SHELTON, Conn., Jan. 12, 2026 /PRNewswire/ -- Edgewell Personal Care Company [NYSE: EPC] will report its financial results for the first quarter fiscal year 2026 before the market opens on February 9, 2026. Edgewell will discuss its results during an investor conference call that will be webcast on February 9, 2026, beginning at 8:00 a.m. Eastern Time. The call will be hosted by President and Chief Executive Officer Rod Little and Chief Financial Officer Francesca Weissman. All interested parties may access ...

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]