Added to YB: 2026-05-27
Pitch date: 2026-03-21
EPC [bearish]
Edgewell Personal Care Company
+12.84%
current return
Author Info
No bio for this author
Company Info
Edgewell Personal Care Company, together with its subsidiaries, manufactures and markets personal care products worldwide.
Market Cap
$813.8M
Pitch Price
$20.10
Price Target
N/A
Dividend
3.40%
EV/EBITDA
6.52
P/E
-78.15
EV/Sales
0.80
Sector
Personal Care Products
Category
value
Edgewell Personal Care Company - $EPC (short)
EPC (short): Weak earnings quality via elevated DSO suggesting $40-50M demand pull-forward (beyond suncare timing), declining CFFO -49% FY25, questionable reserve reductions & capitalization, non-GAAP gap $1.15/share vs 56c initial guide. DTC/digital shift erodes mass retail (80%→65% sunscreen share). Strategic conundrum: can't scale DTC acquisitions, risk diluting brands like Billie. Trading 10.2x P/E and 52x FCF ($36.6M LTM). 8x EBITDA-capex barely covers net debt. Catalyst: earnings miss.
Read full article (10 min)