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Edgewell Personal Care Company (EPC) investor relations material
Edgewell Personal Care Company 47th Annual Raymond James Institutional Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic repositioning and operational reset
Portfolio simplified by selling the feminine care business, enabling focus on shave, sun, and personal care categories.
Operational reset underway, including leadership restructuring and manufacturing consolidation in North America.
Incremental investments in brand campaigns and advertising to drive growth and consumer engagement.
North American business showing momentum with new leadership, simplified structure, and consistent share gains.
International business delivers four consecutive years of mid-single digit growth, with strong leadership and execution.
Brand and market performance
Five focus brands in North America (Schick, Billie, Hawaiian Tropic, Banana Boat, Cremo) supported by new campaigns and distribution gains.
18 consecutive weeks of unit share growth in North America, with all categories participating.
International shave business outperforms, with 74% of country-category combinations growing or holding share.
European team returns to share gains and margin expansion; Greater China posts double-digit growth.
Innovation and distribution expansion in grooming and sun care drive further international growth.
Margin expansion and productivity
Fiscal 2026 gross margin expected to expand by 60 basis points, despite tariffs and inflation.
Structural cost improvements and productivity efforts support margin recovery to pre-COVID levels by 2027-2028.
Manufacturing consolidation in North America to unlock $50 million in savings and improve efficiency.
Increased A&P spend to over 12% of sales, focused on brand building and ROI, with SG&A optimization targeted.
Operating margin expected to improve as top-line growth and gross margin accretion continue.
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