Edgewell Personal Care(EPC)
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Edgewell Personal Care Company to Webcast a Discussion of First Quarter Fiscal Year 2025 Results on February 10, 2025
Prnewswire· 2025-01-14 16:38
SHELTON, Conn., Jan. 14, 2025 /PRNewswire/ -- Edgewell Personal Care Company (NYSE: EPC) will report its financial results for the first quarter fiscal year 2025 before the market opens on February 10, 2025. Edgewell will discuss its results during an investor conference call that will be webcast on February 10, 2025, beginning at 8:00 a.m. Eastern Time. The call will be hosted by President and Chief Executive Officer Rod Little, Chief Operating Officer Dan Sullivan, and Chief Financial Officer Francesca We ...
Bet on 5 Top-Ranked Stocks With Rising P/E to Boost Your Portfolio
ZACKS· 2025-01-10 13:45
Investors often opt for the stock-picking approach that involves stocks with a low price-to-earnings (P/E) ratio. This strategy is based on the notion that the lower the P/E ratio is, the higher the stock value. The reasoning behind this is straightforward — when a stock's current market price does not adequately reflect its higher earnings, it suggests potential for growth.But there is more to this whole P/E story. Because not only low P/E, stocks with a rising P/E can also fetch strong returns. In this re ...
Is Edgewell Personal Care (EPC) Stock Undervalued Right Now?
ZACKS· 2025-01-08 15:46
While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they ...
Edgewell Personal Care(EPC) - 2024 Q4 - Annual Report
2024-11-14 21:25
FORM 10-K or Unless the context requires otherwise, references to "Edgewell Personal Care Company," "Edgewell," "we," "us," "our" and "the Company" refer to Edgewell Personal Care Company, and its consolidated subsidiaries. Trademarks and Trade Names Industry and Market Data ____________________________________ For the fiscal year ended September 30, 2024 For the transition period from _______________ to _______________ Commission File Number 001-15401 6 Research Drive (203) 944-5500 Shelton, CT 06484 (Regi ...
Edgewell Personal Care(EPC) - 2024 Q4 - Earnings Call Transcript
2024-11-09 14:54
Financial Data and Key Metrics - The company achieved slight organic net sales growth in fiscal 2024, with adjusted gross margins expanding meaningfully and double-digit adjusted earnings per share growth at constant currency for the second consecutive year [7] - Organic net sales for fiscal 2024 increased by 0.2%, with international markets growing over 7% and now representing about 40% of total revenue [8][30] - Adjusted gross margin rate increased by 140 basis points year-on-year, driven by productivity savings of 280 basis points and favorable price and strategic revenue management of 115 basis points [31] - Adjusted operating profit increased by $21.3 million, or approximately 9%, with adjusted operating margin for the year at 11.9%, up about 100 basis points [32] - Free cash flow generation for the year was $175 million, enabling the company to fund the business, support capital allocation strategies, and delever to just over 3x [18] Business Line Performance - The international business grew over 7%, with Greater China and distributor markets experiencing double-digit growth and Oceania seeing high single-digit growth [21] - The right-to-win portfolio in North America grew over 3%, with Sun Care and Grooming portfolios both growing mid-single digits [9] - The Billie brand gained 260 basis points of share in women's shave and began expanding into select women's grooming categories with Walmart [9] - Wet Shave organic net sales in North America declined 5.5%, impacted by sluggish category and channel dynamics, particularly in the highly promotional drug channel [22] - Fem Care organic net sales were down about 9%, with performance well below expectations, particularly in tampons and liners [25] Market Performance - International markets organic net sales increased just over 7%, equally driven by both volume and price gains [30] - North America organic net sales decreased by about 4%, with gains in pricing offset by volume declines [31] - Sun Care category consumption in the U.S. declined about 6% in the quarter due to unfavorable weather, impacting final seasonal replenishment orders from retailers [24] - Wet Ones organic net sales declined about 22%, with share at approximately 73%, impacted by production challenges following a fire at the production facility [24] Company Strategy and Industry Competition - The company is focused on strengthening its right-to-play in shave and fem care categories in the U.S., with a renewed focus on leadership and innovation [11][12] - The company is accelerating consumer-centric innovation, with a robust near-term pipeline including the expansion of Wilkinson Sword in Europe and the launch of Schick First in Japan [13] - The company is committed to driving 200 to 300 basis points per year in productivity savings and returning to pre-COVID gross margin levels of 45-plus percent [15] - The company is focused on becoming a world-class supply chain organization and improving service levels to become a preferred partner for customers [15] Management Commentary on Operating Environment and Future Outlook - The consumer remains cautious, with consumption across categories slowing in the U.S. due to unfavorable weather and heightened promotional activity [19] - Inflation, though moderating, remains a challenge, driven by labor costs and modest increases in commodities, with currency volatility expected to be a headwind in 2025 [19] - The company anticipates low single-digit organic top-line growth for fiscal 2025, with further gross margin and profit expansion, supported by strong momentum in international markets and the right-to-win portfolio in the U.S. [17][33] - Adjusted EPS for fiscal 2025 is expected to be in the range of $3.15 to $3.35, representing a year-over-year increase of about 7% at the midpoint of the range or 13% growth in constant currency [35] Other Important Information - The company paid down $88 million on its revolver during the fiscal year, prioritizing deleveraging as part of its disciplined capital allocation strategy [28] - Share repurchases totaled $18.3 million in the quarter, with $25.7 million returned to shareholders during the quarter through dividends and buybacks [29] - The company expects free cash flow for fiscal 2025 to be approximately $185 million, with about two-thirds of adjusted EPS expected to be generated in the second half of the fiscal year [36] Q&A Session Summary Question: Confidence in organic sales growth for fiscal 2025 - The company expressed high confidence in mid-single-digit growth in international markets, driven by brand activation, innovation, and strong team performance [42][46] - In the U.S., tailwinds are expected from a healthier Sun Care season, innovation in grooming, and the expansion of the Billie brand [43][44] - The company is confident in stabilizing the North America business, with a focus on improving trends in Shave and Fem Care, supported by new leadership and retailer backing [47][48] Question: Sun Care category health and expectations - The Sun Care category is expected to return to a 2% to 4% growth profile, with the company's innovation and leadership in the category providing confidence for fiscal 2025 [56][57] - The company highlighted the importance of the fourth quarter for Sun Care, which represents one-third of the category in the U.S., and expects a more solid year in terms of consumption [53][56] Question: Fiscal 2025 sales outlook and drivers - The company expects sequential improvement throughout fiscal 2025, with growth driven by innovation, particularly in the Wilkinson Sword and Schick First brands, and a step-up in Fem Care performance [63][68] - The company is confident in its ability to deliver growth through its local innovation model, which has already shown success in Europe and Japan [64][67] Question: Gross margin outlook and COGS inflation - The company expects to achieve 75 basis points of year-over-year gross margin accretion in fiscal 2025, driven by accelerated productivity gains and price management [75] - COGS inflation is expected to be around 115 basis points, with low single-digit inflation on raw materials, mid-single-digit inflation on labor, and deflationary pressures in warehouse and distribution [76] Closing Remarks - The company expressed appreciation for investor interest and confidence in its ability to deliver consistent growth and value creation in the coming years [79]
Edgewell Personal Care (EPC) Q4 Earnings Top Estimates
ZACKS· 2024-11-07 13:11
Edgewell Personal Care (EPC) came out with quarterly earnings of $0.72 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.72 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.46%. A quarter ago, it was expected that this consumer products maker would post earnings of $1.01 per share when it actually produced earnings of $1.22, delivering a surprise of 20.79%.Over the last four q ...
Edgewell Personal Care(EPC) - 2024 Q4 - Annual Results
2024-11-07 11:07
Exhibit 99.1 Edgewell Personal Care Company 6 Research Drive Shelton, Conn 06484 FOR IMMEDIATE RELEASE Company Contact Chris Gough Vice President, Investor Relations 203-944-5706 Chris.Gough@Edgewell.com Edgewell Personal Care Announces Fourth Quarter and Fiscal 2024 Results; Provides 2025 Outlook FY 2024 Net Sales increased 0.1%, or 0.2% Organic increase FY 2024 GAAP EPS decreased 11%, Adjusted EPS increased 18% Returned $90 Million to Shareholders via Dividends and Share Repurchases for Fiscal Year 2024 I ...
Edgewell Personal Care Announces Fourth Quarter and Fiscal 2024 Results; Provides 2025 Outlook
Prnewswire· 2024-11-07 11:00
FY 2024 Net Sales increased 0.1%, or 0.2% Organic increaseFY 2024 GAAP EPS decreased 11%, Adjusted EPS increased 18%Returned $90 Million to Shareholders via Dividends and Share Repurchases for Fiscal Year 2024Initiates Fiscal 2025 Outlook for growth in Organic Net Sales, Adjusted EPS, Adjusted EBITDA and Free Cash Flow SHELTON, Conn., Nov. 7, 2024 /PRNewswire/ -- Edgewell Personal Care Company (NYSE: EPC) today announced results for its fourth fiscal quarter 2024 and fiscal year ended, September 30, 2024. ...
Edgewell Personal Care Company to Webcast a Discussion of Fourth Quarter and Fiscal Year 2024 Results on November 7, 2024
Prnewswire· 2024-10-10 16:35
SHELTON, Conn., Oct. 10, 2024 /PRNewswire/ -- Edgewell Personal Care Company [NYSE: EPC] will report its financial results for the fourth quarter and fiscal year 2024 before the market opens on November 7, 2024. Edgewell will discuss its results during an investor conference call that will be webcast on November 7, 2024, beginning at 8:00 a.m. Eastern Time. The call will be hosted by President and Chief Executive Officer Rod Little and Chief Operating and Financial Officer Dan Sullivan. All interested parti ...
Despite Weak Spots, Edgewell Personal Care Company Is An Attractive Opportunity
Seeking Alpha· 2024-09-14 09:39
Thomas Northcut/DigitalVision via Getty Images One of the things that I love most about value investing is the idea that you don't always have to buy into a company that is growing quarter after quarter or year after year. Ideally, you do want growth. But if shares are cheap enough, growth is not necessary in order to achieve nice upside. One company that fits this description, at least in my professional opinion, is Edgewell Personal Care Company (NYSE:EPC). For those not familiar with the business, it ope ...