During the volatile markets, investors seek safety and defense in the consumer food sector as food, health and hygiene products become the highest priority.
There is also a psychological component of play: consumers are attracted towards Familiar home brands They have trusted for years. In unstable times – whether due to weather, definitions or geopolitical tension – stability becomes a form of comfort.
Let’s take a look at two less well -known Consumer food shares That has the inherent stability necessary for the income portfolio. Although the company’s names may not be familiar, its wallet from iconic brands will be.
Edgel: known products, shares of disregard for them
EdgeWell Personal Care today
EdgeWell Personal Care
- 52 weeks
- $ 26.65
▼
41.50 dollars
- Profit
- 2.03 %
- P/E ratio.
- 16.13
- The target price
- $ 36.29
Schick, Stayfree and Playtex, and banana boats in Hawaii are some of the brand products in the name in EdgeWell Personal Care’s NYSE: EPC Home commodity portfolio. The company primarily produces products in three categories: wet shaving, feminine care, sun and skin care.
Although their brand portfolio is well known, it also has prosperous special business creates high -quality products for a wide range of retailers in bricks, mortar shells and direct consumer direct companies (DTC). EdgeWell has more than 2000 global patents and distributing 91 % of the top 50 globally segmentation traders in special brands shaving.
Q1 2025 profit report: weak results in a strong market
Edgelle’s local business was soft during a strong market heading to 2025.
The company recently reported the fiscal year Q1 2025 (or the period ending in the evaluation year on December 31, 2024), including the seven -cents EPS profits (EPS), which lost the estimates of the consensus analyst by five cents.
Revenue decreased by 2.1 % On an annual basis (YOY) to $ 478.4 million, less than unanimity estimates $ 480.11 million.
While net organic sales decreased by 1.3 %, international market sales increased by 2 % on an annual basis, driven by price and size gains in wet shaving, sun and skin care. The total margin has decreased 30 basis points to 40.1 %, including 140 basis points of negative foreign currency.
The excitement and failure of the modified profits (EBITDA) amounted to $ 45.9 million, including $ 11.2 million in the impact of unfavorable currency.
Decrease = decrease in revenues
EdgeWell Personal Care Payments
- Profit
- 2.03 %
- Annual profit distributions
- $ 0.60
- The percentage of profit distribution
- 32.79 %
- Pay the last profits
- April 9
EPC profit distribution date
Edgueel’s 2025 guidelines, issued in early February, were martyred in the strong US dollar as the opposite wind. But since then, the dollar – as follows Investco db us dollar bullish fun etf NYSEARCA: UUPNearly 7 % decreased.
This is a big problem: 20 % of EdgeWell’s revenues come from international sales. It can add a 10 % decrease in the dollar from 40 to 50 million dollars to the annual revenue. With the arrow profit expectations for the entire year between $ 3.15 and $ 3.35 (the center point 3.25 dollars for $ 3.18), there is now the clear upward trend.
The dollar increases the value of the US dollar for foreign sales, which makes us cheaper for international customers, which may increase demand. It can also compensate some of the effects of customs tariffs. While revenue decreased in the United States, the company witnessed 2 % growth in foreign sales.
And better, the arrows pay 2.01 % profit returnWhich makes it a convincing income game.
Kenfo: A quiet giant with large brands
If EdgeWell is low, Kenvue Inc. Nyse: kvue Hiding in sight.
Weave Johnson and Johnson New York: JNJ In 2023, Kenvue is the power behind Taylinol, Motrin, Lesen, Space Aid, Neutrogens, and Evino. These are the leaders of the categories, not only in sales but in confidence. Tylenol is a pain reliever No. 1 recommended by doctors. BAND-AID is the brand brand number 1.
Q4 2024 profit report: FX’s opposite winds
Kenfo today
- 52 weeks
- $ 17.67
▼
24.46 dollars
- Profit
- 3.57 %
- P/E ratio.
- 43.31
- The target price
- 24.42 dollars
Kenvue released the latest profit report on February 6, 2025, noting that the US dollar is strong. Like Edgel, Foreign currency took place resultsAnd directives for the year 2025 in mind in the continuous power of the dollar.
The company reported the 26 cents q4 echo profitability, which was in line with unanimity estimates. Revenue decreased by 0.1 % on an annual basis to $ 3.55 billion, less than unanimity estimates of $ 3.76 billion. The total profit margin has grown 80 basis points to 56.5 %. Organic sales increased by 1.7 % on an annual basis, led by a growth of 2.9 % in self-care (Tayinol, Motrin, Zyrtec) and 2.6 % growth in skin and beauty (neutrozina, Aveeno), while basic health (BAND-AID, Listerine) decreased by 0.7 %.
Is the guidance very conservative?
The CEO of Kenvue Thibau Mongon attributed the most softening sales and subsequent guidelines to the opposite winds of the Forex and reduce demand for basic health.
Kenfo profit payments
- Profit
- 3.57 %
- Annual profit distributions
- 0.82 dollars
- The percentage of profit distribution
- 154.72 %
- Pay the last profits
- February 26
Kvue profit history
“We enter 2025 with a difficult external environment, economic uncertainty, geopolitical tensions, and A stronger country. In parallel, consumers continue to search for comfort and value, but they are not subject to their health. “
with 20 % of its sales from international marketsKenvue takes advantage of the weakest dollar. Since the issuance of the direction, the US dollar has decreased by 7 %, and the FX opposite winds may turn to the back wind.
Kenvue expects 2025 membership sales from 2 % to 4 %, with 3 % opposite wind of foreign currency translation. The company also expects to improve YOY modified and diluted EPS growth to 2 % to 2 % on an annual basis, which includes an improper effect of foreign currency numbers. Outlook does not include any definition effects.
The dollar can decrease this clouds – or even its opposite. Kenvue also the deal with a 3.71 % profit returns.
Bonuance Motivation: Activists turn Kenfo
Kenvue is still in the fully separating process from the J & J (expected in 2H 2025), but sharks are already revolving. Toms Capital Administration He built a stake and pushed for secession. Value value He recently ended the battle of an agent with a victory, adding three managers to the board of directors – including CEO Jeff Smith.
The result? Kenvue may become The story of collapse or acquisitionProvide a second incentive behind FX transformations and organic growth.
Before you think of EdgeWell’s personal care, you will want to hear it.
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While EdgeWell Personal Care currently has a suspended classification between analysts, higher -rated analysts believe that these five stocks buy better.
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