Core Insights - The Vanguard S&P Small-Cap 600 Value ETF (VIOV) has an implied analyst target price of $105.50 per unit, indicating a potential upside of 11.80% from its recent trading price of $94.37 [1][2][3] Summary by Category ETF Overview - VIOV is currently trading at $94.37, with analysts projecting a target price of $105.50, reflecting an 11.80% upside [2][3] Underlying Holdings - Notable underlying holdings with significant upside potential include: - Minerals Technologies, Inc. (MTX): Recent price of $63.03, target price of $82.00, representing a 30.10% upside [2][3] - Sun Country Airlines Holdings Inc (SNCY): Recent price of $13.11, target price of $16.55, indicating a 26.28% upside [2][3] - Edgewell Personal Care Co (EPC): Recent price of $21.67, target price of $26.00, showing a 19.98% upside [2][3] Analyst Target Price Analysis - The analysis raises questions about whether analysts' targets are justified or overly optimistic, suggesting the need for further investor research into recent company and industry developments [3]

Core Points - Edgewell Personal Care Company announced the departure of Chief Operating Officer Dan Sullivan, effective October 1, 2025, to pursue another opportunity [1] - The company will not replace the COO role and will implement a regional hub structure to enhance efficiency and accountability [2] - CEO Rod Little emphasized the importance of Dan Sullivan's contributions and outlined plans to streamline operations and improve performance in North America [3] Company Overview - Edgewell is a leading consumer products company with a diversified portfolio of established brands, including Schick®, Wilkinson Sword®, Billie®, Playtex®, and Banana Boat® [4] - The company operates in over 50 markets globally, including the U.S., Canada, Mexico, Germany, Japan, the U.K., and Australia, employing approximately 6,700 people [4]

Core Insights - Edgewell Personal Care Company has been recognized as the 1 employer in Connecticut on Forbes' list of America's Best-In-State Employers 2025, marking the third consecutive year of this accolade [1][2] - The recognition is based on an independent survey of over 160,000 U.S. employees, with more than 2 million employer evaluations considered [2] Company Overview - Edgewell is a leading pure-play consumer products company with a diversified portfolio that includes well-known brands such as Schick®, Wilkinson Sword®, Billie®, Playtex®, and Banana Boat® [4] - The company operates in over 50 markets globally, employing approximately 6,700 individuals [4] Employee Satisfaction - The recognition highlights Edgewell's commitment to its "People First" values, which contribute to high employee satisfaction and a supportive work environment [3] - The company emphasizes comprehensive benefits, well-being initiatives, and meaningful connections among team members [2][3]

Edgewell Personal Care Company (EPC) FY Conference Summary Company Overview - **Company**: Edgewell Personal Care Company (EPC) - **Date of Conference**: August 12, 2025 - **Key Speakers**: Dan Sullivan (COO), Fran Wiseman (CFO) Key Points Transformation and Business Strengths - **Transformation Status**: Company is in a transformation phase amidst challenges such as COVID, inflation, and tariffs [4][8] - **International Business**: Accounts for approximately 40% of revenue, with a 6-7% CAGR over the last four years, projected to grow by 45% this year [5] - **Innovation**: Significant improvements in innovation structure, with successful launches in international markets, including Hawaiian Tropic in Mexico and Bulldog in the UK [6][7] - **Productivity Savings**: Historical savings of 250-300 basis points annually, with expectations to continue this trend [8] - **Cash Flow**: Average free cash flow projected between $150 million to $180 million [8] Areas for Improvement - **U.S. Market Focus**: The company is working on enhancing its U.S. operations, including hiring a new President of North America and reorganizing the commercial business [9] - **Top-Line Growth**: Long-term growth target remains at 2-3%, with international markets expected to outperform the U.S. [12][14] Recent Performance and Market Conditions - **Q3 Challenges**: The sun care segment faced difficulties due to poor weather, impacting nearly a third of the business [17][18] - **Market Share Gains**: Despite challenges, 80% of international business held or gained market share, with notable performance from brands like Hawaiian Tropic and HydroSilk [19][21] - **Q4 Outlook**: Anticipated organic growth of approximately 22.5%, with international growth expected to be around 8% [22] Consumer Health and Competitive Landscape - **Consumer Sentiment**: No signs of consumer hesitancy or trade-down to private labels observed, with categories growing at 3-4% [24][25] - **Competitive Environment**: The U.S. market remains competitive, particularly in women's grooming, but the company is well-positioned with its diverse portfolio [56][59] Financial Metrics and Projections - **Gross Margin**: Historically strong, with a slight decline in 2025 due to tariffs and currency impacts, but expected to recover [27][29] - **Tariff Impact**: Estimated annual exposure to tariffs is between $40 million to $50 million, representing 3-4% of COGS [31] - **Free Cash Flow**: Expected to deliver around $80 million in 2025, down from historical levels due to various headwinds [38][39] Strategic Focus and Future Outlook - **Capital Allocation**: Focus on debt paydown and share repurchases, with a goal to reduce debt leverage to around three times [41][42] - **Brand Performance**: Hawaiian Tropic is performing well, while Banana Boat is stable but affected by weather conditions [43][44] - **Grooming Segment Growth**: The grooming portfolio has grown to represent about 10% of total business, with brands like Bulldog and Cremo showing strong performance [61] Conclusion - **Future Prospects**: The company is optimistic about its transformation efforts, strong cash flow, and the potential for growth in both international markets and the U.S. [64][65]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________ FORM 10-Q _______________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to _______________ Commission File Number: 001-15401 _____________________________________ ...

Core Insights - Edgewell Personal Care (EPC) reported revenue of $627.2 million for the quarter ended June 2025, a decrease of 3.2% year-over-year [1] - Earnings per share (EPS) were $0.92, down from $1.22 in the same quarter last year, reflecting an EPS surprise of -8.91% against a consensus estimate of $1.01 [1] - The reported revenue fell short of the Zacks Consensus Estimate of $657.04 million, resulting in a surprise of -4.54% [1] Financial Performance Metrics - Net Sales in Feminine Care were $66.8 million, below the average estimate of $72.13 million, marking a year-over-year decline of 10.5% [4] - Net Sales in Wet Shave reached $317 million, slightly below the estimated $322.83 million, with a marginal year-over-year increase of 0.2% [4] - Net Sales in Sun and Skin Care totaled $243.4 million, falling short of the average estimate of $262.08 million, representing a year-over-year decrease of 5.3% [4] Stock Performance - Over the past month, shares of Edgewell Personal have returned +2%, outperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Financial Data and Key Metrics Changes - Organic net sales decreased by 4.2% in Q3 2025, with North America Sun Care business underperforming expectations by approximately $25 million [42] - Adjusted gross margin rate decreased by 150 basis points, impacted by lower Sun Care sales [42] - GAAP diluted net earnings per share were $0.62 compared to $0.98 in Q3 2024, while adjusted earnings per share were $0.92 compared to $1.22 in the prior year [44] Business Line Data and Key Metrics Changes - Wet Shave organic net sales were down about 2%, while international Wet Shave grew about 3% [33] - Sun and Skin Care organic net sales were down approximately 5%, with mid single-digit growth in Grooming led by 28% organic net sales growth for Cremo [35] - Fem Care organic net sales were down approximately 10%, driven largely by tampons and pads [37] Market Data and Key Metrics Changes - International markets delivered 2% organic growth, with double-digit growth in Greater China and mid single-digit growth in Oceania and Europe [32] - In North America, organic sales declined about 8%, with significant declines in Sun Care, Wet Shave, and Fem Care [32] - Market share for Hawaiian Tropic increased by 150 basis points in Q3, while Cremo saw a 40 basis point increase [15] Company Strategy and Development Direction - The company is committed to investing in brand campaigns and innovations to strengthen its portfolio for long-term success [20] - A focus on international market growth strategy, which now represents 40% of global sales, is expected to deliver mid-single-digit organic growth [10] - The company is undergoing a transformation in North America to improve commercial effectiveness and operating efficiency [14] Management Comments on Operating Environment and Future Outlook - The operating environment remains challenging due to tariffs and foreign exchange volatility, impacting full-year profit headwinds [8] - Management remains confident in the ability to grow international markets and across core categories despite short-term pressures [39] - The company anticipates organic net sales to be down approximately 1.3% for the fiscal year, with adjusted earnings per share expected to be approximately $2.65 [46] Other Important Information - The company returned approximately $32 million to shareholders during the quarter, achieving a target of approximately $90 million in share repurchases for the fiscal year [45] - The company is actively pursuing opportunities to mitigate the potential impact of tariffs through expanded sourcing efforts and vendor negotiations [24] Q&A Session Summary Question: Can you expand on the drivers of the free cash flow cut? - Management indicated that lower earnings and additional FX headwinds were significant drivers of the cash flow change, alongside working capital changes [54][56] Question: Can you speak high level to the puts and takes for fiscal 2026? - Management noted that while they cannot provide specific guidance for 2026, they are confident in their ability to deliver growth in the range of 2% to 3% moving forward [66][72] Question: What drives the organic sales growth expected in Q4? - Management expects growth driven by improved performance in Sun Care, Fem Care, and Wet Ones, with a positive outlook based on recent sales data [82][86] Question: Will elevated levels of brand support continue into fiscal 2026? - Management confirmed that they will continue to invest in brand support and innovation, particularly in international markets and key brands in North America [90][92] Question: How are inventories currently in the channel for Sun Care? - Management stated that they are generally comfortable with inventory levels and are prepared to replenish quickly due to their supply chain advantages [102]

Core Viewpoint - Edgewell Personal Care (EPC) reported quarterly earnings of $0.92 per share, missing the Zacks Consensus Estimate of $1.01 per share, and down from $1.22 per share a year ago, indicating a negative earnings surprise of -8.91% [1][2] Financial Performance - The company posted revenues of $627.2 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 4.54%, and down from $647.8 million year-over-year [2] - Over the last four quarters, Edgewell has surpassed consensus EPS estimates only once and has not beaten consensus revenue estimates during the same period [2] Stock Performance - Edgewell Personal shares have declined approximately 25.6% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3] - The stock's immediate price movement will largely depend on management's commentary during the earnings call [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.00 on revenues of $531.38 million, and for the current fiscal year, it is $2.94 on revenues of $2.25 billion [7] - The estimate revisions trend for Edgewell Personal was favorable prior to the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting expected outperformance in the near future [6] Industry Context - The Consumer Products - Staples industry, to which Edgewell belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Exhibit 99.1 Shelton, Conn - August 5, 2025 - Edgewell Personal Care Company (NYSE: EPC) today announced results for its third fiscal quarter 2025 ended June 30, 2025. Executive Summary The Company reports and forecasts results on a GAAP and non-GAAP basis and has reconciled non-GAAP results and outlook to the most directly comparable GAAP measures later in this release. See non-GAAP Financial Measures for a more detailed explanation, including definitions of various non-GAAP terms used in this release. All ...

"This was a challenging quarter, with our top and bottom-line performance falling below expectations, significantly impacted by very weak Sun Care seasons in North America and certain Latin American markets. Furthermore, the operating environment remains challenging with both tariffs and foreign exchange contributing to full-year profit headwinds," said Rod Little, Edgewell's President and Chief Executive Officer. "Despite these transitory headwinds, we continued strong performance in our International busi ...