Prestige (PBH) Q3 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, February 5, 2026 astatine 8:52 AM CST 31 min read

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Feb. 5, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Ron Lombardi

• Chief Financial Officer — Christine Sacco

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Business situation uncertainty remains heightened owed to proviso concatenation constraints, precocious inflation, and geopolitical events, which person galore imaginable impacts. This means results could alteration astatine immoderate time, and the forecasted interaction of hazard considerations is the champion estimation based connected the accusation disposable arsenic of today's date. Additional accusation concerning hazard factors and cautionary statements are disposable successful our astir caller SEC filings and the astir caller institution 10-K. And I'll manus it implicit to our CEO, Ron Lombardi. Ron?

Ron Lombardi: Thanks, Phil. Let's statesman connected descent five. Delivered coagulated results for the 3rd 4th which reflected the benefits of our divers concern exemplary and beardown fiscal profile. We are pleased with these results, particularly erstwhile navigating the challenging user backdrop we've seen twelvemonth to date. Which includes consumers continuing to alteration wherever they store successful a fluid situation with tariff inflation, a authorities shutdown, nationalist announcements related to acetaminophen, and more. All of this led to a dynamic situation successful Q3 which we successfully managed through. Sales of $283 cardinal were somewhat amended than forecast.

Our divers lawsuit basal allowed america to spot coagulated bid trends successful our increasing channels, which much than offset the interaction of different channels that are much affected by the macro issues I conscionable mentioned. Our wide organisation allows america to payment from changes successful user buying habits nary substance wherever they look to bargain our trusted and starring brands. Another affirmative is that we proceed to spot sequential betterment successful ClearEye proviso for the 2nd 4th successful a row. We expect further improvements based connected actions we've taken that I'll sermon shortly. Moving down the P&L, some gross borderline of 55.5% and adjusted EPS of $1.14 were successful enactment with our expectations provided connected our 2nd 4th call.

Free currency travel was $209 cardinal twelvemonth to date, up 13% versus the anterior year. This awesome currency travel allowed america to repurchase astir $46 cardinal successful banal and get our strategical spouse Pillar Five during the quarter, portion inactive maintaining leverage successful the mid-2s. Our disciplined superior allocation strategy continues to heighten shareholder value. Christine is going to sermon this and specifically our year-to-date stock repurchases aft reviewing the financials. So contempt a fast-changing user backdrop, we person assurance successful our halfway concern which remains well-positioned and we proceed to expect escaped currency travel maturation for the fiscal year. Now let's crook to descent six for an update connected oculus attraction supply.