Edgewell Personal Care Company (EPC) Barclays 19th Annual Global Consumer Conference summary

Strategic transformation and organizational changes

• Employee engagement rose from 59% to 82% through new purpose, values, and leadership upgrades.

• Shifted from global teams to a consumer-centric, localized approach, eliminating global teams for better market resonance.

• Portfolio reshaped by divesting non-core businesses and acquiring four growth brands, now central to growth strategy.

• Ongoing transformation includes plant consolidation and North American turnaround, with future focus on technology-driven simplification and automation.

• Next phase emphasizes process simplification and AI-enabled technology transformation.

Business performance and growth drivers

• North America returned to growth after years of decline, with strong leadership and leading brands in key categories.

• Cremo and Hawaiian Tropic are standout brands, driving significant growth and market share gains.

• Share growth in North America exceeded expectations, with 48 out of 52 weeks showing unit share gains.

• International markets maintain mid-single-digit growth, with recent supply constraints easing and renewed momentum expected.

Brand strategy and category insights

• Adopted disruptor mindset by learning from founder-led acquisitions, increasing agility and consumer focus.

• Modernized heritage brands like Hawaiian Tropic, achieving double-digit growth through viral campaigns and targeted investments.

• Wet Shave remains a high-margin, strategically sound category, with focus on market share gains and leveraging technology, scale, and full portfolio offerings.

• Sun care strategy involves differentiating Hawaiian Tropic and Banana Boat, with a major restage planned for Banana Boat to drive future growth.

• Grooming brands (Cremo, Bulldog, Jack Black) are all in growth territory, with no need for additional brands.