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Edgewell Personal Care
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Latest analysis
Updated Aug 5, 2026
Edgewell returns to organic growth in Q3 FY26; confidence in FY27 hinges on manufacturing consolidation payoff
Edgewell delivered organic net sales growth of 1.1% in Q3 FY26, marking the inflection the company signaled at year-start, driven by North America's return to growth and strength in Grooming and Sun Care brands. Adjusted EPS of $0.72 and adjusted EBITDA of $78.9M came ahead of expectations despite gross margin compression from inflation, offset by tariff refunds and productivity gains. Management's confidence rests on four structural factors: improved execution capabilities, a more focused portfolio post-Feminine Care divestiture, early proof of brand investment momentum (Cremo up 70%+ at top retailer, Hawaiian Tropic now #4 in Sun Care vs. #6 a year ago), and a major wet shave manufacturing consolidation nearing inflection—positioning the company to exit FY26 and enter FY27 from materially stronger footing than prior years.
Tone: bullishRevenue
$2.2B
EPC 10-K · FY 2025
Employees
6,700
Revenue FY2024
$2.3B
Founded
1999
Profile
EPC 10-K Item 1 · Nov 18, 2025Edgewell Personal Care Company is one of the world's largest manufacturers and marketers of personal care products, operating across three segments: Wet Shave, Sun and Skin Care, and Feminine Care. The company markets products under well-known brands including Schick, Wilkinson Sword, Banana Boat, Hawaiian Tropic, Billie, Bulldog, Jack Black, Cremo, Playtex, Stayfree, Carefree, and o.b. Products are sold in more than 50 countries, with manufacturing and commercial operations in approximately 20 countries.
Read filing description ↓ Collapse description ↑
Edgewell Personal Care Company, and its subsidiaries, is one of the world's largest manufacturers and marketers of personal care products in the Wet Shave, Sun and Skin Care, and Feminine Care segments. With operations in approximately 20 countries, our products are widely available in more than 50 countries. The company manages its business in three operating segments: Wet Shave, Sun and Skin Care, and Feminine Care. Wet Shave products are sold under the Schick, Wilkinson Sword, Edge, Skintimate, Billie, Shave Guard and custom brands group. The company believes it holds the number two global market share position in wet shaving. Sun and Skin Care products are sold under the Banana Boat, Hawaiian Tropic, Bulldog, Jack Black, Cremo and Wet Ones brand names, with the company believing its Banana Boat and Hawaiian Tropic brands hold a leading combined market share position in the U.S. Sun Care category. In Feminine Care, the company markets products under the Playtex, Stayfree, Carefree and o.b. brands, positioning itself as one of the top three manufacturers of feminine care products in North America. On November 6, 2025, the Board of Directors approved entering into an asset purchase agreement to sell the Feminine Care reportable segment for $340.0, subject to a purchase price adjustment upon closing. Products are marketed primarily through a direct sales force and supplemented by strategic distributors and wholesalers, with e-commerce operations across several business lines including DTC sites for Bulldog, Jack Black, and Billie.
Primary products
- Schick razor systems
- Wilkinson Sword razor systems
- Hydro men's shaving systems
- Quattro men's shaving systems
- Hydro Silk women's shaving systems
- Quattro for Women shaving systems
Business segments
End markets
Geographies
Named customers
Although a large percentage of our sales are attributable to a relatively small number of retail customers, only Walmart Inc. and its subsidiaries ("Walmart"), as a group, account for more than 10% of our consolidated annual net sales. Walmart accounted for approximately 17.4% of our net sales in fiscal 2025.
Named competitors
“We believe we hold the number two global market share position in wet shaving.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Net sales for fiscal 2025 decreased $30.2, or 1.3%, to $2,223.5, including a $0.2 unfavorable impact due to currency movements, with organic net sales also declining 1.3% driven by volume declines in Wet Shave, Feminine Care and Sun Care, partially offset by international organic growth of 3.5%.
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