Transaktionsvolumen
Henry Schein Connect	342,000	1,2 Millionen monatliche Transaktionen
Mobile Anwendung	245,000	780.000 monatliche Interaktionen

Regelmäßige Berufsbildungsprogramme

Henry Schein führt jährlich 1.850 Fortbildungsseminare durch und erreicht damit rund 124.000 Fachkräfte im Gesundheitswesen.

• Zahnärztliche Weiterbildung: 1.200 Programme
• Medizinische Schulungen: 450 Programme
• Veterinär-Workshops: 200 Programme

Loyalitäts- und volumenbasierte Preisstrategien

Das Unternehmen implementiert umfassende Treueprogramme mit gestaffelten Preisstrukturen.

Kundenstufe	Jährliches Einkaufsvolumen	Rabattbereich
Bronze	$50,000 - $150,000	3-5%
Silber	$150,001 - $350,000	6-8%
Gold	$350,001 - $750,000	9-12%
Platin	$750,001+	13-15%

Henry Schein, Inc. (HSIC) – Geschäftsmodell: Kanäle

Direktvertrieb

Henry Schein betreibt ein globales Direktvertriebsteam Im Jahr 2023 beschäftigt das Unternehmen rund 6.500 Vertriebsmitarbeiter. Das Vertriebsteam erwirtschaftet einen Jahresumsatz von 12,6 Milliarden US-Dollar in mehreren Marktsegmenten des Gesundheitswesens.

Vertriebskanalkategorie	Anzahl der Vertreter	Jährliches Verkaufsvolumen
Vertriebsteam für den Dentalmarkt	3,200	4,8 Milliarden US-Dollar
Vertriebsteam für den medizinischen Markt	1,800	5,2 Milliarden US-Dollar
Vertriebsteam für den Veterinärmarkt	1,500	2,6 Milliarden US-Dollar

Online-E-Commerce-Plattformen

Die digitalen Plattformen von Henry Schein wurden generiert 2,3 Milliarden US-Dollar Online-Umsatz im Jahr 2023, was 18,3 % des Gesamtumsatzes des Unternehmens entspricht.

• Zu den Plattformen gehört Henry Schein Connect
• Mobile Bestellanwendungen
• Integrierte digitale Beschaffungssysteme

Katalog- und Printmarketing

Das Unternehmen verteilt über 12 Millionen gedruckte Kataloge jährlich auf den Dental-, Medizin- und Veterinärmärkten.

Messe- und professionelle Konferenzpräsenz

Henry Schein beteiligt sich an ca 85 Branchenkonferenzen jährlich, mit geschätzten Marketinginvestitionen von 22 Millionen US-Dollar.

Mobile und digitale Bestellsysteme

Digitale Bestellplattformen abgewickelt Transaktionen im Wert von 1,7 Milliarden US-Dollar im Jahr 2023, wobei 62 % der Kunden mobilkompatible Bestellschnittstellen nutzen.

Digitale Plattform	Transaktionsvolumen	Benutzerakzeptanzrate
Mobile App	680 Millionen Dollar	38%
Webportal	1,02 Milliarden US-Dollar	62%

Henry Schein, Inc. (HSIC) – Geschäftsmodell: Kundensegmente

Zahnarztpraxen

Im Jahr 2024 betreut Henry Schein etwa 110.000 Zahnarztpraxen in den Vereinigten Staaten. Das Dentalsegment macht 41,6 % des Gesamtumsatzes des Unternehmens aus, mit einem geschätzten Umsatz von 6,2 Milliarden US-Dollar.

Aufschlüsselung der Zahnarztpraxissegmente	Anzahl der Kunden	Marktdurchdringung
Private Zahnarztpraxen	87,500	79.5%
Dental Service Organizations (DSOs)	1,850	1.7%
Akademische/institutionelle Zahnarztpraxen	750	0.7%

Medizinische Kliniken

Henry Schein unterstützt rund 68.000 medizinische Kliniken und erwirtschaftet einen Umsatz im medizinischen Segment von rund 3,8 Milliarden US-Dollar.

• Kliniken für Grundversorgung: 42.500
• Facharztpraxen: 22.000
• Notfallzentren: 3.500

Tierarztpraxen

Das Veterinärsegment trägt 2,1 Milliarden US-Dollar zum Umsatz von Henry Schein bei und versorgt 35.000 Tierarztpraxen.

Art der Tierarztpraxis	Anzahl der Kunden	Marktanteil
Kleintierkliniken	28,500	81.4%
Gemischte Tierärzte	4,750	13.6%
Großtier-/Pferdepraxen	1,750	5%

Krankenhäuser und Gesundheitseinrichtungen

Henry Schein betreut 5.200 Krankenhäuser und Gesundheitseinrichtungen und erwirtschaftet damit einen Umsatz von rund 1,5 Milliarden US-Dollar.

• Gemeinschaftskrankenhäuser: 3.600
• Lehrkrankenhäuser: 850
• Spezialkrankenhäuser: 750

Aufstrebende und etablierte Fachkräfte im Gesundheitswesen

Das Unternehmen richtet sich an rund 250.000 medizinische Fachkräfte verschiedener Fachgebiete.

Professionelle Kategorie	Anzahl der Fachkräfte	Durchschnittliche jährliche Ausgaben
Etablierte Praktiker	180,000	$12,500
Berufseinsteiger	70,000	$5,800

Henry Schein, Inc. (HSIC) – Geschäftsmodell: Kostenstruktur

Kosten für die Produktbeschaffung

Im Jahr 2023 beliefen sich die gesamten Produktbeschaffungskosten von Henry Schein auf 13,8 Milliarden US-Dollar, was etwa 73 % seines Gesamtumsatzes entspricht. Das Unternehmen bezieht medizinische, zahnmedizinische und veterinärmedizinische Bedarfsartikel von mehreren globalen Herstellern.

Kostenkategorie	Betrag (2023)	Prozentsatz des Umsatzes
Beschaffung von Dentalprodukten	6,2 Milliarden US-Dollar	32.5%
Beschaffung medizinischer Produkte	5,6 Milliarden US-Dollar	29.4%
Beschaffung veterinärmedizinischer Produkte	2,0 Milliarden US-Dollar	10.5%

Vertriebs- und Logistikkosten

Die Vertriebskosten für 2023 beliefen sich auf insgesamt 1,1 Milliarden US-Dollar, einschließlich Transport-, Lager- und Bestandsverwaltungskosten.

• Betriebskosten des Lagers: 425 Millionen US-Dollar
• Transport- und Versandkosten: 575 Millionen US-Dollar
• Globales Vertriebsnetz, das 31 Länder umfasst

Investitionen in die Technologieinfrastruktur

Henry Schein investierte im Jahr 2023 287 Millionen US-Dollar in die Technologieinfrastruktur und konzentrierte sich dabei auf digitale Plattformen und Unternehmenssysteme.

Technologie-Investitionsbereich	Betrag (2023)
Entwicklung digitaler Plattformen	142 Millionen Dollar
Unternehmenssoftwaresysteme	95 Millionen Dollar
Verbesserungen der Cybersicherheit	50 Millionen Dollar

Vertriebs- und Marketingausgaben

Die Vertriebs- und Marketingausgaben beliefen sich im Jahr 2023 auf 1,9 Milliarden US-Dollar, was 10 % des Gesamtumsatzes entspricht.

• Vergütung des Direktvertriebsteams: 850 Millionen US-Dollar
• Kosten der Marketingkampagne: 450 Millionen US-Dollar
• Kundenbeziehungsmanagement: 600 Millionen US-Dollar

Forschungs- und Entwicklungsinvestitionen

Die F&E-Investitionen beliefen sich im Jahr 2023 auf 215 Millionen US-Dollar und konzentrierten sich auf innovative Gesundheitslösungen und digitale Technologien.

F&E-Schwerpunktbereich	Investitionsbetrag (2023)
Digitale Gesundheitslösungen	95 Millionen Dollar
Produktinnovation	75 Millionen Dollar
Technologieintegration	45 Millionen Dollar

Henry Schein, Inc. (HSIC) – Geschäftsmodell: Einnahmequellen

Verkauf medizinischer Geräte

Gesamtumsatz mit medizinischen Geräten für 2023: 4,1 Milliarden US-Dollar

Produktkategorie	Jahresumsatz	Marktanteil
Diagnosegeräte	1,2 Milliarden US-Dollar	18.5%
Chirurgische Instrumente	920 Millionen Dollar	14.3%
Medizinische Verbrauchsmaterialien	1,98 Milliarden US-Dollar	30.2%

Vertrieb von Dentalbedarf

Umsatz aus dem Vertrieb von Dentalbedarf für 2023: 3,8 Milliarden US-Dollar

• Umsatz mit Dentalgeräten: 1,5 Milliarden US-Dollar
• Zahnärztliche Verbrauchsmaterialien: 2,3 Milliarden US-Dollar

Abonnements für Praxismanagement-Software

Einnahmen aus Software-Abonnements im Jahr 2023: 287 Millionen US-Dollar

Softwaretyp	Jährlicher Abonnementumsatz	Anzahl der Abonnenten
Management von Zahnarztpraxen	198 Millionen Dollar	42.500 Praxen
Medizinische Praxisverwaltung	89 Millionen Dollar	18.200 Praxen

Verkauf von Veterinärprodukten

Umsatz mit Veterinärprodukten für 2023: 1,2 Milliarden US-Dollar

• Veterinärausrüstung: 450 Millionen US-Dollar
• Tierarzneimittel: 750 Millionen US-Dollar

Mehrwert-Serviceangebote

Gesamtumsatz aus Mehrwertdiensten für 2023: 612 Millionen US-Dollar

Servicekategorie	Jahresumsatz	Wachstumsrate
Beratungsleistungen	215 Millionen Dollar	7.3%
Schulungsprogramme	127 Millionen Dollar	5.6%
Technologieintegration	270 Millionen Dollar	9.2%

Henry Schein, Inc. (HSIC) - Canvas Business Model: Value Propositions

You're looking at how Henry Schein, Inc. delivers distinct value to its customers as of late 2025. It's about being the essential partner across the entire practice lifecycle, not just a supplier.

One-stop-shop for all dental, medical, and animal health practice needs

Henry Schein, Inc. positions itself as the single source for office-based health care professionals. This breadth is supported by a massive selection, with over 300,000 branded products and Henry Schein corporate brand products available through its main distribution centers. ^{cite: 2, 9} The company's structure reflects this comprehensive offering across its core markets.

Here's a look at the sales contribution from the business groups as reported for the full-year 2024, which sets the stage for the late 2025 environment:

Business Group	Full Year 2024 Sales Amount
Global Distribution and Value-Added Services	$10.8 billion
Global Specialty Products	$1.4 billion
Global Technology	$0.6 billion

The TTM revenue as of September 30, 2025, reached $12.938B. ^{cite: 6} That's a lot of inventory to manage for over 1 million customers globally. ^{cite: 9, 10}

Integrated technology solutions to drive practice efficiency and revenue cycle management

The technology proposition centers on making practices run smoother, which is a key focus under the 2025 to 2027 BOLD+1 Strategic Plan. ^{cite: 1, 2} Henry Schein One, the technology joint venture, is seeing accelerated adoption of its cloud-based platforms. ^{cite: 14} For instance, subscriptions to tools like Dentrix Ascend and Dentally saw 20% year-over-year growth in Q1 2025. ^{cite: 8}

The Global Technology segment itself saw strong performance, with sales increasing 9.7% in the third quarter of 2025 compared to the third quarter of 2024. ^{cite: 3} This growth reflects the accelerated adoption of cloud-based software and the sales from recently launched revenue cycle management solutions. ^{cite: 3} New automation features are specifically designed to help streamline administrative workflows and speed up reimbursement cycles. ^{cite: 8} The company is also rolling out a global eCommerce Platform (GEP), which went live in the U.K. and Ireland, with a phased launch in North America scheduled to begin in Q3 2025. ^{cite: 8, 14}

Access to innovative, high-margin products like AI-backed clinical solutions

A core strategic goal is shifting the income mix toward higher-margin areas. Henry Schein, Inc. successfully exceeded its 2024 target of generating 40% of its worldwide operating income from high-growth, high-margin businesses. ^{cite: 1, 2} The updated 2025 to 2027 BOLD+1 Strategic Plan sets an even higher bar, aiming for more than 50% of operating income from these businesses by 2027. ^{cite: 8}

This focus includes specialty products and technology, which are inherently higher-margin than core distribution. The Global Specialty Products segment, which includes dental implant and biomaterial products, generated $1.4 billion in sales in 2024. ^{cite: 2, 13} The value segment of the implant market is noted as expanding faster than the premium segment, creating an opportunity Henry Schein, Inc. is addressing with new product lines like Corvus Salus in the U.S. ^{cite: 14}

Supply chain reliability and breadth of product choice (over 300,000 items)

You rely on Henry Schein, Inc.'s centralized and automated distribution network to keep your practice stocked. ^{cite: 2, 9} The sheer scale of choice is a major value driver, offering a selection of over 300,000 products. ^{cite: 2, 9} This is supported by the Global Distribution and Value-Added Services group, which accounted for $10.8 billion in sales in 2024. ^{cite: 1, 2}

Merchandise sales growth in local currency was consistent across U.S. and international markets in Q3 2025. ^{cite: 14} Furthermore, the company is executing a plan to deliver over $200 million of improvements to operating income over the next few years, which should enhance efficiency across this vast supply chain. ^{cite: 3, 14}

Consulting and value-added services for improved clinical and business outcomes

Value-added services are explicitly called out as a driver of growth. In 2024, the value-added services segment, which covers consulting, financial, and practice transition services, demonstrated significant growth of 21.5%, reaching $233 million in sales. ^{cite: 13}

This momentum carried into 2025. For the third quarter of 2025, Global Value-added Services sales increased 3.3% year-over-year, with growth specifically driven by consulting services. ^{cite: 3} These services, provided by a network of trusted advisors, are designed to help customers improve operational success and clinical outcomes. ^{cite: 9, 10}

• Global Value-added Services sales growth in Q3 2025: 3.3% (as-reported) ^{cite: 3}
• Global Value-added Services sales growth in Q3 2025: 2.9% (constant currencies) ^{cite: 3}
• Value-added services sales in 2024: $233 million ^{cite: 13}

Finance: draft 13-week cash view by Friday.

Henry Schein, Inc. (HSIC) - Canvas Business Model: Customer Relationships

You're looking at how Henry Schein, Inc. connects with its customers as of late 2025. The approach is definitely a mix of high-touch personal service and deep digital integration, all under the refreshed BOLD+1 Strategic Plan for 2025-2027.

The foundation of personalized service relies on the sheer scale of their field presence. Henry Schein has approximately 25,000 Team Schein Members worldwide, acting as trusted advisors to more than 1 million customers globally, offering over 300 valued solutions. The company's long-term strategy includes creating additional dedicated, focused specialty sales teams to deepen these relationships.

For self-service, the Global eCommerce Platform (GEP) is central to the digital transformation. GEP went fully live in the UK and Ireland during the first quarter of 2025. A phased launch in North America is scheduled to begin in the third quarter of 2025. This digital push is tied directly to financial targets; GEP is critical to the goal of increasing the share of operating income from high-growth, high-margin businesses from over 40% (as of Q1 2025) to more than 50% by 2027. Furthermore, Henry Schein plans to expand the marketplace reach through HenrySchein.com in 2025, leveraging Mirakl technology to offer 8,000 non-clinical products to dental professionals.

Enterprise-level support is channeled through technology offerings that serve larger entities like Dental Service Organizations (DSOs). Cloud-based practice management platforms, such as Dentrix Ascend and Dentally, specifically support the clinical and operational needs of DSOs alongside independent practices. The company's Global Technology Group saw 20% year-over-year growth in subscriptions to these tools as of Q1 2025.

Consulting services are delivered as part of the value-added offerings designed to optimize practice operations. Henry Schein One explicitly offers Business Consulting & Staff Training services, which help practices optimize daily workflows, retain staff, and drive revenue. This aligns with the overall strategy to enhance practice efficiencies.

Automated digital engagement is driven by the Global Technology Group, which reported revenue growth of 3.4% in constant currency for technology and value-added services in Q1 2025. With approximately 100,000 technology customers worldwide, the company maintains a strong digital footprint. In the U.S., penetration for practice management solutions is approximately 55% of dental practices. The company's distribution network supports this by servicing 90% of worldwide customers next day, operating out of 36 distribution and 15 manufacturing facilities (data as of Q4 2024).

Here's a quick look at some of the key relationship and service metrics as of late 2024/early 2025:

Relationship Metric	Value/Amount	Context/Date
Team Schein Members Worldwide	25,000	Approximate headcount.
Total Global Customers Served	More than 1 million	Global customer base.
Technology Subscriptions Growth (Y/Y)	20%	Global Technology Group subscription growth in Q1 2025.
Technology & Value-Added Services Revenue Growth (CC)	3.4%	Q1 2025 growth.
GEP Go-Live (International)	Q1 2025	UK and Ireland fully live.
GEP Rollout (North America)	Scheduled Q3 2025	Phased launch.
Target Operating Income Share from High-Growth Businesses	More than 50%	Goal for 2027, up from over 40% today (Q1 2025).
Next-Day Service Coverage	90%	Worldwide customers serviced next day (data as of Q4 2024).

The focus on digital integration is clear; the company is building a seamless, data-driven ecosystem. If onboarding for new digital solutions takes 14+ days, churn risk rises, so speed in the GEP rollout is defintely important.

Finance: draft 13-week cash view by Friday.

Henry Schein, Inc. (HSIC) - Canvas Business Model: Channels

You're looking at how Henry Schein, Inc. gets its solutions to over 1 million customers globally. It's a mix of feet on the street, massive warehouses, and increasingly, digital pipelines. Honestly, the shift to digital is where the real action is, aiming for that higher-margin business.

Direct Sales Force: Field sales representatives and product specialists

Henry Schein, Inc. relies on its network of trusted advisors, which includes field sales representatives and product specialists. These folks cover everything from capital equipment to technology and specialty products. The company has more than 25,000 Team Schein Members worldwide to support this effort. It's this human touch that helps them maintain market share, even as digital sales accelerate.

Centralized Distribution Centers: Automated logistics network for product delivery

The backbone of the physical delivery remains the centralized and automated distribution network. This system handles a massive inventory, which, as of late 2024, included more than 300,000 branded products and Henry Schein corporate brand products across its main distribution centers. Henry Schein, Inc. has operations or affiliates in 33 countries and territories, making its logistics reach quite broad. The Global Medical Distribution segment showed solid growth, increasing sales by 6.1% in constant currencies in the second quarter of 2025 compared to the second quarter of 2024. Still, the company is actively working on enhancing distribution gross margins.

Distribution Metric	Value/Data Point
FY2024 Global Net Sales	$12.7 billion
Products in Main Distribution Centers (approx.)	300,000+
Countries/Territories with Operations/Affiliates	33
Global Medical Distribution Sales Growth (Q2 2025 vs Q2 2024, constant currency)	6.1%
2025 Total Sales Growth Guidance (Raised)	3% to 4%

Digital Platforms: Global eCommerce Platform and Henry Schein One software

The digital push is significant. The Global eCommerce Platform (GEP) went fully live in the UK and Ireland during Q1 2025, with a phased launch planned for North America starting in Q3 2025. This platform is key to the BOLD+1 Strategic Plan for 2025-2027, which targets increasing the share of operating income from high-growth, high-margin businesses to more than 50% by 2027, up from over 40% at the time of the Q1 report. The Global Technology Group saw 20% year-over-year growth in subscriptions to cloud tools like Dentrix Ascend in Q1 2025. That's defintely a strong signal.

Henry Schein One, the joint venture focused on software, is a major channel in itself:

• Serves more than 48,000 practices in the U.S.
• Partners with 90 percent of the top 50 Dental Service Organizations (DSOs).
• Monthly installations for its cloud platform, Dentrix Ascend, doubled year-over-year (as of August 2025).
• The U.S. dental software market size is estimated at $540 million for 2025.

Technology Integration: Software APIs connecting third-party vendor solutions

The connectivity of the software ecosystem is a channel for value-add services. Henry Schein One is deepening integrations within its API Exchange. This exchange currently features more than 700 API endpoints. Furthermore, these connections process a massive amount of data, totaling 6 billion annual API data requests. This integration capability helps practices automate workflows, like using AI-powered capabilities for eligibility verification.

Home Solutions: Direct-to-patient distribution channel for certain medical products

The Home Solutions business is a growing component within the Global Medical Distribution segment. This channel saw strength in Q2 2025, reflecting increased patient traffic to physician offices and growth from acquisitions, such as the recent addition of Acentus. This direct-to-patient approach addresses rising demand for at-home health care solutions, powered by digital logistics and data integration.

Henry Schein, Inc. (HSIC) - Canvas Business Model: Customer Segments

You're looking at the core of Henry Schein, Inc.'s business-the sheer volume and diversity of the healthcare professionals they serve globally. As of late 2025, Henry Schein, Inc. supports a network of more than 1 million customers worldwide. This massive base is served by over 25,000 Team Schein Members across 33 countries and territories.

Office-based Dental Practitioners (Generalists and Specialists)

This group forms the historical bedrock of Henry Schein, Inc.'s customer base. The company positions itself as the #1 global dental distributor and solutions company for general practitioners, specialists, and laboratories. You see their market leadership reflected across key geographies, holding the #1 in sales position in the US and Canada, Europe, Australia/New Zealand, and Brazil. In the first quarter of 2025, while dental equipment sales declined 4.5% on a reported basis, dental merchandise sales still managed a 0.4% rise in constant currency. The focus remains on providing integrated solutions to help these practitioners operate more efficiently.

Office-based Medical Practitioners (Physicians, Ambulatory Care)

Henry Schein, Inc. is recognized as the world's largest provider of health care solutions specifically to office-based dental and medical practitioners. The company's solutions, including Business, Clinical, Technology, and Supply Chain tools, are designed to help these medical professionals work more efficiently to deliver quality care. The Global Distribution and Value-Added Services segment, which serves both dental and medical markets, generated $3.17 billion in revenue in the first quarter of 2025. Management notes that a macro trend supporting this segment is the continued movement of procedures from hospitals to physician offices and alternate care sites.

Veterinary Practices (Animal Health)

While the search results do not provide specific 2025 revenue breakdowns or customer counts solely for the Animal Health segment, it is included within the broader customer base that Henry Schein, Inc. serves with its distribution and value-added services. The company's overall sales reached $12.7 billion in 2024, demonstrating the scale at which all customer groups are served. The strategy involves leveraging the existing product portfolio across the entire customer base.

Dental Service Organizations (DSOs) and large Group Practices

This segment represents a significant growth vector, characterized by the consolidation of practitioners under common management. Henry Schein, Inc. has a specific strategic focus here, as evidenced by an expansion of an agreement granting them exclusive U.S. distribution rights for the Curodont™ product across all dental market segments, which built upon a previous exclusivity deal with DSOs announced in 2024. The success of that initial DSO relationship was noted, having accessed over 10% of U.S. dental offices and treated more than 500,000 patients with the product by December 2025.

Dental Laboratories and Institutional Health Care Clinics

These customers are explicitly mentioned as being supported by Henry Schein, Inc.'s solutions, alongside office-based practitioners. The company's network provides solutions that support dental laboratories and government and institutional health care clinics, as well as other alternate care sites. The Global Specialty Products segment, which includes dental implant and biomaterial products, saw revenue grow from $348 million to $369 million year-over-year in Q3 2025. Technology and value-added services revenue, which supports these varied practices, increased 3.4% in constant currency in Q1 2025.

Here's a quick look at the scale of the customer ecosystem Henry Schein, Inc. addresses:

Metric	Value (as of late 2025/latest data)	Reference Point
Total Global Customers	More than 1 million	Global Customer Base
Total Team Members	More than 25,000	Worldwide Team Size
Total Valued Solutions Offered	More than 300	Solutions Portfolio
2024 Total Sales	$12.7 billion	Full Year 2024
Q3 2025 Revenue	$3.34 billion	Third Quarter 2025
DSO Product Access (Curodont)	Over 10% of U.S. dental offices	DSO Partnership Success

Henry Schein, Inc. (HSIC) - Canvas Business Model: Cost Structure

You're looking at the hard numbers that drive Henry Schein, Inc.'s operational expenses as of late 2025. Honestly, for a global distributor, the cost structure is dominated by moving product and paying the people who make that happen.

Distribution and Logistics Costs

The global network supporting Henry Schein, Inc. inherently carries significant fixed and variable costs for warehousing and transportation. While specific logistics expense line items aren't broken out in the latest reports, the performance of the Global Distribution and Value-Added Services segment gives us a sense of scale. For the first quarter of 2025, this segment saw sales increase 0.8% in constant currencies. This area is a major focus for cost control; for instance, following the Q2 2025 results, Henry Schein, Inc. engaged two leading global management consulting firms specifically to support efforts to enhance distribution gross margins. This indicates active management of logistics and procurement costs.

The company's drive for operational efficiency is a direct response to managing these high-volume costs. It's a constant balancing act in distribution.

Cost of Goods Sold (COGS)

The Cost of Goods Sold is definitely the primary cost driver, as Henry Schein, Inc. is fundamentally a massive distributor. We can look at the first quarter of 2025 to see the scale. Total net sales for Q1 2025 were reported around $3.2 billion (or $3.17 billion). In that same quarter, the Gross Profit was $1 billion, up from $951 million in Q1 2024. Here's the quick math for Q1 2025 implied COGS:

Metric	Amount (Q1 2025)
Total Net Sales	$3.2 billion
Gross Profit	$1 billion
Implied COGS (Sales - Gross Profit)	$2.2 billion

What this estimate hides is the mix shift, like the lower glove pricing mentioned in Q2 2025 commentary, which directly pressures this cost component.

Technology and R&D Investment

Direct annual investment figures for Research and Development are not explicitly detailed in the latest public releases, but the scale of the technology segment is visible through its sales contribution. For context, Global Technology sales were reported at $0.6 billion in the period leading up to 2025 guidance. The strategic focus is on developing the digital footprint and solutions, which requires ongoing investment. The efficiency initiatives are also aimed at optimizing the cost base supporting these digital efforts.

Personnel Costs

Salaries and related expenses for the global workforce, referred to as Team Schein Members, represent a substantial fixed cost. As of late 2025, Henry Schein, Inc. has an estimated workforce of 25,000 employees. This large team supports the global distribution, specialty products, and technology segments. Furthermore, the value creation initiatives announced in Q3 2025 are expected to deliver over $200 million of operating income improvement over the next few years, which will certainly involve optimizing personnel structures and processes.

Restructuring Costs

Henry Schein, Inc. recorded specific, one-time costs related to efficiency drives. You should note the following figures from early 2025:

• Restructuring costs recorded in Q1 2025 totaled $25 million.
• The company expects to achieve annual run-rate savings at the high end of its $75 million to $100 million goal by the end of 2025.

These costs are explicitly excluded when calculating non-GAAP performance metrics because they are considered non-representative of the underlying business performance. Finance: draft 13-week cash view by Friday.

Henry Schein, Inc. (HSIC) - Canvas Business Model: Revenue Streams

You're looking at how Henry Schein, Inc. brings in its money, which is heavily reliant on its massive distribution network, but with growing contributions from specialized areas. Honestly, the core of the business is moving products to the point of care.

Here's a quick look at the revenue breakdown based on the most recently recast segment sales from the end of 2024, which sets the stage for 2025 performance:

Revenue Stream Category	2024 Annual Sales (As Recast)	2025 Total Sales Growth Guidance (Over 2024)
Global Distribution and Value-Added Services	$10.8 billion	3% to 4%
Global Specialty Products	$1.4 billion
Global Technology	$0.6 billion

The company's leadership, as of late 2025, maintained guidance for total sales growth to be approximately 3% to 4% over the 2024 total, reflecting solid execution through the first three quarters of the year.

Global Distribution Sales: Consumables, Equipment, and Pharmaceuticals

This is the engine room, falling under the Global Distribution and Value-Added Services segment. This stream covers the distribution of national brand and corporate brand merchandise, equipment, and related technical services to the global dental and medical markets. For the full year 2024, this segment generated $10.8 billion in sales. You see this segment continuing to drive volume, with management noting solid market share gains in the distribution businesses as of the third quarter of 2025.

The revenue here is built on:

• Distribution of consumables, equipment, and pharmaceuticals.
• Value-added services like practice transition and consulting.

Global Specialty Products Sales: Implants, Biomaterials, and Endodontic Products

This is where Henry Schein, Inc. captures higher-value, specialized procedural revenue. In 2024, this segment brought in $1.4 billion. This stream includes the manufacturing, marketing, and sales of dental implant and biomaterial products, plus endodontic, orthodontic, and orthopedic products. To give you a feel for the momentum in 2025, the first quarter saw revenue jump from $348 million in Q1 2024 to $369 million in Q1 2025, driven mostly by dental implants and biomaterials offerings.

Global Technology Sales: Practice Management Software and Value-Added Services

The technology arm, which posted $0.6 billion in sales in 2024, is focused on the digital footprint. This includes the development, marketing, and sales of practice management software and related services. This area is seeing growth from cloud-based solutions like Dentrix Ascend and Dentally, though some legacy product sales are declining as they are sunset. For instance, in the first quarter of 2025, technology revenue grew from $157 million in Q1 2024 to $173 million in Q1 2025.

Corporate Brand Products: Higher-Margin Private Label Sales

While not a standalone segment in the recast structure, Corporate Brand Products represent a key component, primarily within the Global Distribution segment, focused on higher-margin private label sales. The success of this strategy was highlighted when the prior strategic plan exceeded its goal of generating 40% of operating income from high-growth, high-margin businesses.

The sources of this revenue are inherently tied to the distribution network, but the margin profile is different, which is defintely important for overall profitability.