Financial Data and Key Metrics Changes - The company reported a solid start to fiscal Q1 2026, with results modestly ahead of expectations, driven by strength in North America offsetting softness in international markets [8][10] - Organic net sales decreased by 50 basis points, with North America showing growth while international markets faced declines due to product development phasing [10][22] - Adjusted EPS was reported at a loss of $0.03, and adjusted EBITDA was $38 million, both better than the outlook [22] Business Line Data and Key Metrics Changes - Organic net sales in Wet Shave declined approximately 4%, while sun and skincare organic net sales increased by approximately 8%, with sun care growing nearly 20% [22][24] - Grooming organic net sales growth was approximately 7%, led by significant growth in Cremo and Bulldog, while Wet Ones saw a decline of about 15% [24][25] - North America organic net sales grew just under 1%, driven by sun care and grooming, while international markets showed double-digit growth in Oceania and Greater China [22][23] Market Data and Key Metrics Changes - In the U.S., market share declined by 100 basis points overall, but branded volume share increased by 50 basis points, indicating some resilience in brand performance [23][24] - Outside the U.S., share gains were noted in key markets including Australia, Europe, Canada, and China, with over 70% of markets either growing or holding market share [11][12] Company Strategy and Development Direction - The divestiture of the feminine care business is seen as a pivotal step in the company's transformation, allowing for a sharper focus on core categories like shave, sun, skincare, and grooming [9][10] - The company aims to drive sustainable growth and stronger margins by reallocating capital and resources towards these core businesses [9][10] - The strategy includes a focus on international growth, innovation, productivity, and U.S. transformation, with plans for increased brand investment and improved distribution [12][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in returning to organic net sales growth, driven by mid-single-digit growth in international markets and a more stable performance in North America [19][20] - The company anticipates gross margin expansion supported by productivity gains, despite facing inflationary pressures and tariff impacts [20][21] - Management remains focused on disciplined capital allocation, prioritizing free cash flow generation and debt reduction following the divestiture [35][36] Other Important Information - The company declared a quarterly dividend of $0.15 per share, returning approximately $7 million to shareholders [28] - Adjusted free cash flow is expected to be in the range of $80 million to $110 million for the year, driven by working capital improvements [35] Q&A Session Summary Question: Thoughts on portfolio construction post-Fem Care divestiture - Management highlighted the strategic move to divest the Fem Care business, which was growth dilutive and capital intensive, allowing for a more focused approach on core categories [39][40] Question: Expectations for fiscal Q2 organic sales - Management expects organic net sales to be down about 3% in Q2, with timing shifts affecting performance, but remains confident in achieving the full-year outlook [50][51] Question: Implications of Fem Care dilution into fiscal 2027 - Management discussed the transitional services agreement with Essity and the need to address stranded costs, indicating a stronger portfolio and improved cash flow recovery in fiscal 2027 [53][58] Question: Organic sales phasing and category growth expectations - Management confirmed that category growth rates remain relevant, with expectations for improved performance in the second half of the year driven by better distribution and innovation [64][66]

Core Insights - Edgewell Personal Care (EPC) reported revenue of $537.2 million for the quarter ended September 2025, marking a year-over-year increase of 3.8% [1] - The earnings per share (EPS) for the same period was $0.68, down from $0.72 a year ago, indicating a decline [1] - The reported revenue exceeded the Zacks Consensus Estimate of $536.03 million by 0.22%, while the EPS fell short of the consensus estimate of $0.82 by 17.07% [1] Revenue Performance - Net Sales in Feminine Care reached $67.3 million, slightly below the average estimate of $67.62 million, reflecting a year-over-year increase of 0.9% [4] - Net Sales in Wet Shave amounted to $321.9 million, compared to the estimated $328.88 million, showing a year-over-year increase of 1.2% [4] - Net Sales in Sun and Skin Care were reported at $148 million, surpassing the average estimate of $139.53 million, with a significant year-over-year increase of 11.5% [4] Stock Performance - Over the past month, shares of Edgewell Personal have declined by 6.2%, contrasting with the Zacks S&P 500 composite's increase of 4.6% [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Insights - Edgewell Personal Care (EPC) reported revenue of $627.2 million for the quarter ended June 2025, a decrease of 3.2% year-over-year [1] - Earnings per share (EPS) were $0.92, down from $1.22 in the same quarter last year, reflecting an EPS surprise of -8.91% against a consensus estimate of $1.01 [1] - The reported revenue fell short of the Zacks Consensus Estimate of $657.04 million, resulting in a surprise of -4.54% [1] Financial Performance Metrics - Net Sales in Feminine Care were $66.8 million, below the average estimate of $72.13 million, marking a year-over-year decline of 10.5% [4] - Net Sales in Wet Shave reached $317 million, slightly below the estimated $322.83 million, with a marginal year-over-year increase of 0.2% [4] - Net Sales in Sun and Skin Care totaled $243.4 million, falling short of the average estimate of $262.08 million, representing a year-over-year decrease of 5.3% [4] Stock Performance - Over the past month, shares of Edgewell Personal have returned +2%, outperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

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]