Prestige Consumer Healthcare Inc. (NYSE: PBH)

Prestige Consumer Healthcare Inc., or PBH, operates in the healthcare industry, specifically in the development, manufacturing, marketing, and distribution of over-the-counter (OTC) health and personal care products in North America and internationally. The company operates through two reportable segments: North American OTC Healthcare and International OTC Healthcare.

PBH's primary business activities include the management of a diversified portfolio of well-recognized consumer brands, maintenance of strong market positions, and the implementation of a low-cost operating model. The company's strategy for growth involves the development and introduction of new products, investment in advertising and marketing, expansion of distribution channels, pursuit of strategic acquisitions, and growth of its international business.

In terms of revenue generation, PBH's major brands, which include BC and Goody's Analgesics, Boudreaux's Butt Paste Dermatologicals, Chloraseptic Cough & Cold, Clear Eyes Eye & Ear Care, Compound W Dermatologicals, Debrox Eye & Ear Care, Dramamine Gastrointestinal, Fleet Gastrointestinal, Gaviscon Gastrointestinal, Luden's Cough & Cold, Monistat Women's Health, Nix Dermatologicals, and Summer's Eve Women's Health, account for a significant portion of the company's total revenues for the years 2024, 2023, and 2022. These brands cater to a wide range of health and personal care needs, such as analgesics, dermatologicals, cough and cold, eye and ear care, gastrointestinal, and women's health products. PBH's primary customers include Walmart and Amazon, which account for a significant portion of the company's sales.

PBH holds a strong position within the industry, characterized by its ability to acquire, integrate, and grow brands, as well as its history of growth through acquisitions. The company's competitive advantages include its diversified portfolio of well-recognized consumer brands, strong market positions, and low-cost operating model.

PBH's products are sold through multiple channels, including mass merchandisers, drug, food, dollar, convenience, club stores, and e-commerce channels. This reduces the company's exposure to any single distribution channel.

The following are the brand names and/or trade names of PBH's products: BC and Goody's Analgesics, Boudreaux's Butt Paste Dermatologicals, Chloraseptic Cough & Cold, Clear Eyes Eye & Ear Care, Compound W Dermatologicals, Debrox Eye & Ear Care, Dramamine Gastrointestinal, Fleet Gastrointestinal, Gaviscon Gastrointestinal, Luden's Cough & Cold, Monistat Women's Health, Nix Dermatologicals, and Summer's Eve Women's Health.

PBH operates under extensive regulation by various U.S. federal agencies, including the U.S. Food and Drug Administration (FDA), the Federal Trade Commission (FTC), the Consumer Product Safety Commission (CPSC), and the Environmental Protection Agency (EPA), as well as various agencies of the states, localities, and foreign countries in which its products are manufactured, marketed, distributed, and sold. The company is committed to providing a safe work environment for its employees and encourages them to become involved in their respective communities.

PBH's sales are impacted by consumer spending levels, the availability of its products at retail stores or for online purchase, and its ability to manufacture and distribute products to its customers and consumers in an effective and efficient manner. Additionally, the company faces risks associated with doing business internationally, political instability, declining economic conditions, and the oversight of various agencies of the states, localities, and foreign countries.

In recent years, there has been an increasing focus on Environmental, Social, and Governance (ESG) issues, including those related to climate change. PBH's failure to meet its customers' ESG expectations could result in a loss of customers, revenue, and reputation. Furthermore, the company is subject to risks related to intellectual property and data privacy and security.