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1. Company Snapshot

1.a. Company Description

Edgewell Personal Care Company, together with its subsidiaries, manufactures and markets personal care products worldwide.It operates through three segments: Wet shave, Sun and Skin care, and Feminine care.The Wet Shave segment provides razor systems, such as razor handles and refillable blades, and disposable shave products for men and women under the Schick, Wilkinson Sword, Edge, Skintimate, Shave Guard, and Personna brands.


The Sun and Skin Care segment provides general protection, sport, kids, baby, tanning and after sun products under the Banana Boat and Hawaiian Tropic brands, as well as antibacterial hand wipes, alcohol sanitizing wipes, and hand sanitizer gels under the Wet Ones brand; and skin care products for men under the Bulldog and Jack Black brands, and skin care and grooming products under the Cremo brand.The Feminine Care segment provides tampons under the Playtex Gentle Glide 360°, Playtex Sport, Playtex and o.b. brands; and markets pads and liners under the Stayfree and Carefree brands.The company was formerly known as Energizer Holdings, Inc.


and changed its name to Edgewell Personal Care Company in June 2015.Edgewell Personal Care Company was founded in 1772 and is headquartered in Shelton, Connecticut.

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1.b. Last Insights on EPC

Edgewell Personal Care's recent performance was negatively driven by weak Q1 2025 earnings and revenue, which missed analyst estimates. The company reported GAAP EPS of $0.07 per share, down from $0.24 per share in the prior year quarter, and net sales decreased by 2.1%. Organic net sales also declined 1.3% year-over-year. Additionally, analysts have cut their forecasts following the weak earnings report, indicating a challenging outlook for the company.

1.c. Company Highlights

2. Edgewell Personal Care's Q4 Results Miss Expectations

In the fourth quarter, Edgewell Personal Care Company's financial performance was marked by a 2.5% organic net sales growth, driven by strong performance across international markets and robust growth in sun care, skin care, and grooming. However, the company's adjusted earnings per share (EPS) came in at $0.68, below analyst estimates of $0.82. The adjusted gross margin rate decreased by 330 basis points, primarily due to unanticipated year-end transitory items and unfavorable net inflation, tariffs, and pricing. Adjusted operating income was $40.3 million, or 7.5% of net sales, compared to $56 million, or 10.8% in the prior year quarter.

Publication Date: Nov -16

📋 Highlights
  • Divestiture of Feminine Care: to refocus on shave, sun, skincare, and grooming categories, with proceeds targeting debt reduction and core brand investments.
  • Q4 organic net sales growth of 2.5%: driven by international markets (6.9% growth) and sun/skincare/grooming, offsetting North America wet shave declines.
  • Adjusted operating income decline to $40.3M (7.5% of sales): due to lower gross margins, FX headwinds, and brand investments, down from $56M in 2024.
  • 2026 outlook: projects organic sales growth, 210–260 bps gross margin improvement, and $290M–$310M adjusted EBITDA, with EPS guidance of $2.15–$2.55.
  • Capital allocation: prioritizes debt reduction (80% of divestiture proceeds to cash) and $115M–$145M free cash flow, targeting leverage reduction to 3x EBITDA.

Revenue Growth and Margin Analysis

The company's international markets continued to expand, with organic net sales growing 6.9% in the quarter. North America demonstrated sequential improvement, with organic net sales declines narrowing to 60 basis points. The company's sun care and skin care categories showed robust growth, with Hawaiian Tropic being the fastest-growing brand in the set. For fiscal 2026, the company expects a return to organic top-line growth, driven by continued mid-single-digit growth in international markets and a more stable profile in the North America business.

Outlook and Guidance

Edgewell Personal Care Company expects adjusted EBITDA to be in the range of $290 million to $310 million in fiscal 2026, approximately flat to the prior year at the midpoint. EPS is expected to be in the range of $2.15 to $2.55, and free cash flow is expected to be in the range of $115 million to $145 million. The company's guidance implies a revenue growth rate of around 2.0%, in line with analyst estimates.

Valuation and Capital Allocation

With a P/E Ratio of 13.37 and an EV/EBITDA of 8.38, the market appears to be pricing in moderate growth expectations for Edgewell Personal Care Company. The company's dividend yield of 3.31% and free cash flow yield of 5.07% suggest a relatively attractive return profile. The company's capital allocation strategy remains focused on debt reduction, with plans to use the proceeds from the Feminine Care divestiture to strengthen the balance sheet and reduce debt.

Strategic Initiatives

The company's strategic initiatives are focused on winning in shave, grooming, sun, and skin care categories. As Rod Little mentioned, "We've already captured CapEx in 2025, but our decision to expand efforts in '26 will result in additional investments." The company is making significant investments in its shave footprint, including a new highly automated manufacturing plant, which is expected to drive productivity and cash flow in the long term.

3. NewsRoom

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Edgewell Personal Care Company (EPC) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript

Dec -02

Source: seekingalpha.com

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Geode Capital Management LLC Decreases Stock Holdings in Edgewell Personal Care Company $EPC

Nov -29

Source: defenseworld.net

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Edgewell Personal Care Company $EPC Shares Bought by American Century Companies Inc.

Nov -26

Source: defenseworld.net

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Edgewell Personal Care to Webcast Fireside Chat at the Morgan Stanley Global Consumer and Retail Conference

Nov -25

Source: prnewswire.com

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Edgewell Personal Care Company (EPC) Q4 2025 Earnings Call Transcript

Nov -13

Source: seekingalpha.com

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Edgewell Personal (EPC) Reports Q4 Earnings: What Key Metrics Have to Say

Nov -13

Source: zacks.com

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Edgewell Personal Care (EPC) Misses Q4 Earnings Estimates

Nov -13

Source: zacks.com

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Edgewell Personal Care Announces Fourth Quarter and Fiscal 2025 Results; Provides 2026 Outlook

Nov -13

Source: prnewswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (1.87%)

6. Segments

Wet Shave

Expected Growth: 1.8%

Edgewell's Wet Shave segment growth of 1.8% is driven by increasing demand for premium and eco-friendly razors, expansion in emerging markets, and strategic marketing campaigns. Additionally, the company's focus on innovation, such as the introduction of new product lines and packaging, has contributed to the growth.

Sun and Skin Care

Expected Growth: 1.9%

Edgewell's Sun and Skin Care segment growth of 1.9% is driven by increasing consumer demand for sun protection and skin health products, fueled by rising awareness of skin cancer risks and growing popularity of outdoor activities. Additionally, the company's focus on product innovation, expansion in emerging markets, and strategic marketing initiatives contribute to the segment's growth.

Feminine Care

Expected Growth: 2.1%

Edgewell's Feminine Care segment growth of 2.1% is driven by increasing demand for sustainable and eco-friendly products, expansion in emerging markets, and a growing focus on women's health and wellness. Additionally, the company's strategic investments in e-commerce and digital marketing have improved brand visibility and customer engagement, contributing to the segment's growth.

7. Detailed Products

Schick Razors

A line of razors and shaving creams for men and women, offering a range of products for different skin types and shaving needs.

Wilkinson Sword Razors

A premium line of razors and shaving accessories, offering high-quality blades and ergonomic handles for a comfortable shaving experience.

Playtex Tampons

A range of tampons designed for comfort and protection, offering different absorbency levels and applicator styles to suit individual needs.

Stayfree Pads

A line of sanitary pads designed for comfort and protection, offering different absorbency levels and styles to suit individual needs.

Carefree Liners

A range of pantiliners designed for everyday comfort and protection, offering different styles and absorbency levels to suit individual needs.

Bikini Zone Hair Removal Cream

A hair removal cream specifically designed for sensitive areas, offering a gentle and effective way to remove unwanted hair.

Nair Hair Removal Products

A range of hair removal products, including creams, waxes, and sprays, offering a variety of options for removing unwanted hair.

8. Edgewell Personal Care Company's Porter Forces

Forces Ranking

Threat Of Substitutes

Edgewell Personal Care Company faces moderate threat from substitutes, as consumers have limited alternatives for personal care products. However, the rise of natural and organic products poses a moderate threat.

Bargaining Power Of Customers

Edgewell Personal Care Company has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's products are widely available, making it difficult for customers to negotiate prices.

Bargaining Power Of Suppliers

Edgewell Personal Care Company relies on a few large suppliers for raw materials, giving them some bargaining power. However, the company's scale and diversification of suppliers mitigate this risk.

Threat Of New Entrants

The personal care industry has high barriers to entry, including significant capital requirements and regulatory hurdles. This limits the threat of new entrants for Edgewell Personal Care Company.

Intensity Of Rivalry

The personal care industry is highly competitive, with many established players competing for market share. Edgewell Personal Care Company faces intense rivalry from companies like Procter & Gamble, Unilever, and L'Oréal.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 47.41%
Debt Cost 7.32%
Equity Weight 52.59%
Equity Cost 8.73%
WACC 8.06%
Leverage 90.13%

11. Quality Control: Edgewell Personal Care Company passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Nu Skin

A-Score: 5.9/10

Value: 8.5

Growth: 2.2

Quality: 6.4

Yield: 5.0

Momentum: 10.0

Volatility: 3.0

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Acme United

A-Score: 4.8/10

Value: 3.8

Growth: 4.8

Quality: 6.3

Yield: 4.0

Momentum: 4.0

Volatility: 5.7

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Mannatech

A-Score: 4.7/10

Value: 8.6

Growth: 2.1

Quality: 4.4

Yield: 4.0

Momentum: 8.0

Volatility: 1.3

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Edgewell

A-Score: 4.3/10

Value: 6.6

Growth: 3.9

Quality: 3.8

Yield: 5.0

Momentum: 0.5

Volatility: 6.0

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Grove Collaborative

A-Score: 4.3/10

Value: 8.2

Growth: 4.7

Quality: 4.0

Yield: 0.0

Momentum: 7.0

Volatility: 1.7

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European Wax Center

A-Score: 4.0/10

Value: 6.8

Growth: 5.2

Quality: 5.3

Yield: 3.0

Momentum: 1.5

Volatility: 2.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

16.73$

Current Price

16.73$

Potential

-0.00%

Expected Cash-Flows