EPC

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at personal care stocks, starting with Edgewell Personal Care (NYSE:EPC). While personal care products may seem more discretionary than food, consumers tend to maintain or even boost their spending on the category during tough times. This phenomenon is known as "the lipstick effect" by economists, which states that consumers still want some semblance of affordable luxuries like beauty and wellness when the economy is sputtering. Consumer tastes are constantly changing, and personal care companies are currently responding to the public’s increased desire for ethically produced goods by featuring natural ingredients in their products. The 9 personal care stocks we track reported a satisfactory Q2. As a group, revenues beat analysts’ consensus estimates by 1.7% while next quarter’s revenue guidance was 1.5% above. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5.7% since the latest earnings results. Boasting brands such as Banana Boat, Schick, and Skintimate, Edgewell Personal Care (NYSE:EPC) sells personal care products in the skin and sun care, shave, and feminine care categories. Edgewell Personal Care reported revenues of $570.1 million, up 1.7% year on year. This print fell short of analysts’ expectations by 1.2%. Overall, it was a slower quarter for the company with a significant miss of analysts’ organic revenue estimates and a miss of analysts’ EBITDA estimates. "Our third quarter results represent an important step forward in our fiscal 2026 progression, with organic net sales returning to growth, meaningful improvement in North America, and adjusted EPS and adjusted EBITDA ahead of expectations," said Rod Little, Edgewell's President and Chief Executive Officer. The market seems disappointed with the results as the stock is down 3.4% since reporting and currently trades at $27.57. Read our full report on Edgewell Personal Care here, it’s free. Short for "eyes, lips, face", e.l.f. Beauty (NYSE:ELF) is a developer of high-quality beauty products at accessible price points. e.l.f. Beauty reported revenues of $479.4 million, up 35.5% year on year, outperforming analysts’ expectations by 11%. The business had a stunning quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ gross margin estimates. e.l.f. Beauty pulled off the biggest analyst estimate beat, fastest revenue growth, and highest full-year guidance raise among its peers. The market seems happy with the results as the stock is up 14.1% since reporting. It currently trades at $98.58. Is now the time to buy e.l.f. Beauty? Access our full analysis of the earnings results here, it’s free. Started on a kitchen table in Utah, Nature’s Sunshine (NASDAQ:NATR) manufactures and sells nutritional and personal care products. Nature's Sunshine reported revenues of $117 million, up 1.9% year on year, falling short of analysts’ expectations by 5.4%. It was a disappointing quarter as it posted a significant miss of analysts’ EBITDA estimates and a significant miss of analysts’ EPS estimates. Nature's Sunshine delivered the weakest performance against analyst estimates and weakest full-year guidance update of the whole group. As expected, the stock is down 29.5% since the results and currently trades at $14.34. Read our full analysis of Nature's Sunshine’s results here. With licenses to produce colognes and perfumes under brands such as Kate Spade, Van Cleef & Arpels, and Abercrombie & Fitch, Inter Parfums (NASDAQ:IPAR) manufactures and distributes fragrances worldwide. Inter Parfums reported revenues of $341 million, up 2.1% year on year. This result beat analysts’ expectations by 0.6%. Zooming out, it was a slower quarter as it logged a significant miss of analysts’ gross margin estimates and full-year revenue guidance missing analysts’ expectations. The stock is down 10.7% since reporting and currently trades at $114.77. Read our full, actionable report on Inter Parfums here, it’s free. Known for its Optavia program that combines portion-controlled meal replacements with coaching, Medifast (NYSE:MED) has a broad product portfolio of bars, snacks, drinks, and desserts for those looking to lose weight or consume healthier foods. Medifast reported revenues of $76.38 million, down 27.6% year on year. This print topped analysts’ expectations by 5.1%. Overall, it was a stunning quarter as it also produced EPS guidance for next quarter exceeding analysts’ expectations and a beat of analysts’ EPS estimates. Medifast achieved the highest guidance raise but had the slowest revenue growth among its peers. The stock is up 19.3% since reporting and currently trades at $11.62. Read our full, actionable report on Medifast here, it’s free. Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership. Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products. By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals. Want to invest in winners with rock-solid fundamentals? 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Edgewell Personal Care's second quarter saw a positive market reaction despite missing Wall Street’s revenue expectations, as management highlighted improved execution in North America and gains across key brands such as Hawaiian Tropic and Cremo. CEO Rod Little attributed the progress to a focused investment behind global brands and the benefits of organizational simplification following the divestiture of the Feminine Care business. The quarter also reflected the initial benefits of a major manufacturing consolidation, although temporary supply chain disruptions weighed on private label and international performance. Is now the time to buy EPC? Find out in our full research report (it’s free). Revenue: $570.1 million vs analyst estimates of $577.1 million (1.7% year-on-year growth, 1.2% miss) Adjusted EPS: $0.72 vs analyst estimates of $0.61 (17.6% beat) Adjusted EBITDA: $71.6 million vs analyst estimates of $72.89 million (12.6% margin, 1.8% miss) Adjusted EPS guidance for the full year is $1.90 at the midpoint, beating analyst estimates by 0.6% EBITDA guidance for the full year is $255 million at the midpoint, in line with analyst expectations Operating Margin: 4.4%, down from 8% in the same quarter last year Organic Revenue rose 1.1% year on year (miss) Market Capitalization: $1.32 billion While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Peter Grom (UBS) asked about Edgewell’s confidence in accelerated growth for the fourth quarter despite recent weakness in Wet Shave and international. CEO Rod Little responded that supply disruptions were transitory and that brand momentum and increased advertising would drive improvement. Christopher Carey (Wells Fargo Securities) questioned the sustainability of gross margin gains post-divestiture. CEO Rod Little and CFO Francesca Weissman explained that higher-margin focus and productivity initiatives should yield year-over-year margin expansion, notwithstanding commodity price uncertainty. Christopher Carey (Wells Fargo Securities) also sought clarification on the board’s response to an unsolicited acquisition offer. Little reiterated that the board remains focused on organic value creation but would consider any offer that clearly exceeds the current growth plan. Susan Anderson (Canaccord Genuity) inquired about branded performance in international markets, especially Schick in Japan and Billie in the U.S. Little noted strong innovation and growth in Japan, while Weissman affirmed Billie’s continued share gains and increased household penetration. Olivia Tong Cheang (Raymond James) asked about the broad range implied in Q4 guidance and sales expectations for next year. Little described the range as appropriate for current market volatility and expressed confidence in achieving low single-digit growth, citing stronger distribution and brand health. Looking ahead, our analysts will closely track (1) the stabilization and growth of international sales as supply chain issues resolve, (2) the effectiveness of new product launches and brand campaigns—especially for Banana Boat and Billie, and (3) the realization of margin expansion through productivity initiatives and operational simplification. The impact of commodity cost volatility and continued investment in brand innovation will also be critical to monitor. Edgewell Personal Care currently trades at $28.62, in line with $28.53 just before the earnings. In the wake of this quarter, is it a buy or sell? See for yourself in our full research report (it’s free for active Edge members). ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren’t just high-quality businesses. Something is happening with them right now. Elite fundamentals meet near-term momentum — both boxes checked at the same time. Find out which stocks our AI platform is flagging this week. See this week’s Strong Momentum stocks — FREE. Get Our Strong Momentum Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+214% between June 2020 and June 2025). Find your next big winner with StockStory today.

Interested in Edgewell Personal Care Company? Here are five stocks we like better. Organic sales returned to growth: Fiscal Q3 organic net sales rose 1.1%, led by 3% growth in North America across grooming, sun and skin care, and branded wet shave. International sales fell 1.4% because of supply disruptions, weaker seasonal demand and geopolitical pressures. Profitability remained pressured: Adjusted EPS held steady at $0.72, while adjusted operating income declined to $53 million from $63.6 million as inflation, promotional spending, unfavorable mix and higher operating expenses offset productivity gains. Full-year outlook midpoint maintained: Edgewell narrowed its fiscal 2026 ranges, forecasting flat to 0.5% organic sales growth, adjusted EPS of $1.80–$2.00 and adjusted EBITDA of $250–$260 million. Management expects stronger fourth-quarter results and margin improvement from productivity savings, lower one-time costs and favorable currency. 2 Under-the-Radar Consumer Staples Stocks With Big Dividends Edgewell Personal Care (NYSE:EPC) reported a return to organic sales growth in its fiscal third quarter of 2026, supported by improved North American performance in grooming, sun and skin care, and branded wet shave. The company said adjusted earnings per share and adjusted EBITDA exceeded its internal expectations, while it maintained the midpoint of its full-year outlook. “Organic net sales returned to growth, driven by a meaningful improvement in North America, where performance exceeded our expectations,” President and Chief Executive Officer Rod Little said during the company’s earnings call. Little said the company expects stronger overall growth in the fiscal fourth quarter, including growth in North America and international markets. → Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth Organic net sales from continuing operations increased 1.1% in the quarter. North American organic sales rose 3%, fueled by double-digit grooming growth, mid-single-digit sun and skin care growth, and a return to growth in branded wet shave. International organic sales declined 1.4%. Chief Financial Officer Fran Weissman attributed the decline to the Middle East conflict, reduced private-label sales caused by temporary supply disruptions, and a weaker-than-anticipated start to the sun season in Europe and Latin America. Weissman said the company expects international sales to return to growth in the fourth quarter as supply-chain conditions improve. → Sandisk Just Delivered a Blowout Quarter—Here's Why the Stock Is Falling Wet shave organic sales declined 1.9%, as supply disruptions affecting private-label products more than offset growth in branded wet shave. In the U.S. razors and blades category, consumption increased 160 basis points amid heightened promotional activity, according to the company. Edgewell’s branded share declined 40 basis points, which management attributed partly to cycling elevated promotional activity from the prior year and changes to couponing, primarily in drug stores. Sun and skin care organic sales increased 5%, driven by North American sun care, global grooming growth, and skincare gains. Hawaiian Tropic, Cremo and Wet Ones produced encouraging results, management said, aided by distribution expansion, product innovation and brand spending. Cremo recorded its seventh consecutive quarter of roughly 20% or greater grooming growth. → 4 Oil and Gas ETF Plays as Prices Stay Sky-High In U.S. sun care, category consumption declined about 2% during the quarter. Edgewell’s value share declined 60 basis points, as gains at Hawaiian Tropic did not offset declines at Banana Boat. Hawaiian Tropic gained 110 basis points of share in the quarter. Management said year-to-date category trends offer a more complete view given weather-driven seasonal shifts; through mid-July, sun care consumption was up 1.4% and Edgewell’s overall market share was flat. Adjusted gross margin declined 30 basis points year over year, in line with Edgewell’s expectations. Higher commodity and input-cost inflation was mostly offset by modest tariff refunds and higher productivity. The company cited approximately 200 basis points of productivity savings and 40 basis points of favorable currency movements, which were more than offset by unfavorable mix, promotional activity, inflation and net tariff effects. Advertising and promotional expense rose to 14.6% of net sales from 13.6% a year earlier as Edgewell supported campaigns and brand launches. Adjusted selling, general and administrative expense was 18.4% of net sales, compared with 17.6% in the prior-year quarter, reflecting higher incentive compensation and unfavorable currency impacts. Adjusted operating income was $53 million, or 9.3% of net sales, compared with $63.6 million, or 11.3% of net sales, a year earlier. GAAP diluted earnings per share from continuing operations were $0.26, compared with $0.46 in the prior-year period. Adjusted EPS from continuing operations was $0.72, unchanged from a year earlier. Adjusted EBITDA was $78.9 million, compared with $81.2 million in the prior-year quarter. Cash provided by operating activities totaled approximately $47 million in the first nine months of fiscal 2026, compared with about $44 million a year earlier. Third-quarter operating cash flow was approximately $119 million. Edgewell declared a quarterly dividend of $0.15 per share and returned about $7 million to shareholders through dividends. Edgewell narrowed its fiscal 2026 guidance ranges while maintaining the midpoint of its prior outlook. The company expects stronger fourth-quarter performance, including material gross-margin expansion from productivity savings, the cycling of prior-year one-time costs and favorable foreign exchange. Organic net sales: flat to growth of 50 basis points. Adjusted EPS: $1.80 to $2.00. Adjusted EBITDA: $250 million to $260 million. Adjusted free cash flow, excluding Feminine Care divestiture effects: approximately $80 million to $110 million. Adjusted net debt leverage at year-end: 3.3 times to 3.4 times. Little said Edgewell continues to invest in priority brands while pursuing a simplified operating model, lower costs and greater use of technology, analytics and AI-enabled capabilities. The company is also advancing a wet shave manufacturing consolidation that management described as its largest operational initiative since becoming a standalone company in 2015. While the consolidation created supply disruption that lasted longer than expected in certain international markets, Little said the company is making progress and expects the project to improve production volumes, service levels, productivity, margins, working capital and free cash flow over time. Edgewell said it plans to provide additional detail on fiscal 2027 priorities during its year-end call in November. Edgewell Personal Care Inc, incorporated in 2015 and headquartered in Shelton, Connecticut, is a global consumer products company specializing in personal care, sun care, shaving and feminine care solutions. The company emerged as a spin-off from Energizer Holdings' personal care division, listing its shares on the New York Stock Exchange under the ticker “EPC.” Edgewell's portfolio comprises well-known brands that cater to everyday personal grooming and protection needs. In the shaving segment, Edgewell markets razors and refill blades under brands such as Schick and Wilkinson Sword, targeting both men's and women's grooming categories. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Edgewell Personal Care Q3 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

Edgewell Personal Care recently reported third-quarter 2026 results showing modest sales growth to US$570.1 million but a sharp drop in net income to US$13.7 million, alongside a lowered full-year 2026 GAAP EPS outlook and narrower net sales growth guidance. Despite weaker GAAP profitability and reduced guidance, the company maintained its US$0.15 quarterly dividend and left about US$85 million available under its 2025 share repurchase authorization, underscoring an ongoing commitment to returning cash to shareholders even as it repurchased no shares in the latest quarter. With revenue guidance trimmed and GAAP earnings expectations reduced, we’ll examine how this more cautious outlook reshapes Edgewell’s investment narrative. AI is about to change healthcare. These 42 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. To own Edgewell Personal Care today, you have to believe that a modestly growing, value-priced personal care portfolio can work through a period of weaker GAAP earnings and still create shareholder value over time. The latest quarter reinforces that tension: sales edged up to US$570.1 million, yet net income more than halved and full-year GAAP EPS guidance was cut again, with management now only targeting flat to US$0.20 and up to US$10 million in net income. That reset tempers near term earnings catalysts and pushes more of the investment case onto execution in cost control and brand health rather than headline growth. At the same time, the maintained US$0.15 dividend and unused US$85 million buyback capacity show the board trying to balance financial caution with ongoing capital returns, even as profitability remains under pressure. Yet beneath the stable dividend, the trend in GAAP earnings guidance is something investors should not ignore. Edgewell Personal Care's shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be. Two fair value estimates from the Simply Wall St Community span roughly US$31.83 to US$71.07, reflecting very different views on Edgewell’s potential. When you set that against the company’s repeatedly lowered 2026 GAAP EPS outlook and slim net income target, it underlines how much hinges on execution and how differently market participants can interpret the same earnings reset. Explore 2 other fair value estimates on Edgewell Personal Care - why the stock might be worth just $31.83! Don't just follow the ticker - dig into the data and build a conviction that's truly your own. A great starting point for your Edgewell Personal Care research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Our free Edgewell Personal Care research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Edgewell Personal Care's overall financial health at a glance. These stocks are moving-our analysis flagged them today. Act fast before the price catches up: Outshine the giants: these 16 early-stage AI stocks could fund your retirement. This technology could replace computers: discover 26 stocks that are working to make quantum computing a reality. Find 49 companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include EPC. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

This article first appeared on GuruFocus. Organic Net Sales: Increased 1.1% in the third quarter, returning to growth. North America Organic Sales: Increased 3%, driven by double-digit Grooming growth, mid-single-digit growth in Sun and Skin, and a return to growth in Branded Wet Shave. International Organic Sales: Declined 1.4%, impacted by the Middle East conflict, lower private label sales, and a weaker start to the sun season in Europe and LatAm. Wet Shave Organic Net Sales: Declined 1.9%, as supply disruptions in private label more than offset growth in the branded portfolio. Sun and Skin Care Organic Net Sales: Increased 5%, driven by mid-single-digit growth in Sun in North America, strong global Grooming performance, and continued growth in Skin Care. Adjusted Gross Margin: Declined 30 basis points compared to prior year, in line with expectations. Adjusted Operating Income: $53 million, or 9.3% of net sales, compared to $63.6 million, or 11.3% of net sales last year. Adjusted Earnings Per Share (EPS): $0.72, flat to prior year quarter. Adjusted EBITDA: $78.9 million, compared to $81.2 million in the prior year. Net Cash Provided by Operating Activities: Approximately $100 million for the third quarter. Fiscal 2026 Organic Net Sales Outlook: Expected to be in the range of flat to plus 50 basis points. Fiscal 2026 Adjusted EPS Outlook: Expected to be in the range of $1.80 to $2.00 per share. Fiscal 2026 Adjusted EBITDA Outlook: Expected to be in the range of $250 million to $260 million. Fiscal 2026 Adjusted Free Cash Flow Outlook: Expected to be approximately $80 million to $110 million. Warning! GuruFocus has detected 8 Warning Signs with EPC. Is EPC fairly valued? Test your thesis with our free DCF calculator. Release Date: August 05, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Organic net sales returned to growth in Q3, with North America exceeding expectations and growing 3%. Adjusted EPS and adjusted EBITDA came in ahead of expectations for the quarter. Strong performance from priority brands: Cremo grew over 20% for the seventh consecutive quarter, and Hawaiian Tropic became the #4 sun care brand, up from #6 a year ago. Branded Wet Shave returned to growth, and Billie continued to gain market share with increased household penetration. Management expects gross margin expansion in fiscal 2027, driven by productivity savings and the cycling of one-time costs. The company is maintaining its full-year A&P investment levels, supporting brand campaigns and long-term growth. Distribution gains and improved commercial execution are driving broad-based progress in the U.S. market. International organic sales declined 1.4% in Q3, impacted by the Middle East conflict, private label supply disruptions, and a weak start to the sun season in Europe and LatAm. Adjusted gross margin declined 30 basis points year-over-year due to higher inflation and unfavorable mix, partially offset by productivity and tariff refunds. Wet Shave organic net sales declined 1.9% due to continued private label supply disruptions, which also pressured overall share. Adjusted operating income fell to $53 million from $63.6 million last year, reflecting lower gross margin and higher A&P and SG&A expenses. The company faces ongoing external pressures from tariffs and potential commodity inflation, which have led to a modest reduction in the full-year gross margin outlook. The wet shave manufacturing consolidation caused temporary supply disruptions that extended longer than anticipated, impacting international markets in Q3. The full-year guidance range for organic sales remains wide (flat to +50 bps), reflecting market volatility and uncertainty. Q: Can you help us understand the confidence behind the implied acceleration in the fourth quarter, given the weaker wet shave and international results in 3Q?A: Rod Little (CEO) stated that the company is confident in the Q4 acceleration, noting that all branded portfolio segments grew in Q3 and this is expected to continue. The Q3 impact was transitory, primarily related to supply chain issues in private label products in Europe and Latin America, which are being resolved. He highlighted that July data points were in line with expectations and that full-year A&P spend remains unchanged, with a shift in profile implying more spend in Q4 to support campaigns. Dan Sullivan (CFO) added that the supply chain impact was about 350 to 400 basis points to international, and they expect mid-single-digit growth in Q4. Q: As you look forward to '27, do you believe you're exiting '26 with a better underlying growth profile than the results reported in 3Q would suggest?A: Rod Little (CEO) expressed confidence in the underlying growth trajectory, citing strong brand momentum. He highlighted Cremo's seventh consecutive quarter of 20%+ growth, including 70%+ growth at its top retailer, and Hawaiian Tropic's rise to the number four brand in Sun Care from number six a year ago. He noted that the supply chain headwind from manufacturing consolidation is largely behind them, and with stable or growing distribution and improved commercial capabilities, achieving low single-digit growth in fiscal '27 is achievable. Q: Given the implied Q4 gross margin is your best in at least five years, is there any reason why gross margins shouldn't be up next year, or are there anomalies that won't repeat?A: Rod Little (CEO) explained that the Fem Care divestiture was strategically aimed at removing a gross margin-dilutive, capital-intensive business, positioning the company for higher margins. He expects gross margin to be up year-over-year in fiscal '27, driven by lapping the net investment period and realizing returns from the plant manufacturing consolidation program. Dan Sullivan (CFO) clarified that Q4's gross margin acceleration is partly due to cycling one-time costs from last year, and structurally, the company is at a healthy run rate, with productivity savings and tariff mitigation expected to drive further expansion. Q: There were headlines about an unsolicited offer that the board rejected. Can you comment on how you view the long-term opportunity at Edgewell relative to how others may view the company's value?A: Rod Little (CEO) declined to comment on rumors or speculation but emphasized the company's focus on building value organically. He stated that the board has a fiduciary duty to consider any inbound offer against the value of the organic plan, and if an offer beats that plan, the board would follow through. He assured that the leadership is laser-focused on growing sales, building margins, and improving structural profitability. Q: Can you discuss the international weakness, particularly private label and Schick's performance in Japan, and also the Billie brand's recent performance?A: Rod Little (CEO) clarified that the international weakness was primarily due to private label supply disruptions in a few European markets and Latin America, while Branded Shave grew in line with expectations. Japan remains a strong market with mid-to-high single-digit growth expected in Q3 and Q4 combined, supported by innovation. Regarding Billie, Dan Sullivan (CFO) noted that Billie shave grew low-to-mid single digits in the quarter with continued share gains and increased household penetration, indicating structural health. Rod Little added that new innovation is coming to Billie, which has been lacking in recent years. Q: Should we expect more replenishment in Sun Care, and are you seeing any destocking at retail?A: Rod Little (CEO) expects Sun Care to grow in Q4 with some replenishment, as the season has had a longer tail in the US. He noted that year-to-date category consumption is up about 1.5%, with the company's performance in line. He highlighted that Banana Boat is down as planned due to distribution changes ahead of a multi-year restage, while Hawaiian Tropic has grown 110 basis points in share, becoming the number four brand in Sun Care. Q: The full-year '26 range implies a wide range for Q4. Can you talk about the underlying expectations that get you from one end to the other, and provide more color on the organic sales line for fiscal '27?A: Rod Little (CEO) noted that the consumer remains resilient, with categories showing slight slowing but no meaningful trend changes. He acknowledged higher costs and tariffs as headwinds but emphasized the midpoint of the guidance is the focus. Dan Sullivan (CFO) added that the midpoint of the second-half guide has not changed, with only phasing shifts between Q3 and Q4. For fiscal '27, Rod Little stated that while categories may slow slightly, the company expects stable or growing distribution, strong brand health, and improved capabilities to achieve low single-digit growth. Q: Can you provide more detail on the drivers of the Q4 gross margin expansion and the sustainability of the structural improvements?A: Dan Sullivan (CFO) explained that Q4 gross margin expansion is driven by two factors: one-third from productivity initiatives and tariff mitigation reaching run rate, and two-thirds from cycling one-time costs from the prior year, including inventory adjustments and deflator changes. He noted that structurally, the company is at a healthy run rate, and for fiscal '27, they expect gross margin creation from significant productivity savings, more modest inflation, and continued focus on revenue growth management and mix management with healthier brands. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Edgewell Personal Care (EPC) came out with quarterly earnings of $0.72 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $0.92 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +12.50%. A quarter ago, it was expected that this consumer products maker would post earnings of $0.43 per share when it actually produced earnings of $0.6, delivering a surprise of +39.53%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Edgewell Personal, which belongs to the Zacks Consumer Products - Staples industry, posted revenues of $570.1 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 1.87%. This compares to year-ago revenues of $627.2 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Edgewell Personal shares have added about 67.3% since the beginning of the year versus the S&P 500's gain of 13%. While Edgewell Personal has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Edgewell Personal was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.86 on $477.88 million in revenues for the coming quarter and $1.94 on $2 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Consumer Products - Staples is currently in the bottom 18% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Grocery Outlet Holding Corp. (GO), another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 12. This supermarket company selling discount, overstocked and closeout products is expected to post quarterly earnings of $0.12 per share in its upcoming report, which represents a year-over-year change of -47.8%. The consensus EPS estimate for the quarter has been revised 5.6% lower over the last 30 days to the current level. Grocery Outlet Holding Corp.'s revenues are expected to be $1.17 billion, down 1.1% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Edgewell Personal Care Company (EPC) : Free Stock Analysis Report Grocery Outlet Holding Corp. (GO) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Organic Net Sales Returned to Growth; North America Performance Improved Meaningfully Adjusted EPS and Adjusted EBITDA Exceeded Expectations Full Year Outlook Narrowed; Mid-points for Adjusted EPS and Adjusted EBITDA Remain Unchanged SHELTON, Conn., Aug. 5, 2026 /PRNewswire/ -- Edgewell Personal Care Company (NYSE: EPC) today announced results for its third fiscal quarter 2026 ended June 30, 2026. Executive Summary Third quarter net sales were $570.1 million, an increase of 1.7% compared to the prior year quarter. Organic net sales increased 1.1%. (Organic basis excludes the impact from currency movements.) GAAP Diluted net Earnings Per Share ("EPS") were $0.26, compared to $0.46 in the prior year quarter. Adjusted EPS were $0.72 for the quarter, compared to $0.72 in the prior year quarter. Ended the third quarter with $397.1 million in cash on hand, access to an additional $418.8 million under the Company's U.S. revolving credit facility available. Returned $7.0 million to shareholders in the form of dividends in the third quarter. The Board of Directors declared a cash dividend of $0.15 per common share on August 5, 2026, for the third quarter. "Our third quarter results represent an important step forward in our fiscal 2026 progression, with organic net sales returning to growth, meaningful improvement in North America, and adjusted EPS and adjusted EBITDA ahead of expectations," said Rod Little, Edgewell's President and Chief Executive Officer. "At the beginning of the year, we anticipated that fiscal 2026 would be a back-half story, and based on our current outlook, we remain on track to deliver on that commitment. Our priority brands continue to gain traction, and we believe that the investments we have made are strengthening our capabilities and improving business performance. We are increasingly confident in the trajectory of the business and the foundation we are building for future growth and value creation." Unless otherwise noted, reported results in this release are based on continuing operations and exclude the Feminine Care business which is treated as discontinued operations. The Company reports and forecasts results on a GAAP and non-GAAP basis and has reconciled non-GAAP results and outlook to the most directly comparable GAAP measures later in this release. See non-GAAP Financial Measures for a more detailed explanation, including definitions of various non-GAAP terms used in this release. All comparisons used in this release are for the same period in the prior fiscal year unless otherwise stated. Fiscal 3Q 2026 Operating Results (Unaudited) Net sales were $570.1 million in the quarter, an increase of $9.7 million, or 1.7%, including a $3.6 million, or 0.6% favorable impact from currency movements. Organic net sales increased $6.1 million, or 1.1%, reflecting a return to growth in North America, partially offset by lower sales in international markets. North America organic sales increased 3.0%, driven by volume growth across Sun, Skin Care and Grooming, reflecting improving execution, increased distribution and continued strength across several of the Company's priority brands. International organic sales declined 1.4%, primarily reflecting temporary disruption associated with the conflict in the Middle East and short-term supply chain impacts related to the Company's Wet Shave manufacturing consolidation, partially offset by growth in Grooming and several key international markets. Gross profit was $242.5 million, as compared to $250.1 million in the prior year quarter. Gross margin as a percent of net sales was 42.5%,a decrease of 210-basis points. Adjusted gross margin as a percent of net sales decreased 30-basis points, to 44.5% in the quarter. Productivity savings of approximately 200-basis points and 40-basis points of favorable currency movements were more than offset by 160-basis points of core inflation and net tariffs and 110-basis points of unfavorable mix and promotional levels (net of pricing). Advertising and sales promotion expense ("A&P") was $83.2 million, or 14.6% of net sales, an increase of $7.2 million, compared to $76.0 million, or 13.6% of net sales in the prior year quarter. Selling, general and administrative expense ("SG&A") was $108.3 million, or 19.0% of net sales, as compared to $100.7 million, or 18.0% of net sales in the prior year quarter. Adjusted SG&A was 18.4% of net sales, compared to 17.6% in the prior year quarter which was primarily driven by higher incentive compensation expense and unfavorable currency impacts in the current year, partly offset by lower people and consulting expenses. The Company recorded pre-tax restructuring and related costs in support of cost efficiency and effectiveness programs of $24.5 million in the quarter. Operating income was $25.0 million, or 4.4% of net sales, inclusive of a $2.6 million, or 40-basis points impact from favorable currency movements, compared to income of $45.0 million, or 8.0% of net sales in the prior year quarter. Adjusted operating income was $53.0 million, or 9.3% of net sales, compared to $63.6 million, or 11.3% of net sales in the prior year quarter. Interest expense associated with debt was $16.7 million, compared to $19.4 million in the prior year quarter. The decrease in interest expense was the result of lower borrowing levels on the Company's U.S. revolving credit facility due to the paydown of the facility with the proceeds of the Feminine Care divestiture. Other (income) expense, net was income of $9.7 million compared to income of $2.9 million in the prior year quarter. The current year quarter included $7.7 million of Transition Services Agreement ("TSA") income. Additionally, the prior year quarter included $2.7 million of other project gains. Currency hedge and remeasurements gains were $0.6 million in the current quarter, compared to a gain of $1.1 million in the prior year quarter. Adjusted other (income) expense, net was income of $9.7 million compared to income of $0.2 million in the prior year quarter. The effective tax rate for the first nine months of fiscal 2026 was (17.0)% compared to 31.7% in the prior year period. The current year period reflects a tax expense on a loss. The fiscal 2026 effective tax rate reflects more favorable discrete and unusual items compared to fiscal 2025. The adjusted effective tax rate for the first nine months of fiscal 2026 was 26.3%, compared to 28.8%. from the prior year period. GAAP net earnings from continuing operations was income of $12.3 million or $0.26 per diluted share compared to income of $21.5 million or $0.46 per diluted share in the prior year quarter. Adjusted net earnings from continuing operations were $33.5 million or $0.72 per share, inclusive of a $0.04 favorable currency impact, compared to $33.6 million or $0.72 per share in the prior year quarter. Adjusted EBITDA was $78.9 million, inclusive of a $2.1 million favorable currency impact, compared to $81.2 million in the prior year quarter. Net cash provided by operating activities on a consolidated basis, inclusive of continuing and discontinued operations was $47.1 million for the nine months ended June 30, 2026, compared to $44.3 million in the prior year period. The increase in cash provided by operating activities was largely driven by changes in net working capital. The third quarter ended with $397.1 million in cash on hand, access to $418.8 million under the Company's U.S. revolving credit facility and an adjusted net debt leverage ratio of 3.7x. The adjusted net debt leverage ratio reflects the trailing 12 month continuing operations EBITDA as well as the cash impact from temporary working capital and other items related to the Feminine Care divestiture. Capital Allocation On August 5, 2026, the Board of Directors declared a quarterly cash dividend of $0.15 per common share for the third fiscal quarter of fiscal 2026. The dividend will be payable on October 8, 2026 to shareholders of record at the close of business on September 9, 2026. During the third quarter of fiscal 2026, the Company paid dividends totaling $7.0 million to stockholders. As of June 30, 2026, the Company had approximately $85 million available for share repurchase in the future under the Board's 2025 authorization. Fiscal 3Q 2026 Operating Segment Results (Unaudited) Wet Shave (Men's Systems, Women's Systems, Disposables, and Shave Preps) Net sales decreased $4.2 million, or 1.3%. Organic net sales decreased $6.1 million or 1.9%, as growth in the branded business was more than offset by lower Private Label sales, related to temporary supply constraints in North America and certain international markets. Segment profit decreased $9.2 million, or 20.9%. Organic segment profit, excluding the favorable impact from currency, decreased $10.9 million, or 24.7%, driven by higher SG&A and marketing expenses. Sun and Skin Care (Sun Care, Men's and Women's Grooming Products, and Wet Ones) Net sales increased $13.9 million, or 5.7%. Organic net sales increased $12.2 million, or 5.0%, driven by mid-single digit growth in Sun Care in North America and strong global Grooming and Skin Care performance, partly offset by Sun Care declines in international markets. Segment profit increased $0.2 million, or 0.4%, including a favorable impact from foreign currency of $0.9 million, or 2.0%. Organic segment profit decreased $0.7 million, or 1.6%, driven by higher marketing and SG&A expenses, partially offset by higher gross profit. Full Fiscal Year 2026 Financial Outlook The Company is providing the following outlook assumptions for fiscal 2026. Unless otherwise stated, this outlook is presented on a continuing-operations basis and excludes the results of the Feminine Care business, which is reported as discontinued operations. The Company's underlying expectations for fiscal 2026 remain intact, including stronger fourth quarter performance and adjusted EPS and adjusted EBITDA that are in line with prior expectations. Reported net sales are now expected to increase in the range of approximately 1.3% to 1.8% (previously increase 0.8% to 3.8%) Organic net sales are expected to be in the range of a flat to 0.5% (previously in the range of 1.0% decrease to a 2.0% increase) GAAP EPS is expected to be in the range of flat to $0.20 (previously flat to $0.40). Adjusted EPS is expected to be in the range of $1.80 to $2.00 (previously $1.70 to $2.10) Adjusted gross margin is expected to increase approximately 20-basis points (previously increase 50-basis points). Adjusted operating margin is expected to decrease approximately 80-basis points (previously decrease 60-basis points), reflecting 70-basis points from higher A&P investment and 30-basis points from increased SG&A expense Adjusted EBITDA is expected to be in the range of $250 to $260 million (previously $245 to $265 million) Other income/expense, net is expected to be approximately $26 million income, (previously $21 million income) Interest expense associated with debt is expected to be approximately $70 million Adjusted effective tax rate is expected to be approximately 22% to 23% Capital expenditures are expected to be in the range of approximately 3.0% to 3.5% of net sales Adjusted free cash flow is expected to be approximately $80 to $110 million Adjusted net debt leverage is expected to be approximately in the range of 3.3x to 3.4x at fiscal year end (previously in the range of 3.3x to 3.5x) As previously discussed, in fiscal 2026, the Company is taking specific actions to strengthen its operating model, simplify the organization and improve manufacturing and supply chain efficiency through restructuring and repositioning actions, including the further consolidation of Wet Shave operations. As a result of these actions, the Company expects to incur pre-tax charges of approximately $92 million (previously $90 million) for the full fiscal year. Webcast Information In conjunction with this announcement, the Company will hold an investor conference call beginning at 8:00 a.m. Eastern Time today, August 5, 2026. All interested parties may access a live webcast of this conference call at www.edgewell.com, under the "Investors," and "News and Events" tabs or by using the following link: http://ir.edgewell.com/news-and-events/events Refer to Supplemental Slides for fiscal year 2025 quarterly recast adjusted EBITDA reconciliation for continuing operations at www.edgewell.com, under the "Investors," and "News and Events" tabs or by using the following link http://ir.edgewell.com/news-and-events/events for historical financial information related to Company's divestiture of its Feminine Care business consistent with the continuing operations structure. For those unable to participate during the live webcast, a re-play will be available on www.edgewell.com, under the "Investors," "Financial Reports," and "Quarterly Earnings" tabs. This release includes references to the Company's website and references to additional information and materials found on its website. The Company's website and such information and materials are not incorporated by reference in, and are not part of, this release. About Edgewell Edgewell is a leading pure-play consumer products company with an attractive, diversified portfolio of established brand names such as Schick®, Wilkinson Sword® and Billie® men's and women's shaving systems and disposable razors; Edge and Skintimate® shave preparations; Banana Boat®, Hawaiian Tropic®, Bulldog®, Jack Black®, and CREMO® sun and skin care products; and Wet Ones® products. The Company has a broad global footprint and operates in more than 50 markets, including the U.S., Canada, Mexico, Germany, Japan, the U.K. and Australia, with approximately 6,200 employees worldwide. 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. These forward-looking statements include, but are not limited to, statements concerning our expectations regarding our future results of operations and financial condition; including business trajectory and performance improvement; future growth and value creation; our capital allocation plans; impacts from the divestiture of our Feminine Care segment; the effects of macroeconomic factors such as changes in tariffs and inflationary pressures; and conflicts or acts of war (such as the conflict in the Middle East). Additional forward-looking statements can generally be identified by the use of words or phrases such as "believe," "expect," "expectation," "anticipate," "may," "could," "intend," "belief," "estimate," "plan," "target," "predict," "likely," "will," "should," "forecast," "outlook," or other similar words or phrases. These statements are not based on historical facts, but instead reflect the Company's expectations, estimates or projections concerning future results or events, including, without limitation, the future earnings and performance of Edgewell or any of its businesses. Many factors outside our control could affect the realization of these estimates. These statements are not guarantees of performance and are inherently subject to known and unknown risks, uncertainties and assumptions that are difficult to predict and could cause the Company's actual results to differ materially from those indicated by those statements. The Company cannot assure you that any of its expectations, estimates or projections will be achieved. The forward-looking statements included in this document are only made as of the date of this document and the Company disclaims any obligation to publicly update any forward-looking statement to reflect subsequent events or circumstances, except as required by law. You should not place undue reliance on these statements. Factors that could cause fluctuations in our actual results include, but are not limited to, the following: our ability to compete in products and prices, as well as costs, in an intensely competitive industry; the loss of any of our principal customers or changes in the policies of our principal customers; our inability to design and execute a successful omnichannel strategy; our ability to attract, retain and develop key personnel; fluctuations in the price and supply of raw materials and costs of labor, warehousing and transportation; the impact of seasonal volatility on our sales, financial performance, working capital requirements and cash flow; the ability to successfully manage evolving global financial risks, including tariffs, foreign currency fluctuations, currency exchange or pricing controls and localized volatility; the ability to manage disruption of business due to various factors, including ones outside of our control, such as natural disasters, conflicts or acts of war (such as the conflict in the Middle East), terrorism or disease outbreaks; impacts from any loss of our principal customers or changes in the policies or strategies of our customers; our level of indebtedness and the various covenants related thereto, and to generate sufficient income and cash flow to allow the Company to effect expected share repurchases and dividend payments; our failure to maintain our brands' reputation and successfully respond to changing consumer habits; and perceptions of certain ingredients, negative perceptions of packaging, lack of recyclability or other environmental attributes; our access to capital markets and borrowing capacity; impairment of our goodwill and other intangible assets; the ability to successfully manage the financial, legal, reputational and operational risks associated with third-party relationships, such as our suppliers, contract manufacturers, distributors, contractors and external business partners; risks associated with our international operations; our ability to effectively integrate acquired companies and successfully manage divestiture activities; our ability to successfully implement our cost savings initiatives, including rationalization or restructuring efforts; the ability to rely on and maintain key Company and third-party information and operational technology systems, networks and services and maintain the security and functionality of such systems, networks and services and the data contained therein; the ability to successfully achieve, maintain or adjust our environmental or sustainability goals and priorities; the ability to successfully manage current and expanding regulatory and legal requirements and matters (including, without limitation, those laws and regulations involving product liability, product and packaging composition, manufacturing processes, intellectual property, labor and employment, antitrust, privacy, cybersecurity and data protection, artificial intelligence, tax, the environment, due diligence, risk oversight, accounting and financial reporting) and to resolve new and pending matters within current estimates; the ability to adequately protect our intellectual property rights; product quality and safety issues, including recalls and product liability; losses or increased funding and expenses related to our pension plans; and the other important factors described in our Annual Report on Form 10-K for the fiscal year ended September 30, 2025 ("2025 Annual Report") under Part I. Item 1A. "Risk Factors," and in our other filings with the Securities and Exchange Commission ("SEC"). In addition, other risks and uncertainties not presently known to the Company or that it presently considers immaterial could significantly affect the accuracy of any such forward-looking statements. Risks and uncertainties include those detailed from time to time in the Company's publicly filed documents, including in Item 1A. Risk Factors of Part I of the Company's Annual Report on Form 10-K filed with the Securities and Exchange Commission (the "SEC") on November 18, 2025. Non-GAAP Financial Measures. While the Company reports financial results in accordance with generally accepted accounting principles ("GAAP") in the U.S., this discussion also includes non-GAAP measures. These non-GAAP measures are referred to as "adjusted" or "organic" and exclude items which are considered by the Company as unusual or non-recurring and which may have a disproportionate positive or negative impact on the Company's financial results in any particular period. Reconciliations of non-GAAP measures, including reconciliations of measures related to the Company's fiscal 2026 financial outlook, are included within the Notes to Condensed Consolidated Financial Statements included with this release. This non-GAAP information is provided as a supplement to, not as a substitute for, or as superior to, measures of financial performance prepared in accordance with GAAP. The Company uses this non-GAAP information internally to make operating decisions and believes it is helpful to investors because it allows more meaningful period-to-period comparisons of ongoing operating results. The information can also be used to perform analysis and to better identify operating trends that may otherwise be masked or distorted by the types of items that are excluded. This non-GAAP information is a component in determining management's incentive compensation. Finally, the Company believes this information provides a higher degree of transparency. The following provides additional detail on the Company's non-GAAP measures: The Company utilizes "adjusted" non-GAAP measures including gross margin, SG&A, operating income, operating margin, effective tax rate, net earnings, earnings per share, EBITDA, and other (income) expense to internally make operating decisions. The Company analyzes its net sales and segment profit on an organic basis to better measure the comparability of results between periods. Organic net sales and organic segment profit exclude the impact of changes in foreign currency. The Company presents certain metrics on a consolidated and continuing operations basis to help with comparability. Free cash flow is defined as net cash from operating activities, less capital expenditures plus collections of deferred purchase price of accounts receivable sold and proceeds from sales of fixed assets. Adjusted free cash flow is defined as free cash flow, adjusted for the following: the one-time operating cash flow impacts associated directly with Feminine Care divestiture including tax, working capital, and deal related fees and expenses. Net debt is defined as Gross debt less cash and cash equivalents. Net debt leverage ratio is defined as net debt divided by trailing twelve month adjusted EBITDA. Adjusted net debt leverage ratio is defined as net debt divided by continuing operations trailing twelve month adjusted EBITDA, which includes Transition Services Agreement income realized in fiscal Q2 and Q3 (five months), plus $15 million of pro forma Transition Services Agreement income (seven months). Refer to Supplemental Slides for fiscal year 2025 quarterly recast adjusted EBITDA reconciliation for continuing operations filed on February 9, 2026. Basis of Presentation. In accordance with applicable accounting guidance, the results of the Feminine Care segment are presented as discontinued operations in the Condensed Consolidated Statements of Earnings and Comprehensive Income and, as such, have been excluded from both continuing operations and segment results for all periods presented. Further, the Company reclassified the assets and liabilities of the Feminine Care disposal group as assets and liabilities held for sale in the Condensed Consolidated Balance Sheet as of September 30, 2025. The Condensed Consolidated Statements of Cash Flows are presented on a consolidated basis with both continuing operations and discontinued operations. All amounts, percentages and disclosures for all periods presented reflect only the continuing operations of Edgewell unless otherwise noted. Please refer to the Form 10-Q filed with the SEC on August 5, 2026. EDGEWELL PERSONAL CARE COMPANYNOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS(unaudited, in millions, except per share data) Note 1 — Segments The Company conducts its business in the following two segments: Wet Shave and Sun and Skin Care (collectively, the "Segments," and each individually, a "Segment"). Segment performance is evaluated based on segment profit, exclusive of general corporate expenses, share-based compensation costs, items which are considered by the Company to be unusual or non-recurring and which may have a disproportionate positive or negative impact on the Company's financial results in any particular period and the amortization of intangible assets. Financial items, such as interest income and expense, are managed on a global basis at the corporate level. The exclusion of such charges from segment results reflects management's view on how it evaluates segment performance. Segment net sales and profitability are presented below: Note 2 — GAAP to Non-GAAP Reconciliations The following tables provide a GAAP to Non-GAAP reconciliation of certain line items from the Condensed Consolidated Statement of Earnings: Note 3 - Net Sales and Profit (Loss) by Segment Operations for the Company are reported via two segments. The following tables present changes in net sales and segment profit for the three and nine months ended June 30, 2026, as compared to the corresponding period in the prior year quarter. Note 4 - Net Debt and EBITDA The Company reports financial results on a GAAP and adjusted basis. The tables below are used to reconcile Net Debt and Net earnings to EBITDA and Adjusted EBITDA, which are non-GAAP measures, to improve comparability of results between periods. Note 5 - Outlook for Continuing Operations The following tables provide reconciliations of Adjusted EPS and Adjusted EBITDA, Non-GAAP measures, included within the Company's projected fiscal 2026 outlook for continuing operations. The below outlook reflects management's approximate expectations and are subject to rounding adjustments. As a result, the sum of individual amounts may not precisely equal the totals presented. 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Looking back on personal care stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Edgewell Personal Care (NYSE:EPC) and its peers. While personal care products may seem more discretionary than food, consumers tend to maintain or even boost their spending on the category during tough times. This phenomenon is known as "the lipstick effect" by economists, which states that consumers still want some semblance of affordable luxuries like beauty and wellness when the economy is sputtering. Consumer tastes are constantly changing, and personal care companies are currently responding to the public’s increased desire for ethically produced goods by featuring natural ingredients in their products. The 9 personal care stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 2.5% while next quarter’s revenue guidance was 3.5% below. Luckily, personal care stocks have performed well with share prices up 11.7% on average since the latest earnings results. Boasting brands such as Banana Boat, Schick, and Skintimate, Edgewell Personal Care (NYSE:EPC) sells personal care products in the skin and sun care, shave, and feminine care categories. Edgewell Personal Care reported revenues of $519.5 million, flat year on year. This print was in line with analysts’ expectations, and overall, it was a very strong quarter for the company with a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ organic revenue estimates. "We delivered a strong second quarter, with results ahead of our expectations, driven by improved execution and innovation that is resonating with consumers, reflected in the continued momentum in brands like Cremo, Hawaiian Tropic and Billie," said Rod Little, President and Chief Executive Officer of Edgewell Personal Care. Interestingly, the stock is up 25.2% since reporting and currently trades at $28.59. Is now the time to buy Edgewell Personal Care? Access our full analysis of the earnings results here, it’s free. Going to market with a direct selling model rather than through traditional retailers, USANA Health Sciences (NYSE:USNA) manufactures and sells nutritional, personal care, and skincare products. USANA reported revenues of $250.2 million, flat year on year, outperforming analysts’ expectations by 3.8%. The business had an exceptional quarter with a solid beat of analysts’ EBITDA and EPS estimates. The market seems happy with the results as the stock is up 16% since reporting. It currently trades at $22.35. Is now the time to buy USANA? Access our full analysis of the earnings results here, it’s free. With the first products sold out of the trunk of the founder’s car, Herbalife (NYSE:HLF) today offers a portfolio of shakes, supplements, personal care products, and weight management programs to help customers reach their nutritional and fitness goals. Herbalife reported revenues of $1.32 billion, up 7.8% year on year, exceeding analysts’ expectations by 1.4%. Still, it was a mixed quarter as it posted EBITDA guidance for next quarter missing analysts’ expectations. As expected, the stock is down 25.5% since the results and currently trades at $12.26. Read our full analysis of Herbalife’s results here. Known for its Optavia program that combines portion-controlled meal replacements with coaching, Medifast (NYSE:MED) has a broad product portfolio of bars, snacks, drinks, and desserts for those looking to lose weight or consume healthier foods. Medifast reported revenues of $76.04 million, down 34.3% year on year. This print beat analysts’ expectations by 9.9%. Overall, it was an exceptional quarter as it also put up EPS guidance for next quarter exceeding analysts’ expectations and a beat of analysts’ EPS estimates. Medifast scored the biggest analyst estimate beat and highest full-year guidance raise, but had the weakest guidance update of the whole group. The stock is down 2.5% since reporting and currently trades at $10.37. Read our full, actionable report on Medifast here, it’s free. Named after its founder, who was an entrepreneurial woman from New York with a passion for skincare, Estée Lauder (NYSE:EL) is a one-stop beauty shop with products in skincare, fragrance, makeup, sun protection, and men’s grooming. Estée Lauder reported revenues of $3.71 billion, up 4.6% year on year. This number was in line with analysts’ expectations. It was a very strong quarter as it also recorded a beat of analysts’ EPS estimates and full-year EPS guidance exceeding analysts’ expectations. The stock is up 8% since reporting and currently trades at $82.87. Read our full, actionable report on Estée Lauder here, it’s free. Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership. Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products. By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.