Edgewell Personal Care Company
- Open
- 28.51
- Day high
- 28.52
- Day low
- 28.12
- Prev close
- 28.40
- Volume
- 12K
- Mkt cap
- $1.3B
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 0.9
- P/S
- 0.6
- Yield
- 2.13%
- Per share
- $0.60
Edgewell Personal Care Company (EPC) is a Consumer Defensive company listed on NYSE. The stock is up 20% over the past year. Drillr has 1 published research article covering EPC.
Edgewell Personal Care Company (EPC) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 5 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
EPC earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 5, 2026 | $0.65 | $0.72 | +11.6% | $570M | -0.8% |
| May 6, 2026 | $0.43 | $0.60 | +39.5% | $520M | +0.2% |
| Nov 13, 2025 | $0.82 | $0.68 | -17.1% | $537M | +10.7% |
| Nov 7, 2024 | $0.67 | $0.72 | +7.5% | $518M | -3.3% |
| May 8, 2024 | $0.72 | $0.88 | +22.2% | $599M | -8.1% |
| Feb 7, 2024 | $0.06 | $0.24 | +300.0% | $489M | +1.6% |
| Nov 9, 2023 | $0.64 | $0.72 | +12.5% | $534M | +0.6% |
| Aug 3, 2023 | $0.81 | $0.98 | +21.0% | $650M | +21.6% |
| Feb 8, 2023 | $0.21 | $0.31 | +47.6% | $469M | +0.3% |
| Nov 10, 2022 | $0.76 | $0.79 | +3.9% | $537M | -0.8% |
| Aug 4, 2022 | $0.70 | $0.86 | +22.9% | $624M | +1.6% |
| Feb 8, 2022 | $0.42 | $0.42 | +0.0% | $463M | -0.1% |
EPC insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Feb 9, 2026 | Stahl Stephaniedirector | Grant | 7,817 | — |
| Feb 9, 2026 | HUNTER JOHN C IIIdirector | Grant | 7,817 | — |
| Feb 9, 2026 | SACHDEV RAKESHdirector | Grant | 7,817 | — |
| Feb 9, 2026 | Hendra Carla Cdirector | Grant | 7,817 | — |
| Feb 9, 2026 | Black Robert Williamdirector | Grant | 7,817 | — |
| Feb 9, 2026 | Corbin Georgedirector | Grant | 7,817 | — |
| Feb 9, 2026 | Waring Garydirector | Grant | 7,817 | — |
| Feb 9, 2026 | Sit Swandirector | Grant | 7,817 | — |
| Dec 4, 2025 | WEISSMAN FRANCESCAofficer: CFO | Tax | 798 | $17.00 |
| Dec 4, 2025 | WEISSMAN FRANCESCAofficer: CFO | Option | 2,296 | — |
| Nov 20, 2025 | DUNHAM JOHN Mofficer: Chief Accounting Officer | Sell | 333 | $17.21 |
| Nov 18, 2025 | Hibbert Paulofficer: Chief Supply Chain Officer | Option | 4,149 | — |
| Nov 18, 2025 | Hibbert Paulofficer: Chief Supply Chain Officer | Grant | 4,149 | — |
| Nov 18, 2025 | Hibbert Paulofficer: Chief Supply Chain Officer | Tax | 2,676 | $18.39 |
| Nov 18, 2025 | Hibbert Paulofficer: Chief Supply Chain Officer | Tax | 1,924 | $18.39 |
Source: EPC SEC Form 4 filings, latest Feb 9, 2026. For informational purposes only — not investment advice.
See the full EPC insider & 13F page →Edgewell Personal Care Company company profile
Overview
Edgewell Personal Care Company (NYSE:EPC) is a multinational consumer products company that manufactures and markets personal care products worldwide. Founded in 1772 and formerly known as Energizer Holdings, Inc., the company changed its name to Edgewell Personal Care Company in June 2015 following a spin-off from its battery business. Headquartered in Shelton, Connecticut, Edgewell has grown through acquisitions and organic expansion to become a significant player in the personal care industry, with operations spanning North America, international markets, and a portfolio of well-known consumer brands across wet shaving, sun care, feminine care, and grooming categories.
Business
Edgewell Personal Care operates in the household and personal products industry, manufacturing and marketing consumer goods that people use for daily hygiene, grooming, and protection needs. The company operates through three primary business segments that together generate approximately $2.25 billion in annual revenue. The Wet Shave segment represents the company's largest business, providing razor systems including razor handles with refillable blades, as well as disposable shaving products for both men and women. Key brands include Schick, Wilkinson Sword, Edge, Skintimate, Shave Guard, and Personna. This segment also includes the recently acquired Billie brand, a direct-to-consumer women's shaving company that has expanded into retail channels like Walmart. The wet shave category encompasses both traditional razor systems where consumers purchase handles and replacement cartridges, as well as single-use disposable razors. The Sun and Skin Care segment offers protective and grooming products including general sun protection, sport-specific sunscreens, products for children and babies, tanning and after-sun products under the Banana Boat and Hawaiian Tropic brands. This segment also includes antibacterial hand wipes, alcohol sanitizing wipes, and hand sanitizer gels under the Wet Ones brand, as well as men's skin care products under the Bulldog and Jack Black brands, and skin care and grooming products under the Cremo brand. The sun care products are seasonal in nature, with peak sales during summer months. The Feminine Care segment provides menstrual hygiene products including tampons under the Playtex Gentle Glide 360°, Playtex Sport, Playtex and o.b. brands, as well as pads and liners under the Stayfree and Carefree brands. These products serve the essential daily needs of women and represent a stable, recurring revenue stream. Based on recent performance data, the Wet Shave segment appears to generate the largest portion of revenue, followed by Sun and Skin Care, with Feminine Care representing the smallest segment. International markets now represent approximately 40% of total company revenue, with particularly strong growth in regions like Australia, Mexico, Japan, and Europe.
Revenue model
Edgewell generates revenue primarily through product sales to retailers and distributors who then sell to end consumers. The company operates a traditional consumer packaged goods business model where it manufactures products in its facilities and sells them through various retail channels including grocery stores, drug stores, mass merchandisers like Walmart and Target, and increasingly through e-commerce platforms. The company's customers are primarily large retail chains and distributors rather than individual consumers. Revenue is generated when these retail customers purchase products for resale, with payment terms typically ranging from 30-60 days. The company also operates some direct-to-consumer channels, particularly through the Billie brand's online platform, though this represents a smaller portion of total revenue. Edgewell's profitability is influenced by several key factors that can increase or decrease margins. Commodity costs significantly impact gross margins, as the company uses materials like steel for razor blades, plastics for packaging, and various chemicals for sun care and feminine care products. When raw material prices rise due to inflation or supply chain disruptions, margins compress unless the company can implement offsetting price increases. Foreign exchange rates also materially affect results since international operations represent 40% of revenue, with currency headwinds creating ongoing challenges for reported financial performance. Promotional intensity in retail channels directly affects net pricing, as increased promotional spending to maintain shelf space and market share reduces effective selling prices. The company must balance promotional investments with maintaining brand equity and margins. Innovation and product differentiation can command premium pricing, with successful new product launches like Banana Boat 360 spray technology or Billie's direct-to-consumer model enabling better margins than commodity-like products. Operational efficiency through productivity initiatives has been a key margin driver, with the company achieving 340-380 basis points of productivity savings in recent quarters through manufacturing improvements, supply chain optimization, and overhead reduction. Scale and market share also impact margins, as higher volumes enable better supplier negotiations and fixed cost absorption, while market share losses can pressure both pricing and operational efficiency.
Competitive moat
Edgewell's competitive moat is moderate but faces ongoing challenges from both traditional competitors and new market entrants. The company's primary competitive advantages stem from its established brand portfolio, retail relationships, and manufacturing scale, though these advantages are not insurmountable. In the wet shave category, Edgewell competes primarily with Procter & Gamble's Gillette brand, which maintains market leadership. Edgewell's Schick and Wilkinson Sword brands have established consumer recognition and retail shelf space, but face pressure from both premium competitors and low-cost alternatives. The recent acquisition of Billie provides exposure to the growing direct-to-consumer and women's shaving segments, though this market is becoming increasingly crowded with new entrants offering subscription models and innovative marketing approaches. The sun care business benefits from strong seasonal demand and brand loyalty, with Banana Boat and Hawaiian Tropic representing well-established names in the category. However, this market faces competition from both large consumer goods companies and smaller, specialized brands focusing on natural or reef-safe formulations. The regulatory environment around sun care ingredients also creates both opportunities and risks for established players. In feminine care, the company competes in a mature market with established players like Procter & Gamble (Tampax) and Kimberly-Clark (Kotex). While brand loyalty exists in this category, the market has seen disruption from direct-to-consumer brands, organic/natural alternatives, and subscription services that bypass traditional retail channels. The company's manufacturing capabilities and supply chain infrastructure provide some competitive advantages through cost efficiency and product quality, but these can be replicated by well-funded competitors over time. Retail relationships offer near-term protection through established shelf space and promotional programs, though retailers increasingly favor brands that drive category growth and consumer traffic. The most significant competitive threat comes from the ongoing shift toward direct-to-consumer models, subscription services, and digitally-native brands that can build consumer relationships without traditional retail intermediaries. Companies like Harry's in shaving and various direct-to-consumer feminine care brands have demonstrated the ability to gain market share through innovative business models and targeted marketing, potentially eroding the value of traditional retail distribution advantages.
Risks & safety
Edgewell demonstrates a moderate margin of safety with manageable debt levels but some operational challenges that require monitoring. **Cash and Debt Position:** - Cash and short-term investments of $170 million provide reasonable liquidity buffer - Total debt-to-equity ratio of 0.98 indicates moderate leverage but not excessive - Free cash flow of $28 million in most recent quarter, though this was down significantly from prior periods - Operating cash flow can be volatile, ranging from negative $116 million in Q1 to positive $101 million in Q3 **Valuation Metrics:** - Price-to-earnings ratio of 12.9 suggests reasonable valuation relative to earnings - EV/EBITDA of 8.4 indicates moderate valuation for a consumer staples company - Price-to-book ratio of 0.99 suggests trading near book value - Current ratio of 1.89 indicates adequate short-term liquidity coverage **Other Considerations:** - Consistent EBITDA generation around $280-320 million annually provides earnings stability - International exposure (40% of revenue) creates currency risk but also diversification benefits - Mature, stable end markets provide some demand predictability despite competitive pressures - Management has demonstrated ability to generate productivity savings and maintain margins during inflationary periods
Recent development
Over the past few years, Edgewell has undergone significant strategic transformation focused on portfolio optimization, international expansion, and operational efficiency. The company has shifted its strategy toward what it calls its "right-to-win" portfolio, emphasizing higher-growth categories like sun care, grooming, and women's shaving while maintaining its traditional wet shave and feminine care businesses. A key strategic move was the acquisition of Billie in 2022, a direct-to-consumer women's shaving brand that has since expanded into traditional retail channels including a national rollout at Walmart. This acquisition provided Edgewell with exposure to the growing women's shaving segment and direct-to-consumer capabilities, with Billie gaining 260 basis points of market share in women's shave. The company has prioritized international market expansion, with international sales now representing 40% of total revenue and delivering consistent growth. Strong performance in markets like Australia, Mexico, Japan, and Europe has helped offset challenges in North American markets. The company has implemented localized innovation strategies and strengthened its international commercial capabilities. Operational improvements have been a major focus, with the company achieving significant productivity savings of 340-380 basis points in recent quarters through manufacturing efficiency, supply chain optimization, and overhead reduction. These initiatives have helped maintain gross margins despite inflationary pressures on raw materials and labor costs. Recent leadership changes include the appointment of Dan Sullivan as Chief Operating Officer, Francesca Weissman as Chief Financial Officer, and Jessica Spence to lead North American operations. The company has also been recognized as the second-best mid-sized company to work for, indicating improved employee engagement and organizational culture. Innovation initiatives have accelerated with a more consumer-centric approach, including new product launches like Banana Boat 360 spray technology, Billie's expansion into body care, Carefree brand replatforming in feminine care, and Wilkinson Sword brand relaunch in Europe. The company has also launched the Schick First brand in Japan, demonstrating its ability to develop market-specific innovations.
EPC company profile · for informational purposes only — not investment advice.
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