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Edgewell Personal Care(EPC) - 2021 Q3 - Earnings Call Transcript
2021-08-07 19:21
Edgewell Personal Care Company (NYSE:EPC) Q3 2021 Earnings Conference Call August 5, 2021 8:00 AM ET Company Participants Chris Gough - Vice President of Investor Relations Rod Little - President and Chief Executive Officer Dan Sullivan - Chief Financial Officer Conference Call Participants Jason English - Goldman Sachs Olivia Tong - Raymond James Bill Chappell - Truist Securities Kevin Grundy - Jefferies Chris Carey - Wells Fargo Securities Operator Good day, and welcome to the Edgewell Personal Care Q3 20 ...
Edgewell Personal Care(EPC) - 2021 Q3 - Quarterly Report
2021-08-04 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________ FORM 10-Q _______________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ____________________________________________________________________________________________________________ For the transition period fr ...
Edgewell Personal Care(EPC) - 2021 Q2 - Earnings Call Transcript
2021-05-09 04:29
Edgewell Personal Care Co (NYSE:EPC) Q2 2021 Earnings Conference Call May 6, 2021 8:00 AM ET Company Participants Chris Gough - VP, IR, Corporate Development & Treasury Rod Little - President, CEO & Director Daniel Sullivan - CFO Conference Call Participants Jason English - Goldman Sachs Group Kevin Grundy - Jefferies William Chappell - Truist Securities Wendy Nicholson - Citigroup Christopher Carey - Wells Fargo Securities Faiza Alwy - Deutsche Bank Operator Good day, and welcome to the Edgewell Q2 2021 ea ...
Edgewell Personal Care(EPC) - 2021 Q2 - Quarterly Report
2021-05-05 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________ FORM 10-Q _______________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to _______________ Commission File Number: 001-15401 ____________________________________ ...
Edgewell Personal Care(EPC) - 2021 Q1 - Earnings Call Transcript
2021-02-09 19:01
Edgewell Personal Care Company (NYSE:EPC) Q1 2021 Results Earnings Conference Call February 9, 2021 8:00 AM ET Company Participants Chris Gough - Vice President, Investor Relations, Corporate Development & Treasury Rod Little - President and Chief Executive Officer Dan Sullivan - Chief Financial Officer Conference Call Participants Nik Modi - RBC Capital Markets Jason English - Goldman Sachs Bill Chappell - Truist Securities Chris Carey - Wells Fargo Securities Jonathan Feeney - Consumer Edge Kevin Grundy - ...
Edgewell Personal Care(EPC) - 2021 Q1 - Quarterly Report
2021-02-08 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________ FORM 10-Q _______________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to _______________ Commission File Number: 001-15401 _________________________________ ...
Edgewell Personal Care (EPC) Presents At Morgan Stanley Virtual Global Consumer & Retail Conference 2020 - Slideshow
2020-12-07 23:47
• PAGE 1 Morgan Stanley Global Consumer & Retail Virtual Conference December 2, 2020 Forward-looking statements BOS 20201120 EPC investor da ... 1-6 v3 Unless the context otherwise requires, references in this presentation to "Edgewell," "we," "our," and "the Company" refer to Edgewell Personal Care Company, a Missouri corporation, and its consolidated subsidiaries. Forward-looking statements are not based on historical facts but instead reflect the Company's expectations, estimates or projections concernin ...
Edgewell Personal Care(EPC) - 2020 Q4 - Earnings Call Transcript
2020-11-12 17:13
Edgewell Personal Care Company (NYSE:EPC) Q4 2020 Results Earnings Conference Call November 12, 2020 8:00 AM ET Company Participants Chris Gough - Vice President, Investor Relations, Corporate Development & Treasury Rod Little - President and Chief Executive Officer Dan Sullivan - Chief Financial Officer Conference Call Participants Bill Chappell - Truist Securities Jason English - Goldman Sachs Olivia Tong - Bank of America Nik Modi - RBC Capital Markets Jonathan Feeney - Consumer Edge Faiza Alwy - Deutsch ...
Edgewell Personal Care(EPC) - 2020 Q3 - Earnings Call Transcript
2020-08-10 03:09
Financial Data and Key Metrics Changes - Organic net sales decreased by 14.7% in Q3 2020, with significant declines across all categories due to COVID-19 impacts [17][48] - Gross margin rate decreased by 200 basis points year-over-year to 46%, affected by COVID-related costs and unfavorable category mix [62] - Adjusted operating income decreased by $36.4 million, reflecting the challenges faced during the quarter [46] Business Line Data and Key Metrics Changes - Wet Shave organic net sales decreased by 14%, with North America down 16% and international markets down 13% [50] - Sun and Skin Care organic sales decreased nearly 19%, with Sun Care experiencing a 30% decline in organic net sales [55] - Wet Ones saw a strong organic sales growth of 52% year-over-year, driven by heightened hygiene demand [58] Market Data and Key Metrics Changes - In the U.S., the overall Sun category declined about 18%, but Edgewell's consumption was down only 5%, leading to a 370 basis point market share gain [56] - Market share in razors and blades declined by 190 basis points, but Hydro Men's gained 40 basis points excluding lost distribution [51][52] - E-commerce business grew organically by 76%, with Amazon contributing significantly to this growth [61] Company Strategy and Development Direction - The company announced its intent to acquire CREMO, aiming to expand its presence in the fast-growing U.S. men's grooming category [33][71] - The Sustainable Care 2030 strategy was unveiled, establishing 10 ambitions for the next decade to create a sustainable future [28] - Focus remains on managing the business in a disciplined manner while investing in long-term growth opportunities [23][75] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism that the worst impacts of COVID-19 may be behind, with sequential improvement noted in sales trends [43][44] - The company is closely monitoring uncertainties and volatility in the market, particularly in relation to COVID-19 [22][23] - Management emphasized the importance of maintaining a strong liquidity position and disciplined capital allocation [68][70] Other Important Information - The company generated over $100 million in operating cash flow during the COVID-impacted fiscal third quarter [26] - Project Fuel generated $23 million in gross savings, reflecting ongoing efforts to create efficiencies [24][69] - The management team has been reshaped, with new appointments aimed at enhancing capabilities in key areas [29] Q&A Session Summary Question: How does CREMO fit into the Wet Shave strategy? - Management indicated that CREMO is a key piece to enhance exposure in the fastest-growing part of the grooming segment, with confidence in the overall grooming market returning to normal [90][92] Question: What is the outlook for Sun Care and inventory management? - Management expressed confidence in inventory position and does not anticipate heightened returns or accruals, with a positive outlook for the upcoming season [93][95] Question: Why is there no formal guidance for the remainder of the year? - The decision not to reinstate guidance was due to uncertainties surrounding COVID-19, despite seeing sequentially improving top-line trends [100][102] Question: Can you provide details on the CREMO acquisition and its financials? - Management highlighted CREMO's attractive growth rate and profitability, with significant opportunities for distribution and geographic expansion [108][109]
Edgewell Personal Care (EPC) Investor Presentation - Slideshow
2020-05-29 21:23
INVESTOR PRESENTATION MAY 2020 Forward-Looking Statements. This document contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. You should not place undue reliance on these statements. The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements made by or on behalf of Edgewell Personal Care Company ("the Company"). Forward-looking statements generally can be i ...