Prestige Consumer Healthcare Inc (PBH)

The share price declined by 13.50% from January 10, 2025, to January 8, 2026. The stock hit a new 52-week low of $59.62 on October 31, 2025. In the first quarter of fiscal 2026, revenues decreased by 6.6% to $249.5 million, primarily due to limited supply for Clear Eyes products, with a diluted EPS of $0.95. To address the Clear Eyes supply constraints, Prestige Consumer Healthcare announced an agreement to acquire Pillar5 Pharma. In the second quarter of fiscal 2026, revenues decreased by 3.4% to $274.1 million, partly due to lower Eye & Ear Care category sales and timing of distributor orders, with a diluted EPS of $0.86, and the company repurchased approximately 1.1 million shares for about $75.0 million. PBH announced the acquisition of Stampede Culinary Partners for $662.5 million, expected to close by the end of January 2026, financed through equity and convertible debt offerings. In November 2025, the company's stock evaluation was revised amid market dynamics, suggesting it might be overvalued compared to some peers.

Demand for Prestige Consumer Healthcare's products exhibits seasonality, with increased demand for cold, cough, and flu medications during seasonal fluctuations in the fall and winter months. Allergy medications generally experience peak sales in spring and fall, with April, March, May, and September historically being the top months. Companies in the consumer health industry need to anticipate these surges in demand and ensure adequate stock.

Prestige Consumer Healthcare, Inc. specializes in marketing and distributing over-the-counter (OTC) healthcare products, focusing on acquiring, managing, and marketing established, niche OTC health and personal care brands. Its product lineup addresses various consumer needs, including pain relief, digestive health, eye/ear/nose/throat care, pediatric care, skin care, sleep aids, oral care, and women's health.

Prestige Consumer Healthcare, Inc. markets and distributes its products in North America (United States and Canada), Australia, and certain other international markets. North America accounts for approximately 85% of its total revenue. The company is headquartered in Tarrytown, New York, U.S., and operates a manufacturing facility in Lynchburg, Virginia.

In June 2025, there was a nationwide recall of Little Remedies® Honey Cough Syrup due to microbial contamination. The general sentiment for OTC healthcare products has been positive, driven by increased consumer focus on self-care and preventive health. Prestige Consumer Healthcare's brands are generally considered to be resonating with consumers, and the company has been taking market share from private-label rivals.

Institutional investors are the dominant force in Prestige Consumer Healthcare's ownership, holding approximately 84.8% to 99.25% of the company's stock as of early 2025. Major institutional owners include BlackRock, Inc., The Vanguard Group, Inc., and State Street Global Advisors, Inc. Insider ownership is relatively low, approximately 0.8% to 1.40% of the company. David Donnini is noted as a significant individual shareholder. There have been insider selling activities in the past three months (October-December 2025).