Prestige Consumer Healthcare (PBH)
Market Price (2/4/2026): $64.5 | Market Cap: $3.2 BilSector: Health Care | Industry: Pharmaceuticals
Prestige Consumer Healthcare (PBH)
Market Price (2/4/2026): $64.5Market Cap: $3.2 BilSector: Health CareIndustry: Pharmaceuticals
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.4%, FCF Yield is 8.1% | Weak multi-year price returns2Y Excs Rtn is -38%, 3Y Excs Rtn is -72% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.1%, Rev Chg QQuarterly Revenue Change % is -3.4% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 31% | Key risksPBH key risks include [1] supply chain vulnerability due to its reliance on third-party manufacturers, Show more. | |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 24%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 23% | ||
| Low stock price volatilityVol 12M is 29% | ||
| Megatrend and thematic driversMegatrends include Health & Wellness Trends. Themes include Over-the-Counter (OTC) Healthcare, and Personal Hygiene & Self-Care. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.4%, FCF Yield is 8.1% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 31% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 24%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 23% |
| Low stock price volatilityVol 12M is 29% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends. Themes include Over-the-Counter (OTC) Healthcare, and Personal Hygiene & Self-Care. |
| Weak multi-year price returns2Y Excs Rtn is -38%, 3Y Excs Rtn is -72% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.1%, Rev Chg QQuarterly Revenue Change % is -3.4% |
| Key risksPBH key risks include [1] supply chain vulnerability due to its reliance on third-party manufacturers, Show more. |
Qualitative Assessment
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Prestige Consumer Healthcare (PBH) stock has gained about 5% since 10/31/2025 because of the following key factors:
1. Strong Second Quarter Fiscal 2026 Earnings Exceed Expectations and Raised Outlook.
Prestige Consumer Healthcare reported robust results for its second quarter of fiscal 2026 on November 6, 2025. The company surpassed analysts' consensus estimates, with an adjusted earnings per share (EPS) of $1.07 against an expected $0.97. Revenue also exceeded forecasts, reaching $274.11 million compared to the $257.14 million consensus. Furthermore, management updated its adjusted diluted EPS outlook to the high end of its previous range, between $4.54 and $4.58, signaling confidence in future performance. These positive financial results and improved guidance likely fueled investor confidence and contributed significantly to the stock's appreciation.
2. Strategic Acquisition of Stampede Culinary Partners.
Prestige Consumer Healthcare announced the acquisition of U.S.-based Stampede Culinary Partners for $662.5 million, with the deal expected to close by January 2026. This strategic move is anticipated to be a significant growth driver, projected to contribute approximately 15% to PBH's EBITDA. Management expects the acquisition to be mid-single-digit accretive to EPS initially, with projections of rising to high-single-digit accretion after realizing operational efficiencies. Such a substantial and accretive acquisition would be a strong positive catalyst for the stock.
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1. Strong Second Quarter Fiscal 2026 Earnings Exceed Expectations and Raised Outlook.
Prestige Consumer Healthcare reported robust results for its second quarter of fiscal 2026 on November 6, 2025. The company surpassed analysts' consensus estimates, with an adjusted earnings per share (EPS) of $1.07 against an expected $0.97. Revenue also exceeded forecasts, reaching $274.11 million compared to the $257.14 million consensus. Furthermore, management updated its adjusted diluted EPS outlook to the high end of its previous range, between $4.54 and $4.58, signaling confidence in future performance. These positive financial results and improved guidance likely fueled investor confidence and contributed significantly to the stock's appreciation.
2. Strategic Acquisition of Stampede Culinary Partners.
Prestige Consumer Healthcare announced the acquisition of U.S.-based Stampede Culinary Partners for $662.5 million, with the deal expected to close by January 2026. This strategic move is anticipated to be a significant growth driver, projected to contribute approximately 15% to PBH's EBITDA. Management expects the acquisition to be mid-single-digit accretive to EPS initially, with projections of rising to high-single-digit accretion after realizing operational efficiencies. Such a substantial and accretive acquisition would be a strong positive catalyst for the stock.
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Stock Movement Drivers
Fundamental Drivers
The 6.3% change in PBH stock from 10/31/2025 to 2/3/2026 was primarily driven by a 11.7% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 60.60 | 64.43 | 6.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,120 | 1,110 | -0.9% |
| Net Income Margin (%) | 19.0% | 18.1% | -4.9% |
| P/E Multiple | 14.1 | 15.7 | 11.7% |
| Shares Outstanding (Mil) | 49 | 49 | 0.9% |
| Cumulative Contribution | 6.3% |
Market Drivers
10/31/2025 to 2/3/2026| Return | Correlation | |
|---|---|---|
| PBH | 6.3% | |
| Market (SPY) | 1.1% | 9.5% |
| Sector (XLV) | 6.8% | 33.6% |
Fundamental Drivers
The -12.9% change in PBH stock from 7/31/2025 to 2/3/2026 was primarily driven by a -8.1% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 73.95 | 64.43 | -12.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,138 | 1,110 | -2.4% |
| Net Income Margin (%) | 18.9% | 18.1% | -4.1% |
| P/E Multiple | 17.1 | 15.7 | -8.1% |
| Shares Outstanding (Mil) | 50 | 49 | 1.3% |
| Cumulative Contribution | -12.9% |
Market Drivers
7/31/2025 to 2/3/2026| Return | Correlation | |
|---|---|---|
| PBH | -12.9% | |
| Market (SPY) | 9.4% | 17.9% |
| Sector (XLV) | 18.7% | 36.5% |
Fundamental Drivers
The -16.1% change in PBH stock from 1/31/2025 to 2/3/2026 was primarily driven by a -15.0% change in the company's P/E Multiple.| (LTM values as of) | 1312025 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 76.77 | 64.43 | -16.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,111 | 1,110 | 0.0% |
| Net Income Margin (%) | 18.5% | 18.1% | -2.5% |
| P/E Multiple | 18.5 | 15.7 | -15.0% |
| Shares Outstanding (Mil) | 50 | 49 | 1.3% |
| Cumulative Contribution | -16.1% |
Market Drivers
1/31/2025 to 2/3/2026| Return | Correlation | |
|---|---|---|
| PBH | -16.1% | |
| Market (SPY) | 15.6% | 33.4% |
| Sector (XLV) | 6.3% | 34.9% |
Fundamental Drivers
The -2.0% change in PBH stock from 1/31/2023 to 2/3/2026 was primarily driven by a -4.0% change in the company's Net Income Margin (%).| (LTM values as of) | 1312023 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 65.76 | 64.43 | -2.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,108 | 1,110 | 0.2% |
| Net Income Margin (%) | 18.8% | 18.1% | -4.0% |
| P/E Multiple | 15.7 | 15.7 | 0.2% |
| Shares Outstanding (Mil) | 50 | 49 | 1.6% |
| Cumulative Contribution | -2.0% |
Market Drivers
1/31/2023 to 2/3/2026| Return | Correlation | |
|---|---|---|
| PBH | -2.0% | |
| Market (SPY) | 75.9% | 27.8% |
| Sector (XLV) | 20.9% | 32.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| PBH Return | 74% | 3% | -2% | 28% | -21% | 6% | 88% |
| Peers Return | 16% | -12% | -1% | 2% | -28% | 8% | -20% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 2% | 86% |
Monthly Win Rates [3] | |||||||
| PBH Win Rate | 75% | 67% | 50% | 67% | 33% | 100% | |
| Peers Win Rate | 52% | 44% | 48% | 57% | 25% | 90% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| PBH Max Drawdown | 0% | -20% | -10% | -4% | -26% | -1% | |
| Peers Max Drawdown | -13% | -25% | -14% | -9% | -34% | -2% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: KVUE, PRGO, CHD, EPC, PG.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/3/2026 (YTD)
How Low Can It Go
| Event | PBH | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -23.0% | -25.4% |
| % Gain to Breakeven | 29.9% | 34.1% |
| Time to Breakeven | 66 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -35.8% | -33.9% |
| % Gain to Breakeven | 55.8% | 51.3% |
| Time to Breakeven | 351 days | 148 days |
| 2018 Correction | ||
| % Loss | -53.7% | -19.8% |
| % Gain to Breakeven | 116.2% | 24.7% |
| Time to Breakeven | 879 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -70.2% | -56.8% |
| % Gain to Breakeven | 235.0% | 131.3% |
| Time to Breakeven | 1,077 days | 1,480 days |
Compare to KVUE, PRGO, CHD, EPC, PG
In The Past
Prestige Consumer Healthcare's stock fell -23.0% during the 2022 Inflation Shock from a high on 11/11/2021. A -23.0% loss requires a 29.9% gain to breakeven.
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About Prestige Consumer Healthcare (PBH)
Prestige Consumer Healthcare Inc., together with its subsidiaries, develops, manufactures, markets, distributes, and sells over-the-counter (OTC) health and personal care products in the United States and internationally. The company operates in two segments, North American OTC Healthcare and International OTC Healthcare. It offers BC/Goody's analgesic powders, Boudreaux's Butt Paste baby ointments, Chloraseptic sore throat liquids and lozenges, Clear Eyes for eye redness relief, Compound W wart removals, DenTek for PEG oral care, Debrox ear wax removals, and Dramamine for motion sickness relief. The company also provides Fleet adult enemas/suppositories, Gaviscon upset stomach remedies, Luden's cough drops, Monistat vaginal anti-fungal, Nix lice/parasite treatments, Summer's Eve feminine hygiene, TheraTears dry eye relief, Fess nasal saline spray and washes, and Hydralyte for oral rehydration products. It sells its products through mass merchandisers; and drug, food, dollar, convenience, and club stores, as well as e-commerce channels. The company was formerly known as Prestige Brands Holdings, Inc. and changed its name to Prestige Consumer Healthcare Inc. in August 2018. Prestige Consumer Healthcare Inc. was founded in 1996 and is headquartered in Tarrytown, New York.
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Here are 1-3 brief analogies for Prestige Consumer Healthcare (PBH):
- Think of it as Johnson & Johnson's consumer health division, but as a dedicated company focused on acquiring and marketing a portfolio of established over-the-counter (OTC) brands like Monistat and Clear Eyes.
- It's similar to the over-the-counter health product brands you'd find at Procter & Gamble, but as an independent company solely specialized in established non-prescription health and personal care products.
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Prestige Consumer Healthcare (PBH) offers a range of over-the-counter healthcare products:- Monistat: A leading brand for treating vaginal yeast infections.
- Clear Eyes: Eye drops designed to relieve redness, dryness, and allergies.
- Dramamine: Products providing effective relief and prevention of motion sickness.
- BC Powder / Goody's Powder: Fast-acting pain relief powders for headaches and minor aches.
- Gaviscon: Antacid formulations for heartburn, acid indigestion, and upset stomach relief.
- Little Remedies: A line of over-the-counter medicines specifically formulated for infants and children.
- Compound W: Wart removal treatments for various types of warts.
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Prestige Consumer Healthcare (symbol: PBH) sells primarily to other companies, specifically major retail chains that distribute its over-the-counter healthcare and household products to consumers.
According to its most recent 10-K filing (for fiscal year 2023), Prestige Consumer Healthcare reported that its three largest customers, all major retail chains in North America, accounted for approximately 45%, 15%, and 12% of its gross revenue, respectively. While Prestige Consumer Healthcare does not publicly disclose the specific names of these customers, they are typically large mass merchandisers, drugstores, and grocery chains.
Examples of such major retail companies in North America that would fit this description include, but are not limited to:
- Walmart Inc. (WMT)
- CVS Health Corporation (CVS)
- Walgreens Boots Alliance, Inc. (WBA)
- Target Corporation (TGT)
- Amazon.com, Inc. (AMZN) (for online retail distribution)
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Ronald Lombardi, President and CEO
Ronald Lombardi was named President and CEO in June 2015, having previously served as Chief Financial Officer since 2010. He possesses extensive financial management experience, including expertise in acquisitions and divestitures, and debt and equity structuring. Lombardi served as CFO for Waterbury International Holdings, a private equity-owned firm. Before that, he held positions of increasing financial responsibility, including CFO and then Chief Operating Officer, at Cannondale Sports Group/Dorel Recreation and Leisure. His background also includes leadership roles in finance at publicly traded companies Gerber Scientific and Emerson Electric.
Christine Sacco, Chief Financial Officer and Chief Operating Officer
Christine Sacco was appointed Chief Financial Officer in September 2016 and assumed the role of Chief Operating Officer in January 2025. She joined the company from Boulder Brands, where she served as Chief Financial Officer for four years, following her tenure as Chief Accounting Officer and Controller. Prior to Boulder Brands, Sacco held various financial leadership positions at Alpharma, Inc., a global specialty pharmaceutical company, last serving as Vice President, Treasurer. Her experience encompasses corporate finance, treasury, investor relations, strategic planning, operations, and M&A.
William P'Pool, Senior Vice President, General Counsel and Corporate Secretary
William P'Pool was appointed Senior Vice President, General Counsel and Corporate Secretary in November 2016.
Adel Mekhail, Executive Vice President, Marketing & Sales
Adel Mekhail serves as the Executive Vice President, Marketing & Sales.
Jeff Zerillo, Senior Vice President - Operations
Jeff Zerillo holds the position of Senior Vice President - Operations.
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The key risks to Prestige Consumer Healthcare (PBH) primarily revolve around its supply chain, the highly competitive nature of the over-the-counter (OTC) healthcare market, and challenges related to organic revenue growth and debt.
- Supply Chain Vulnerability and Operational Constraints: Prestige Consumer Healthcare faces significant risks due to its reliance on third-party manufacturers, which has led to supply chain vulnerabilities and product shortages, particularly in the eye care category. The lack of long-term contracts with certain key manufacturers exposes the company to sudden disruptions in production and potential cost increases. These operational constraints have already negatively impacted sales and are a significant concern for investors, influencing the stock's performance. Management anticipates a period of subdued top-line performance as it addresses these supply issues and adapts to changing retail ordering patterns.
- Competitive Landscape and Economic Uncertainty: The OTC healthcare market is intensely competitive, with numerous players vying for market share. Prestige Consumer Healthcare must continuously innovate and adapt to maintain its competitive edge against both established brands and larger consumer health firms focused on "move-the-needle" opportunities. Furthermore, the current economic climate, characterized by high inflation, interest rate changes, and geopolitical tensions, poses a significant threat. These factors can lead to increased costs for the company, further supply chain disruptions, and shifts in consumer purchasing behavior, all of which could negatively impact financial performance.
- Stagnant Organic Revenue Growth and High Debt Levels: Despite an acquisition-led strategy, Prestige Consumer Healthcare has experienced stagnating revenue growth, with fiscal 2026 guidance indicating flat to slightly declining organic sales. This reliance on a portfolio of mature brands, coupled with potential shifts in consumer shopping habits towards online commerce and delivery services, presents a challenge to its traditional business model of owning significant shelf space. Additionally, the company carries a substantial amount of leverage, with approximately $900 million in net debt on its balance sheet and a negative tangible book value, which could limit its financial flexibility and appeal to investors seeking growth or dividends.
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- The rise of Direct-to-Consumer (DTC) brands and subscription models in consumer health and wellness. These digitally native brands are increasingly bypassing traditional retail channels, offering modern branding, personalized solutions, and convenience directly to consumers online. This trend is actively shifting purchasing habits and market share in categories relevant to Prestige Consumer Healthcare (e.g., women's health, sexual wellness, vitamins, and supplements), challenging the company's reliance on established retail distribution and often appealing to younger demographics who seek alternatives to mass-market products.
- The accelerating consumer preference for natural, clean-label, and transparent ingredients in healthcare and personal care products. Consumers are increasingly scrutinizing product formulations and actively seeking "natural," "organic," "free-from," or "clean-label" options. Many of Prestige Consumer Healthcare's legacy brands, while established, may face challenges in aligning with these evolving consumer demands without significant investment in reformulation, rebranding, and marketing, potentially leading to a gradual erosion of market share as newer brands built on these principles gain traction.
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Prestige Consumer Healthcare (PBH) operates in various segments of the over-the-counter (OTC) healthcare market, primarily in the U.S., Canada, and Australia. The addressable market sizes for their main product categories in the U.S. are as follows:
- Over-the-Counter (OTC) Healthcare Market: The U.S. OTC healthcare market was valued at approximately USD 41.9 billion in 2024 and is projected to reach USD 65.1 billion by 2033, growing at a compound annual growth rate (CAGR) of 5.4% from 2025 to 2033. Another estimate places the U.S. OTC healthcare market at USD 23.84 billion in 2024, expected to grow to USD 44.17 billion by 2034 with a CAGR of 6.60% from 2025 to 2034. A separate report indicates the U.S. OTC healthcare market is valued at USD 25 billion in 2024 and is expected to reach USD 34 billion by 2035, with a CAGR of 2.83% from 2025 to 2035.
- Women's Health Products: The U.S. women's health market size was estimated at USD 18.82 billion in 2024 and is expected to reach USD 24.36 billion by 2030, growing at a CAGR of 3.7% from 2025 to 2030. The U.S. women's health devices market was valued at USD 7.19 billion in 2024 and is projected to grow to approximately USD 16.41 billion by 2034, with a CAGR of 8.60% between 2025 and 2034. Another report states the U.S. women's health devices market was worth USD 19.85 billion in 2022.
- Pain Relief (Analgesics - OTC Drugs Segment): The analgesics segment is a significant part of the overall U.S. OTC drugs market. The U.S. Over-The-Counter Drugs market, which includes analgesics, is projected to grow from USD 230 billion in 2025 to USD 380 billion by 2031, at a CAGR of 8.7%. The U.S. Pain Management Drugs Market size is projected to surpass USD 44.90 billion by 2034.
- Eye Care Products: Specific market size for "eye care products" within the U.S. was not found as a standalone figure in the provided search results. However, eye care is a sub-segment of the larger OTC healthcare market.
- Pediatric Healthcare Products: The U.S. pediatric healthcare market size was estimated at USD 4.18 billion in 2024 and is projected to be worth around USD 9.50 billion by 2034, growing at a CAGR of 8.56% from 2025 to 2034. The U.S. pediatric home healthcare market was valued at USD 20.1 billion in 2024 and is anticipated to grow to USD 38.9 billion in 2034, with a CAGR of 6.9% from 2025 to 2034. Another source indicates the U.S. pediatric home healthcare market was estimated at USD 12.53 billion in 2023.
- Digestive Health Products: The U.S. digestive health products market size was estimated at USD 13.53 billion in 2023 and is expected to grow at a CAGR of 8.3% from 2024 to 2030, reaching USD 23.53 billion by 2030. Another estimate places the U.S. digestive health products market at USD 23.07 billion in 2024, expected to reach USD 50.36 billion by 2034. Total retail sales of digestive health products in the U.S. reached USD 6.2 billion in 2023. The U.S. digestive supplements market size is valued at USD 3.95 billion in 2025 and is expected to reach USD 5.12 billion by 2030.
- Oral Care Products: The U.S. oral care products market size was estimated at USD 11.41 billion in 2024 and is expected to expand at a CAGR of 5.6% from 2025 to 2030, reaching USD 15.71 billion by 2030. Other estimates for the U.S. oral care market include USD 10.03 billion in 2024, projected to reach USD 13.02 billion by 2030, growing at a 4.5% CAGR, USD 11.68 billion in 2024, projected to reach USD 16.80 billion by 2034, and USD 9.5 billion in 2025, expected to reach USD 11.3 billion by 2034.
- Cough, Cold, and Flu Products: The cough, cold, and flu remedies segment led the U.S. OTC drugs market with a 28% revenue share in 2024. The cough and cold products segment held the largest share of the U.S. OTC drugs market in 2024.
- First Aid Products/Kits: The U.S. first aid market was valued at USD 1.59 billion in 2023 and is projected to reach USD 2.33 billion by 2032. The North America first aid market generated a revenue of USD 2,080.8 million in 2023 and is expected to grow at a CAGR of 4.4% from 2024 to 2030, reaching USD 2,819.3 million by 2030.
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Prestige Consumer Healthcare (PBH) is expected to drive future revenue growth over the next 2-3 years through several key strategies and market trends:
- Clear Eyes Supply Chain Recovery and Market Share Re-capture: The company's recent revenue declines have been significantly attributed to supply constraints for its Clear Eyes product line. Prestige Consumer Healthcare anticipates a sequential improvement in its Clear Eyes supply chain in the second half of fiscal 2026 and aims to recover lost shelf space, which is expected to drive revenue growth as production stabilizes and availability increases.
- Growth in International Markets: Prestige Consumer Healthcare's International OTC segment has demonstrated growth, particularly propelled by increased sales of its Hydralyte brand. The company expresses confidence in its long-term strategy for 5% annual segment revenue growth within its international OTC business.
- Continued E-commerce Expansion: The company has reported impressive double-digit growth in e-commerce consumption, a result of its sustained long-term investments in digital channels. This robust performance during major e-commerce sales events indicates ongoing growth potential in online sales.
- Product Innovation and Market Share Gains in Core Categories: Prestige Consumer Healthcare has successfully expanded market share for brands like DenTek, which now holds over 50% of the dental guards category. The company's focus on long-term brand building and offering differentiated products within its portfolio is expected to continue driving sales growth.
- Strategic Acquisitions and Entry into New Product Categories: Strategic acquisitions are a driver of future growth. The acquisition of Pillar 5, an eye care manufacturer, expected to close in fiscal Q3 2026, aims to enhance supply capabilities for its eye care portfolio. Furthermore, the acquisition of Anjac SAS (which includes Cosmetix West) in Q1 2026 provides an immediate entry into the men's health segment, allowing Prestige Consumer Healthcare to expand its product offerings into new categories like men's grooming solutions and tap into the growing OTC men's health market.
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Share Repurchases
- Prestige Consumer Healthcare's Board of Directors authorized the repurchase of up to $300.0 million of common stock on May 6, 2024.
- In the second quarter of fiscal 2026 (ended September 2025), the company repurchased approximately 1.1 million shares for about $75.0 million.
- For the first six months of fiscal 2026, the total shares repurchased were approximately 1.6 million at a total cost of approximately $109.8 million.
Outbound Investments
- On July 1, 2021, Prestige Consumer Healthcare acquired TheraTears and other over-the-counter consumer brands from Akorn Operating Company LLC for US$230 million in cash to enhance its eye care portfolio.
- In August 2025, Prestige Consumer Healthcare entered into an agreement to acquire Pillar5 Pharma Inc. for $100 million to address supply chain disruptions, particularly in its eye care business.
Capital Expenditures
- Prestige Consumer Healthcare's business model, which largely relies on external manufacturing, results in low capital expenditures, typically ranging from 1% to 2% of annual sales.
- Capital expenditures for fiscal year 2024 were approximately $8.2 million, and for fiscal year 2025, they were approximately $9.55 million.
- For fiscal 2025, capital expenditures were anticipated to be just over 1% of sales.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 42.11 |
| Mkt Cap | 13.5 |
| Rev LTM | 5,211 |
| Op Inc LTM | 731 |
| FCF LTM | 647 |
| FCF 3Y Avg | 594 |
| CFO LTM | 760 |
| CFO 3Y Avg | 735 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -0.7% |
| Rev Chg 3Y Avg | 0.5% |
| Rev Chg Q | -1.0% |
| QoQ Delta Rev Chg LTM | -0.2% |
| Op Mgn LTM | 17.5% |
| Op Mgn 3Y Avg | 17.5% |
| QoQ Delta Op Mgn LTM | -0.4% |
| CFO/Rev LTM | 16.4% |
| CFO/Rev 3Y Avg | 17.0% |
| FCF/Rev LTM | 13.8% |
| FCF/Rev 3Y Avg | 13.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 13.5 |
| P/S | 2.5 |
| P/EBIT | 12.0 |
| P/E | 22.8 |
| P/CFO | 13.9 |
| Total Yield | 4.9% |
| Dividend Yield | 1.6% |
| FCF Yield 3Y Avg | 6.1% |
| D/E | 0.3 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 7.8% |
| 3M Rtn | 6.4% |
| 6M Rtn | -7.0% |
| 12M Rtn | -14.1% |
| 3Y Rtn | -11.4% |
| 1M Excs Rtn | 6.9% |
| 3M Excs Rtn | 4.0% |
| 6M Excs Rtn | -25.3% |
| 12M Excs Rtn | -29.5% |
| 3Y Excs Rtn | -85.2% |
Price Behavior
Price Behavior
| Market Price | $64.43 | |
| Market Cap ($ Bil) | 3.2 | |
| First Trading Date | 02/10/2005 | |
| Distance from 52W High | -27.7% | |
| 50 Days | 200 Days | |
| DMA Price | $62.51 | $69.94 |
| DMA Trend | down | up |
| Distance from DMA | 3.1% | -7.9% |
| 3M | 1YR | |
| Volatility | 22.1% | 28.9% |
| Downside Capture | -6.46 | 70.91 |
| Upside Capture | 30.18 | 43.72 |
| Correlation (SPY) | 7.5% | 33.1% |
PBH Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.76 | 0.47 | 0.12 | 0.39 | 0.50 | 0.45 |
| Up Beta | 3.87 | 2.92 | 0.95 | 1.09 | 0.49 | 0.42 |
| Down Beta | 0.34 | -0.12 | -0.15 | -0.00 | 0.38 | 0.38 |
| Up Capture | 71% | 70% | 20% | 9% | 32% | 16% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 11 | 21 | 31 | 65 | 120 | 395 |
| Down Capture | -20% | -6% | -17% | 67% | 82% | 80% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 9 | 20 | 30 | 60 | 128 | 352 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PBH | |
|---|---|---|---|---|
| PBH | -14.8% | 28.9% | -0.56 | - |
| Sector ETF (XLV) | 6.3% | 17.2% | 0.20 | 34.8% |
| Equity (SPY) | 15.6% | 19.2% | 0.63 | 33.2% |
| Gold (GLD) | 77.2% | 24.5% | 2.30 | -11.1% |
| Commodities (DBC) | 10.0% | 16.5% | 0.40 | 3.5% |
| Real Estate (VNQ) | 2.9% | 16.5% | -0.00 | 36.0% |
| Bitcoin (BTCUSD) | -23.4% | 40.3% | -0.56 | 8.0% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PBH | |
|---|---|---|---|---|
| PBH | 9.3% | 24.9% | 0.35 | - |
| Sector ETF (XLV) | 7.8% | 14.4% | 0.36 | 35.8% |
| Equity (SPY) | 14.5% | 17.0% | 0.68 | 31.9% |
| Gold (GLD) | 21.5% | 16.8% | 1.04 | 0.6% |
| Commodities (DBC) | 12.0% | 18.9% | 0.51 | 3.6% |
| Real Estate (VNQ) | 4.8% | 18.8% | 0.16 | 34.0% |
| Bitcoin (BTCUSD) | 20.9% | 57.5% | 0.56 | 8.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PBH | |
|---|---|---|---|---|
| PBH | 3.5% | 29.0% | 0.17 | - |
| Sector ETF (XLV) | 10.4% | 16.6% | 0.52 | 42.5% |
| Equity (SPY) | 15.6% | 17.9% | 0.75 | 40.4% |
| Gold (GLD) | 15.6% | 15.5% | 0.84 | 1.5% |
| Commodities (DBC) | 8.4% | 17.6% | 0.39 | 12.6% |
| Real Estate (VNQ) | 5.6% | 20.8% | 0.24 | 36.4% |
| Bitcoin (BTCUSD) | 69.9% | 66.5% | 1.09 | 7.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/6/2025 | 2.6% | 1.1% | 0.8% |
| 8/7/2025 | -10.0% | -11.6% | -13.5% |
| 5/8/2025 | 6.9% | 4.9% | 4.5% |
| 2/6/2025 | 14.8% | 10.7% | 17.0% |
| 11/7/2024 | 3.2% | 6.0% | 8.6% |
| 8/8/2024 | -1.5% | -0.6% | 9.5% |
| 5/14/2024 | -7.0% | -9.0% | -9.3% |
| 2/8/2024 | 9.4% | 7.6% | 17.2% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 17 | 14 | 14 |
| # Negative | 7 | 10 | 10 |
| Median Positive | 3.2% | 5.0% | 7.8% |
| Median Negative | -1.7% | -3.0% | -8.6% |
| Max Positive | 14.8% | 13.8% | 17.7% |
| Max Negative | -10.0% | -11.6% | -13.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-K |
| 12/31/2024 | 02/06/2025 | 10-Q |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-K |
| 12/31/2023 | 02/08/2024 | 10-Q |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-K |
| 12/31/2022 | 02/02/2023 | 10-Q |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/04/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-K |
| 12/31/2021 | 02/03/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Zerillo, Jeffrey | Senior VP Operations | Direct | Sell | 12022025 | 60.00 | 719 | 43,140 | 2,539,740 | Form |
| 2 | Zerillo, Jeffrey | Senior VP Operations | Direct | Sell | 12022025 | 60.00 | 281 | 16,860 | 2,522,880 | Form |
| 3 | Byom, John E | Direct | Sell | 11262025 | 59.35 | 3,000 | 178,050 | 3,062,104 | Form | |
| 4 | Fritz, Mary Beth | SVP Quality & Regulatory | Direct | Sell | 3122025 | 90.00 | 1,678 | 151,020 | 1,544,130 | Form |
| 5 | Fritz, Mary Beth | SVP Quality & Regulatory | Direct | Sell | 3052025 | 85.39 | 6,297 | 537,701 | 1,608,321 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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