Edgewell Sells Feminine Care Business to Essity for $340M
Edgewell Personal Care Company (EPC) completed the sale of its feminine care business to Essity (ETTYF) for $340M. Edgewell intends to use the net proceeds from the sale, after taxes and transaction costs, primarily to strengthen its balance sheet and pay down the balance of U.S. revolving credit facility while continuing to invest in the long-term growth of its core businesses. Edgewell expects to work closely with Essity to ensure a smooth transition for employees, customers, and consumers of the Feminine Care business. The Company and Essity entered into a Transition Services Agreement to provide certain support services in the areas of accounting, information technology, quality assurance, operations and supply chain, and sales for a period of at least one year from the closing of the transaction.
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- Transaction Completion: Edgewell Personal Care Company has completed the sale of its feminine care business to Sweden's Essity for $340 million, providing funds to strengthen its balance sheet and pay down its U.S. revolving credit facility.
- Strategic Transformation: CEO Rod Little stated that this sale is a pivotal step in Edgewell's transformation, as it simplifies the product portfolio and focuses on core businesses like shaving, sun, and skin care, enhancing the company's agility and competitiveness.
- Transition Services Agreement: Edgewell has entered into a Transition Services Agreement with Essity to provide support in areas such as accounting and IT for at least one year, ensuring a smooth transition for employees and customers of the feminine care business.
- Financial Transparency: The company plans to provide unaudited financial information related to the sale of the feminine care business to investors by February 6, 2026, further enhancing investor understanding of the company's future financial outlook.
- Transaction Value: Edgewell has sold its feminine care business to Sweden's Essity for $340 million, which will provide significant funding to strengthen its balance sheet and pay down the balance of its U.S. revolving credit facility.
- Strategic Transformation: CEO Rod Little emphasized that this sale is a pivotal step in Edgewell's transformation, as it simplifies the product portfolio and focuses resources on core areas like shaving, sun, and skin care, enhancing the company's agility and competitiveness.
- Transition Services Agreement: Edgewell has entered into a Transition Services Agreement with Essity to provide support in areas such as accounting and IT for at least one year, ensuring a smooth transition for employees, customers, and consumers of the feminine care business.
- Financial Transparency: The company plans to provide unaudited financial information related to the sale by February 6, 2026, enhancing transparency and trust in its future financial reporting to investors.
- Strong Market Performance: The Consumer Staples Index has risen 6.6% year-to-date, outperforming the S&P 500 by over 500 basis points, indicating the sector's defensive strength amid market volatility and reflecting investors' preference for stable returns.
- Fundamental Improvement: Despite facing headwinds such as elevated input costs and shifting consumer behavior during the 2023-2025 period, these pressures are beginning to ease, setting the stage for a more sustainable recovery with better performance expected ahead.
- Emerging Investment Opportunities: Analysts at Wells Fargo highlight household and personal care as areas of interest, although clearer evidence of improving data is needed to confirm trends, with Church & Dwight, Procter & Gamble, and Edgewell Personal Care receiving overweight ratings.
- Positive Beverage Stock Outlook: Beverage stocks are expected to show sustained recovery into the summer, particularly beer companies like Constellation Brands and Anheuser-Busch InBev, which are viewed as the most attractive recovery trades, reflecting market confidence in consumer staples.
- EPS Downgrades: A review reveals that Sendas Distribuidora S.A. (ASAIY) received an ‘F’ EPS Revisions Grade, indicating significant downward adjustments by analysts that could undermine investor confidence.
- Poor Industry Performance: Edgewell Personal Care (EPC) and Flowers Foods (FLO) also received ‘F’ grades, reflecting structural challenges within the consumer staples sector that may lead to overall market weakness.
- Increased Market Risks: Premium Brands (PRBZF) and PriceSmart (PSMT) are similarly rated low, highlighting the vulnerability of mid to low cap consumer staples stocks in the current market environment, potentially affecting their financing and expansion capabilities.
- Investor Caution: Shiseido Company (SSDOY) and USANA Health Sciences (USNA) face EPS downgrades as well, prompting investors to remain vigilant regarding these stocks to avoid potential financial risks.

- Earnings Release Schedule: Edgewell Personal Care Company will report its Q1 2026 financial results before the market opens on February 9, 2026, providing investors with the latest financial data and market performance insights.
- Investor Conference Call: The company will host an investor conference call at 8:00 a.m. Eastern Time on the same day, led by CEO Rod Little and CFO Francesca Weissman, aimed at discussing financial results in depth and addressing investor inquiries.
- Live Webcast Access: Interested investors can access the live webcast of the conference call via Edgewell's website under the

- Earnings Release Schedule: Edgewell Personal Care will report its Q1 2026 financial results before the market opens on February 9, 2026, providing crucial performance data to guide future business decisions.
- Investor Conference Call: The company will host an investor conference call at 8:00 a.m. Eastern Time on the same day, led by CEO Rod Little and CFO Francesca Weissman, aimed at providing in-depth insights into the financial results and addressing investor inquiries.
- Live Webcast Access: Interested investors can access the live webcast of the conference call via Edgewell's website under the








