PRGO - very good points, there are loads of safer opportunities out there now and management has very little credibility. It will be interesting to see how this story plays out ....
Benzinga doesn't agree - thinks it is a merger candidate:
A recent headline deal in the sector involved the combination of Kimberly-Clark (NASDAQ:KMB) and Kenvue (NYSE:KVUE). The transaction was framed around complementary product categories and a massive synergy target estimated at roughly $2.1 billion in annual cost savings. The valuation was cited at roughly 14.3 times last-twelve-month adjusted EBITDA, with the effective multiple falling once synergy savings are included.
Deals like this create ripple effects across the entire industry. Competitors begin asking the same question.
Should we buy someone else before someone buys us?
That is why investors should keep an eye on companies like Perrigo (NYSE:PRGO) and Edgewell Personal Care (NYSE:EPC).
Perrigo operates in the self-care consumer health segment, producing over-the-counter medicines and wellness products sold through retailers around the world. The company recently disclosed that its infant formula division is undergoing a strategic review, a phrase that often precedes asset sales or broader corporate restructuring. Perrigo's balance sheet also carries meaningful leverage, which can make a strategic buyer or private equity sponsor an appealing solution for unlocking value.
Edgewell Personal Care, known for brands across shaving products and personal care categories, has already begun reshaping its portfolio. The company recently agreed to sell its Feminine Care business to Essity for approximately $340 million. The divestiture highlights management's willingness to streamline operations and focus on core product categories. With leverage around four times EBITDA and margins under pressure from tariffs and promotional spending, Edgewell represents exactly the kind of mid-sized consumer brand platform that frequently becomes an acquisition candidate during industry consolidation.
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