财务业绩 - 第三季度净销售额增长0.3%，有机净销售额增长1.2%[11] - 毛利率提升160个基点，调整后毛利率提升270个基点[4] - 非现金减值导致每股亏损0.61美元，调整后每股收益0.79美元，同比增长约46%[5] - 今年前9个月偿还1.5亿美元债务[5] - 预计全年调整后每股收益和调整后EBITDA将达到原预期区间的高端[6] - 公司第三季度净销售额为7.014亿美元，同比增长0.3%[35] - 第三季度毛利润为2.772亿美元，毛利率为39.5%[35] - 第三季度营业费用为1.891亿美元，同比增长10.3%[35] - 第三季度税前亏损为5750万美元，主要由于商标资产减值1.106亿美元[35,39] - 第三季度经调整后的净亏损为4380万美元，每股亏损0.61美元[36] - 公司营业收入为7.014亿美元，同比增长0.3%[59] - 电池和照明业务营业收入为5.091亿美元，同比下降0.4%[59] - 汽车护理业务营业收入为1.923亿美元，同比增长2.2%[59] - 电池和照明业务分部利润为1.294亿美元，同比增长6.2%[59] - 汽车护理业务分部利润为2680万美元，同比增长54.0%[59] - 公司调整后每股收益为0.79美元，同比增长46.3%[71] - 公司调整后EBITDA为1.497亿美元，同比增长18.1%[71] - 公司第三季度总销售额为7.014亿美元，同比增长0.3%[81] - 电池和照明业务第三季度销售额为5.091亿美元，同比下降0.4%[77] - 电池和照明业务第三季度利润为1.294亿美元，同比增长6.2%[82] - 汽车护理业务第三季度销售额为1.923亿美元，同比增长2.2%[79] - 汽车护理业务第三季度利润为2.68亿美元，同比增长54.0%[84] - 第三季度调整后毛利率为41.5%，同比提升1.7个百分点[88] - 第三季度调整后销售费用率为16.9%，同比下降0.3个百分点[90] - 第三季度其他项目净收益为-500万美元[92] - 前三季度总销售额为20.813亿美元，同比下降3.1%[81] - 前三季度调整后毛利率为40.5%，同比提升1.9个百分点[88] - 公司2024财年第三季度收入为41.7亿美元，同比增长[94] - 公司2024财年前三季度重组和相关成本为64.6亿美元[95] - 公司2024财年前三季度收购和整合相关成本为4.9亿美元[96] - 公司2024财年前三季度自由现金流为195.1亿美元[99] - 公司2024财年第四季度及全年调整后每股收益预计为1.10-1.20美元和3.20-3.30美元[101] - 公司2024财年调整后EBITDA预计为610-620亿美元[104] - 公司2024财年重组和相关成本预计为75-85亿美元[104] - 公司2024财年收购和整合成本预计为5-6亿美元[104] - 公司2024财年阿根廷经济改革相关成本预计为22-23亿美元[104] - 公司2024财年商誉减值预计为111亿美元[104] 业务表现 - 电池和照明业务量增长3.6%，汽车护理业务量增长1.0%[12][14] - 项目动力持续改善举措带来约1.4亿美元成本节约[17][31] - 公司在2024财年前9个月的有机销售额下降3.1%[53,54] 财务状况 - 公司在2023年12月进行了阿根廷比索贬值50%的改革，导致公司在2024财年前9个月录得2200万美元的汇兑损失[41] - 公司在2024财年前9个月的资本支出为7050万美元，同比增加100%[45] - 公司在2024财年前9个月的自由现金流为2.063亿美元[44,45,46] - 公司在2024年6月30日的净负债为3.0亿美元[42,43,57] 未来展望 - 预计2024财年有机收入下降约2%，调整后EBITDA在6.1亿美元至6.2亿美元之间，调整后每股收益在3.20美元至3.30美元之间[30]

文章核心观点 - 公司第三季度净销售额增长0.3%,主要由于电池和照明业务以及汽车护理业务的有机销售增长[5][6][7] - 毛利率同比提升160个基点,调整后毛利率提升270个基点,主要得益于成本改善和定价策略调整[8][9][10][11] - 非现金减值导致每股亏损0.61美元,但调整后每股收益增长约46%[14][15][17] - 公司预计全年调整后每股收益和调整后EBITDA将达到原预期区间的高端[19][20][21] 业务表现 - 电池和照明业务有机销售增长0.6%,主要受益于全球电池和照明类别趋势改善和新渠道拓展[7] - 汽车护理业务有机销售增长2.7%,主要受益于制冷剂销售增长和国际渠道拓展[7] - 公司通过"项目动力"计划持续改善,在第三季度为毛利率贡献约14百万美元[11] 财务状况 - 前9个月经营活动现金流260.7百万美元,自由现金流195.1百万美元,占销售额9.4%[18] - 公司在第三季度偿还了1.5亿美元债务,净债务/调整后EBITDA为5.0倍[18] - 公司预计2024财年调整后EBITDA在610-620百万美元区间,调整后每股收益在3.20-3.30美元区间[20][100]

For Immediate Release Industry: Consumer Products Companies in the Zacks Consumer Products – Staples industry have been benefiting from stable product demand as consumers manage to save for essentials, even during tough economic phases. Efforts to boost revenues through innovation, product launches and expansion into new channels, such as e-commerce, have proven successful. About the Industry Companies in the Consumer Products – Staples universe offer products to supermarkets, drug/grocery stores, departmen ...

The Zacks Consumer Products – Staples industry consists of companies involved in marketing, producing and distributing a wide range of consumer products. These include personal care items, cleaning equipment, stationery, bed and bath products and household goods like kitchen appliances, cutlery and food storage. Some industry participants also provide batteries and lighting products, whereas some offer pet food and treats, pet supplies, pet medications and pet services. Companies in the Consumer Products – ...

Energizer Holdings Inc. (ENR) has seen a remarkable uptrend in its stock performance over the past three months, driven by the strategic initiatives for sustainable growth, emphasizing consumer engagement and pricing strategies. In the said period, ENR's stock has risen approximately 8.5%, outpacing both the industry's 4.9% increase and the sector's growth of 3%. In the most recent trading session, Energizer's stock closed at $29.84, which is trading above its 50-day and 100-day moving averages, signaling s ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers. Another great Consumer Products - Staples stock you could consider is Newell Brands (NWL) , which is a # 1 (Strong Buy) stock with a Value Score of A. On top of the Zacks R ...

But there is more to this whole P/E story. Because not only low P/E, stocks with a rising P/E can also fetch strong returns. In this regard, investors can bet on the likes of Energizer (ENR) ,Super League Enterprise Inc. (SLE) and Enovis (ENOV) . Investors often opt for the stock-picking approach that involves stocks with a low price-to-earnings (P/E) ratio. This strategy is based on the notion that the lower the P/E ratio is, the higher the stock value. The reasoning behind this is straightforward — when a ...

ST. LOUIS, July 8, 2024 /PRNewswire/ -- Energizer Holdings, Inc. (NYSE: ENR) will report its Third Quarter Fiscal Year 2024 results before the market opens on August 6. Energizer also will discuss its results during an investor conference call that will be webcast beginning at 10 a.m. ET. The call will be hosted by Mark LaVigne, Chief Executive Officer, and John Drabik, Chief Financial Officer. All interested parties may access a live webcast of this conference call at www.energizerholdings.com, under the I ...

Alongside this, Energizer is leveraging advanced data analytics for improved pricing and revenue management, expanding brand visibility and probing strategic opportunities in attractive international markets. These initiatives are designed not just to bolster the current performance but to position Energizer strategically for future market dynamics. Image Source: Zacks Investment Research Digging Deeper The company's performance highlights robust financial health, reflecting a sound strategy that can adapt ...

These savings have been instrumental in facilitating margin expansion and earnings growth. Energizer anticipates total savings from this program between $160 million and $180 million over three years, with expected savings of $55-$65 million for fiscal 2024. The Auto Care segment has emerged as a significant growth driver for Energizer, with revenues increasing 2.3% year over year to $182.3 million in the second quarter of fiscal 2024. This segment experienced an impressive 600-basis-point expansion in segm ...