业绩总结 - 第四季度毛利率较去年同期提高了170个基点[8] - 自由现金流为3.4亿美元，债务减少了2.25亿美元[9] - 第四季度报告显示，公司报告的收入增长了2.6%，有机收入增长了2%[24] - 调整后的毛利率在本季度增加了380个基点，达到40%[25] - 预计全年毛利率将提高约100个基点，达到40%[29] 用户数据 - 电池类别在全球范围内经历了体积增长，目前比疫情前增长了5%[12] - 全球电池类别的体积每年复合增长率约为1.5%[13] - 美国家庭每户设备数量自2015年以来增长了5%以上[14] - 公司在国际市场上采取了价格策略，导致部分分销渠道损失[71] 未来展望 - Energizer Holdings, Inc. 计划在2024财年继续恢复毛利率、产生自由现金流并偿还债务[17] - 预计2024年展望中，公司预计有机收入将保持平稳或略微下降，外汇汇率将略有负面影响[28] - 预计2024年调整后的EBITDA范围为6亿至6.2亿美元，每股收益范围为3.10至3.30美元[31] - 公司预计未来两年将有额外的8000万至1亿美元的项目动力节省[91] 新产品和新技术研发 - Energizer Holdings, Inc. 将继续投资于创新和品牌建设以推动消费者参与和长期消费者偏好[18] - 公司预计未来几年在家庭自动化和医疗自动化领域的设备增长将是重点[106] 市场扩张和并购 - Energizer Holdings, Inc. 在汽车护理领域取得了增长，自2020年以来销售额增长超过9000万美元[20] 负面信息 - 公司在第四季度实现了5,500万至6,500万美元的节省[94] - 公司预计第一季度销售下降6%至8%，其中一半是由于假日销售提前[78]

Consolidated Net Sales Change in Argentina Operations. The Company is presenting separately all changes in sales and segment profit from our Argentina affiliate due to the designation of the economy as highly inflationary as of July 1, 2018. (1) The Impact of Currency is the change in foreign currency exchange rates year-over-year on reported results, which is calculated by comparing the value of current year foreign operations at the current period USD exchange rate versus the value of current year foreign ...

公司产品和服务 - Energizer公司提供家用电池，包括主要、可充电、特种和助听器电池，使用多种技术，包括锂、碱性、碳锌、镍氢、氧化锌和氧化银[10] - Energizer公司还提供汽车护理产品，包括外观、香氛、性能和空调充气产品类别[11] - Energizer公司还提供各种照明产品，包括手持式、头灯、灯笼和区域灯[12] 公司运营和销售 - Energizer公司在电池、汽车护理和便携灯具领域是一家品牌制造和分销公司，这些领域在美国和全球范围内竞争激烈[13] - 销售和分销渠道包括大量零售店，包括大型商店、食品、药品和便利店、电子专卖店和百货商店、硬件和汽车中心、电子商务和军事商店[15] - Energizer公司的销售和运营利润具有季节性，电池在财政第一季度销售增加，汽车香氛、外观、性能和空调充气产品在财政第二和第三季度销售增加[18] 公司员工和社会责任 - Energizer公司拥有约5,080名员工，分布在30个国家，员工关系良好[21] - Energizer公司致力于多样性、公平、包容和归属感，通过员工资源组织和培训来增加员工的多样性和包容性[23] - Energizer自2016年以来在北美地区捐赠了超过1800万个电池和便携照明产品[28] - Energizer支持Feed the Children和与红十字会合作的灾难救援工作[28] - Energizer通过与Rayovac合作，在世界听力日推广在线信息和文章，提高人们对听力损失的认识[28] 公司风险和挑战 - 全球经济和金融市场条件可能对Energizer产生重大负面影响[36] - 竞争对Energizer产品类别的竞争可能阻碍其执行业务战略、实现盈利能力或维持与现有客户的关系[38] - 公司存在因虚假广告而引发的诉讼风险，可能损害品牌形象或影响销售[44] - 依赖少数零售客户，失去任何一个主要客户可能显著降低销售和盈利能力[44] - 成熟市场竞争激烈，需要成功推出新产品和创新以实现业绩目标[45] - 新产品可能需要获得监管批准，竞争对手可能推出性能更好或成本更低的产品[46]

+ Fiscal 2023 Q3 Earnings Forward-Looking Statements In addition, other risks and uncertainties not presently known to us or that we consider immaterial could affect the accuracy of any such forward-looking statements. The list of factors above is illustrative, but by no means exhaustive. All forward-looking statements should be evaluated with the understanding of their inherent uncertainty. Additional risks and uncertainties include those detailed from time to time in our publicly filed documents, includin ...

Energizer Holdings, Inc. (NYSE:ENR) Q3 2023 Earnings Conference Call August 8, 2023 10:00 AM ET Conference Call Participants William Reuter - Bank of America Good morning. My name is Nick and I'll be your conference operator today. At this time, I'd like to welcome everyone to Energizer's Third Quarter Fiscal Year 2023 Conference Call. After the speakers' remarks there will be a question-and-answer session. As a reminder, this call is being recorded. We also refer in our presentation to non-GAAP financial m ...

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: 001-36837 __________________________________________________________ ...

Year-to-date, behind these efforts, the program has generated $20 million in savings and contributed to a meaningful reduction in working capital as a percentage of sales. The program is off to a great start and the teams are executing with excellence. The combination of organic sales growth, gross margin improvement and working capital reductions enabled us to significantly improve free cash flow relative to the prior year. Now, let me turn the call over to John to provide additional details about our fina ...

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 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: 001-36837 _________________________________________________________ ...

Look, I think we're attacking costs across the board. So you see project momentum is really going after a lot of that. We have seen some impact, but we've -- we had that also last year. So it's flowed through into this year and I think we're in a pretty good spot overall. Well, I think we're seeing the categories perform in a really healthy way, Jason. I think as we've had negative volume trends as we did in this quarter, but we just expect them to moderate as we get through the quarters. I mean, one, you'r ...

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: 001-36837 ______________________________________________________ ...