Cooper (COO) October 2025 Valuation Model and Risk Framework

Cooper Companies (COO) Activism Thesis (Jana Management), Operating Model, and Valuation, along with 2Q earnings recap, analysis, and discussion. The company is positioned to reposition itself, cut costs, and buyback shares after trading at a material discount to competitors.
 
ALSO INCLUDES A 2025 PRIMER ON THE EYECARE INDUSTRY.
 
Overall SSR Risk Ranking: 3 out of 5 (Low-Moderate)
 
NOT FINANCIAL ADVICE - FOR EDUCATIONAL USE ONLY
 
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