Q2 2025 Edgewell Personal Care Co Earnings Call Transcript
Key Points
- Edgewell Personal Care Co (EPC) reported solid execution in a challenging environment, delivering adjusted earnings per share and EBITDA in line with expectations.
- The company experienced continued topline growth across international markets, with consistent mid to high single-digit organic growth over a four-year period.
- Edgewell Personal Care Co (EPC) has made significant strides in innovation, expanding the Billie brand, launching new products in Japan, and broadening the CREMO range.
- The company achieved 380 basis points of productivity savings, contributing to a 110 basis points constant currency gross margin accretion.
- Edgewell Personal Care Co (EPC) is incrementally investing in North America, particularly in Sun Care and Women's Shave, to strengthen brand equity and improve market share.
- Organic net sales were below expectations due to a slower-than-expected recovery in the US Fem Care portfolio and a slower start to the sun season in the United States.
- The company faces escalating uncertainty in the macroeconomic environment, which is negatively impacting consumer sentiment and spending behaviors.
- Tariffs are expected to have an incremental impact of approximately $3 million to $4 million on cost of goods sold for fiscal 2025, with potential for more significant impacts if tariffs persist.
- Edgewell Personal Care Co (EPC) reported a 4% decline in North American sales, driven by declines in Sun Care, Shave Preps, and Fem Care.
- The company adjusted its full-year outlook to reflect lower sales growth, increased brand investments in North America, and additional tariff headwinds.
Good morning and welcome to Edgewell's second-quarter fiscal year 2025 earnings call. (Operator Instructions) Please note this event is being recorded.
I would now like to turn the conference over to Chris Gough, Vice President, Investor Relations. Please go ahead, sir.
Good morning, everyone, and thank you for joining us this morning for Edgewell's second quarter fiscal year 2025 earnings call. With me this morning are Rod Little, our President and Chief Executive Officer; Dan Sullivan, our Chief Operating Officer; and Fran Weissman, our Chief Financial Officer.
Rod will kick off the call and hand it over to Dan to discuss our second quarter commercial and operational highlights, followed by Fran, who will discuss our Q2 financial results and 2025 full year outlook. We will then transition to Q&A. This call is being recorded and will be available for replay on our website www.edgewell.com.
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