Group 1 - Essity has completed the acquisition of Edgewell Personal Care's feminine care business for USD 340 million (approximately SEK 3 billion) on a cash and debt-free basis, enhancing its focus on high-margin categories and market positions in the US [1][2] - The acquisition includes a diverse product portfolio of liners, pads, and tampons under well-known brands in North America, as well as a production facility in Dover, Delaware, which will be consolidated into Essity's accounts as of February 2, 2026 [2] - The CEO of Essity, Ulrika Kolsrud, expressed optimism about accelerating the growth of the acquired brands, reinforcing the company's personal care business in North America and its ambition to expand in high-yielding categories and key geographies [3] Group 2 - Essity is recognized as a fast-growing player in the feminine care category, with a strong portfolio of regional brands such as Libresse, Bodyform, Nana, Saba, Libra, Nosotras, Knix, and Modibodi, offering a wide range of products including pads, liners, tampons, intimate soaps, intimate wipes, leakproof apparel, and menstrual cups [4]

Group 1 - Edgewell Personal Care Company will report its financial results for the first quarter of fiscal year 2026 on February 9, 2026, before the market opens [1] - The results will be discussed during an investor conference call that will be webcast starting at 8:00 a.m. Eastern Time on the same day [1] - The call will be hosted by President and CEO Rod Little and CFO Francesca Weissman [1] Group 2 - Edgewell is a leading pure-play consumer products company with a diversified portfolio of established brand names, including Schick, Wilkinson Sword, Billie, Edge, Skintimate, Playtex, Stayfree, Carefree, o.b., Banana Boat, Hawaiian Tropic, Bulldog, Jack Black, Cremo, and Wet Ones [2] - 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 [2]

Core Insights - Essity has agreed to acquire Edgewell Personal Care's feminine care business for USD 340 million, enhancing its position in the North American hygiene market [1][3] - The acquisition includes well-known brands such as Carefree, Stayfree, and o.b., as well as global rights for Playtex and a production facility in Dover, Delaware [1][3] - The deal is expected to close in the first quarter of 2026, pending regulatory approvals [1] Financial Summary - The purchase price of USD 340 million represents an EBITDA multiple of approximately 12.1x based on pro-forma IFRS as of June 30, 2025, and 8.3x when including estimated run-rate synergies [1] - For the 12 months ending June 30, 2025, the acquired business reported net sales of USD 261 million and a segment operating profit of USD 17 million [1] Strategic Implications - This acquisition aligns with Essity's strategy to focus on high-margin categories and strengthen its market position in the US, the largest hygiene market globally [1] - Essity aims to leverage its established success in the feminine care sector to grow the acquired brands [1]

Core Viewpoint - Edgewell Personal Care Company has entered into a definitive agreement to sell its feminine care business to Essity for $340 million, aiming to streamline its portfolio and focus on core competitive areas [1][2][3]. Transaction Details - The transaction is expected to close in the first quarter of calendar 2026, pending regulatory approvals [2]. - Edgewell's feminine care brands include Playtex®, Stayfree®, Carefree®, and o.b.® [2]. - Proceeds from the sale will primarily be used to strengthen Edgewell's balance sheet and invest in long-term growth of its core businesses [2]. Strategic Implications - The sale is seen as a pivotal step in Edgewell's transformation, allowing the company to sharpen its focus on core categories and enhance its financial position for sustainable growth [3]. - The acquisition will enable Essity to strengthen its personal care business in North America, aligning with its strategy to focus on high-yield categories [3]. Transition Support - Edgewell will collaborate with Essity to ensure a smooth transition for employees, customers, and consumers, providing certain services to support the transition post-transaction [4]. Financial Impact - Beginning in the first quarter of fiscal 2026, Edgewell will classify the feminine care business as discontinued operations [5]. - The sale is expected to impact adjusted EPS by approximately $0.40 to $0.50 and adjusted EBITDA by $35 to $45 million, net of income from transition support services [5].

Core Viewpoint - Edgewell Personal Care Company is set to report its financial results for the fourth quarter and fiscal year 2025 on November 13, 2025, before market opening, with a conference call scheduled for the same day to discuss the results [1]. Company Overview - Edgewell Personal Care is a leading pure-play consumer products company with a diversified portfolio of established brands, including Schick®, Wilkinson Sword®, Billie®, Edge®, Skintimate®, Playtex®, Stayfree®, Carefree®, o.b.®, Banana Boat®, Hawaiian Tropic®, Bulldog®, Jack Black®, Cremo®, and Wet Ones® [2]. - 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 [2]. Recent Developments - Edgewell Personal Care announced a new leadership structure aimed at streamlining operations and enhancing efficiency, with the departure of Chief Operating Officer Dan Sullivan effective October [3]. - The company has been recognized as the 1 employer in Connecticut on Forbes America's Best-In-State Employers 2025 list, highlighting its strong employer brand [4].