Core Insights - Edgewell Personal Care (EPC) reported revenue of $580.7 million for the quarter ended March 2025, reflecting a year-over-year decline of 3.1% [1] - The earnings per share (EPS) for the same period was $0.87, down from $0.88 a year ago, with an EPS surprise of -3.33% against a consensus estimate of $0.90 [1] - The reported revenue fell short of the Zacks Consensus Estimate of $590.67 million, resulting in a surprise of -1.69% [1] Financial Performance Metrics - Net Sales in Feminine Care were $64.10 million, below the average estimate of $66.82 million, representing a year-over-year decline of 9.1% [4] - Net Sales in Wet Shave amounted to $285.50 million, slightly below the average estimate of $287.81 million, with a year-over-year change of -2.6% [4] - Net Sales in Sun and Skin Care reached $231.10 million, compared to the average estimate of $236.08 million, indicating a year-over-year decline of 2% [4] Stock Performance - Over the past month, shares of Edgewell Personal have returned +9.4%, while the Zacks S&P 500 composite has changed by +10.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Financial Data and Key Metrics Changes - Organic net sales decreased by 1.5% in Q2 2025, with international markets growing by 3% while North America declined by 4% [21][33] - Adjusted gross margin rate increased by 100 basis points, with productivity savings of approximately 380 basis points [34][28] - Adjusted operating income was $77 million, down from $81 million in the previous year, with adjusted earnings per share at $0.87 compared to $0.88 [35][36] Business Line Data and Key Metrics Changes - Wet Shave organic net sales were down about 1%, while international Wet Shave grew by 3% [22] - Grooming organic net sales increased by 9%, led by a 20% growth for the Cremo brand [26] - Fem Care organic net sales decreased by approximately 9%, primarily due to declines in tampons and pads [27] Market Data and Key Metrics Changes - Consumption in the U.S. Sun Care category decreased by 1% in the quarter, with total market share down by 60 basis points [25] - Double-digit organic growth was observed in Greater China and mid-single-digit growth in Japan and Europe [21] - The U.S. razors and blades category saw a consumption decline of 30 basis points, with market share decreasing by 90 basis points [23] Company Strategy and Development Direction - The company is focused on restoring momentum in North America, with significant investments in sun care and women's shave categories [30][12] - A strategic review is underway to assess and address business performance, with new leadership enhancing brand building capabilities [11][12] - The company aims to leverage international success to drive similar improvements in North America [13] Management's Comments on Operating Environment and Future Outlook - Management noted increasing pressure on consumers and a decline in consumer confidence, impacting spending behaviors [16][14] - The outlook for the second half of the fiscal year has been adjusted to reflect more modest expectations for consumption across categories, particularly in Sun Care [15][39] - Management expressed confidence in sequential improvement in North America, supported by recent market share gains [14][69] Other Important Information - The estimated impact of tariffs on cost of goods sold for fiscal 2025 is approximately $3 million to $4 million [41][18] - The company plans to invest incrementally in brand campaigns and product launches to support growth [30][31] - Free cash flow for the full year is now expected to be approximately $130 million to $140 million, reflecting lower earnings and higher inventory levels [43][85] Q&A Session Summary Question: Can you provide more details on the tariff impact? - Management estimated the in-year impact of tariffs to be $3 million to $4 million, primarily affecting the fourth quarter [49][50] Question: What is the confidence level for organic sales growth in the second half? - Management expects a 2% organic growth in the second half, driven by international growth and seasonal factors [62][67] Question: How does the company view the Sun Care category outlook? - Management remains bullish on the Sun Care category, expecting growth despite some concerns about travel spending impacting consumption [98][99]

Financial Data and Key Metrics Changes - Organic net sales decreased by 1.5% in Q2 2025, with international markets growing by 3% while North America declined by 4% [22][36] - Adjusted gross margin rate increased by 100 basis points, with productivity savings of approximately 380 basis points [37][30] - Adjusted earnings per share were $0.87, slightly down from $0.88 in the prior year quarter [38] Business Line Data and Key Metrics Changes - Wet Shave organic net sales were down about 1%, while international Wet Shave grew by 3% [24] - Grooming organic net sales increased by 9%, led by a 20% growth for the Cremo brand [28] - Fem Care organic net sales decreased by approximately 9%, primarily driven by declines in tampons and pads [29] Market Data and Key Metrics Changes - Consumption in the U.S. Sun Care category decreased by 1% in the quarter, with total market share down by 60 basis points [27] - Double-digit organic growth was observed in Greater China, with mid-single-digit growth in Japan and Europe [22] - The U.S. razors and blades category saw a consumption decline of 30 basis points, with market share decreasing by 90 basis points [25] Company Strategy and Development Direction - The company is focused on restoring momentum in North America, with significant investments in sun care and women's shave categories [12][33] - A new campaign for Hawaiian Tropic is set to be the largest investment in the U.S. in five years, targeting Gen Z consumers [34] - The company aims to leverage recent successes in international markets to replicate growth in North America [13] Management's Comments on Operating Environment and Future Outlook - Management noted increasing pressure on consumers and a decline in consumer confidence, impacting spending behaviors [17][14] - The outlook for the second half of the fiscal year anticipates a modest growth profile, with organic net sales growth expected to be flat to 1% [41] - Management expressed confidence in sequential improvement in North America, driven by new leadership and strategic initiatives [14][75] Other Important Information - The estimated impact of tariffs on cost of goods sold for fiscal 2025 is approximately $3 million to $4 million [43] - The company plans to continue exploring opportunities to mitigate tariff impacts through productivity and potential price increases [92][93] - Free cash flow for the full year is now expected to be in the range of $130 million to $140 million, reflecting lower earnings and higher inventory levels [45] Q&A Session Summary Question: Can you provide more details on the tariff impact? - The estimated in-year impact of tariffs is $3 million to $4 million, primarily affecting the fourth quarter, with a broader annualized exposure of 3% to 4% of COGS [50][52] Question: What is the confidence level for second half organic sales growth? - The company expects a 2% organic growth in the second half, driven by international growth, Sun Care category growth, and a more thoughtful approach to fem care [62][64] Question: How does the company view the North American execution? - Management clarified that while sales did not meet expectations, they are confident in execution and are investing in key programs for improvement [76][78]

Edgewell Personal Care (EPC) came out with quarterly earnings of $0.87 per share, missing the Zacks Consensus Estimate of $0.90 per share. This compares to earnings of $0.88 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -3.33%. A quarter ago, it was expected that this consumer products maker would post earnings of $0.13 per share when it actually produced earnings of $0.07, delivering a surprise of -46.15%.Over the last four ...

[Executive Summary & Q2 Fiscal 2025 Highlights](index=1&type=section&id=Executive%20Summary) Edgewell's Q2 Fiscal 2025 saw a decline in net sales amidst a challenging market, offset by gross margin improvements and continued shareholder returns, leading to moderated full-year expectations [Q2 Fiscal 2025 Performance Overview](index=1&type=section&id=Executive%20Summary) In the second quarter of fiscal 2025, Edgewell faced a challenging market, resulting in a **3.1%** decrease in net sales and a **1.5%** decline in organic net sales. Despite this, the company achieved a **100 bps** increase in gross margin through productivity initiatives. Management acknowledged weakness in the U.S. market and will continue an investment stance, particularly in Wet Shave and Sun Care, while moderating full-year top-line expectations due to anticipated negative consumer sentiment Q2 Fiscal 2025 Key Financial Metrics | Metric | Value | Change vs. Prior Year | | :--- | :--- | :--- | | Net Sales | $580.7 million | -3.1% | | Organic Net Sales | - | -1.5% | | GAAP Diluted EPS | $0.60 | -$0.12 | | Adjusted EPS | $0.87 | -$0.01 | | Gross Margin | - | +100 bps | - Management is focused on executing strategic priorities in a volatile environment, highlighting **top-line growth** in the International business and **accelerated gross margin expansion**. However, they recognize the need for further investment to improve performance in the competitive U.S. market, especially for the Wet Shave and Sun Care portfolios[3](index=3&type=chunk) - The company maintained a **solid liquidity position** with **$170 million** in cash and access to a **$229 million** revolving credit facility, with a **net debt leverage ratio of 3.8x**[4](index=4&type=chunk) - Edgewell returned **$42.7 million** to shareholders in Q2, consisting of **$35.4 million** in **share repurchases** and **$7.3 million** in **dividends**. A **quarterly cash dividend of $0.15 per share** was declared for the second quarter[4](index=4&type=chunk) [Detailed Financial Performance](index=3&type=section&id=Fiscal%202Q%202025%20Operating%20Results) This section provides an in-depth analysis of Edgewell's Q2 2025 operating results, including sales performance, profitability, and capital allocation strategies [Overall Operating Results](index=3&type=section&id=Overall%20Operating%20Results) For Q2 2025, net sales fell **3.1%** to **$580.7 million**, with organic sales down **1.5%**. International growth of **2.9%** was insufficient to offset a **3.9%** decline in North America. Gross margin improved by **100 bps** to **44.1%**, driven by **380 bps** in productivity savings which countered inflation and unfavorable mix. Operating income decreased to **$58.9 million** from **$70.1 million**, and GAAP net earnings fell to **$29.0 million** from **$36.0 million** in the prior year - Net sales were negatively impacted by a **$9.8 million** unfavorable currency effect. The organic sales decline of **$8.9 million** was driven by **volume decreases** in North America's Wet Shave, Feminine Care, and Sun Care categories, which overshadowed price and volume gains in international markets[5](index=5&type=chunk) - Gross margin expansion was a key positive, increasing **100 bps** (**110 bps** at constant currency). This was primarily due to **productivity savings** of **380 bps**, which more than offset **195 bps** of **core inflation/absorption** and **85 bps** of **unfavorable mix and promotions**[6](index=6&type=chunk) - Operating expenses increased as a percentage of sales. **A&P rose** to **11.3%** of net sales from **10.5%** a year ago, and **adjusted SG&A increased** by **60 bps** to **18.0%** of net sales[7](index=7&type=chunk)[8](index=8&type=chunk) Q2 2025 Profitability Summary | Metric | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Operating Income | $58.9 million | $70.1 million | | Adjusted Operating Income | $76.7 million | $80.7 million | | GAAP Net Earnings | $29.0 million | $36.0 million | | Adjusted Net Earnings | $41.8 million | $44.0 million | | GAAP EPS | $0.60 | $0.72 | | Adjusted EPS | $0.87 | $0.88 | [Capital Allocation](index=3&type=section&id=Capital%20Allocation) The company continued its commitment to shareholder returns in the second quarter. The Board of Directors declared a **quarterly cash dividend of $0.15 per common share**. During the quarter, Edgewell repurchased approximately **1.1 million** shares for **$35.4 million**, leaving **1.1 million** shares available for future repurchase under the existing authorization - A **quarterly cash dividend of $0.15 per share** was declared on May 7, 2025, payable on July 9, 2025[14](index=14&type=chunk) - In Q2, the company executed **$35.4 million** in **share repurchases** and paid **$7.3 million** in **dividends**[4](index=4&type=chunk)[14](index=14&type=chunk) [Segment Performance](index=3&type=section&id=Fiscal%202Q%202025%20Operating%20Segment%20Results) This section details the Q2 2025 financial performance of Edgewell's key operating segments: Wet Shave, Sun and Skin Care, and Feminine Care [Wet Shave](index=3&type=section&id=Wet%20Shave) The Wet Shave segment experienced a **2.6%** decline in net sales (**0.9%** organic decline), as growth in international markets was offset by volume declines in North America. Despite lower sales, segment profit increased by a strong **15.3%** (**16.5%** organic), driven by higher gross margins that outweighed increased marketing expenses Wet Shave Q2 2025 Performance | Metric | Value | Change vs. Q2 2024 | | :--- | :--- | :--- | | Net Sales | $285.5 million | -2.6% | | Organic Net Sales | - | -0.9% | | Segment Profit | $46.6 million | +15.3% | | Organic Segment Profit | - | +16.5% | [Sun and Skin Care](index=5&type=section&id=Sun%20and%20Skin%20Care) Sun and Skin Care net sales decreased by **2.0%** (**0.1%** organic decline), with growth in Grooming and Wet One's offset by declines in North America Sun Care. Segment profit fell **6.6%** (**2.2%** organic decline), impacted by an unfavorable currency effect of **4.4%**, lower gross margin, and higher SG&A expenses Sun and Skin Care Q2 2025 Performance | Metric | Value | Change vs. Q2 2024 | | :--- | :--- | :--- | | Net Sales | $231.1 million | -2.0% | | Organic Net Sales | - | -0.1% | | Segment Profit | $50.8 million | -6.6% | | Organic Segment Profit | - | -2.2% | [Feminine Care](index=5&type=section&id=Feminine%20Care) The Feminine Care segment saw a significant downturn, with net sales falling **9.1%**, primarily due to declines in Pads and Tampons. This sales drop led to a sharp **64.4%** decrease in segment profit (**65.5%** organic decline), driven by lower gross profit and higher marketing expenses Feminine Care Q2 2025 Performance | Metric | Value | Change vs. Q2 2024 | | :--- | :--- | :--- | | Net Sales | $64.1 million | -9.1% | | Organic Net Sales | - | -8.8% | | Segment Profit | $3.1 million | -64.4% | | Organic Segment Profit | - | -65.5% | [Full Fiscal Year 2025 Outlook](index=5&type=section&id=Full%20Fiscal%20Year%202025%20Financial%20Outlook) Edgewell has revised its full-year fiscal 2025 outlook downwards, citing a challenging economic environment and the impact of incremental investments. The company now expects lower organic net sales growth, a decrease in adjusted operating margin, and reduced ranges for both Adjusted EBITDA and Adjusted EPS. Restructuring charges are now expected to be higher at approximately **$33 million** [Updated Outlook](index=5&type=section&id=Updated%20Outlook) The company has lowered its full-year 2025 guidance. Organic net sales growth is now projected to be flat to **1%**, down from **1%** to **3%**. Adjusted EBITDA is expected to be in the range of **$329 million** to **$341 million**, a significant reduction from the previous range of **$356 million** to **$368 million**. Similarly, adjusted EPS is now forecasted between **$2.85** and **$3.05**, down from the lower end of the prior **$3.15** to **$3.35** range Fiscal 2025 Outlook Revision | Metric | New Outlook | Previous Outlook | | :--- | :--- | :--- | | Organic Net Sales Growth | Flat to 1% | 1% to 3% | | Adjusted EBITDA | $329 - $341 million | $356 - $368 million (lower end) | | GAAP EPS | $2.09 - $2.29 | $2.54 - $2.74 | | Adjusted EPS | $2.85 - $3.05 | $3.15 - $3.35 (lower end) | | Free Cash Flow | $130 - $140 million | $185 million | - The outlook for adjusted gross margin is now an **increase of approximately 10 bps** (**70 bps** at constant currency), down from a previously expected **55 bps increase**, reflecting increased investments and incremental tariffs[21](index=21&type=chunk) - Adjusted operating margin is now expected to **decrease by approximately 65 bps**, a reversal from the previously anticipated **10 bps increase**[21](index=21&type=chunk) - Expected pre-tax charges from restructuring and repositioning actions have been **increased to approximately $33 million** for the full fiscal year, up from the previous estimate of **$29 million**[19](index=19&type=chunk) [Outlook Reconciliation](index=18&type=section&id=Outlook%20Reconciliation) The company provides a reconciliation from its GAAP outlook to its non-GAAP adjusted outlook for fiscal 2025. For Adjusted EPS, total adjustments amount to a **net positive impact of $0.76 to $0.96 per share**. For Adjusted EBITDA, **total positive adjustments** from GAAP Net Income are approximately **$49 million to $59 million** FY2025 GAAP EPS to Adjusted EPS Reconciliation | Description | Per Share Impact (approx.) | | :--- | :--- | | **Fiscal 2025 GAAP EPS** | **$2.09 - $2.29** | | Restructuring and repositioning costs | $0.70 | | Sun Care reformulation costs | $0.11 | | Commercial realignment | $0.06 | | Vendor bankruptcy | $0.04 | | Other costs | $0.11 | | Income taxes on adjustments | ($0.26) | | **Fiscal 2025 Adjusted EPS** | **$2.85 - $3.05** | FY2025 GAAP Net Income to Adjusted EBITDA Reconciliation (in millions) | Description | Amount (approx.) | | :--- | :--- | | **Fiscal 2025 GAAP Net Income** | **$100 - $110** | | Income tax provision | $22 | | Interest expense, net | $72 | | Depreciation and amortization | $87 | | **EBITDA** | **$280 - $292** | | Restructuring and repositioning costs | $33 | | Other adjustments (Sun Care, Commercial, etc.) | $16 | | **Fiscal 2025 Adjusted EBITDA** | **$329 - $341** | [Financial Statements & Reconciliations](index=10&type=section&id=Financial%20Statements%20%26%20Reconciliations) This section presents Edgewell's condensed consolidated financial statements, including statements of earnings, balance sheets, cash flows, and detailed reconciliations of GAAP to non-GAAP measures [Condensed Consolidated Statements of Earnings](index=10&type=section&id=CONDENSED%20CONSOLIDATED%20STATEMENTS%20OF%20EARNINGS) For the three months ended March 31, 2025, net sales were **$580.7 million**, down from **$599.4 million** in the prior year. Net earnings decreased to **$29.0 million** (**$0.60 per diluted share**) from **$36.0 million** (**$0.72 per diluted share**). For the six-month period, net sales also declined, and net earnings fell to **$26.9 million** from **$40.8 million** Statement of Earnings Summary (in millions, except per share data) | Metric | Three Months Ended Mar 31, 2025 | Three Months Ended Mar 31, 2024 | Six Months Ended Mar 31, 2025 | Six Months Ended Mar 31, 2024 | | :--- | :--- | :--- | :--- | :--- | | Net sales | $580.7 | $599.4 | $1,059.1 | $1,088.3 | | Gross profit | $256.2 | $258.1 | $447.8 | $455.8 | | Operating income | $58.9 | $70.1 | $79.2 | $96.2 | | Net earnings | $29.0 | $36.0 | $26.9 | $40.8 | | Diluted EPS | $0.60 | $0.72 | $0.55 | $0.81 | [Condensed Consolidated Balance Sheets](index=11&type=section&id=CONDENSED%20CONSOLIDATED%20BALANCE%20SHEETS) As of March 31, 2025, total assets were **$3.77 billion**, a slight increase from **$3.73 billion** at September 30, 2024. Cash and cash equivalents decreased to **$170.1 million** from **$209.1 million**, while long-term debt increased to **$1.43 billion** from **$1.28 billion**. Total shareholders' equity decreased to **$1.51 billion** Balance Sheet Summary (in millions) | Metric | March 31, 2025 | September 30, 2024 | | :--- | :--- | :--- | | Cash and cash equivalents | $170.1 | $209.1 | | Total current assets | $1,012.4 | $936.0 | | Total assets | $3,772.8 | $3,730.9 | | Long-term debt | $1,433.1 | $1,275.0 | | Total liabilities | $2,258.9 | $2,146.8 | | Total shareholders' equity | $1,513.9 | $1,584.1 | [Condensed Consolidated Statements of Cash Flows](index=12&type=section&id=CONDENSED%20CONSOLIDATED%20STATEMENTS%20OF%20CASH%20FLOWS) For the six months ended March 31, 2025, net cash used for operating activities was **$70.5 million**, a significant negative swing from the **$56.1 million** provided by operating activities in the prior-year period. This was driven by lower net earnings and unfavorable changes in working capital. Net cash used for investing activities increased, while financing activities provided a net inflow of **$72.5 million**, primarily from debt issuance Cash Flow Summary (in millions) | Metric | Six Months Ended Mar 31, 2025 | Six Months Ended Mar 31, 2024 | | :--- | :--- | :--- | | Net cash (used for) provided by operating activities | $(70.5) | $56.1 | | Net cash used for investing activities | $(33.0) | $(19.7) | | Net cash provided by (used for) financing activities | $72.5 | $(59.4) | | Net decrease in cash and cash equivalents | $(39.0) | $(20.2) | | Cash and cash equivalents, end of period | $170.1 | $196.2 | [Notes to Financial Statements](index=13&type=section&id=NOTES%20TO%20CONDENSED%20CONSOLIDATED%20FINANCIAL%20STATEMENTS) The notes provide detailed segment data, GAAP to non-GAAP reconciliations, and breakdowns of net debt and EBITDA. For Q2 2025, total segment profit was **$100.5 million**, down from **$103.5 million** year-over-year. Reconciliations clarify adjustments for items like restructuring, Sun Care reformulation, and commercial realignment to arrive at adjusted figures like Adjusted Operating Income of **$76.7 million** and Adjusted EBITDA of **$99.3 million** for the quarter Q2 2025 Segment Profit Summary (in millions) | Segment | Q2 2025 Profit | Q2 2024 Profit | | :--- | :--- | :--- | | Wet Shave | $46.6 | $40.4 | | Sun and Skin Care | $50.8 | $54.4 | | Feminine Care | $3.1 | $8.7 | | **Total Segment Profit** | **$100.5** | **$103.5** | Q2 2025 GAAP to Non-GAAP Reconciliation Summary (in millions) | Metric | GAAP | Adjustments | Non-GAAP (Adjusted) | | :--- | :--- | :--- | :--- | | Gross Profit | $256.2 | $3.5 | $259.7 | | Operating Income | $58.9 | $17.8 | $76.7 | | Net Earnings | $29.0 | $12.8 | $41.8 | | Diluted EPS | $0.60 | $0.27 | $0.87 | EBITDA Reconciliation Summary (in millions) | Metric | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Net earnings | $29.0 | $36.0 | | EBITDA | $82.7 | $89.1 | | Adjustments | $16.6 | $10.6 | | **Adjusted EBITDA** | **$99.3** | **$99.7** |

Core Insights - Edgewell Personal Care Company reported a net sales decrease of 3.1% to $580.7 million for the second fiscal quarter of 2025, with organic net sales down 1.5% [5][13] - The gross margin increased by 100 basis points to 44.1%, despite a negative impact from foreign currency [6][12] - GAAP EPS decreased by $0.12 to $0.60, while adjusted EPS decreased by $0.01 to $0.87 [12][13] Financial Performance - Net sales were $580.7 million, a decrease of 3.1% compared to the prior year quarter, with organic net sales down 1.5% [5][13] - Gross profit was $256.2 million, compared to $258.1 million in the prior year quarter, with a gross margin of 44.1% [6][31] - Operating income was $58.9 million, or 10.1% of net sales, down from $70.1 million, or 11.7% of net sales in the prior year quarter [9][36] Segment Performance - Wet Shave segment net sales decreased by $7.6 million, or 2.6%, with organic net sales down 0.9% [16] - Sun and Skin Care segment net sales decreased by $4.7 million, or 2.0%, with organic net sales down 0.1% [17] - Feminine Care segment net sales decreased by $6.4 million, or 9.1%, with minimal currency impact [18] Cost and Expenses - Advertising and sales promotion expenses increased to $65.5 million, or 11.3% of net sales, compared to 10.5% in the prior year quarter [7] - Selling, general and administrative expenses were $105.7 million, or 18.2% of net sales, slightly up from 17.9% in the prior year quarter [8] - The company incurred pre-tax restructuring and repositioning expenses of $12.2 million in the quarter [9] Cash Flow and Capital Allocation - Net cash used for operating activities was $70.5 million for the six months ending March 31, 2025, compared to cash flow provided by operating activities of $56.1 million in the prior year period [14] - The company returned $42.7 million to shareholders through share repurchases and dividends in the second quarter [13][15] Full Year Outlook - The company updated its full-year outlook, expecting organic net sales to be flat to 1%, down from a previous range of 1% to 3% [21] - GAAP EPS is now expected to be in the range of $2.09 to $2.29, down from $2.54 to $2.74 [21] - Adjusted EBITDA is expected to be in the range of $329 to $341 million, previously towards the lower end of the range of $356 to $368 million [21]

The upcoming report from Edgewell Personal Care (EPC) is expected to reveal quarterly earnings of $0.90 per share, indicating an increase of 2.3% compared to the year-ago period. Analysts forecast revenues of $590.67 million, representing a decrease of 1.5% year over year.The consensus EPS estimate for the quarter has undergone a downward revision of 0.5% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates duri ...

Group 1 - Edgewell Personal Care Company (NYSE: EPC) has been facing challenges recently, particularly in the personal care products sector, which includes razors and sun and skin care items [1] - The company operates in a competitive market, and its performance may be influenced by broader industry trends and consumer preferences [1] Group 2 - Crude Value Insights provides an investment service focused on oil and natural gas, emphasizing cash flow and the potential for value and growth in these sectors [1] - Subscribers to Crude Value Insights gain access to a stock model account, detailed cash flow analyses of exploration and production firms, and live discussions about the sector [2]

Core Insights - During volatile markets, investors are increasingly turning to the consumer staples sector for stability, prioritizing essential products like food and hygiene items [1] - Familiar household brands play a significant role in consumer choices during uncertain times, providing a sense of comfort [1] Company Analysis: Edgewell Personal Care - Edgewell Personal Care's stock is currently priced at $30.13, with a 52-week range of $26.65 to $41.50 and a dividend yield of 1.99% [3] - The company reported fiscal Q1 2025 earnings with an EPS of $0.07, missing analyst estimates by $0.05, and revenues decreased by 2.1% year-over-year to $478.4 million, below the consensus estimate of $480.11 million [6] - Organic net sales fell by 1.3%, while international sales grew by 2% year-over-year, driven by gains in Wet Shave and Sun and Skincare categories [7] - A weaker U.S. dollar could potentially increase Edgewell's annual revenue by $40–$50 million, as 20% of its revenue comes from international sales [9][10] - The company has a strong private label business and holds over 2,000 global patents, with a 91% distribution of the top 50 global private-label shave retailers [4] Company Analysis: Kenvue - Kenvue, spun off from Johnson & Johnson in 2023, is known for major brands like Tylenol and Band-Aid, and its stock is currently priced at $22.70 with a dividend yield of 3.61% [11][14] - Kenvue's Q4 2024 earnings report showed an EPS of $0.26, in line with estimates, but revenues fell by 0.1% year-over-year to $3.55 billion, missing the consensus of $3.76 billion [15] - The company anticipates organic sales growth of 2% to 4% for 2025, despite a 3% headwind from foreign currency translation [19] - Kenvue is facing pressure from activist investors, which could lead to a breakup or acquisition, adding another layer of potential growth [20]

Core Viewpoint - Edgewell Personal Care Company is set to report its financial results for the second quarter of fiscal year 2025 on May 7, 2025, before market opening [1] Group 1: Financial Reporting - The financial results will be discussed during an investor conference call on May 7, 2025, starting at 8:00 a.m. Eastern Time [1] - The call will be hosted by key executives including President and CEO Rod Little, COO Dan Sullivan, and CFO Francesca Weissman [1] Group 2: Access to Information - Interested parties can access a live webcast of the conference call through the company's website under the "Investors" and "News and Events" sections [2] - A replay of the conference call will also be available for those unable to attend live, accessible via the "Financial Reports" and "Quarterly Earnings" sections on the website [2] Group 3: Company Overview - Edgewell is a leading consumer products company with a diversified portfolio of established brands, including Schick®, Wilkinson Sword®, Playtex®, and Banana Boat® [3] - 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 worldwide [3]