Investment case
The Cooper Companies Inc.
COO · 6 developments mapped · last assessed 2026-09-14
Market Ontology has mapped 6 macro, policy, and market developments to The Cooper Companies Inc. since 2026-09-13. Each one is traced from the driver to the valuation assumption it moves, and the valuation below is run on the same engine the subscription uses.
Valuation
No validated run has been published for COO yet, so no modelled value is shown. The COO valuation is in the public catch-up queue.
Subscribers do not wait for the weekly cycle: they run COO on demand, against live prices and the latest filings, and change any assumption the developments below move.
Filed financials
Current case
- Main threat
The Cooper Companies Lowers Full-Year Organic Guidance on Channel Destocking
Direct impact from reduced guidance and ongoing channel destocking affecting sales volume and potentially pricing power.
· Moves revenue growth rate, operating leverage, inventory turnover
What changed, by assumption
- 2026-09-14The Cooper Companies Lowers Full-Year Organic Guidance on Channel Destocking
- 2026-09-13Cooper Companies Cuts Organic FY Guidance on U.S. Channel Destocking
- 2026-09-13Cooper Companies Drops 14.6% on US Channel Destocking and Guidance Cut
- 2026-09-14Cooper Companies Drops 14.6% as Channel Destocking Cuts Full-Year Guidance
- 2026-09-13Cooper Companies Cuts FY Guidance on U.S. Channel Destocking
- 2026-09-13The Cooper Companies Cuts Organic Guidance to Flat-to-Down 2% on Channel Destocking
Assumption changes
Full ledger →| Date | Assumption | Direction | Why | Conf. |
|---|---|---|---|---|
| 2026-09-14 | Revenue | Bearish | Management lowered full-year organic revenue outlook to flat or down 2% due to distributor inventory destocking. | 0.90 |
| 2026-09-13 | Revenue | Bearish | Management lowered full-year organic revenue guidance to flat or negative 2% due to US channel destocking. | 1.00 |
Event impact log
Full ledger →| Date | Mechanism | Direction | Horizon | Impact |
|---|---|---|---|---|
| 2026-09-14 | The Cooper Companies Lowers Full-Year Organic Guidance on Channel Destocking | Bearish | 3-12m | 0.90 |
| 2026-09-14 | Cooper Companies Drops 14.6% as Channel Destocking Cuts Full-Year Guidance | Bearish | 1-3m | 0.90 |
| 2026-09-13 | Cooper Companies Cuts Organic FY Guidance on U.S. Channel Destocking | Bearish | 1-3m | 0.90 |
| 2026-09-13 | The Cooper Companies Cuts Organic Guidance to Flat-to-Down 2% on Channel Destocking | Bearish | 1-3m | 0.90 |
| 2026-09-13 | Cooper Companies Cuts FY Guidance on U.S. Channel Destocking | Bearish | 1-3m | 0.90 |
| 2026-09-13 | Cooper Companies Drops 14.6% on US Channel Destocking and Guidance Cut | Bearish | 1-3m | 0.90 |