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Kimberly-Clark de México, S. A. B. de C.
Seeking Alpha· 2025-07-18 18:13
Core Insights - Kimberly-Clark de México reported Q2 2025 sales of MXN 14.1 billion, which is flat compared to the previous year but represents a 1.7% increase from Q1 2025, marking an all-time quarterly record [3][4] - Total volume decreased by 3.3%, while price/mix increased by 3.3%. Consumer Products and Away from Home segments saw declines of 2.2% and 7.8%, respectively [4] - Exports increased significantly by 24.5%, with double-digit growth in both converted products and hard roll sales [4] - The cost of goods sold rose by 7.2%, influenced by mixed results in raw materials, with favorable conditions for SAM and resins, but negative impacts from recycled fibers and fluff [4] - Foreign exchange rates were notably higher, averaging 17.3% increase [4]
EWCZ EBITDA Expansion Shows Early Wins: Can Margins Stay Strong?
ZACKS· 2025-07-15 15:55
Core Insights - European Wax Center, Inc. (EWCZ) achieved a significant EBITDA improvement in Q1 of fiscal 2025, raising questions about the sustainability of this expansion [1][8] - The company reported adjusted EBITDA of $18.8 million, a 7.2% year-over-year increase, with margins increasing to 36.5% from 33.7% [1][8] Financial Performance - The EBITDA margin expansion was primarily driven by revenue growth, advertising, and the timing of selling, general and administrative expenses, which provided a temporary boost to profitability [2] - EWCZ reaffirmed its full-year adjusted EBITDA guidance of $69 million to $71 million, indicating confidence in its cost structure and marketing strategy [4][8] Marketing Strategy - EWCZ plans to distribute advertising expenses more evenly throughout 2025 to support new guest acquisition and stabilize marketing activities [3] - The company has reported early progress in marketing efficiency with the implementation of a new media strategy [2] Market Position - EWCZ's shares have increased by 61.6% over the past three months, slightly trailing the industry's growth of 62.6% [7] - The company trades at a forward price-to-earnings ratio of 8.15X, significantly lower than the industry average of 28.11X, indicating potential undervaluation [9] Earnings Estimates - The Zacks Consensus Estimate for EWCZ's fiscal 2025 and 2026 earnings implies year-over-year growth of 35.6% and 8.2%, respectively [10] - Current earnings estimates for the upcoming quarters show a positive growth trajectory, with a year-over-year growth estimate of 13.33% for the current quarter [11]
Colgate-Palmolive: Brushing Off Big Returns
Seeking Alpha· 2025-07-14 10:44
Colgate-Palmolive (NYSE: CL ) introduces itself in its annual report as a "caring, innovative growth company reimagining a healthier future for all people, their pets, and our planet." The company is operating in two segments: oral, personal, and home Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seekin ...
EWCZ Marketing Shift Shows Early Wins: Can Growth Reignite Fast?
ZACKS· 2025-07-11 15:06
Core Insights - European Wax Center, Inc. (EWCZ) is undergoing a significant marketing transformation, showing early signs of improvement in guest trends after implementing a new advertising effectiveness platform in Q1 FY25 [1][7] - The company is focusing on data-driven, digital-first marketing strategies, which include enhanced measurement tools that connect media impressions to in-center behavior, leading to smarter marketing spend and reduced acquisition costs [2][7] - EWCZ's marketing efforts are closely integrated with franchisee operations, utilizing new support tools and communication platforms, with plans for a major ad campaign during the summer to boost traffic recovery [3] Marketing Efficiency Comparison - Coty Inc. (COTY) is shifting its marketing strategy towards high-ROI categories while reducing focus on lower-return segments, facing challenges from inconsistent demand and global channel fragmentation [4] - Helen of Troy Limited (HELE) is simplifying its marketing execution and prioritizing high-return investments, reporting success in influencer-backed launches despite facing tariff disruptions and pricing pressures [5] Financial Performance - EWCZ shares have increased by 64.6% over the past three months, outperforming the industry growth of 50.1% [6] - The company has a forward price-to-earnings ratio of 8.61X, significantly lower than the industry average of 27.7X, indicating potential undervaluation [8] - The Zacks Consensus Estimate predicts EWCZ's earnings growth of 35.6% for fiscal 2025 and 8.2% for fiscal 2026 [9]
Procter & Gamble: A Juggernaut Cannot Escape Consumers Being Pressured
Seeking Alpha· 2025-06-29 14:30
Group 1 - Procter & Gamble is positioned favorably in the consumer packaged food industry, particularly in personal care, amidst struggles faced by many competitors [1] - The company benefits from a significant scale advantage, which enhances its competitive position [1] - The investing group "Value In Corporate Events" focuses on identifying opportunities in major corporate events such as IPOs, mergers & acquisitions, and earnings reports [1] Group 2 - The service provided by "Value In Corporate Events" includes coverage of 10 major events per month, aimed at finding the best investment opportunities [1]
Edgewell Personal Care Releases its 2024 Sustainability Report
Prnewswire· 2025-06-24 12:00
Core Viewpoint - Edgewell Personal Care Company has released its fiscal 2024 Sustainability Report, highlighting progress towards its Sustainable Care 2030 strategy, which focuses on embedding sustainability across its brands, operations, supply chain, and communities [1][2]. Brands - 90% of fiber- and paper-based packaging across the product portfolio is made from recycled and/or certified responsibly sourced fiber [6] - There has been a 23.6% reduction in virgin petroleum-based plastic in disposable razor handles compared to the FY19 baseline [6] - The company introduced BANANA BOAT 360 COVERAGE SUNSCREEN MIST with a reusable sprayer and refill bottles made from recycled plastic [6] - CREMO's new range of antiperspirants and deodorants features barrels made from 100% recycled plastic [6] - Over 1 million individual menstrual health products were donated to nonprofit organizations by the Feminine Care team in FY24 [6] Operations and Supply Chain - Approximately 95% of lighting at most manufacturing sites has been upgraded to energy-efficient LEDs [6] - There was a 35% reduction in waste across manufacturing facilities in FY24 compared to the FY19 baseline [6] - 55% of Edgewell's manufacturing facilities achieved or maintained zero-waste-to-landfill status in FY24 [6] - 100% of palm oil used in products is certified sustainable, sourced directly or through credits [6] People and Communities - 85% of teammates reported satisfaction with Edgewell as a workplace in the annual Global Teammate Experience Survey [6] - More than 37,500 recognition moments were celebrated for teammates in FY24 [6] - The company achieved a world-class injury rate of 0.65 [6] - Approximately $915,000 was donated in charitable giving throughout FY24 [6] Recognition - Edgewell was ranked as one of America's Most Responsible Companies by Newsweek and Statista for the sixth consecutive year, placing 4 in the retail & consumer goods industry in 2025 [6] - The company was recognized as one of America's Climate Leaders by USA Today for significant reductions in core greenhouse gas emissions intensity [6] - Edgewell ranked in the top 25 of Forbes America's Best Midsize Employers in 2025 and 1 in the packaged goods industry [6] About Sustainable Care 2030 - Sustainable Care 2030 is Edgewell's strategy aimed at balancing business growth with environmental and societal care, including key commitments and targets across brands, operations, and communities [8].
U by Kotex® Teams Up with #1 Pickleball Player Anna Leigh Waters to Help Smash Period Stigma in Sports
Prnewswire· 2025-06-18 13:08
Group 1 - U by Kotex® has partnered with Anna Leigh Waters, the number one pickleball player, to challenge the stigma surrounding menstruation in sports [1][2][3] - A study indicates that some women's mental agility may improve during menstruation, with faster reaction times and better accuracy [2] - More than 84% of teenage girls aged 11-16 report a decrease in interest in sports after starting their period, and nearly 25% feel embarrassed to participate in physical activities during their menstrual cycle [3] Group 2 - The partnership aims to empower women to continue participating in sports regardless of their menstrual cycle, promoting the message that periods should not hinder athletic performance [3][4] - U by Kotex® emphasizes the importance of showcasing female athletes' resilience and strength, aligning with their mission to normalize conversations about menstruation in sports [4]
Ontex launches discreet incontinence range to European healthcare partners
Globenewswire· 2025-06-17 09:00
Key highlights Developed to meet growing demand for dignified, high-quality and affordable continence care in both home and healthcare settings Discreet, breathable design stays virtually invisible under clothing for everyday confidence Innovations include channeled core pants for instant dryness and night pads for women with a wider back for better overnight protection Aalst, Belgium, June 17, 2025 – Ontex Group NV [EURONEXT: ONTEX], a leading international developer and producer of personal care solution ...
Kenvue considering sale of skin and beauty brands to streamline portfolio: report
Proactiveinvestors NA· 2025-06-13 14:34
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]
618必入产品,2025夏季焦点产品计划重磅发布
36氪· 2025-06-12 13:12
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