EDGEWELL PERSONAL CARE (EPC) Company Report

Edgewell Personal Care (EPC) has implemented significant organizational changes, including a North American commercial reset with new leadership and a streamlined structure, and a global move to a regional hub model. The company is prioritizing winning in shave globally (especially the U.S.) and expanding its Sun Care and Grooming business internationally.
EPC divested its Fem Care business for $340 million, aiming to shed a growth-dilutive, margin-dilutive, and capital-intensive asset. The proceeds will primarily be used to strengthen the balance sheet and pay down debt, with $90 million already repurchased in fiscal 2025.
The company maintains a strong track record of cost productivity, expecting 300 basis points of total productivity savings in fiscal 2026. EPC is also increasing its A&P spending from 10% of sales in fiscal 2024 to 12% in fiscal 2026, particularly in the U.S., to drive brand building and growth.
While North America's organic net sales declined 4.5% in fiscal 2025, the company exited Q4 at -1% and anticipates -1% to flat for fiscal 2026, with low single-digit growth in the latter half. The international business, comprising 40% of sales, has consistently delivered mid-single-digit growth for four years and is projected to continue this trend.

3 days ago

Transcript

Edgewell Details Strategic Transformation and Growth Outlook

EPC

M&A

Revenue Acceleration/Inflection

New Projects/Investments

Edgewell is undergoing a significant strategic transformation, including the divestiture of its FemCare business for $340 million, with 80% expected to convert to cash for debt reduction. This move allows for greater focus on core categories and removes a growth-dilutive asset.
The company is implementing a commercial reset in North America, expecting organic net sales to improve from -4.5% in fiscal 2025 to -1% to flat in fiscal 2026, with low single-digit growth in the back half of fiscal 2026. This includes new leadership and increased brand investment.
Edgewell's international business, representing 40% of its portfolio, has consistently delivered mid-single-digit growth for four years and is projected to continue this trend in fiscal 2026.
Advertising and promotion (A&P) spending is planned to increase from 10% of sales in fiscal 2024 to 12% in fiscal 2026, supporting new campaigns and long-term business health.
The company maintains a strong focus on cost productivity, consistently achieving 200-300 basis points of cost of goods sold productivity annually, with 300 basis points of total productivity savings expected in fiscal 2026.

3 days ago

Transcript

EPC Reports Q4 2025 Results and Provides Fiscal 2026 Outlook

EPC

Earnings

Guidance Update

M&A

For Q4 2025, EPC reported 2.5% organic net sales growth, driven by international markets and robust growth in sun care, skin care, and grooming, but adjusted earnings per share (EPS) was $0.68, down from $0.72 in the prior quarter, impacted by lower gross margins, FX headwinds, and increased brand investments. Fiscal year 2025 organic net sales decreased 1.3%.
For fiscal 2026, the company anticipates a return to organic net sales growth, with gross margin expected to increase despite $25 million (or $0.55 in pre-tax EPS) in tariff headwinds. Adjusted EPS is projected to be in the range of $2.15-$2.55, and adjusted EBITDA is expected between $290 million-$310 million.
EPC is undergoing a transformation, including the planned divestiture of its feminine care segment, with proceeds to be directed towards debt repayment. The company is also optimizing its North American wet shave business and increasing investment in key brands like Schick, Billie, Hawaiian Tropic, Banana Boat, and Cremo.

Nov 13, 2025, 1:00 PM

Transcript

Edgewell Personal Care Reports Q4 2025 Results and Fiscal 2026 Outlook, Announces Feminine Care Divestiture

EPC

Earnings

Guidance Update

M&A

Edgewell Personal Care reported 2.5% organic net sales growth for Q4 2025, driven by 6.9% growth in international markets but offset by a 0.6% decline in North America. Earnings were significantly impacted by transitory items.
The company announced its intent to divest its Feminine Care business, aiming to focus on Shave, Sun and Skin Care, and Grooming for sustainable growth and stronger margins.
For fiscal year 2026, Edgewell anticipates organic net sales growth in the range of down 1% to up 2% and projects adjusted EPS between $2.15 and $2.55.
The fiscal 2026 outlook includes a net tariff impact of approximately $25 million and expects adjusted EBITDA to be in the range of $290 million to $310 million.
A transformation in the U.S. is underway, involving structural simplification, increased investment in key brands, and optimization of the North American Wet Shave manufacturing footprint.

Nov 13, 2025, 1:00 PM

Transcript

Edgewell Personal Care Announces Q4 and FY 2025 Results, Divestiture of Feminine Care Business, and FY 2026 Outlook

EPC

M&A

Earnings

Guidance Update

Edgewell announced its intent to divest its feminine care business to focus on shave, sun and skincare, and grooming, with the divestiture expected to impact adjusted EPS by $0.40-$0.50 and adjusted EBITDA by $35 million-$45 million annually, net of transition income.
In Q4 2025, the company achieved 2.5% organic net sales growth , while full fiscal year 2025 organic net sales decreased approximately 1.3%.
For fiscal year 2026, Edgewell expects a return to organic net sales growth and projects adjusted EBITDA to be in the range of $290 million-$310 million.
The company plans increased investment in its five focus brands (Schick, Billie, Hawaiian Tropic, Banana Boat, and Cremo) and is consolidating its North American shave manufacturing into a single, highly automated plant.

Nov 13, 2025, 1:00 PM

Transcript

EPC Announces Q4 and Fiscal 2025 Results, Issues 2026 Outlook, and Divests Feminine Care Business

EPC

Earnings

Guidance Update

M&A

Edgewell Personal Care Company reported Q4 2025 net sales of $537.2 million, an increase of 3.8%, and full-year 2025 net sales of $2,223.5 million, a decrease of 1.3%.
For fiscal year 2025, GAAP EPS was $0.53 and Adjusted EPS was $2.52.
The company returned $119.5 million to shareholders in fiscal year 2025 through $90.2 million in share repurchases and $29.3 million of dividends.
Edgewell announced a definitive agreement to sell its Feminine Care business for $340 million and provided a fiscal 2026 outlook with expected Adjusted EPS in the range of $2.15 to $2.55.

Nov 13, 2025, 11:08 AM

8-K

Edgewell Personal Care Announces Sale of Feminine Care Business

EPC

M&A

Guidance Update

Edgewell Personal Care Company (EPC) has entered into a definitive agreement to sell its feminine care business, including the Playtex®, Stayfree®, Carefree®, and o.b.® brands, to Essity for $340 million.
The transaction is expected to close in the first quarter of calendar 2026, subject to customary closing conditions, including regulatory approvals.
Edgewell intends to use the net proceeds primarily to strengthen its balance sheet and invest in the long-term growth of its core businesses, aiming to streamline its portfolio and focus on competitive leadership areas.
The company expects the sale to impact adjusted EPS by approximately $0.40 to $0.50 cents and adjusted EBITDA by $35 to $45 million on an annualized basis.
Beginning in the first quarter of fiscal 2026, Edgewell will classify the Feminine Care business as discontinued operations.

Nov 13, 2025, 11:03 AM

8-K

Edgewell Personal Care Reports Q4 and Fiscal 2025 Results, Issues 2026 Outlook, and Announces Divestiture

EPC

Earnings

Guidance Update

M&A

Edgewell Personal Care reported Q4 2025 net sales of $537.2 million, an increase of 3.8%, with organic net sales up 2.5%. For the full fiscal year 2025, net sales decreased 1.3% to $2,223.5 million, and organic net sales also decreased 1.3%.
Fiscal year 2025 GAAP Diluted EPS was $0.53, while Adjusted EPS reached $2.52. The company returned $119.5 million to shareholders in FY 2025 via $90.2 million in share repurchases and $29.3 million in dividends.
The company has entered into a definitive agreement to sell its Feminine Care business for $340 million.
For fiscal year 2026, Edgewell Personal Care anticipates reported net sales to increase in the range of 0.5% to 3.5%, with organic net sales expected to range from a 1% decrease to a 2% increase. Adjusted EPS is projected to be between $2.15 and $2.55, and Adjusted EBITDA between $290 million and $310 million.

Nov 13, 2025, 11:00 AM

Press Release

Edgewell Personal Care Announces Sale of Feminine Care Business

EPC

M&A

Guidance Update

New Projects/Investments

Edgewell Personal Care (EPC) has entered into a definitive agreement to sell its feminine care business to Essity for $340 million.
The transaction, which includes brands such as Playtex®, Stayfree®, Carefree®, and o.b.®, is expected to close in the first quarter of calendar 2026.
Edgewell intends to use the net proceeds from the sale primarily to strengthen its balance sheet and invest in the long-term growth of its core businesses.
The company expects the sale to impact adjusted EPS by approximately $0.40 to $0.50 and adjusted EBITDA by $35 to $45 million on an annualized basis, net of income from transition support services.

Nov 12, 2025, 9:12 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for EDGEWELL PERSONAL CARE.

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