Henry Schein, Inc. (HSIC): Business Model Canvas [Jan-2025 Mis à jour]

Dans le monde dynamique de la distribution des soins de santé, Henry Schein, Inc. (HSIC) est une puissance transformatrice, combler stratégiquement l'écart entre les professionnels de la santé et les produits de santé essentiels. Avec un modèle commercial complet qui s'étend sur des secteurs dentaires, médicaux et vétérinaires, ce leader mondial a méticuleusement conçu un écosystème qui offre une valeur inégalée grâce à une technologie innovante, à de vastes gammes de produits et à des solutions centrées sur le client. Plongez dans la toile du modèle commercial complexe qui révèle comment Henry Schein est devenu un acteur pivot pour révolutionner les services de gestion de la chaîne d'approvisionnement en soins de santé et de soutien professionnel.

Henry Schein, Inc. (HSIC) - Modèle commercial: partenariats clés

Fabricants d'équipements dentaires, médicaux et vétérinaires

Henry Schein s'associe à plus de 250 fabricants d'équipements dans le monde, notamment:

Fabricant	Catégorie de produits	Durée du partenariat
Dentsply Sirona	Équipement dentaire	15 ans et plus
Midmark Corporation	Équipement d'examen médical	12 ans et plus
Laboratoires IDEXX	Outils de diagnostic vétérinaire	Plus de 10 ans

Fournisseurs de technologie pour le logiciel de gestion de la pratique

Les partenariats technologiques clés comprennent:

• Carestream dentaire
• Pratiquez des systèmes de gestion Web
• Open dentaire

Distributeurs pharmaceutiques et médicaux

Partenariats de distribution stratégique avec:

Distributeur	Volume de distribution annuel	Valeur de partenariat
McKesson Corporation	3,2 milliards de dollars	450 millions de dollars
Santé cardinale	2,7 milliards de dollars	380 millions de dollars

Réseaux mondiaux de fournisseurs de soins de santé

Span de réseaux de partenariat internationaux:

• Amérique du Nord: 180 centres de distribution
• Europe: 75 centres de distribution
• Asie-Pacifique: 45 centres de distribution

Alliances stratégiques avec les associations professionnelles de la santé

Association	Taille de l'adhésion	Focus de partenariat
Association dentaire américaine	163 000 membres	Équipement et approvisionnement de l'offre
Association médicale vétérinaire américaine	89 000 membres	Solutions de pratique vétérinaire

Henry Schein, Inc. (HSIC) - Modèle d'entreprise: Activités clés

Distribution des produits médicaux et dentaires

En 2023, Henry Schein a distribué des produits médicaux et dentaires avec des ventes totales de 12,6 milliards de dollars. La société dessert environ 1 million de professionnels de la santé dans le monde dans 32 pays.

Catégorie de produits	Volume des ventes annuelles	Part de marché
Fournitures dentaires	4,3 milliards de dollars	38%
Fournitures médicales	5,2 milliards de dollars	26%
Produits vétérinaires	1,7 milliard de dollars	15%

Gestion de la plate-forme de commerce électronique

Henry Schein exploite une plate-forme numérique robuste avec plus de 1,2 million d'utilisateurs en ligne enregistrés. Le canal de vente numérique représente environ 35% des revenus annuels totaux.

• Plateforme de commande en ligne disponible 24/7
• Application mobile avec suivi des stocks en temps réel
• Catalogue numérique avec plus de 180 000 produits

Logistique de la chaîne d'approvisionnement et gestion des stocks

La société maintient 31 centres de distribution dans le monde, avec un taux de rotation des stocks de 6,2 fois par an. Les dépenses logistiques annuelles sont d'environ 425 millions de dollars.

Emplacement du centre de distribution	Volume d'expédition annuel	Délai de livraison moyen
États-Unis	22 millions de colis	1-2 jours ouvrables
Europe	8 millions de colis	2-3 jours ouvrables
Marchés internationaux	5 millions de colis	3-5 jours ouvrables

Développement de solutions de la technologie des soins de santé

Henry Schein investit 180 millions de dollars par an dans la recherche et le développement technologiques. La société soutient plus de 90 000 implémentations technologiques pour les pratiques de santé.

• Développement de logiciels de gestion de la pratique
• Intégration de la plate-forme de télémédecine
• Solutions technologiques d'imagerie numérique

Services de support client et de consultation

La société emploie 1 200 représentants dédiés au support client, gérant plus de 2,5 millions d'interactions clients par an. Les centres de support client fonctionnent en plusieurs langues dans différentes régions.

Canal de support	Volume d'interaction annuel	Temps de réponse moyen
Support téléphonique	1,2 million d'interactions	12 minutes
Assistance par e-mail	800 000 interactions	24 heures
Chat en direct	500 000 interactions	5 minutes

Henry Schein, Inc. (HSIC) - Modèle d'entreprise: Ressources clés

Réseau de distribution mondial étendu

Henry Schein exploite un réseau de distribution mondial avec 21 pays de présence directe et desservant plus de 180 pays dans le monde. En 2023, la société maintient plus de 1 200 centres de distribution et entrepôts.

Métrique de distribution	Quantité
Présence directe du pays	21 pays
Reach de service mondial	180+ pays
Centres de distribution	1,200+

Technologie avancée et plateformes numériques

Henry Schein investit 220 millions de dollars par an dans la technologie et les infrastructures numériques. Les principaux actifs technologiques comprennent:

• Logiciel de gestion de la pratique basé sur le cloud
• Plateformes de commande numérique
• Systèmes de gestion des stocks avancés
• Solutions d'intégration de télémédecine

Relations solides avec les professionnels de la santé

La société dessert plus d'un million de professionnels de la santé dans le monde, avec une clientèle dédiée, notamment:

Catégorie professionnelle	Nombre de clients approximatif
Dentaires	500,000+
Professionnels vétérinaires	250,000+
Pratiques médicales	250,000+

Inventaire complet de produits

Henry Schein maintient un inventaire complet de produits d'une valeur d'environ 2,3 milliards de dollars, couvrant plusieurs segments de soins de santé.

• Plus de 130 000 SKUS uniques
• Diverses catégories de produits, y compris les fournitures dentaires, médicales et vétérinaires
• Ratio de roulement des stocks de 5,2

Équipes de vente et de support technique qualifiés

En 2023, Henry Schein emploie 22 000 professionnels dans le monde, avec des équipes spécialisées dans différents secteurs de la santé.

Catégorie d'équipe	Nombre de professionnels
Représentants des ventes	8,500+
Personnel de soutien technique	3,500+
Employés d'entreprise	10,000+

Henry Schein, Inc. (HSIC) - Modèle d'entreprise: propositions de valeur

Solution d'approvisionnement de produits de santé à guichet

Henry Schein dessert environ 1 million de professionnels de la santé dans le monde, offrant une plate-forme d'approvisionnement complète sur plusieurs spécialités.

Catégorie de produits	Contribution annuelle des revenus
Fournitures dentaires	4,3 milliards de dollars
Fournitures médicales	3,9 milliards de dollars
Solutions technologiques	1,2 milliard de dollars

Gamme complète de fournitures médicales et dentaires

Henry Schein distribue plus de 120 000 produits de marque et de marque privée dans tous les segments de soins de santé.

• Instruments chirurgicaux
• Équipement de diagnostic
• Supplies médicales consommables
• Équipement dentaire
• Produits de laboratoire

Technologies de gestion de la pratique avancée

Les solutions technologiques génèrent environ 1,2 milliard de dollars de revenus annuels, soutenant l'efficacité de la pratique.

Segment technologique	Pénétration du marché
Logiciel de gestion de la pratique	Part de marché de 35%
Intégration d'équipement numérique	Adoption de 42% des prestataires de soins de santé

Options d'achat rentables

Offre des programmes d'achat de groupe avec un potentiel d'épargne annuel de 12 à 18% pour les prestataires de soins de santé.

Livraison de produits fiable et efficace

Maintient une précision de 99,6% avec des capacités de livraison le jour même / le lendemain pour 85% du catalogue de produits.

Métrique de livraison	Performance
Précision de commande	99.6%
Livraison des mêmes / le lendemain	85% de couverture de produit
Centres de distribution	31 à l'échelle nationale

Henry Schein, Inc. (HSIC) - Modèle d'entreprise: relations clients

Gestion de compte personnalisée

Henry Schein dessert environ 1 million de clients dans 31 pays. La société maintient 21 000 représentants des ventes dédiés qui fournissent des services de gestion de compte personnalisés.

Segment de clientèle	Gestionnaires de compte dédiés	Fréquence d'interaction annuelle
Pratiques dentaires	8 500 représentants	48-52 interactions par an
Pratiques médicales	6 500 représentants	36-42 interactions par an
Pratiques vétérinaires	4 000 représentants	24-30 interactions par an

Soutien technique et consultation

Henry Schein fournit un support technique 24/7 sur plusieurs canaux avec une équipe dédiée de 3 200 spécialistes techniques.

• Prise en charge du téléphone disponible en 15 langues
• Temps de réponse moyen: 12 minutes
• Taux de résolution technique: 92,5%

Plateformes de service client en ligne

La société exploite plusieurs plateformes numériques avec 687 000 utilisateurs en ligne enregistrés en 2023.

Plate-forme numérique	Utilisateurs actifs mensuels	Volume de transaction
Henry Schein Connect	342,000	1,2 million de transactions mensuelles
Application mobile	245,000	780 000 interactions mensuelles

Programmes de formation professionnelle réguliers

Henry Schein organise 1 850 séminaires sur l'éducation professionnelle par an, atteignant environ 124 000 professionnels de la santé.

• Dental Continuing Education: 1 200 programmes
• Sessions de formation médicale: 450 programmes
• Ateliers vétérinaires: 200 programmes

Stratégies de tarification basées sur la fidélité et le volume

La société met en œuvre des programmes de fidélité complets avec des structures de prix à plusieurs niveaux.

Niveau client	Volume d'achat annuel	Gamme de rabais
Bronze	$50,000 - $150,000	3-5%
Argent	$150,001 - $350,000	6-8%
Or	$350,001 - $750,000	9-12%
Platine	$750,001+	13-15%

Henry Schein, Inc. (HSIC) - Modèle d'entreprise: canaux

Force de vente directe

Henry Schein exploite un Équipe de vente directe mondiale d'environ 6 500 représentants commerciaux en 2023. La force de vente génère 12,6 milliards de dollars de ventes annuelles sur plusieurs segments de marché des soins de santé.

Catégorie de canal de vente	Nombre de représentants	Volume des ventes annuelles
Équipe de vente de marché dentaire	3,200	4,8 milliards de dollars
Équipe de vente du marché médical	1,800	5,2 milliards de dollars
Équipe de vente de marché vétérinaire	1,500	2,6 milliards de dollars

Plateformes de commerce électronique en ligne

Les plates-formes numériques d'Henry Schein générées 2,3 milliards de dollars de ventes en ligne En 2023, représentant 18,3% du total des revenus de l'entreprise.

• Les plates-formes incluent Henry Schein Connect
• Applications de commande mobile
• Systèmes d'approvisionnement numérique intégrés

Catalogue et marketing imprimé

L'entreprise distribue 12 millions de catalogues imprimés annuellement sur les marchés dentaires, médicaux et vétérinaires.

Salon du commerce et présence de conférence professionnelle

Henry Schein participe à environ 85 conférences de l'industrie Annuellement, avec un investissement marketing estimé de 22 millions de dollars.

Systèmes de commande mobile et numérique

Plates-formes de commande numérique traitées 1,7 milliard de dollars de transactions En 2023, avec 62% des clients utilisant des interfaces de commande compatibles mobiles.

Plate-forme numérique	Volume de transaction	Taux d'adoption des utilisateurs
Application mobile	680 millions de dollars	38%
Portail Web	1,02 milliard de dollars	62%

Henry Schein, Inc. (HSIC) - Modèle d'entreprise: segments de clientèle

Pratiques dentaires

En 2024, Henry Schein sert environ 110 000 pratiques dentaires aux États-Unis. Le segment dentaire représente 41,6% des ventes totales de l'entreprise, avec un chiffre d'affaires estimé à 6,2 milliards de dollars.

Répartition des segments de pratique dentaire	Nombre de clients	Pénétration du marché
Bureaux dentaires privés	87,500	79.5%
Organisations de services dentaires (DSO)	1,850	1.7%
Pratiques dentaires académiques / institutionnelles	750	0.7%

Cliniques médicales

Henry Schein soutient environ 68 000 cliniques médicales, générant environ 3,8 milliards de dollars de revenus du segment médical.

• Cliniques de soins primaires: 42 500
• Pratiques médicales spécialisées: 22 000
• Centres de soins urgents: 3 500

Pratiques vétérinaires

Le segment vétérinaire contribue à 2,1 milliards de dollars aux revenus d'Henry Schein, desservant 35 000 pratiques vétérinaires.

Type de pratique vétérinaire	Nombre de clients	Part de marché
Cliniques des petits animaux	28,500	81.4%
Vétérinaires de pratique mixte	4,750	13.6%
Pratiques de gros animaux / équins	1,750	5%

Hôpitaux et institutions de soins de santé

Henry Schein dessert 5 200 hôpitaux et établissements de santé, générant environ 1,5 milliard de dollars de revenus connexes.

• Hôpitaux communautaires: 3 600
• Hôpitaux d'enseignement: 850
• Hôpitaux spécialisés: 750

Professionnels de la santé émergents et établis

La société cible environ 250 000 professionnels de la santé individuels dans diverses spécialités.

Catégorie professionnelle	Nombre de professionnels	Dépenses annuelles moyennes
Praticiens établis	180,000	$12,500
Professionnels du début de la carrière	70,000	$5,800

Henry Schein, Inc. (HSIC) - Modèle d'entreprise: Structure des coûts

Frais d'achat de produits

En 2023, les coûts totaux d'achat de produits d'Henry Schein étaient de 13,8 milliards de dollars, ce qui représente environ 73% de leurs revenus totaux. La société s'approvisionne sur les fournitures médicales, dentaires et vétérinaires de plusieurs fabricants mondiaux.

Catégorie de coûts	Montant (2023)	Pourcentage de revenus
Achat de produits dentaires	6,2 milliards de dollars	32.5%
Achat de produits médicaux	5,6 milliards de dollars	29.4%
Achat de produits vétérinaires	2,0 milliards de dollars	10.5%

Coûts de distribution et de logistique

Les dépenses de distribution pour 2023 ont totalisé 1,1 milliard de dollars, ce qui comprenait les frais de transport, d'entreposage et de gestion des stocks.

• Coûts opérationnels de l'entrepôt: 425 millions de dollars
• Frais de transport et d'expédition: 575 millions de dollars
• Réseau de distribution mondial couvrant 31 pays

Investissement infrastructure technologique

Henry Schein a investi 287 millions de dollars dans l'infrastructure technologique en 2023, en se concentrant sur les plateformes numériques et les systèmes d'entreprise.

Zone d'investissement technologique	Montant (2023)
Développement de plate-forme numérique	142 millions de dollars
Systèmes logiciels d'entreprise	95 millions de dollars
Améliorations de la cybersécurité	50 millions de dollars

Dépenses de vente et de marketing

Les frais de vente et de marketing pour 2023 ont atteint 1,9 milliard de dollars, ce qui représente 10% des revenus totaux.

• Compensation de l'équipe de vente directe: 850 millions de dollars
• Coûts de campagne de marketing: 450 millions de dollars
• Gestion de la relation client: 600 millions de dollars

Investissements de recherche et développement

Les investissements en R&D en 2023 étaient de 215 millions de dollars, axés sur les solutions de santé innovantes et les technologies numériques.

Zone de focus R&D	Montant d'investissement (2023)
Solutions de santé numérique	95 millions de dollars
Innovation de produit	75 millions de dollars
Intégration technologique	45 millions de dollars

Henry Schein, Inc. (HSIC) - Modèle d'entreprise: Strots de revenus

Ventes d'équipements médicaux

Revenus de ventes d'équipements médicaux totaux pour 2023: 4,1 milliards de dollars

Catégorie de produits	Revenus annuels	Part de marché
Équipement de diagnostic	1,2 milliard de dollars	18.5%
Instruments chirurgicaux	920 millions de dollars	14.3%
Consommables médicaux	1,98 milliard de dollars	30.2%

Distribution de l'offre dentaire

Revenus de distribution de l'offre dentaire pour 2023: 3,8 milliards de dollars

• Ventes d'équipement dentaire: 1,5 milliard de dollars
• Consommables dentaires: 2,3 milliards de dollars

Abonnements de logiciels de gestion de pratique

Revenus de l'abonnement logiciel en 2023: 287 millions de dollars

Type de logiciel	Revenus d'abonnement annuel	Nombre d'abonnés
Gestion de la pratique dentaire	198 millions de dollars	42 500 pratiques
Gestion de la pratique médicale	89 millions de dollars	18 200 pratiques

Ventes de produits vétérinaires

Revenu des ventes de produits vétérinaires pour 2023: 1,2 milliard de dollars

• Équipement vétérinaire: 450 millions de dollars
• Vétérinaire pharmaceutique: 750 millions de dollars

Offres de services à valeur ajoutée

Revenus de services totaux à valeur ajoutée pour 2023: 612 millions de dollars

Catégorie de service	Revenus annuels	Taux de croissance
Services de conseil	215 millions de dollars	7.3%
Programmes de formation	127 millions de dollars	5.6%
Intégration technologique	270 millions de dollars	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.