CHARLOTTE, N.C., Feb. 04, 2026 (GLOBE NEWSWIRE) -- First Quarter Highlights GAAP: Net sales of $792 million, Operating income of $14 millionNon-GAAP: Adjusted EBITDA of $93 millionFiscal 2026 guidance: Reaffirmed adjusted EBITDA of $380 - $410 million and free cash flow of $90 - $110 million Curt Begle, Magnera’s CEO, commented: “Magnera delivered a strong first quarter that met our expectations and reinforces our full-year 2026 Adjusted EBITDA and free cash flow guidance. These results reflect the continu ...

Company Overview - Pee Safe, founded in 2013, focuses on affordable sanitary solutions and body-friendly products aimed at reducing health and wellness complications for women [5] - The product lineup includes organic cotton tampons, breast pads, panty liners, intimate wash products, wipes, maternity care products, and anti-pollution dust masks [5] - Pee Safe competes with brands such as Sirona, Sanfe, Nua Women, Plush, and major companies like Johnson & Johnson and Procter & Gamble [5] Recent Funding - Pee Safe has secured $32 million (approximately INR 288 crore) in its Series C funding round from OrbiMed, which is backed by Netmeds, through a mix of primary and secondary share sales [3][4] - The investment will be utilized to expand its offline retail presence, enhance brand-led marketing, and accelerate growth in quick commerce and leading marketplaces [3][4] Strategic Goals - The fresh capital will significantly deepen Pee Safe's offline distribution and accelerate momentum in quick commerce and e-commerce, allowing the company to reach more consumers at scale [4] - OrbiMed's Dr. Sunny Sharma and Sumona Chakraborty will join Pee Safe's board as part of the investment deal [4] Industry Insights - The global femtech market was valued at $60.2 billion in 2024 and is projected to grow at a CAGR of 16% over the next decade, indicating strong demand for sanitary and hygienic products [6] - The femtech segment is attracting significant investment due to the high demand for sanitary and hygienic products in the consumer industry [6]

Company Overview - Magnera Corporation (NYSE: MAGN) serves over 1,000 customers globally, providing a diverse range of material solutions including components for absorbent hygiene products, protective apparel, wipes, specialty building and construction products, and products for the food and beverage industry [3] - The company operates across 45 global production facilities and is supported by more than 8,500 employees [3] Upcoming Financial Results - Magnera is set to release its first quarter results on February 5, 2026, prior to trading on the New York Stock Exchange [1] - An investor presentation will be available on the company's website shortly after the earnings release [1] - A conference call to discuss the financial results will take place at 10:00 a.m. ET on the same day [1][2] Company Mission and History - Magnera's purpose is to improve the world by realizing new possibilities, having delivered material solutions for over 160 years [4] - The company has consistently adapted to economic challenges, global pandemics, and changing customer needs, maintaining a strong commitment to problem-solving and exceeding expectations [4]

Core Insights - The Honest Company is participating in the Northland Growth Conference 2025, with key executives attending to engage with investors [1] Company Overview - The Honest Company, listed on NASDAQ as HNST, focuses on creating cleanly-formulated and sustainably-designed personal care products across various categories including diapers, wipes, baby personal care, beauty, apparel, household care, and wellness [2] - Founded in 2012, the company aims to challenge traditional ingredients and industry standards through its Honest brand and mission [2]

Bank of America Leveraged Finance Presentation Curt Begle - Chief Executive Officer Jim Till- Chief Financial Officer Robert Weilminster – EVP Investor Relations 1 December 2025 Safe Harbor Statements and Important Information Magnera Corporation (NYSE: MAGN) serves 1,000+ customers worldwide, offering a wide range of material solutions, including components for absorbent hygiene products, protective apparel, wipes, specialty building and construction products, and products serving the food and beverage ind ...

Core Insights - Magnera Corporation will participate in the 2025 Bank of America Leveraged Finance Conference on December 2, 2025, with key executives presenting and hosting meetings with institutional investors [1] - A live webcast of the presentation will be available on the company's website [2] - Magnera serves over 1,000 customers globally, providing a diverse range of material solutions across various industries [2][3] Company Overview - Magnera Corporation has been delivering material solutions for over 160 years, adapting to economic changes and evolving customer needs [3] - The company operates 45 global production facilities and employs over 8,500 people [2] - Magnera's mission is to create new possibilities and build strong partnerships that can withstand market fluctuations [3]

Core Insights - Magnera reported strong sales and record cash from operations, leading to a 33.4% increase in stock price [1] - The company exceeded analyst expectations for Q4 2025 sales, reporting $839 million against an expectation of $838 million [1][3] - Year-over-year sales growth for Q4 was 51%, with a turnaround in operating income from a loss of $167 million to a profit of $10 million [3][8] Financial Performance - For the full fiscal year, Magnera achieved a sales growth of 46.5% and an operating profit of $5 million [3] - Net losses remained relatively stable year-over-year at $159 million compared to $155 million in fiscal 2024, while generating positive free cash flow of $36 million in 2025 [4] - The company aims for a free cash flow forecast of $90 million to $110 million for fiscal 2026, with a midpoint estimate of $100 million [6] Market Outlook - CEO Curt Begle expressed pride in the company's accomplishments and noted that they exceeded free cash flow targets [5] - The stock is considered potentially undervalued with a market cap of $283 million, suggesting it may be a good buying opportunity [6]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $93 million, down 7% year-over-year, primarily due to declines in diapers, apparel, and Honest.com [20][21] - Gross margin decreased to 37%, down 140 basis points from the previous year, mainly due to tariff costs and lower volume deleverage [21] - Positive net income of approximately $1 million was reported, with adjusted EBITDA at $4 million, down $3.5 million year-over-year [22] Business Line Data and Key Metrics Changes - Diapers represented about 30% of revenue and were the leading driver of revenue declines, with consumption down double digits [15][21] - Wipes and personal care categories showed strong performance, with combined revenue making up over 50% and double-digit consumption growth [9][11] - Consumption growth for wipes was up 24%, significantly outpacing the category growth of 3% [9] Market Data and Key Metrics Changes - Overall consumption for the quarter was up 2%, trailing the overall category growth of 3% [7] - Amazon, as the largest customer, saw Honest consumption growth of 16% year-over-year [8] - Household penetration increased to 7.4%, up 80 basis points year-over-year, indicating stronger consumer loyalty [8] Company Strategy and Development Direction - The company launched "Transformation 2.0, Powering Honest Growth," focusing on core categories of wipes, personal care, and diapers while exiting lower-margin categories [5][24] - The strategy includes exiting Honest.com as a direct fulfillment website and the apparel partnership, as well as ceasing operations in Canada [5][24] - Cost optimization actions will be implemented to simplify the operating model and improve profitability [6][24] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a challenging consumer environment impacting revenue, particularly in the diaper category [4][15] - The company remains committed to improving diaper offerings and addressing consumer price sensitivity through various pricing strategies [17][38] - The outlook for 2025 includes a revenue range of -3% to flat, with organic revenue growth projected at 4%-6% [26] Other Important Information - The company reported a cash position of $71 million with no debt outstanding, providing financial flexibility [22] - The transformation initiative is expected to incur one-time costs of $25-$35 million but aims to achieve annual cost savings of $8-$15 million [24][25] Q&A Session Summary Question: Why the decision to implement Transformation 2.0 now? - Management emphasized the need to focus on categories with higher growth potential and profitability, building on the success of the previous transformation [30] Question: How is the redesign of diapers impacting velocity trends? - Management noted that while diaper performance is not satisfactory, improvements in product quality and pricing strategies are showing early positive results [34][38] Question: What is the timeline for exiting non-strategic categories? - The company expects to wind down operations for Honest.com, Canada, and the apparel partnership by the end of the fiscal year [44] Question: How is the promotional environment affecting pricing levels? - Management indicated that the diaper category is experiencing significant promotional activity, with a focus on aligning pricing with consumer expectations [47][49]

Core Insights - The Honest Company reported a quarterly revenue of $93 million, a decrease of 6.7% compared to the previous year, but achieved a positive net income of $1 million, marking a 3.6% increase [8][15] - The company announced the launch of "Transformation 2.0: Powering Honest Growth," aimed at simplifying its business model and focusing on strategic growth areas while exiting lower-margin categories [4][5] - The updated full-year 2025 revenue outlook is now projected to be between -3% to flat, with an Adjusted EBITDA outlook of $21 to $23 million, reflecting lower revenue expectations [17][20] Financial Performance - Third quarter revenue was $92.6 million, down from $99.2 million in the same period last year, with organic revenue decreasing to $72.6 million from $76.1 million [7][10] - Gross margin decreased to 37.3%, down 140 basis points from 38.7%, primarily due to lower sales volume and increased tariff costs [13] - Operating expenses decreased by $4 million to $34 million, driven by reduced selling, general, and administrative expenses [14] Strategic Initiatives - The "Transformation 2.0" program includes exiting certain lower-margin categories, such as Honest.com fulfillment and apparel, and optimizing the cost structure [5][6] - The revenue from categories being exited accounted for 22% and 21% of total revenue for the three and nine months ended September 30, 2025, respectively [6] - The company aims to enhance operational efficiency and strengthen financial profitability through these strategic changes [4] Outlook - The company anticipates organic revenue growth of 4-6% for the full year 2025, excluding revenue from exited categories [19] - The updated financial outlook reflects potential risks related to the wind-down of strategic exits and declines in diaper revenue [17][20] - The company ended the third quarter with $71 million in cash and cash equivalents, an increase of $18 million compared to the previous year [16]

Core Points - Magnera (NYSE: MAGN) is set to release its fourth quarter and fiscal year 2025 results on November 20, 2025, before trading begins on the New York Stock Exchange [1] - A conference call will be held on the same day at 10:00 a.m. ET to discuss the financial results, including a Q&A session and a webcast option for participants [2] - Magnera serves over 1,000 customers globally, providing a diverse range of material solutions across various industries, supported by more than 9,000 employees and 46 production facilities [3] - The company has a long history of over 160 years, focusing on delivering material solutions that meet the evolving needs of its partners and customers [4] Company Overview - Magnera Corporation specializes in material solutions for absorbent hygiene products, protective apparel, wipes, specialty building and construction products, and food and beverage industry products [3] - The company emphasizes building personal partnerships and adapting to changing market conditions, showcasing its resilience through economic challenges and global events [4]