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**Key Takeaways**
- **Strategic Restructuring**: Fem Care sale reduces annualized EPS impact by $0.20, freeing capital for core growth. 
- **Q1 Performance**: North America Sun Care up 60%, offsetting Wet Shave declines; 240bps gross margin savings vs. 2025. 
- **2026 Outlook**: Organic sales -1% to +2%, 60bps gross margin expansion, adjusted EPS $1.70-$2.10. 
- **Risks**: Wet Shave promotional intensity, $0.44 EPS drag from Fem Care. 
- **2027 Catalysts**: $150M+ free cash flow, reduced capex, and refocused portfolio.

**【CEO Summary Section】**
- **Fem Care Divestiture**: Completed sale to Essity, reducing annualized impact by $0.20 in adjusted EPS, freeing capital for core businesses (Shave, Sun, Skin Care). 
- **Q1 Performance**: Organic net sales down 50bps vs. expectations, driven by strong North America Sun Care (+60%) offsetting Wet Shave declines. 
- **Strategic Priorities**: 
  - **International Growth**: 70%+ markets held or gained share; targeting mid-single-digit intl sales growth. 
  - **Innovation Pipeline**: 20+ launches in 2026 (e.g., Japan Shave, US Grooming). 
  - **Productivity**: 240bps gross margin savings vs. 2025, targeting 60bps annual margin expansion. 
  - **US Transformation**: Reinvesting $25M+ in 5 core brands (Schick, Billie, Hawaiian Tropic, Banana Boat, Cremo) with 1st full-funnel campaigns in 2026. 

**【CFO Financial Commentary】**
- **Q1 Results**: 
  - GAAP net loss $0.63 vs. $0.21 prior year; adjusted EPS -$0.16 vs. -$0.10. 
  - Adjusted EBITDA $25M (down 18.5% YoY). 
  - Free cash flow negative $126M due to lower earnings. 
- **FY26 Outlook**: 
  - Organic sales: -1% to +2% (down 3% Q2, flat H1, +6%+ H2). 
  - Gross margin: 60bps expansion (43-44% Q2, 45%+ H2). 
  - A&P rate: +70bps to 12.3%. 
  - Adjusted EPS: $1.70-$2.10 (includes $0.44 Fem Care impact). 
  - Free cash flow: $80M-$110M. 
- **Fem Care Impact**: $44M EBITDA loss, partially offset by TSA income. 

**【Q&A Highlights】**
- **Fem Care Long-Term Impact**: 2027+ benefits from reduced stranded costs, TSA income, and refocused portfolio. 
- **Sun Care Seasonality**: Early Q1 shipments (150bps timing benefit) expected to normalize. 
- **Wet Shave Challenges**: Promotional intensity in women's systems, but 2026 innovation pipeline (Japan Shave, US men's) positions for recovery. 
- **Share Repurchases**: Will consider after deleveraging to 3x debt/EBITDA. 
- **2027 Outlook**: Target $150M+ free cash flow, driven by reduced capex and working capital improvements.

Edgewell Personal Care Company (EPC) Q1 2026 Earnings Call Transcript

- **Strategic Restructuring**: Divesting feminine care to focus on high-margin shave, sun, and skincare. FY2026 international sales growth expected to offset flat North America performance.
- **Financial Resilience**: FY2025 adjusted EBITDA $290M, FY2026 outlook flat at $290M-$310M despite $25M tariff headwind. Free cash flow targets $115M-$145M.
- **Growth Drivers**: 70% of markets showing stable or improving share, with Hawaiian Tropic leading sun care innovation. FY2026 A&P spend increases to 11.8% of sales.
- **Tariff Mitigation**: 310 basis points productivity savings offset 270 basis points inflation, but FY2026 Q1 gross margin expected to decline 270 basis points.
- **Debt Reduction**: Proceeds from feminine care sale to reduce leverage to 3x, supporting long-term financial flexibility.

**【CEO Summary Section】**
- **Organic Sales Growth**: 2.5% for Q4 FY2025, driven by international markets (6.9% growth) and stabilization in North America. North America wet shave sales declined 1%, while sun care and grooming grew 10% and 9%, respectively.
- **Strategic Focus**: Divesting feminine care to focus on shave, sun, skincare, and grooming. International markets (40% of sales) are expected to grow mid-single-digit in FY2026.
- **Innovation Successes**: Billie expanded to Australia, Schick launched premium skincare in Japan, and Hawaiian Tropic saw 25% growth in Wet Ones. 70% of measured markets now show growth or stable share.
- **Productivity**: Delivered 270 basis points of gross savings in FY2025, targeting 310 basis points in FY2026 through supply chain optimization and tariff mitigation.
- **North America Transformation**: Streamlined U.S. commercial org, increased A&P spend on 5 core brands (Schick, Billie, Hawaiian Tropic, Banana Boat, Cremo), and focus on profitable growth post-2027.

**【CFO Financial Commentary】**
- **FY2025 Results**: Organic sales down 1.3%, adjusted EBITDA $290M, free cash flow $118M. Adjusted EPS $0.68 vs. $0.72 prior year, impacted by $0.19 currency headwinds.
- **FY2026 Outlook**: Organic sales -1% to +2%, adjusted EBITDA flat at $290M-$310M, adjusted EPS $2.15-$2.55. Key drivers:
  - **Gross Margin**: 60 basis points accretion (310 basis points productivity vs. 270 basis points inflation). FY2026 Q1 expected to be down 270 basis points due to inflation and transitory costs.
  - **A&P Spend**: +70 basis points to 11.8% of sales, focused on brand activation.
  - **Tariffs**: $25M net impact, partially mitigated by pricing in international markets.
  - **Free Cash Flow**: $115M-$145M, driven by working capital improvements.
- **Feminine Care Divestiture**: Expected Q1 2026 close, proceeds to reduce debt and support core brands. Annualized impact: $0.40-$0.50 EPS reduction, offset by $35M-$45M EBITDA from transition services.

**【Q&A Highlights】**
- **Category Growth Assumptions**: Low single-digit category growth, with 70% of markets showing stable or improving share. Sun care planned for low single-digit growth, shave flat to slightly up, grooming leading at 9%+.
- **Profit Flexibility**: Plan includes $25M tariff headwind, but flexibility to adjust A&P if needed. FY2026 phasing: 2/3 of EBITDA in H2, 3/4 of EPS in H2 due to tax timing.
- **Innovation Momentum**: Hawaiian Tropic's 25% growth driven by new campaign and formulations. Banana Boat re-launching with enhanced marketing in Q2 2026.
- **Debt Reduction**: Proceeds from feminine care sale to reduce leverage to 3x target. Free cash flow focused on debt repayment and dividend sustainability.
- **Tariff Mitigation**: No broad U.S. price increases planned; 2026 outlook does not assume offset for $25M tariff impact.

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

- **Q3 Challenges**: North America Sun Care decline (-8% organic) offset by international growth (+2%), with Hawaiian Tropic (+150 bps share) leading U.S. recovery.
- **Investment Payoff**: $25M U.S. brand investments yield early wins (Hydro Silk share up, Cremo +35% sales), despite 150 bps EPS FX headwind.
- **Tariff Impact**: Full-year tariff cost $40-50M, partially mitigated by productivity savings (270 bps) and supply chain prebuys.
- **Q4 Outlook**: 2.5% organic growth driven by Sun Care rebound, Fem Care normalization, and Wet Shave out-of-stocks resolution.
- **Long-Term Growth**: International expansion (40% sales) and innovation (Billie intl launch, Cremo expansion) position for mid-single-digit growth.
- **Cash Flow Caution**: Free cash flow reduced to $80M due to lower earnings and working capital, but management confident in long-term cash generation.

**【CEO Summary Section】**
- **Challenging Quarter Overview**: Q3 2025 revenue was impacted by weak Sun Care seasons in North America and Latin America due to adverse weather, resulting in an 8% organic sales decline in North America. However, international markets showed resilience with 2% organic growth, driven by Europe and Latin America.
- **Market Share Gains**: U.S. market share improved for Hawaiian Tropic (+150 bps), Cremo (+40 bps), and Schick Hydro Silk, supported by targeted brand campaigns and increased A&P investments.
- **Strategic Investments**: $25 million in incremental U.S. brand investments for trade support and A&P, alongside a redesigned commercial organization to enhance consumer engagement and efficiency.
- **Tariffs and FX Headwinds**: Full-year tariff impact estimated at $40-50 million, with FX headwinds contributing 100 bps to Q3 adjusted EPS. Productivity savings of 270 bps offset部分成本压力。
- **Long-Term Growth Focus**: Emphasis on international expansion (40% of sales) and innovation, with Billie entering international markets and Cremo expanding its product range.

**【COO Operational Highlights】**
- **Supply Chain Efficiency**: Delivered 270 bps productivity savings, maintaining strong service levels (OTIF above target) despite global supply chain challenges.
- **Commercial Activations**: Successful campaigns for Hawaiian Tropic (18% consumption growth), Hydro Silk (sequential share improvement), and Cremo (35% YoY growth) drove brand momentum.
- **International Strength**: Europe and Latin America saw share gains in Shave, Sun, and Grooming categories, with 80% of international business holding or gaining share.
- **U.S. Transformation Progress**: New commercial leadership team in place by September, focusing on streamlined operations and brand revitalization.

**【CFO Financial Commentary】**
- **Q3 Financials**: Organic net sales down 4.2% (North America -8%, International +2%). Adjusted EPS of $0.92 missed expectations due to Sun Care underperformance and FX headwinds.
- **Full-Year Outlook**: Organic sales expected to decline 1.3% vs. prior guidance of flat growth. Adjusted EPS revised to $2.65, reflecting $0.46 per share FX impact and higher tariffs.
- **Cash Flow**: Free cash flow reduced to $80 million due to lower earnings and working capital changes, including Sun Care inventory build and tariff mitigation efforts.
- **Share Repurchases**: $90 million returned to shareholders via buybacks and dividends, maintaining disciplined capital allocation.

**【Q&A Key Highlights】**
- **Cash Flow Drivers**: Lower earnings, FX headwinds, and tariff-related inventory builds reduced free cash flow. Management confident in long-term cash generation despite short-term pressures.
- **Q4 Growth Outlook**: 2.5% organic sales growth driven by improved Sun Care (4% consumption), Fem Care inventory normalization, and Wet Shave out-of-stocks resolution.
- **Investment Strategy**: Continued A&P spend behind winning campaigns (e.g., Hawaiian Tropic, Hydro Silk) balanced with productivity savings to offset costs.
- **Sun Care Inventory**: July data shows replenishment progress, with July sales tracking to Q4 expectations despite lingering channel inventory concerns.
- **Wet Shave Competition**: U.S. women's razors remain promotional, but Billie gains share (11% national) and Cremo disposable razors grow 28% YoY. International Shave business seen as key growth driver.


Edgewell Personal Care Company (EPC) Q3 2025 Earnings Call Transcript

- **Q2 Results**: Organic sales -1.5% YoY, driven by North America underperformance (-4%). International +3% YoY, led by Japan and China.
- **Gross Margin Expansion**: +100bps to 43.3% from 380bps productivity savings.
- **FY25 Outlook**: Flat to +1% organic growth, with Q3 +1%, Q4 +2%. Tariffs add $3-4M COGS headwind.
- **Key Investments**: $7M U.S. Sun Care spend in Q3, Hawaiian Tropic rebranding, Billie innovation.
- **Risks**: Tariffs (3%-4% COGS exposure), macro-driven consumer caution, Fem Care recovery pace.

**【CEO Opening Remarks】**
- Q2 organic net sales declined 1.5% YoY, with North America down 4% due to Fem Care and Sun Care underperformance.
- International markets grew 3% YoY, driven by Japan (+mid-single digits), Greater China (+double digits), and Europe (+mid-single digits).
- Gross margin improved 100bps to 43.3% due to 380bps productivity savings, offsetting 195bps COGS inflation.
- FY25 outlook revised to flat to +1% organic sales growth, with Q3 up ~1% and Q4 up ~2%.
- Tariffs estimated to add $3-4M COGS headwind in FY25, with 3%-4% annualized exposure.

**【CFO Financial Commentary】**
- Adjusted EPS: $0.87 (vs. $0.88 prior year), impacted by $0.06 tax headwind.
- Free cash flow guidance reduced to $130-140M due to higher inventory and working capital.
- FY25 EBITDA: $329-341M, with $22M currency headwinds.
- A&P spend rate increased 0.8pts to 11.3%, driven by U.S. brand investments.

**【Q&A Highlights】**
- **Tariffs Mitigation**: $3-4M FY25 impact, 3%-4% COGS exposure. Teams exploring alternative sourcing, prebuying, and potential pricing.
- **North America Recovery**: Q3 U.S. Sun Care investment ($7M) behind Hawaiian Tropic and Billie campaigns. Fem Care share stabilizing in L4/L13.
- **Cash Flow**: Lower earnings and higher inventory (tariff mitigation) drove $130M guidance.
- **Category Outlook**: U.S. Sun Care consumption growth expected at 2%, but cautious on leisure travel impact.
- **Private Brands**: 50% intl growth in women's private brands, stable share despite macro uncertainty.

Edgewell Personal Care (EPC)-7 May 25-2025 Q2 Earnings call transcript

- **Mixed Topline Growth**: International (+2%) offsets U.S. decline (-4%), with Cremo and Billie driving grooming strength.
- **Margin Resilience**: 80bps gross margin expansion in constant currency, despite $0.36 EPS FX drag.
- **Fem Care Progress**: Carefree gaining share, but Stayfree transition slower than expected. Sequential improvement forecast.
- **Sun Care Setup**: Q2 shipment delay ($6-7M) due to Easter timing, but U.S. season poised for strong execution.
- **Cash Return Focus**: $30M buybacks + dividend maintained, despite challenging macro environment.

**【CEO Opening Remarks】**
- Organic net sales decreased 1.3% QoQ, with international growth (2%) offsetting North America decline (-4%).
- Gross margin improved 80bps in constant currency, driven by 340bps productivity savings.
- Full year outlook maintained at 1-3% organic sales growth, despite $0.36 EPS FX headwinds.
- Key themes: category health, international momentum, and operational execution.

**【COO Operational Highlights】**
- North America: Cremo (+20%), Billie (+230bps market share) led grooming growth. Fem Care (-12%) due to Stayfree-to-Carefree transition.
- International: 5 consecutive quarters of growth, with Sun Care share gains in Australia/Mexico and Schick FIRST Tokyo success in Japan.
- Productivity: 340bps savings offset 200bps inflation, maintaining margin resilience.

**【CFO Financial Review】**
- Q1 adj. EPS: $0.07 (flat vs. prior year at constant currency). GAAP EPS: -$0.04 due to $0.17 FX impact.
- Adj. EBITDA: $45.9M (-$11M FX impact vs. prior year). Full year EBITDA outlook lower end of $356-368M range.
- Cash flow: $115.6M net use vs. $72.9M prior year, driven by seasonal inventory builds.
- Share buybacks: $30M in Q1, dividend payout maintained.

**【Q&A Key Takeaways】**
- **Fem Care Transition**: Carefree gaining traction (+mid-single digits), but Stayfree consumer conversion slower than expected. Sequential improvement expected.
- **Sun Care Timing**: Easter delay shifted $6-7M in orders to Q3, but U.S. season setup strong with +15% Wet Ones growth.
- **FX Mitigation**: No pricing commitments, focusing on promotional efficiency and productivity. No brand investment cuts despite FX headwinds.
- **M&A Outlook**: Open to acquisitions post-debt deleveraging, but share buybacks remain priority at current valuation.

Actual												0.92	0.66	0.59	0.43	0.7	0.89	1.01	0.42	0.5	0.86	0.79	0.31	0.56	0.98	0.72	0.24	0.88	1.22	0.72	0.07	0.87	0.92	0.68	-0.16
Forecast												0.925	0.8246	0.5651	0.25	0.59	0.8182	0.8388	0.4115	0.5563	0.69	0.7611	0.2081	0.3472	0.8114	0.6425	0.0614	0.7219	1.0087	0.6686	0.1203	0.8974	0.9942	0.8083	-0.1621
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-0.54%	-19.96%	+4.41%	+72.00%	+18.64%	+8.78%	+20.41%	+2.07%	-10.12%	+24.64%	+3.80%	+48.97%	+61.29%	+20.78%	+12.06%	+290.88%	+21.90%	+20.95%	+7.69%	-41.81%	-3.05%	-7.46%	-15.87%	+1.30%

Actual	--	--	--	--	--	--	--	--	--	--	--	523.00M	483.90M	488.80M	451.10M	519.30M	573.70M	543.20M	463.30M	547.70M	623.80M	536.90M	469.10M	598.40M	650.00M	534.10M	488.90M	599.40M	647.80M	517.60M	478.40M	580.70M	627.20M	537.20M	422.80M
Forecast	--	--	--	--	--	--	--	--	--	--	--	514.91M	530.06M	465.65M	431.94M	531.12M	543.48M	522.36M	463.80M	561.67M	613.71M	541.40M	467.90M	567.83M	642.45M	531.51M	481.41M	606.74M	649.67M	535.23M	480.11M	589.90M	653.71M	532.82M	478.16M
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+1.57%	-8.71%	+4.97%	+4.44%	-2.23%	+5.56%	+3.99%	-0.11%	-2.49%	+1.64%	-0.83%	+0.26%	+5.38%	+1.17%	+0.49%	+1.56%	-1.21%	-0.29%	-3.29%	-0.36%	-1.56%	-4.06%	+0.82%	-11.58%

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