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Compass Diversified
Compass Diversified (CODI) investor relations material
Compass Diversified Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor update summary16 Jan, 2026
Acquisition Overview
Entered a definitive agreement to acquire The Honey Pot Company, a leading holistic feminine care brand, for a $380 million enterprise value, with $347 million funded by CODI and management rolling over significant equity and remaining in leadership roles.
The acquisition is fully funded with cash on hand, supported by a recent $75.2 million equity investment from Allspring Global Investments, and is expected to close in February 2024.
The deal was secured through a limited, sponsor-focused process, with cultural fit, long-term partnership, and a mission-driven, all-women executive team as key differentiators.
The acquisition price reflects a significant discount to historical wellness brand multiples, enabled by current market conditions and the acquirer's financial strength.
Employee ownership will be broadened through a company-wide option program, aligning incentives for long-term growth.
Market Opportunity and Brand Positioning
Addresses a $17+ billion personal care market, with Honey Pot holding less than 1% share and only 4.5% household penetration, indicating substantial growth potential.
Recognized as the #5 largest feminine care brand at retail, with a unique holistic, inclusive, and science-backed approach.
Demonstrates strong brand equity by normalizing feminine wellness and engaging younger consumers through education and digital content.
Marketing investments are expected to drive brand awareness and household penetration, focusing on younger consumers and destigmatizing feminine wellness.
The company’s digitally native, retailer-first strategy has resulted in strong partnerships with Target, Walmart, CVS, Walgreens, and Amazon, with over 33,000 retail doors in the U.S.
Product Portfolio and Innovation
Offers over 60 SKUs across personal care, menstrual, consumer health, and sexual wellness categories.
Products feature plant-derived, clinically tested ingredients, and are gynecologist and dermatologist approved.
Maintains high quality standards with OCS certified organic cotton and BPA-free applicators.
Maintains the most followed feminine care brand presence on Instagram, supporting strong community engagement.
Plans include continued product innovation and expansion into new retail channels, e-commerce, and potentially international markets.
Detail plans to expand 4.5% household penetration
What unique advantage drives multi-category share gains?
Prioritize future investments for sustained 54% CAGR
Honeypot international expansion plans
Marketing investment strategy for Honeypot
Pathway to $100M+ EBITDA for Honeypot
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Next Compass Diversified earnings date
Q4 202526 Feb, 2026
Compass Diversified
Next Compass Diversified earnings date
Q4 202526 Feb, 2026
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Compass Diversified Holdings is a publicly traded holding company that owns and manages a diversified portfolio of middle-market businesses. The company invests in various sectors, including branded consumer products, niche industrial manufacturing, and related industries. Through its subsidiaries, Compass Diversified provides operational and strategic support to its portfolio companies, focusing long-term growth and value creation. The company is headquartered in Westport, Connecticut, and its shares are listed on the NYSE.
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