Like a more focused Procter & Gamble (P&G), specializing in personal care brands such as Schick razors, Hawaiian Tropic sunscreens, and Playtex feminine products.

A consumer products company with a similar business model to Unilever or Kimberly-Clark, but concentrating on shaving, sun care, and feminine hygiene.

• Shaving Products: Includes razors, blades, and shave preparations for men and women, with brands such as Schick, Wilkinson Sword, Edge, and Skintimate.
• Sun Care Products: Offers sunscreens, after-sun lotions, and tanning products under the Banana Boat and Hawaiian Tropic brands.
• Feminine Care Products: Provides tampons and other feminine hygiene solutions for women through brands like Playtex and o.b.
• Wet Wipes: Manufactures and sells personal care wet wipes for hand cleansing and sanitizing, notably with the Wet Ones brand.
• Men's Skincare Products: Develops and markets a range of skincare items specifically for men, such as cleansers and moisturizers, through the Bulldog Skincare for Men brand.

Edgewell Personal Care (EPC) sells primarily to other companies, specifically a wide variety of retailers and e-commerce platforms that then sell their products to individual consumers.

Its major customers include:

• Walmart Inc. (Symbol: WMT)
• Target Corporation (Symbol: TGT)
• Amazon.com, Inc. (Symbol: AMZN)
• CVS Health Corporation (Symbol: CVS)
• Walgreens Boots Alliance, Inc. (Symbol: WBA)
• The Kroger Co. (Symbol: KR)

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Rod Little, President and Chief Executive Officer

Rod Little was appointed President and Chief Executive Officer of Edgewell Personal Care in March 2019. He previously served as the company's Chief Financial Officer from March 2018 to March 2019. Before joining Edgewell, Mr. Little held the position of CFO at HSN, Inc. from January 2017 to December 2017, and Executive Vice President and CFO of Elizabeth Arden, Inc. from April 2014 to November 2016. He also has over two decades of global experience in consumer goods organizations, including various roles at Procter & Gamble, where he served as the Chief Financial Officer of the global salon professional division from 2009 to 2014.

Francesca Weissman, Chief Financial Officer

Francesca Weissman will assume the role of Chief Financial Officer at Edgewell Personal Care on December 1, 2024. She joined Edgewell in 2019 and currently serves as the Senior Vice President of Finance and Business Strategy. Ms. Weissman brings over 25 years of extensive experience in finance, accounting, M&A, and corporate strategy. Her previous leadership roles include Chief Financial Officer of Party City Retail Group, Senior Vice President of Finance and Strategy at Ahold USA, and Chief Financial Officer of Stop & Shop. She also spent more than 12 years in various executive finance positions at Heineken USA and began her career with Ernst & Young.

Dan Sullivan, Chief Operating Officer

Dan Sullivan was appointed Chief Operating Officer of Edgewell Personal Care in August 2024. Prior to this, he served as the Chief Financial Officer and President of Europe and Latin America for the company, a role he will hold until December 1, 2024. Mr. Sullivan has over 30 years of experience leading financial and operating teams across global companies. His past roles include Chief Financial Officer and Executive Vice President at Party City Holdco Inc., and Chief Financial Officer and Executive Vice President of Finance at Ahold USA, Inc. from 2010 to 2016. He also held executive finance and operating positions at Heineken USA for 12 years.

LaTanya Langley, Chief People and Legal Officer; Corporate Secretary

LaTanya Langley has served as the Chief People and Legal Officer and Corporate Secretary of Edgewell Personal Care since November 2023. Before joining Edgewell, she was the General Counsel, Corporate Secretary, and Compliance Officer of BIC Corp. Ms. Langley also served as Senior Counsel at Diageo plc from 2008 to 2015.

Amy Knight, Vice President of Global Sustainability

Amy Knight is the Vice President of Global Sustainability at Edgewell Personal Care. In this role, she is responsible for leading the development and execution of Edgewell's Sustainable Care 2030 strategy and ESG reporting. Ms. Knight brings over 20 years of experience in corporate responsibility, sustainability, and ESG strategies, as well as corporate brand reputation management. Prior to Edgewell, she was the Senior Director of Corporate Social Responsibility at Hasbro, Inc., and Global Program Director, Global Citizenship at Hewlett-Packard.

The key risks to Edgewell Personal Care (EPC) include:

1. North American Market Underperformance and Intense Competition: Edgewell Personal Care faces significant challenges from persistent underperformance in its North American operations, which constitute a substantial portion of its revenue base. The company has experienced declines in North American organic net sales, and this weakness is compounded by sluggish category trends and potential de-stocking issues in the broader Home and Personal Care sector within the region. Edgewell also faces intense competition from established brands, new market entrants, and private-label alternatives, particularly in the wet shave segment, where it has struggled to adapt to shifting consumer preferences and integrate effective e-commerce strategies. This competitive pressure and failure to resonate with consumers have led to market share declines and reduced profitability.
2. Inflation, Tariffs, and Supply Chain Volatility: Inflation and tariffs pose a direct threat to Edgewell's cost structure and profit margins, hitting gross margins hard. The company is subject to existing tariffs, particularly from China, for certain specialty blade steel and sun care chemical compounds, which can negatively impact profitability. Furthermore, Edgewell's global operations and reliance on international sourcing for raw materials make it vulnerable to global socio- and macroeconomic influences, transportation delays, and other supply chain disruptions.
3. High Leverage and Financial Health Concerns: Edgewell Personal Care operates with a relatively high level of debt financing, leading to a more leveraged position compared to its peers. S&P Global Ratings affirmed Edgewell's credit rating at 'BB' but revised the outlook to Negative in June 2025, citing expectations that adjusted leverage would remain high, potentially leading to a downgrade if profitability does not improve. The company has also experienced a significant drop in operating cash flow, indicating a reliance on inventory for short-term obligations and raising concerns about its self-funding capacity and overall financial stability.

Edgewell Personal Care (EPC) operates in several key personal care markets globally. The addressable market sizes for their main products and services are as follows:

• Shaving Products (Wet Shave): The global wet shave market was estimated at approximately USD 19.12 billion in 2024 and is projected to reach around USD 51.01 billion by 2035. The global women's razor market specifically was valued at USD 3.97 billion in 2022 and is expected to reach USD 5.28 billion by 2028. The global women's face razor market was estimated at USD 2.04 billion in 2024, with a projection to increase to approximately USD 3.40 billion by 2034.
• Sun Care Products: The global sun care products market size was valued at approximately USD 14.90 billion in 2024 and is projected to grow to USD 22.28 billion by 2032. Other estimates place the global market size at USD 15.43 billion in 2025, with an anticipated expansion to USD 28.96 billion by 2035.
• Feminine Care Products: The global feminine hygiene products market size was valued at approximately USD 45.42 billion in 2024 and is projected to reach USD 95.44 billion by 2034. Another report indicates a market size of USD 43.25 billion in 2024, anticipated to grow to USD 73.07 billion by 2032.
• Skin Care Products: The global skin care products market size was valued at approximately USD 145.76 billion in 2024 and is projected to grow to USD 225.82 billion by 2034. Other analyses suggest the market was valued at USD 166.35 billion in 2024, with a projection to reach USD 233.73 billion by 2033.
• Infant Care Products: The global baby care products market had a value of USD 240.54 billion in 2024 and is expected to reach USD 385.97 billion by 2030. Another estimate for the global market was USD 239.81 billion in 2024, projected to grow to USD 419.43 billion by 2032.

• Product Innovation and New Product Launches: The company is continuously focused on launching innovative new products and expanding existing successful lines. This includes planned launches for brands like Wilkinson Sword in Europe and Schick First in Japan, as well as continued expansion in grooming categories with brands such as Billie and Cremo. Edgewell also recently introduced Fieldtrip, a new clean skincare brand targeting Gen-Z consumers. This consumer-centric innovation is a core element of their strategy.
• International Market Expansion: Edgewell has demonstrated strong growth in its international markets, with organic net sales increasing over 7% in fiscal 2024, now representing approximately 40% of total revenue. The company aims to accelerate growth in these markets, focusing on regions where its brands have a "Right to Win." Examples include the geographic expansion of Billie into Australia and Bulldog's entry into premium skincare across Europe.
• Growth in Key "Right to Win" Categories: Edgewell prioritizes specific product categories for accelerated growth, notably Sun Care and Grooming. In fiscal 2024, the "Right to Win" portfolio, which includes these categories, grew by approximately 5%, with Global Sun Care growing nearly 7% and Grooming brands almost 6%. The strategy involves leveraging its leading Grooming portfolio for market share gains and accelerating growth in its Sun Care brands.
• E-commerce and Digital Transformation: Edgewell is committed to increasing sales and market share through e-retail and digital channels. This includes building robust e-commerce capabilities and implementing a digitally enabled, consumer-centric approach as part of its overarching growth strategy.
• Strategic Retailer Partnerships and Private Label Growth: The company seeks to strengthen its relationships as a trusted strategic partner to retailers. Edgewell's Private Label business unit, recently rebranded as "Edgewell Custom Brands," is a prominent supplier of private label razors globally, serving both brick-and-mortar and direct-to-consumer retailers through a steady stream of innovation.

Share Repurchases

• Edgewell Personal Care completed share repurchases totaling approximately $90.2 million across Q1 ($30.3 million), Q2 ($35.4 million), and Q3 ($24.5 million) of fiscal year 2025.
• The company expects to execute approximately $90 million in share repurchases for the full fiscal year 2025.
• In fiscal year 2021, Edgewell repurchased 250,000 shares of common stock for $9.2 million.

Outbound Investments

• Edgewell acquired Billie (Personal Products) for $310 million in 2021.
• The company acquired Cremo for $235 million in 2020.

Capital Expenditures

• Edgewell Personal Care’s capital expenditures for fiscal years ending September 2020 to 2024 averaged $53.38 million, with a peak of $75.3 million in June 2025 (latest twelve months).
• For fiscal year 2025, capital expenditures are expected to be approximately 2.5% to 3.0% of net sales, or about $65 million to $70 million annually.
• Edgewell launched a new global production facility in Aguascalientes, Mexico, with an investment of $115 million, intended to be a strategic hub for global manufacturing.