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Prestige Consumer Healthcare (PBH) FY Conference Transcript
2025-06-11 15:30
Prestige Consumer Healthcare (PBH) FY Conference June 11, 2025 10:30 AM ET Speaker0 Good morning, everyone, and thank you for joining us at Oppenheimer's twenty fifth Annual Consumer Growth and Ecommerce Conference. My name is Rupesh Parikh. I'm the senior food, grocery, and consumer products analyst here at Oppenheimer. I'm happy to introduce our next presenting company, Prestige Consumer Healthcare. Joining us today are CEO, Ron Lombardi and VP, IR, and Treasury, Phil Turpolili. Prestige sells and distrib ...
Prestige Consumer Healthcare (PBH) FY Earnings Call Presentation
2025-06-11 13:39
Safe Harbor Disclosure This presentation contains certain "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995, such as statements regarding the Company's expected financial performance, including revenues, organic revenue growth, diluted EPS, and free cash flow; the Company's reinvestment in Clear Eyes as supply increases; the Company's ability to execute on its brand- building strategy and to drive free cash flow and maximize shareholder value; e-commerce ...
Should You Continue to Hold Prestige Consumer Stock in Your Portfolio?
ZACKS· 2025-06-11 13:35
Key Takeaways PBH gains from digital strategies, e-commerce momentum and niche brand innovations like Hydralyte. Acquisitions and product diversity help PBH minimize category-specific slowdowns and market volatility. Long-term debt of $1.01B and forex risks challenge PBH's profitability despite solid revenue growth forecasts.Prestige Consumer Healthcare’s (PBH) long-term growth strategy centers on building great brands. The company continues to experience robust momentum in the e-commerce channel as a res ...
Prestige Consumer Gains 35.7% in a Year: What's Driving the Stock?
ZACKS· 2025-05-27 13:15
Core Viewpoint - Prestige Consumer (PBH) has shown strong momentum with a 35.7% increase in share price over the past year, outperforming the industry growth of 7.9% and the S&P 500's 9.3% increase, indicating solid fundamentals and growth opportunities for investors [1] Company Overview - Prestige Consumer develops, manufactures, markets, sells, and distributes over-the-counter (OTC) healthcare and household cleaning products across the United States, Canada, Australia, and other international markets, including e-commerce channels [2] - The company operates through two segments: North American OTC Healthcare and International OTC Healthcare, with major brands including BC, Goody's, Chloraseptic, and Dramamine [3] Factors Favoring Share Price Growth - The upward trend in PBH's share price is supported by a diverse portfolio of well-recognized consumer brands, with significant contributions from the Gastrointestinal (GI) and Women's Health categories in fiscal 2025 [4] - The company is experiencing impressive growth in the e-commerce channel, reflecting a long-term trend of increasing online purchases [4] - Strategic acquisitions, including TheraTears and Hydralyte, are viewed positively by investors, enhancing PBH's product offerings in the VMS and Cough & Cold categories [5] - PBH's focus on brand building and product innovation has allowed its brands to maintain a leading market share, with Hydralyte's expansion into international markets exemplifying this strategy [6] Market Position and Brand Strength - The Fleet brand, a leader in the rectal laxative category, holds over 50% market share and is expanding into adjacent categories [7] - The women's health franchise is represented by leading brands Monistat and Summer's Eve, contributing to PBH's strong market position [7] Financial Estimates - The Zacks Consensus Estimate for PBH's fiscal 2026 EPS has increased by 0.2% to $4.77, with an earnings yield of 5.6% compared to the industry's 0.6% [11]
Prestige sumer Healthcare (PBH) - 2025 Q4 - Earnings Call Transcript
2025-05-08 13:32
Prestige Consumer Healthcare (PBH) Q4 2025 Earnings Call May 08, 2025 08:30 AM ET Company Participants Phil Terpolilli - Vice President of Investor Relations & TreasurerRonald Lombardi - Chairman, President & CEOChristine Sacco - CFO & COOKeith D - Vice PresidentDouglas Lane - Head of Consumer Products Conference Call Participants Rupesh Parikh - Managing Director and Senior AnalystSusan Anderson - Managing Director & Senior AnalystNone - AnalystAnthony Lebiedzinski - Senior Equity Research Analyst Operator ...
Prestige sumer Healthcare (PBH) - 2025 Q4 - Earnings Call Transcript
2025-05-08 13:30
Prestige Consumer Healthcare (PBH) Q4 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 and thank you for standing by. Welcome to the Prestige Consumer Healthcare's Fourth Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Phil Turpoli, Vice ...
UPDATED: Prestige Consumer Healthcare Inc. Reports Record Fiscal 2025 Revenue and Earnings
Globenewswire· 2025-05-08 11:09
Core Insights - Prestige Consumer Healthcare Inc. reported strong financial results for the fourth quarter and fiscal year ended March 31, 2025, with record sales driven by international business strength and eCommerce growth [2][3][6] - The company achieved a 7.0% increase in fourth-quarter revenues to $296.5 million compared to $277.0 million in the same quarter of the previous year, with a 7.9% organic revenue growth [3][8] - Fiscal year 2025 revenues totaled $1,137.8 million, reflecting a 1.1% increase from $1,125.4 million in fiscal year 2024, with notable growth in the Gastrointestinal category [6][7] Financial Performance - Fourth-quarter net income was reported at $50.1 million, up from $49.5 million in the prior year, with diluted earnings per share (EPS) of $1.00 compared to $0.98 [4][7] - For fiscal year 2025, net income reached $214.6 million, an increase from $209.3 million in the previous year, with diluted EPS of $4.29 compared to $4.17 [7][8] - Non-GAAP adjusted net income for the fourth quarter was $65.9 million, up from $51.4 million in the prior year, leading to an adjusted diluted EPS of $1.32 compared to $1.02 [4][8] Segment Performance - North American OTC Healthcare segment revenues for the fourth quarter were $248.9 million, a 7.7% increase from $231.1 million in the prior year, driven by growth in GI and Women's Health categories [13][14] - International OTC Healthcare segment revenues for the fourth quarter were $47.6 million, a 3.7% increase from $45.9 million in the prior year, with strong performance from the Hydralyte brand [15][16] Cash Flow and Capital Allocation - The company generated $61.8 million in net cash from operating activities in the fourth quarter, down from $66.9 million in the prior year, with non-GAAP free cash flow of $58.4 million compared to $63.8 million [10][11] - For fiscal year 2025, net cash provided by operating activities was $251.5 million, slightly up from $248.9 million in the previous year, with non-GAAP free cash flow increasing by 1.6% to $243.3 million [11][12] Outlook - The company anticipates organic revenue growth of approximately 1% to 2% and diluted EPS in the range of $4.70 to $4.82 for fiscal year 2026, despite facing inflationary pressures from tariffs [17][18] - The initial revenue outlook for fiscal 2026 is projected between $1,140 million and $1,155 million, with free cash flow expected to exceed $245 million [18]
Prestige Consumer Healthcare Inc. Reports Record Fiscal 2025 Revenue and Earnings
Globenewswire· 2025-05-08 10:00
Core Insights - Prestige Consumer Healthcare Inc. reported strong financial results for the fourth quarter and fiscal year ended March 31, 2025, with record sales driven by international business strength and eCommerce growth [2][3][6]. Financial Performance - Fourth quarter revenues reached $296.5 million, a 7.0% increase from $277.0 million in the same quarter of the previous year, with a 7.9% increase when excluding foreign currency impacts [3][6]. - Fiscal year 2025 revenues totaled $1,137.8 million, up 1.1% from $1,125.4 million in fiscal year 2024, with a 1.2% increase excluding foreign currency effects [6][7]. - Net income for the fourth quarter was $50.1 million, compared to $49.5 million in the prior year, while diluted earnings per share (EPS) increased to $1.00 from $0.98 [4][7]. - For fiscal year 2025, reported net income was $214.6 million, up from $209.3 million, with diluted EPS rising to $4.29 from $4.17 [7][8]. Segment Performance - North American OTC Healthcare segment revenues for Q4 were $248.9 million, a 7.7% increase from $231.1 million in the prior year, driven by growth in GI and Women's Health categories [13][14]. - International OTC Healthcare segment revenues for Q4 were $47.6 million, a 3.7% increase from $45.9 million, with significant growth attributed to the Hydralyte brand [15][16]. Cash Flow and Capital Allocation - The company generated $61.8 million in net cash from operating activities in Q4, down from $66.9 million in the prior year, while non-GAAP free cash flow was $58.4 million, a decrease from $63.8 million [10][11]. - For the fiscal year, net cash provided by operating activities was $251.5 million, slightly up from $248.9 million, with non-GAAP free cash flow increasing by 1.6% to $243.3 million [11][12]. Shareholder Returns and Debt Management - The company repurchased approximately 0.7 million shares for about $51.5 million during fiscal 2025, reducing net debt to approximately $0.9 billion, resulting in a leverage ratio of 2.4x [12][18]. - The company plans to maintain a disciplined capital allocation approach, focusing on share repurchases, M&A, and deleveraging [2][8]. Fiscal 2026 Outlook - The company anticipates organic revenue growth of approximately 1% to 2% and diluted EPS in the range of $4.70 to $4.82 for fiscal 2026, despite facing inflationary headwinds from tariffs [17][18].
3 Undervalued Medical Device Stocks to Buy in 2025 Amid Tariff Woes
ZACKS· 2025-04-17 14:55
Trade Policy Impact - The United States has implemented new tariffs, with a 10% baseline tariff on most imports and up to 145% on Chinese goods, significantly affecting global trade dynamics [1] - The elimination of the "de minimis" exemption for shipments under $800 impacts low-cost Chinese e-commerce platforms like Temu and Shein [1] - China has responded by suspending exports of critical minerals, escalating the trade conflict and increasing uncertainty in global markets [1] Economic Consequences - Previous tariffs from 2018 to 2020 resulted in over $80 billion in additional costs for American businesses and consumers, raising concerns about price increases and margin compression across industries [2] - The reintroduction of tariffs in 2025 has raised alarms in the corporate sector, particularly regarding the implementation timeline and potential retaliatory measures from trade partners like China [2] Pharmaceutical Sector - The U.S. government is preparing to impose tariffs on select pharmaceutical imports from countries like China and India, raising concerns about increased costs and supply chain disruptions [3] - Pharmaceutical companies, reliant on international manufacturing, are particularly vulnerable to trade disruptions, leading to a cautious sentiment in the industry [3] Medical Device Sector - The medical device sector is identified as a strong investment opportunity, driven by technological advancements, demographic trends, and increasing demand for healthcare solutions [4] - The global medical devices market was valued at $518.46 billion in 2023 and is projected to grow to over $886.80 billion by 2032, with a CAGR of 6.3% [5] Investment Opportunities - Amid tariff uncertainties, investors are focusing on undervalued stocks with strong balance sheets and resilient performance, particularly in the medical device sector [6] - Promising undervalued stocks for 2025 include Cencora, Inc. (COR), Hims & Hers Health (HIMS), and Prestige Consumer (PBH) [6] Cencora, Inc. - Cencora is a major pharmaceutical services company with a diverse portfolio, including biologics and complex injectables [7] - The company has launched Accelerate Pharmacy Solutions to optimize operations for healthcare customers and has acquired Retina Consultants of America to enhance its specialty leadership [8] - Cencora's stock trades at a P/S ratio of 0.17, lower than the Medical Services market's 0.40, with an expected 11.6% growth in 2025 earnings [9] Hims & Hers Health - Hims & Hers Health offers subscription-based telehealth services and aims to simplify healthcare through a digital-first platform [10] - The company has a P/S ratio of 2.47, discounted compared to the industry's 4.03, with a projected 58% growth in 2025 earnings [11] Prestige Consumer - Prestige Consumer provides over-the-counter healthcare products and has a strong presence across various retail channels [12] - The gastrointestinal product category is a significant growth driver, representing nearly one-fifth of North American sales [13] - The stock trades at a P/S ratio of 3.43, lower than the industry's 5.32, with a recent earnings surprise of 5.17% [16]