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    Katie Grafstein • Barclays

    Katie Grafstein's questions to Olaplex Holdings Inc (OLPX) leadership

    Katie Grafstein's questions to Olaplex Holdings Inc (OLPX) leadership • Q1 2025

    Question

    Katie Grafstein questioned whether the strategy to reduce promotional intensity in the DTC channel would be applied to other channels and asked for commentary on the overall promotional environment in the U.S. and internationally.

    Answer

    CEO Amanda Baldwin clarified the strategy is not to eliminate promotions but to use them more surgically during key 'tentpole' moments across all channels, creating a coherent omnichannel approach. CFO Catherine Dunleavy added that the company's full-year guidance provides the flexibility to adjust promotional activity based on market dynamics and ROI.

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    Katie Grafstein's questions to Edgewell Personal Care Co (EPC) leadership

    Katie Grafstein's questions to Edgewell Personal Care Co (EPC) leadership • Q1 2025

    Question

    Katie Grafstein inquired about the continued weakness in Edgewell's Fem Care sales, the progress of consolidating the portfolio under the Carefree brand, and the potential for improvement from upcoming spring resets.

    Answer

    President and CEO Rod Little acknowledged that the weakness is concentrated in the pads segment, where transitioning consumers from the legacy Stayfree brand to the Carefree master brand is taking longer than anticipated. He expects sequential improvement from easier comparisons and ongoing conversion efforts. COO Daniel Sullivan added that the Carefree brand itself is performing well, with growth in both liners and pads, and that marketing is being activated to support the consumer transition.

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