Prestige Consumer Healthcare Inc.
- Open
- 52.48
- Day high
- 53.57
- Day low
- 52.28
- Prev close
- 51.78
- Volume
- 56K
- Mkt cap
- $2.5B
- P/E (TTM)
- 14.9
- EPS (TTM)
- $3.59
- P/B
- 1.3
- P/S
- 2.3
- Yield
- —
- Per share
- —
Prestige Consumer Healthcare Inc. (PBH) is a Healthcare company listed on NYSE. The stock is down 22% over the past year.
Prestige Consumer Healthcare Inc. (PBH) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
PBH earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 6, 2026 | $0.90 | $0.98 | +9.5% | $266M | +5.3% |
| May 14, 2026 | $1.39 | $1.23 | -11.5% | $282M | -4.1% |
| Mar 19, 2026 | $1.16 | $1.14 | -1.7% | $283M | -4.6% |
| Nov 6, 2025 | $0.97 | $1.07 | +10.3% | $274M | -6.8% |
| Aug 7, 2025 | $1.01 | $0.95 | -5.9% | $250M | -9.3% |
| May 8, 2025 | $1.30 | $1.32 | +1.5% | $297M | +9.7% |
| Feb 6, 2025 | $1.16 | $1.22 | +5.2% | $290M | +0.2% |
| Nov 7, 2024 | $1.08 | $1.09 | +0.9% | $284M | +0.5% |
| Aug 8, 2024 | $0.86 | $0.90 | +4.7% | $267M | +2.5% |
| Feb 8, 2024 | $1.04 | $1.06 | +1.8% | $283M | +0.9% |
| Nov 2, 2023 | $1.07 | $1.07 | +0.0% | $286M | +0.2% |
| Aug 3, 2023 | $1.01 | $1.06 | +4.7% | $279M | +0.1% |
PBH insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 5, 2026 | Kelly John F.director | Grant | 2,981 | — |
| Aug 5, 2026 | DArecca Jamesdirector | Grant | 2,981 | — |
| Aug 5, 2026 | BYOM JOHN Edirector | Grant | 2,981 | — |
| Aug 5, 2026 | Clark Celeste A.director | Grant | 2,981 | — |
| Aug 5, 2026 | ZIER DAWN M.director | Grant | 2,981 | — |
| May 14, 2026 | Sacco Christineofficer: CFO & COO | Tax | 1,091 | $55.09 |
| May 12, 2026 | Zerillo Jeffreyofficer: Senior VP Operations | Sell | 351 | $52.28 |
| May 11, 2026 | Zerillo Jeffreyofficer: Senior VP Operations | Sell | 305 | $54.36 |
| May 11, 2026 | Zerillo Jeffreyofficer: Senior VP Operations | Tax | 351 | $54.59 |
| May 11, 2026 | Lombardi Ronald M.director, officer: Chief Executive Officer | Tax | 2,543 | $54.59 |
| May 11, 2026 | Sacco Christineofficer: CFO & COO | Tax | 991 | $54.59 |
| May 11, 2026 | Mekhail Adelofficer: EVP, Marketing & Sales | Tax | 487 | $54.59 |
| May 7, 2026 | Zerillo Jeffreyofficer: Senior VP Operations | Tax | 307 | $55.75 |
| May 7, 2026 | Zerillo Jeffreyofficer: Senior VP Operations | Sell | 1,207 | $54.99 |
| May 7, 2026 | Sacco Christineofficer: CFO & COO | Tax | 1,267 | $55.75 |
Source: PBH SEC Form 4 filings, latest Aug 5, 2026. For informational purposes only — not investment advice.
See the full PBH insider & 13F page →Prestige Consumer Healthcare Inc. company profile
Overview
Prestige Consumer Healthcare Inc. (NYSE:PBH) is a consumer healthcare company founded in 1996 and headquartered in Tarrytown, New York. The company develops, manufactures, markets, and distributes over-the-counter (OTC) health and personal care products primarily in the United States and internationally. Originally known as Prestige Brands Holdings Inc., the company changed its name to Prestige Consumer Healthcare Inc. in August 2018 and went public in February 2005. Today, Prestige operates as a diversified portfolio company with a collection of trusted consumer healthcare brands spanning multiple therapeutic categories.
Business
Prestige Consumer Healthcare operates in the over-the-counter (OTC) consumer healthcare industry, which encompasses non-prescription medications and health products that consumers can purchase without a doctor's prescription. The OTC healthcare market serves as an accessible first line of treatment for common ailments and health maintenance needs, allowing consumers to self-medicate for minor conditions before seeking professional medical care. The company operates through two primary business segments. The North American OTC Healthcare segment represents the majority of revenue and includes well-known brands such as BC and Goody's analgesic powders for pain relief, Chloraseptic throat treatments, Clear Eyes for eye redness, Dramamine for motion sickness, Fleet digestive health products, Monistat for feminine health, and Summer's Eve feminine hygiene products. This segment focuses on the U.S. and Canadian markets where these brands have established market positions. The International OTC Healthcare segment generates approximately 15-20% of total revenue and has been experiencing strong growth, particularly driven by the Hydralyte oral rehydration brand in Australia where it maintains over 90% market share. This segment also includes international sales of other portfolio brands and represents the company's expansion beyond North American markets. The company's product portfolio spans seven core therapeutic categories: analgesics (pain relief), cough and cold remedies, digestive health, eye and ear care, women's health, skin care, and oral care. These products address common, recurring health needs that consumers regularly purchase, creating a stable demand base. The brands are sold through various retail channels including mass merchandisers like Walmart and Target, drug stores such as CVS and Walgreens, food retailers, dollar stores, convenience stores, club stores, and increasingly through e-commerce platforms which now represent approximately 15% of total sales.
Revenue model
Prestige Consumer Healthcare generates revenue primarily through product sales to retail partners who then sell to end consumers. The company operates a traditional consumer packaged goods business model where it manufactures or contracts manufacturing of its OTC healthcare products, then distributes them through established retail channels. Revenue comes from wholesale sales to retailers rather than direct-to-consumer sales, though the company has been growing its e-commerce presence. The company's customers are retail chains and distributors rather than end consumers. Major retail partners include mass merchandisers (Walmart, Target), drug store chains (CVS, Walgreens), grocery retailers, dollar stores, convenience stores, and club stores like Costco. The company also sells through e-commerce platforms including Amazon and direct-to-consumer online channels. Approximately 80% of the company's direct domestic cost of goods comes from local U.S. manufacturing, providing some insulation from international supply chain disruptions. Several factors influence the company's margins and profitability. Positive margin drivers include the company's ability to implement price increases to offset inflation, the premiumization of products through innovation and new product launches, operational efficiencies from scale, and the shift toward higher-margin e-commerce sales. The company's focus on needs-based healthcare products also provides some pricing power as consumers are less likely to trade down on health-related purchases during economic downturns. Margin pressures come from inflation in raw materials and packaging costs, increased transportation and logistics expenses, competitive pressures in certain categories, and potential tariff impacts on imported components. Supply chain disruptions, as experienced with the Clear Eyes brand, can significantly impact sales and margins. The company also faces ongoing investments in marketing and brand building to maintain market positions, and the costs associated with new product development and innovation initiatives.
Competitive moat
Prestige Consumer Healthcare possesses a moderate economic moat built primarily on brand recognition and market positioning rather than technological advantages or high switching costs. The company's competitive advantages stem from its portfolio of established, trusted brands that have built consumer loyalty over decades in the OTC healthcare space. Brands like Dramamine, Clear Eyes, Monistat, and BC/Goody's have achieved strong market positions in their respective categories, with some maintaining market leadership positions. The company benefits from the intangible asset value of its brand portfolio, which provides pricing power and shelf space advantages with retailers. Healthcare brands tend to have higher consumer loyalty than many other consumer goods categories because consumers are often reluctant to switch products that work for their health needs. The regulatory environment also provides some protection, as OTC products must meet FDA requirements and new entrants face regulatory hurdles. However, the moat faces several challenges. Private label competition is intensifying as retailers develop their own OTC healthcare products at lower price points. Generic alternatives exist for many of the company's products, and large pharmaceutical companies with greater resources could enter these markets. The company's brands are also vulnerable to changing consumer preferences, supply chain disruptions (as seen with Clear Eyes), and potential regulatory changes. The distribution relationships with major retailers provide some competitive advantage, but these relationships are not exclusive and retailers hold significant bargaining power. E-commerce growth, while beneficial, also increases price transparency and competition. Overall, while Prestige has built a solid collection of healthcare brands with consumer recognition, the moat is not exceptionally wide and requires continuous investment in brand building and innovation to maintain competitive positioning.
Risks & safety
Prestige Consumer Healthcare demonstrates a strong margin of safety with solid financial fundamentals and conservative capital structure. **Cash and Debt Position:** - Cash and short-term investments: $97.9 million as of Q4 2025 - Very low debt-to-equity ratio of 0.028, indicating minimal leverage risk - Strong current ratio of 4.2, showing excellent short-term liquidity - Free cash flow generation of $243.3 million annually provides substantial cash cushion - No significant solvency concerns with strong balance sheet **Valuation Metrics:** - P/E ratio of 19.9 appears reasonable for a stable consumer healthcare company - EV/EBITDA of 12.0 is moderate for the sector - Price-to-book ratio of 2.3 reflects premium to book value but not excessive - Graham number of $59.89 suggests current price of $87.30 may be somewhat elevated **Other Considerations:** - Consistent profitability with $214.6 million net income in FY 2025 - Diversified revenue base across multiple product categories reduces concentration risk - Strong operational cash flow of $251.5 million supports dividend capacity and growth investments - Leverage ratio maintained around 2.4x provides financial flexibility
Recent development
Over the past few years, Prestige Consumer Healthcare has focused on several key strategic initiatives based on recent earnings calls. The company has been expanding its e-commerce presence, with digital sales now representing approximately 15% of total revenue and growing at double-digit rates. This channel expansion has been primarily U.S.-focused but represents a significant shift in the company's go-to-market strategy. Brand innovation and portfolio expansion has been a major focus, with new product launches across multiple brands including Hydralyte watermelon and pineapple flavors, Monistat maintain kit with boric acid, Summer's Eve Whole Body Deodorant, Fleet oral Stool Softener, and Goody's PLUS Headache Pain and Mental Alertness. The company has also expanded Dramamine into new categories with Advanced Herbals for nausea and stress relief. International expansion has accelerated, particularly with the Hydralyte brand in Australia where the company maintains over 90% market share and has achieved double-digit consumption growth. The international segment has consistently grown 5-11% annually and now represents approximately 15-20% of total revenue. The company has navigated significant supply chain challenges, particularly with the Clear Eyes brand which experienced production interruptions from multiple suppliers simultaneously. Management has implemented strategic supply chain improvements, diversified supplier relationships, and used expedited shipping to maintain product availability. Capital allocation strategy has evolved toward more aggressive shareholder returns, with the company reducing its leverage ratio from over 3x to around 2.4x and implementing a $300 million share repurchase program. The company has also been evaluating M&A opportunities while maintaining financial flexibility for organic growth investments.
PBH company profile · for informational purposes only — not investment advice.
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