Cooper

To improve lives one person at a time by leading in advanced vision & women's health solutions.

Cooper SWOT Analysis

Updated: October 3, 2025 • 2025-Q4 Analysis

How to Use This Analysis

This analysis for Cooper was created using Alignment.io™ methodology - a proven strategic planning system trusted in over 75,000 strategic planning projects. We've designed it as a helpful companion for your team's strategic process, leveraging leading AI models to analyze publicly available data.

While this represents what AI sees from public data, you know your company's true reality. That's why we recommend using Alignment.io and The System of Alignment™ to conduct your strategic planning—using these AI-generated insights as inspiration and reference points to blend with your team's invaluable knowledge.

Powered by Leading AI Models

Anthropic

Industry-leading reasoning capabilities with 200K context window for comprehensive analysis

Google Gemini

State-of-the-art multimodal intelligence with real-time market data processing and trend analysis

OpenAI GPT

Advanced reasoning with comprehensive industry knowledge and strategic problem-solving capabilities

The CooperCompanies SWOT analysis reveals a powerful yet focused leader at a strategic inflection point. Its dominance in specialty contact lenses and fertility provides a formidable foundation, consistently delivering robust organic growth. However, this strength is counterbalanced by margin pressures, significant debt, and the ongoing challenge of integrating major acquisitions. The path forward is clear: Cooper must aggressively capitalize on the immense myopia and fertility macro-trends, which are its undeniable growth engines. Simultaneously, it must instill rigorous operational discipline to enhance profitability and fuel the next wave of innovation. Successfully navigating the competitive and regulatory landscape while executing on these priorities will define its ability to transition from a market leader to an undisputed industry icon. The strategy must be one of focused aggression and operational excellence.

Alcon Johnson & Johnson Bausch + Lomb EssilorLuxottica Boston Scientific

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To improve lives one person at a time by leading in advanced vision & women's health solutions.

Toggle Theme

Strengths

PORTFOLIO: MyDay® & clariti® lens momentum drove 11% growth in Q2'24.
DIVERSIFICATION: Balanced revenue from CooperVision (67%) & CooperSurgical (33%).
GROWTH: Consistent 8% organic revenue growth showcases strong market demand.
NICHE: Market leadership in high-value specialty lenses (toric, myopia).
FERTILITY: Dominant position in IVF consumables, a high-growth sector.

Weaknesses

MARGINS: Gross margin at 65%, pressured by inflation and product mix shifts.
INTEGRATION: Realizing full synergies from recent acquisitions remains a challenge.
DEBT: Over $3B in debt from M&A activity limits operational flexibility.
DEPENDENCE: Heavy reliance on CooperVision for majority of revenue and profit.
INNOVATION: Slower pace of breakthrough innovation outside core product lines.

Opportunities

MYOPIA: Massive unmet need for myopia management, especially in Asia-Pacific.
FERTILITY: Growing global demand for IVF and women's health services.
ACQUISITIONS: Strategic tuck-in M&A to expand technology and market access.
PRICING: Power to increase prices on premium, differentiated products.
EMERGING: Untapped potential in markets like Latin America and Southeast Asia.

Threats

COMPETITION: Intense rivalry from J&J, Alcon, Bausch + Lomb on price/innovation.
REGULATION: Increased FDA/global scrutiny on medical devices and data privacy.
MACROECONOMIC: Foreign exchange headwinds and consumer spending shifts.
SUPPLY: Global supply chain disruptions affecting manufacturing and costs.
TECHNOLOGY: Risk of being outpaced by new vision correction technologies.

Key Priorities

DOMINATE high-growth myopia and fertility markets to extend leadership.
ACCELERATE core lens portfolio (MyDay®/clariti®) against competitors.
OPTIMIZE margins and post-acquisition synergies to improve profitability.
MITIGATE competitive price pressure and regulatory hurdles in key markets.

Create professional SWOT analyses in minutes with our AI template. Get insights that drive real results.

Get Free SWOT Analysis Template

Cooper OKR

Updated: October 3, 2025 • 2025-Q4 Analysis

The CooperCompanies OKR plan is a masterclass in strategic focus and clarity. It brilliantly translates the SWOT's conclusions into a set of ambitious, yet achievable, imperatives. The objectives—DOMINATE, WIN, FUEL, SECURE—are powerful and inspiring, creating a clear narrative for the entire organization. The key results are well-defined, balancing aggressive growth targets in myopia and fertility with the crucial need for operational discipline and margin improvement. This plan provides a clear, measurable, and aligned roadmap that empowers every team to understand their direct contribution to extending Cooper's market leadership and achieving its mission. It is a blueprint for focused execution and sustainable, profitable growth.

Alcon Johnson & Johnson Bausch + Lomb EssilorLuxottica Boston Scientific

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To improve lives one person at a time by leading in advanced vision & women's health solutions.

DOMINATE GROWTH

Win the future by leading in myopia & fertility.

MYOPIA: Grow MiSight® revenue by 30% by establishing it as the standard of care with key opinion leaders.
FERTILITY: Increase IVF consumables market share by 2 points through targeted commercial execution.
APAC: Achieve 15% revenue growth in the Asia-Pacific region by expanding our commercial footprint.
PIPELINE: Launch two new products in high-growth segments with >$20M year-one revenue targets.

WIN THE CORE

Solidify our contact lens market leadership.

SHARE: Increase market share of our silicone hydrogel daily lenses (MyDay®, clariti®) by 150 basis points.
RETENTION: Achieve a 95% retention rate among our top 1,000 eye care professional accounts globally.
TRAINING: Certify 5,000 new practitioners on fitting our specialty toric and multifocal contact lenses.
BRAND: Launch a new practitioner marketing campaign that increases brand preference score by 10%.

FUEL PROFIT

Drive operational excellence and margin expansion.

MARGIN: Improve adjusted operating margin by 75 basis points through pricing and manufacturing efficiencies.
SYNERGY: Realize an additional $25M in cost synergies from recently integrated acquisitions this year.
CASH: Increase free cash flow by 10% to accelerate debt repayment and reinvestment in the business.
SUPPLY: Reduce unit production costs by 3% by optimizing global manufacturing and logistics networks.

SECURE THE FUTURE

Mitigate risks and build a resilient enterprise.

REGULATORY: Achieve 100% on-time submission for all critical product registrations in key global markets.
TALENT: Decrease attrition in critical R&D and commercial roles by 20% through targeted development programs.
AI: Launch one pilot AI program in diagnostics or manufacturing that demonstrates a 15% efficiency gain.
COMPLIANCE: Complete a full cybersecurity audit and remediate 100% of critical vulnerabilities identified.

METRICS

Organic Revenue Growth: 7-9%
Adjusted EPS: $13.50 - $13.80
Free Cash Flow: >$500M

VALUES

Dedicated
Inventive
Partners
Friendly

Build strategic OKRs that actually work. AI insights meet beautiful design for maximum impact.

Get Free OKR Template

Cooper Retrospective

AI-Powered Insights

Claude

Gemini

GPT

CooperCompanies Q2 2024 Earnings Report & Transcript (May 30, 2024)
CooperCompanies Investor Relations Website
CooperCompanies Corporate Website (Leadership, Products)
Public financial data sources (Market Cap, Stock Info)

Alcon Johnson & Johnson Bausch + Lomb EssilorLuxottica Boston Scientific

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To improve lives one person at a time by leading in advanced vision & women's health solutions.

Toggle Theme

What Went Well

VISION: CooperVision delivered strong 9% organic growth, beating market.
MYOPIA: MiSight® growth remains a powerful driver, up 28% in Q2'24.
LENSES: MyDay® and clariti® brands continue to gain significant share.
PRICING: Successful price increases are effectively offsetting inflation.
GUIDANCE: Raised full-year revenue and EPS guidance on strong performance.

Not So Well

SURGICAL: CooperSurgical growth was flat, falling short of expectations.
FERTILITY: Fertility segment growth was soft, impacted by macro factors.
MARGINS: Gross margin slightly compressed due to product mix and costs.
FX: Negative impact from foreign currency exchange rates on revenue.
DEBT: Interest expenses remain high, impacting net income.

Learnings

RESILIENCE: Core contact lens market shows strong resilience to macro pressures.
DIFFERENTIATION: Premium, innovative products command pricing power.
SYNERGIES: Acquisition integration is a long-term process requiring focus.
MARKETS: Geographic performance can vary significantly (strong Americas/APAC).
FOCUS: Myopia management is a confirmed hyper-growth category.

Action Items

FOCUS: Double down on myopia management as the key long-term growth driver.
EXECUTE: Drive stronger execution and growth within the CooperSurgical unit.
INTEGRATE: Continue disciplined integration of acquisitions to unlock value.
INNOVATE: Accelerate R&D pipeline for next-gen lenses and fertility tech.
OPTIMIZE: Manage expenses and supply chain to protect and expand margins.

Run better retrospectives in minutes. Get insights that improve your team.

Get Free Retro Template

Organization	SWOT Analysis	OKR Plan	Top 6	Retrospective

Explore specialized team insights and strategies

Cooper Market

AI-Powered Insights

Claude

Gemini

GPT

CooperCompanies Q2 2024 Earnings Report & Transcript (May 30, 2024)
CooperCompanies Investor Relations Website
CooperCompanies Corporate Website (Leadership, Products)
Public financial data sources (Market Cap, Stock Info)

Founded: 1958
Market Share: Approx. 25% of global soft contact lens market.
Customer Base: Eye care professionals, hospitals, clinics, and consumers.
Category:
Medical Devices
SIC Code: 3851 Ophthalmic Goods
NAICS Code: 339115 Ophthalmic Goods Manufacturing
Location: San Ramon, California
Zip Code: 94583 Oakland, California
Congressional District: CA-10 CONCORD
Employees: 15000

Competitors

Alcon View Analysis

Johnson & Johnson View Analysis

Bausch + Lomb Request Analysis

EssilorLuxottica Request Analysis

Boston Scientific View Analysis

Products & Services

No products or services data available

Distribution Channels

Cooper Business Model Analysis

AI-Powered Insights

Claude

Gemini

GPT

CooperCompanies Q2 2024 Earnings Report & Transcript (May 30, 2024)
CooperCompanies Investor Relations Website
CooperCompanies Corporate Website (Leadership, Products)
Public financial data sources (Market Cap, Stock Info)

Problem

Poor vision impacts quality of life.
Childhood myopia is a growing epidemic.
Infertility causes significant distress.
Need for safe, effective contraception.

Solution

Advanced soft contact lenses for all needs.
Clinically proven myopia management lenses.
Full range of IVF & fertility solutions.
Non-hormonal IUDs and surgical devices.

Key Metrics

Organic Revenue Growth
Adjusted Earnings Per Share (EPS)
Practitioner adoption & retention rates
New product revenue contribution

Unique

Leadership in specialty lens categories.
Comprehensive fertility solutions portfolio.
Proprietary lens materials and designs.
Strong global practitioner relationships.

Advantage

Deep clinical and regulatory expertise.
Global manufacturing and distribution scale.
Trusted brand reputation with doctors.
Extensive portfolio of patents and IP.

Channels

Direct sales force to practitioners/clinics.
Partnerships with major eye care retailers.
Medical education and training programs.
Authorized distributors in some regions.

Customer Segments

Optometrists and Ophthalmologists
Fertility Clinics and Reproductive Endocrinologists
Hospitals and Surgical Centers
OB/GYNs

Costs

R&D for new products and clinical trials.
Global manufacturing and supply chain costs.
Sales, marketing, and professional education.
M&A and subsequent integration expenses.

Cooper Product Market Fit Analysis

Updated: October 3, 2025

CooperCompanies empowers healthcare professionals to improve lives. It delivers superior patient outcomes with advanced contact lenses that correct vision and slow myopia, while its comprehensive women's health solutions support every step of the fertility and family planning journey. This focus on clinical innovation makes Cooper a trusted partner in growing specialty practices and defining new standards of care.

CLINICAL SUPERIORITY: Delivering better patient outcomes through advanced technology.

PRACTICE GROWTH: Partnering with practitioners to build their specialty services.

INNOVATION LEADERSHIP: Pioneering new standards in vision and women's health.

Before State

Compromised or blurry vision
Unmanaged myopia progression in children
Challenges in fertility and family planning

After State

Clear, comfortable, and healthy vision
Slowed progression of childhood myopia
Empowered family planning and fertility journeys

Negative Impacts

Reduced quality of life and productivity
Risk of severe long-term eye disease
Emotional and financial stress of infertility

Positive Outcomes

Enhanced daily experiences and confidence
Protecting future vision for a generation
Increased chances of successful pregnancies

Key Metrics

Customer Retention Rates

High, >90% for practitioners.

Net Promoter Score (NPS)

Estimated 50-60 among practitioners.

User Growth Rate

8% organic revenue growth (proxy).

Customer Feedback/Reviews

Limited public data; focus on practitioner satisfaction.

Repeat Purchase Rates

High for contact lens wearers.

Requirements

Consultation with an eye care professional
Guidance from a fertility specialist/OB/GYN
Proper product fitting and patient education

Why Cooper

Cutting-edge R&D in materials science
Global manufacturing and distribution scale
Strong clinical and professional partnerships

Cooper Competitive Advantage

Proprietary silicone hydrogel technology
Leading portfolio in myopia management (MiSight®)
Comprehensive solutions across the fertility cycle

Proof Points

MyDay®: Unsurpassed comfort and handling
MiSight®: FDA-approved to slow myopia
Global leader in IVF and genetic testing media

Cooper Market Positioning

AI-Powered Insights

Claude

Gemini

GPT

CooperCompanies Q2 2024 Earnings Report & Transcript (May 30, 2024)
CooperCompanies Investor Relations Website
CooperCompanies Corporate Website (Leadership, Products)
Public financial data sources (Market Cap, Stock Info)

Strategic pillars derived from our vision-focused SWOT analysis

Dominate high-growth niches with superior R&D.

Deepen penetration in APAC and emerging markets.

Streamline post-M&A integration & supply chain.

Leverage data for diagnostics & patient care.

What You Do

Develops and manufactures advanced soft contact lenses and women's health medical devices.

Target Market

Eye care professionals, fertility clinics, OB/GYNs, and their patients worldwide.

Differentiation

Leadership in high-growth specialty lens markets (toric, multifocal, myopia).
Comprehensive portfolio in fertility and women's health, from IVF to IUDs.

Revenue Streams

Sales of contact lenses (CooperVision)
Sales of medical devices and consumables (CooperSurgical)

Cooper Operations and Technology

AI-Powered Insights

Claude

Gemini

GPT

CooperCompanies Q2 2024 Earnings Report & Transcript (May 30, 2024)
CooperCompanies Investor Relations Website
CooperCompanies Corporate Website (Leadership, Products)
Public financial data sources (Market Cap, Stock Info)

Company Operations

Organizational Structure: Two primary business units: CooperVision and CooperSurgical.
Supply Chain: Global manufacturing in Puerto Rico, UK, Hungary, Costa Rica.
Tech Patents: Extensive patents in silicone hydrogel materials and lens design.
Website: https://www.coopercos.com/

Top Clients

Board Members

Cooper Competitive Forces

Threat of New Entry

LOW: High barriers to entry due to massive R&D costs, complex regulatory approvals (FDA), and established distribution channels.

Supplier Power

LOW-MEDIUM: Raw material suppliers for polymers have some power, but Cooper's scale provides significant leverage and negotiation strength.

Buyer Power

MEDIUM: Large retail chains and hospital groups have significant buying power, but individual practitioners have less leverage.

Threat of Substitution

MEDIUM: Alternatives like glasses and LASIK exist, but contact lenses offer unique lifestyle benefits. New tech is a long-term threat.

Competitive Rivalry

HIGH: Intense rivalry among a few large players (Alcon, J&J, B+L) competing on innovation, price, and practitioner relationships.

Analysis of AI Strategy

Updated: October 3, 2025 • 2025-Q4 Analysis

The CooperCompanies AI SWOT analysis underscores a classic dilemma for an established leader: possessing a treasure trove of proprietary data but lacking the native talent and infrastructure to fully exploit it. The opportunity to create defensible moats through AI-powered diagnostics in both fertility and vision care is immense and mission-critical. Failure to act decisively will cede this next frontier to more agile startups or better-funded competitors. The strategic imperative is not just to experiment with AI, but to fundamentally re-architect for an AI-driven future. This requires a three-pronged approach: aggressively acquiring AI talent, modernizing the core data infrastructure, and forging strategic partnerships to accelerate the integration of AI into practitioner workflows. This isn't a technology project; it's a fundamental business model evolution essential for long-term leadership.

Alcon Johnson & Johnson Bausch + Lomb EssilorLuxottica Boston Scientific

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To improve lives one person at a time by leading in advanced vision & women's health solutions.

Strengths

DATA: Access to vast clinical and patient data from vision/fertility.
CHANNELS: Established relationships with practitioners for AI tool deployment.
EXPERTISE: Deep domain knowledge to guide relevant AI model development.
SCALE: Global footprint to test and deploy AI solutions across markets.
REGULATORY: Experience navigating complex medical device approval processes.

Weaknesses

TALENT: Significant shortage of in-house AI/ML engineering expertise.
INFRASTRUCTURE: Legacy data systems are not optimized for large-scale AI.
CULTURE: Decision-making processes are not yet data-first or AI-driven.
INVESTMENT: Insufficient dedicated R&D budget allocated specifically to AI.
SPEED: Slower, more risk-averse culture compared to nimble AI startups.

Opportunities

DIAGNOSTICS: AI to improve IVF embryo selection and eye disease detection.
PERSONALIZATION: AI-driven lens fitting recommendations for practitioners.
MANUFACTURING: AI for predictive maintenance and quality control in plants.
EFFICIENCY: Automating clinical trial data analysis and regulatory filings.
COMMERCIAL: AI models to optimize pricing and sales team effectiveness.

Threats

STARTUPS: Nimble, AI-native startups could disrupt diagnostic pathways.
COMPETITORS: Rivals like J&J and Alcon are investing heavily in AI R&D.
DATA: Privacy regulations (GDPR, HIPAA) creating hurdles for AI models.
ACCURACY: Risk of reputational damage from inaccurate AI diagnostic tools.
INTEGRATION: Difficulty integrating third-party AI tools into clinical workflows.

Key Priorities

LEVERAGE proprietary data to build unique AI-powered diagnostic models.
ACQUIRE or partner with AI talent and startups to bridge capability gaps.
INTEGRATE AI into clinical workflows to enhance practitioner efficiency.
MODERNIZE data infrastructure to support scalable AI/ML development.

Create professional SWOT analyses in minutes with our AI template. Get insights that drive real results.

Get Free SWOT Analysis Template

Cooper Financial Performance

AI-Powered Insights

Claude

Gemini

GPT

CooperCompanies Q2 2024 Earnings Report & Transcript (May 30, 2024)
CooperCompanies Investor Relations Website
CooperCompanies Corporate Website (Leadership, Products)
Public financial data sources (Market Cap, Stock Info)

Profit: TTM Net Income: $305.8 Million USD (as of Q2 2024)

Market Cap: $20.1 Billion USD (June 2024)

Stock Performance

Annual Report: View Report

Debt: Total Debt: $3.0 Billion USD (as of April 30, 2024)

ROI Impact: M&A integration costs and R&D spend impact near-term ROI.

SWOT Index

Composite strategic assessment with 10-year outlook

/ 100

Market Leader

ICM Index

STRATEGIC ADVISOR ASSESSMENT

Cooper is a strong Market Leader with a societal-level mission and robust growth in defensible niches. Its Iconic Index is anchored by a solid, executable strategy (CSQ 83.25) and significant AI potential (68.00). However, its overall impact is constrained by moderate Achievability (0.67) due to significant integration weaknesses and competitive threats. The Growth Multiplier reflects a mature company with steady but not exponential upside, balancing a large TAM with the realities of a competitive market.

SWOT Factors

Upside: 83.3 Risk: 80.0

OKR Impact

AI Leverage

Top 3 Strategic Levers

ACCELERATE AI adoption to create a diagnostic data moat.

SOLVE M&A integration to unlock synergies and fuel R&D.

DOMINATE the myopia market to secure a decade of growth.

AI Disclosure

This report was created using the Alignment Method—our proprietary process for guiding AI to reveal how it interprets your business and industry. These insights are for informational purposes only and do not constitute financial, legal, tax, or investment advice.

Next Step

Want to see how the Alignment Method could surface unique insights for your business?

Request your custom report Contact our team

About Alignment LLC

Alignment LLC specializes in AI-powered business analysis. Through the Alignment Method, we combine advanced prompting, structured frameworks, and expert oversight to deliver actionable insights that help companies understand how AI sees their data and market position.