Summary
Abbott Laboratories (ABT) filed an 8-K on September 22, 2010, to report a voluntary recall of certain Similac-brand powder infant formulas. This recall impacts the U.S., Puerto Rico, Guam, and several Caribbean nations. The company estimates the recall will result in approximately $100 million in sales returns, which will be accounted for as a reduction to third-quarter 2010 revenue. Despite this significant recall, Abbott Laboratories reaffirmed its previously issued third-quarter and full-year 2010 ongoing earnings-per-share guidance. The company also indicated that it expects to incur a one-time, specified charge in the third quarter for recall-related expenses, such as inventory destruction, though the exact amount will be quantified later. This filing provides transparency on an operational issue that could affect near-term sales but aims to reassure investors about the company's overall earnings outlook.
Key Highlights
- 1Voluntary recall of certain Similac-brand powder infant formulas initiated on September 21, 2010.
- 2Recall impacts U.S., Puerto Rico, Guam, and select Caribbean countries.
- 3Estimated sales returns due to the recall are approximately $100 million.
- 4The $100 million in sales returns will be recognized as a reduction to Q3 2010 revenue.
- 5Abbott reaffirmed its Q3 2010 ongoing EPS guidance of $1.03 to $1.05.
- 6Abbott reaffirmed its full-year 2010 ongoing EPS guidance of $4.13 to $4.18.
- 7A one-time, specified charge for recall-related expenses (e.g., inventory destruction) will be incurred in Q3 2010, to be quantified later.