财务数据和关键指标变化 - 第二季度收入为2.863亿美元,为公司历史第二高季度销售水平,略高于预期 [5] - 毛利率和EBITDA利润率保持稳定,符合长期预期 [12][13] - 前6个月收入基本持平,其中北美业务下降而国际业务增长8.5% [13] - 电商渠道销售保持中单位数增长 [13] - 预计全年收入11.35亿-11.4亿美元,有机增长1%-2% [17] - 预计全年每股收益4.27美元-4.32美元,可能达到高端 [17][18] - 预计全年自由现金流将超过2.4亿美元 [15][18] 各条业务线数据和关键指标变化 - 女性健康品类销售下降,但公司有信心后期会有改善 [21][22] - 皮肤护理和眼耳护理品类销售增长强劲,部分抵消了女性健康品类的下降 [13] 各个市场数据和关键指标变化 - 国际业务表现略超预期,多个品牌实现中单位数增长 [13] - 零售渠道方面,公司产品在线上渠道的份额普遍高于线下 [25] - 零售渠道变化方面,公司产品在线上和大型连锁渠道的销售占比有所提升 [25] 公司战略和发展方向及行业竞争 - 公司持续关注产品创新和品牌建设,如Goody's和Dramamine等品牌的新品推出和营销活动 [8][43] - 公司关注消费者购物习惯的变化,持续加强电商渠道的投入和优化 [9][10] - 公司认为行业竞争格局未发生重大变化,不受大型制药公司消费品业务分拆的影响 [46] - 公司高度重视产品质量,对监管趋严保持警惕 [47][48] 管理层对经营环境和未来前景的评论 - 管理层认为当前经营环境仍存在高通胀、地缘政治事件和供应链制约等不确定性因素 [3] - 管理层对公司业务前景保持乐观,有信心实现全年业绩目标 [7][17][18] - 管理层表示将继续降低负债水平,同时评估其他战略性资本配置机会 [16] 其他重要信息 - 公司第三季度收入预计为2.8亿美元,同比增长与全年增长一致 [17] - 公司第三季度每股收益预计为1.04美元,略高于上年同期 [18] - 公司预计到2024财年年末将实现3倍以下的负债率 [16] 问答环节重要的提问和回答 问题1 **Rupesh Parikh 提问** 关于女性健康品类的恢复情况 [20] **Ron Lombardi 回答** 公司对Summer's Eve品牌的定位仍然看好,预计下半年及明年初会有改善 [21] 问题2 **Susan Anderson 提问** 关于冷感冒季的表现和预期 [26] **Ron Lombardi 回答** 公司供应能力有所提升,但预计冷感冒发病率和零售商备货水平会有所下降,整体影响预计与去年持平 [27] 问题3 **Jon Andersen 提问** 关于下半年销售增长的可见度和驱动因素 [33] **Ron Lombardi 回答** 主要是由于去年同期的高基数,以及零售商备货水平的变化 [34][35][36]

Second Quarter FY 2024 Results November 2nd, 2023 Safe Harbor Disclosure This presentation contains certain “forward-looking” statements within the meaning of the Private Securities Litigation Reform Act of 1995, such as statements regarding the Company’s expected financial performance, including revenues, organic revenue growth, diluted EPS, free cash flow, and leverage; the Company’s execution on its brand-building strategy; the expected market share and consumption trends for the Company’s brands; the Co ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to _____ Commission File Number: 001-32433 PRESTIGE CONSUMER HEALTHCARE INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 20-12975 ...

Prestige Consumer Healthcare Inc. (NYSE:PBH) Q1 2024 Earnings Conference Call August 3, 2023 8:30 AM ET Company Participants Phil Terpolilli - VP, IR and Treasury Ron Lombardi - CEO Christine Sacco - CFO Conference Call Participants Susan Anderson - Canaccord Genuity Rupesh Parikh - Oppenheimer & Co Jon Andersen - William Blair Mitchell Pinheiro - Sturdivant & Co. Operator Good day and thank you for standing by. Welcome to the Q1 2024 Prestige Consumer Healthcare, Inc. Earnings Conference Call. At this time ...

50 rac RIPLE CLEAN First Quarter FY 2024 Results August 3rd, 2023 Prestige Consumer HEALTHCARE O ENSITIVE ULTIMATE Safe Harbor Disclosure This presentation contains certain "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995, such as statements regarding the Company's expected financial performance, including revenues, organic revenue growth, diluted EPS, free cash flow, and leverage; the Company's execution on its brand-building strategy; the Company's ex ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to _____ Commission File Number: 001-32433 PRESTIGE CONSUMER HEALTHCARE INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 20-1297589 (S ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM ______ TO ______ Commission File Number: 001-32433 PRESTIGE CONSUMER HEALTHCARE INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 20-1297589 (State ...

Prestige Consumer Healthcare Inc. (NYSE:PBH) Q3 2023 Results Conference Call February 2, 2023 8:30 AM ET Company Participants Phil Terpolilli - Vice President of Investor Relations & Treasurer Ronald Lombardi - President and Chief Executive Officer Christine Sacco - Chief Financial Officer Conference Call Participants Susan Anderson - Canaccord Genuity Rupesh Parikh - Oppenheimer and Company Jon Andersen - William Blair Mitchell Pinheiro - Sturdivant & Co Linda Bolton Weiser - D.A. Davidson Operator Good da ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to _____ Commission File Number: 001-32433 PRESTIGE CONSUMER HEALTHCARE INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 20-129758 ...