Edgewell Personal Care Company (EPC) Barclays 17th Annual Global Consumer Staples Conference summary

Strategic transformation and proof points

• Achieved four consecutive years of organic sales growth, with strong gross margin and EPS improvement.

• Refined portfolio by divesting low-growth businesses and acquiring four brands, increasing exposure to higher-growth categories.

• Leadership team strengthened, with employee positivity rising from 60% to 80% and multiple workplace awards won.

• Productivity and cost savings initiatives have driven significant margin gains, with a culture of lean operations and automation.

Operational performance and margin improvement

• Delivered 150 basis points of gross margin gains this year, mainly from productivity and cost takeout.

• Revenue management and pricing strategies contributed to a total of 400 basis points in tailwinds this year.

• Ongoing supply chain optimization and over 100 active initiatives support continued value delivery.

• Margin recovery expected to continue at 200-300 basis points per year.

Innovation and market challenges

• Focused on improving consumer-centric innovation, especially in the U.S. where speed and relevance lag international markets.

• Fem care and women's shave/prep identified as underperforming segments, with actions underway to address issues.

• Fem care impacted by inventory normalization and delayed brand consolidation, but expected to stabilize and align with category growth.