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    Glenn West • William Blair

    Glenn West's questions to Prestige Consumer Healthcare Inc (PBH) leadership

    Glenn West's questions to Prestige Consumer Healthcare Inc (PBH) leadership • Q1 2026

    Question

    Glenn West from William Blair asked for more detail on the cadence of the Clear Eyes supply recovery in the second half, specifically the timing between Q3 and Q4. He also questioned the company's capital allocation strategy moving forward, given the cash purchase of Pillar five and continued share repurchases.

    Answer

    CFO & COO Christine Sacco clarified that the step-up in Clear Eyes supply will be significant in both Q3 and Q4, not just back-half loaded into the fourth quarter. Chairman, President & CEO Ron Lombardi added that a full recovery will extend into fiscal 2027. VP of IR & Treasury Phil Terpolilli reiterated that the capital allocation waterfall remains unchanged, prioritizing M&A, share repurchases, and debt reduction, supported by strong expected free cash flow.

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    Glenn West's questions to Prestige Consumer Healthcare Inc (PBH) leadership • Q4 2025

    Question

    Glenn West asked for more detail on the $15 million tariff headwind, including the specific cost-saving levers available to offset it and the strategy for using surgical pricing. He also inquired if e-commerce growth was still primarily concentrated in North America.

    Answer

    CFO & COO Christine Sacco confirmed the tariff estimate assumes the current environment holds and that mitigation levers include dual or alternative sourcing for products and APIs, with cost savings being the primary focus before considering surgical pricing. Chairman, President & CEO Ron Lombardi affirmed that e-commerce growth remains largely U.S.-centric, as adoption in other international markets like the U.K. and Australia has been slower.

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    Glenn West's questions to Vita Coco Company Inc (COCO) leadership

    Glenn West's questions to Vita Coco Company Inc (COCO) leadership • Q2 2025

    Question

    Glenn West from William Blair, on for Jon Andersen, asked for clarification on the 2026 private label outlook, specifically if the new business win would fully offset recent losses. He also requested any early reads on the sales velocity of SKUs placed in Walmart's new juice aisle.

    Answer

    CEO Martin Roper stated it is too early to quantify the impact of the new private label business for 2026, as it's a new program with a wide range of potential outcomes, but noted that achieving flat year-over-year results for the segment would be a positive outcome. CFO Corey Baker reported that velocities for SKUs in Walmart's juice aisle are performing very well, with growth of over 50%, which they see as a positive indicator for future distribution expansion.

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