We attended the ADA Annual Meeting in Orlando in recent days, where we spoke with a number of company contacts, general industry sources, and dentists. From a high level, our meetings seem to suggest that overall dental demand was mixed in North America during Q3, with patient traffic notably soft in July, somewhat improved in August, and relatively flattish in September, all netting to roughly flat y/y demand for consumables products over the entire quarter.
CLICK HERE to see the entire report.