Edgewell Personal Care Co. (EPC)

Edgewell Personal Care's stock price has experienced a significant decline in the past six months, dropping 36.8% since April 2025 to $19.54 per share, partly attributed to softer quarterly results. In Q1 CY2025, the company missed Wall Street's revenue expectations, with sales falling 3.1% year-on-year to $580.7 million. Management lowered its full-year Adjusted EPS and EBITDA guidance below analyst estimates. Organic sales were flat on average over the last eight quarters and fell by 1.5% year-on-year in the latest quarter. The company's EPS declined by 2.6% annually over the last three years, and its free cash flow margin dropped by 4.9 percentage points over the last year. Several research firms have adjusted their ratings and price targets for EPC.

Demand seasonality for Edgewell Personal Care's products varies by segment, with women's wet shave products experiencing increased consumer demand during the spring and summer months. During the COVID-19 pandemic, the company's net sales were negatively impacted, particularly in the Wet Shave and Sun & Skin Care categories, due to global lockdowns and reduced outdoor activities. Sales growth saw an inflection point in the second half of fiscal 2021 as COVID-related restrictions eased. The company's financial performance is influenced by its ability to anticipate and respond to consumer trends and changes in preferences.

Edgewell Personal Care Company is a global manufacturer and marketer of personal care products, founded in 2015 as a spin-off from Energizer Holdings, Inc. The company focuses on innovation, sustainability, and expanding its global presence, offering a diverse range of products across several core business segments including Wet Shave, Sun and Skin Care, Feminine Care, and Infant and Other Care.

Edgewell Personal Care Co. has a broad international presence, with operations in approximately 20 countries and its products widely available in more than 50 countries. The company's business presence spans across Asia-Pacific, North America, Latin America, and Europe. Key markets for its Wet Shave products include the U.S., Canada, Japan, Germany, France, and the U.K. In Sun Care, Edgewell holds a leading market share in the U.S., with significant presence also in Mexico and Australia.

Edgewell Personal Care is recognized as a leading name and a well-established player in the personal care industry, known for its strong brand portfolio and commitment to innovation. The company focuses on developing new products, improving existing ones, and enhancing its e-commerce capabilities and digital marketing to connect with consumers. Edgewell has also emphasized sustainability, setting goals to reduce plastic usage and increase packaging recyclability.

Edgewell Personal Care Company has a mixed ownership structure, with institutional investors holding approximately 67.39% of the company's stock, insiders owning about 1.25%, and public companies and individual investors holding around 31.37%. Major institutional owners and shareholders include BlackRock, Inc., Vanguard Group Inc, Brandes Investment Partners, Lp, American Century Companies Inc, Dimensional Fund Advisors Lp, iShares Core S&P Small-Cap ETF (IJR), ASVIX - Small Cap Value Fund Investor Class, Fuller & Thaler Asset Management, Inc., FTHNX - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares and State Street Corp.