debt_leverage_profile
0.00x Total Debt / Equity (Conservative)
High
SEC-XBRL
interest_rate_sensitivity
~$15M annual interest cost increase per 100bps on ~$3.5B variable-rate debt; 20bps shift impacts EPS by ~$0.07
Inferred
Agent_Inference
geopolitical_supply_exposure
Low intensity; China and India supply >60% of global API inputs, creating concentration risk.
Medium
GICS-commodity-overlay-v1
supply_chain_dependency
Taiwan/East Asia (silicone hydrogel polymer inputs) and Ireland (CooperVision manufacturing hub with EU regulatory exposure)
Inferred
Agent_Inference
international_expansion_readiness
EUR, GBP, JPY represent ~50% of international revenue; JPY devaluation most acute given Japan exposure; ~$100M+ annual FX headwind risk
Inferred
Agent_Inference
geographic_footprint
EUR (~25% of revenue), GBP (~10%), JPY (~8%); combined sovereign currency devaluation risk could compress operating margin by 150-200bps annually
Inferred
Agent_Inference
commodity_exposure_profile
Low intensity; commodities: Active Pharmaceutical Ingredients, Rare Earth Elements, Natural Gas (energy), Plastics/Resins, Ethanol, Packaging Materials; geopolitical: China and India supply >60% of global API inputs, creating concentration risk.
Medium
GICS-commodity-overlay-v1
vendor_lock_dependency_score
No single vendor exceeds 30% of input costs; key dependency on specialty polymer suppliers (Contamac, etc.) but substitutable with qualification lead time
Inferred
Agent_Inference
business_model_type_primary
Medical device manufacturer with recurring consumable model; cloud disruption risk is low—core ops are manufacturing/ERP-based, not cloud-native SaaS
Inferred
Agent_Inference
business_model_type_secondary
Surgical device segment (CooperSurgical) has distribution and service components; cloud termination causes ERP/CRM disruption but no product delivery failure
Inferred
Agent_Inference
switching_cost_profile
Minimal API coupling risk; legacy ERP/SAP systems dominate; no material third-party API dependencies in revenue-generating product delivery
Inferred
Agent_Inference
howey_test_risk_index
Howey Test not applicable; revenue derived from medical device sales and surgical product distribution—no investment contract characteristics present
Inferred
Agent_Inference
regulatory_burden_tier
Very High
Medium
GICS-regulatory-overlay-v1
data_sovereignty_risk
Moderate GDPR exposure via EU patient/practitioner data in CooperVision's fitting systems; CCPA exposure limited; compliance infrastructure in place but ongoing audit cost
Inferred
Agent_Inference
antitrust_exposure_flag
Moderate; CooperVision holds ~25% global contact lens market share; Essilor/J&J/Alcon oligopoly limits solo antitrust risk; CooperSurgical acquisitions (e.g., Generate Life Sciences) drew scrutiny
Inferred
Agent_Inference
regulatory_exposure_profile
Very High burden; regimes: FDA, CMS, HHS, HIPAA, EMA, OIG; Drug pricing legislation and approval delays directly compress revenue visibility.
Medium
GICS-regulatory-overlay-v1
revenue_model_type
~85% recurring/consumable (daily/monthly lens replenishment, fertility consumables); ~15% transactional (capital equipment, one-time surgical device sales)
Inferred
Agent_Inference
monetization_vector
Consumable razor-and-blade model: devices/fitting as entry point, high-frequency lens/consumable repurchase as primary revenue engine
Inferred
Agent_Inference
pricing_architecture
Tiered by lens modality (daily premium vs. monthly); pricing power supported by silicone hydrogel differentiation; private-label downtrading risk in economic stress scenarios
Inferred
Agent_Inference
pricing_power_rating
7/10; branded premium lenses support 2-4% annual price increases; generic/store-brand competition and insurance reimbursement pressure cap upside
Inferred
Agent_Inference
target_gross_margin_bracket
65.5% Gross Margin (Premium (>60%))
High
SEC-XBRL
churn_vulnerability_index
No free-rider problem; prescription requirement and ECP (eye care professional) channel gatekeeping enforce paid consumption; churn risk primarily modality switching
Inferred
Agent_Inference
headcount_cost_structure
Sublinear; manufacturing automation and existing plant capacity allow 10-15% revenue growth with <5% headcount increase; sales force expansion needed for new geographies
Inferred
Agent_Inference
marginal_cost_of_growth
Low marginal cost in core lens manufacturing at scale; incremental revenue primarily requires raw material and distribution costs, not proportional headcount
Inferred
Agent_Inference
franchise_compliance_risk
Not applicable; Cooper operates direct manufacturing/distribution model with no franchise network
Inferred
Agent_Inference
customer_acquisition_metric
At 10x scale, ECP channel economics remain favorable; CAC through professional detailing is fixed-cost-heavy but spreads well; DTC lens replenishment reduces CAC over time
Inferred
Agent_Inference
network_effect_present
Weak direct network effects; indirect effects via ECP ecosystem (more fitters → more SKUs stocked → better patient access); not a true platform network effect
Inferred
Agent_Inference
asset_efficiency_ratio
4.6% Return on Assets (Excellent)
High
SEC-XBRL
recession_resistance_tier
Tier 2 (moderately recession-resistant); contact lenses are near-necessity but trading down to cheaper modalities or extending wear occurs in downturns; ~5-8% volume risk
Inferred
Agent_Inference
customer_segment_primary
Eye care professionals (optometrists, ophthalmologists) and optical retail chains; no single customer >5% of revenue; concentrated in top 10 optical retail accounts
Inferred
Agent_Inference
customer_segment_secondary
Fertility clinics and OB/GYN practices (CooperSurgical); fragmented customer base with ~1,000+ clinic relationships; no material concentration risk
Inferred
Agent_Inference
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "19-0000 Life, Physical, and Social Science Occupations", "21-0000 Community and Social Service Occupations", "23-0000 Legal Occupations", "29-0000 Healthcare Practitioners and Technical Occupations", "31-0000 Healthcare Support Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "51-0000 Production Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.32 (HIL — ~32% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v1
capital_expenditure_profile
8.9% CapEx / Revenue (Moderate-CapEx)
High
SEC-XBRL
sec_cik
0000711404
High
SEC-EDGAR
ticker
COO
High
SEC-EDGAR