Lumida
/PBH
⌘K
Prestige Consumer Healthcare Inc

Prestige Consumer Healthcare Inc

PBH
$46.95USD↓-0.82%-0.39 today

MARKET CAP

2.2B

P/E (TTM)

12.0x

FWD P/E

—

DAY RANGE

$46 – $48

52W RANGE

$43
$71

AI Summary

Stalk
Sell NowMedium

The breakdown below the $50.60–$49.70 support zone on elevated volume under Stage 4 decline confirms a medium-term bearish bias. Price sits below the 9/21 EMAs and 50 SMA in an extended downtrend into extreme oversold territory. With no stabilizing reversal structures, selling into any rally toward the broken support or EMAs is advised immediately.

  • ↑Q1 revenue $266M (+6.5% YoY) and record $83.7M free cash flow
  • ↑Breathe Right and Lacorium acquisitions to add ~$190M revenue this year
  • ↓Full-year revenue fell 4.5% YoY, driven by eye care supply issues
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Prestige Consumer Healthcare Inc. (NYSE: PBH) is a leading player in the consumer healthcare sector, focusing on over-the-counter (OTC) products that cater to various health and wellness needs. Known for its iconic brands, including Clear Eyes, Dramamine, and Summer's Eve, Prestige operates within a diversified market aimed at addressing essential healthcare demands. The company stays competitive through strategic acquisitions and maintaining high-quality supply chains amid external market pressures and evolving consumer behaviors.

Bull says

  • ↑Q1 revenue $266M (+6.5% YoY) and record $83.7M free cash flow
  • ↑Breathe Right and Lacorium acquisitions to add ~$190M revenue this year
  • ↑Clear Eyes supply chain set to recover by Q4, boosting eye care sales
  • ↑$150M share repurchases in fiscal 26 reflect disciplined capital allocation
  • ↑High earnings yield and favorable book-to-price suggest undervaluation
  • ↑Analyst revisions are positive, indicating rising earnings expectations

Bear says

  • ↓Full-year revenue fell 4.5% YoY, driven by eye care supply issues
  • ↓Leverage ratio ~2.6x with $900M net debt limits financial flexibility
  • ↓Ongoing Clear Eyes shortages have eroded market share recovery
  • ↓Consumer shift to value brands may pressure pricing and margins
  • ↓Negative momentum and low institutional ownership signal pessimism
  • ↓Geopolitical and supply chain disruptions pose further operational risks

Investment themes with PBH

Pharmaceuticals↓ -0.48%

Drug development driving global healthcare solutions

JNJ · LLY · RPRX

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 09-11-2026neutral

Transcript signals

Bull points

  • Q1 revenue of $249.5 million declined .6% from $267.1 million in the prior year, diluted EPS increased approximately 6% versus the prior year, as the revenue decline was offset primarily by improved gross margin, the timing of marketing spend, and lower interest expense versus the prior year.
  • impressive double digit -over-year consumption growth in the e-commerce channel, continuing the long-term trend of higher online purchasing.
  • How do you guys think about your ability and confidence to be able to sustain that growth internationally?

Bear points

  • our Q1 fiscal 26 revenues decreased .4% organically versus the prior year. By segment excluding FX, North America segment revenues decreased 8.4%
  • our Q1 sales declined due to our inability to move supply constrained eye care product to customers to meet demand, as well as the expected order timing of a certain e-commerce customer that benefited Q4 of the prior year.
  • Given the investment that the Pillar 5 made in the facility and maybe the different objectives that the financial sponsor might have in running a facility like this, there's also an element of cost avoidance here as we would expect Pillar 5 as well as other options we explore to be looking for significant capital investments from us as well as significant price increases in the years to come.
Read full transcript analysis ›