Organic revenue growth rates in core brands (particularly Dramamine, Monistat, Clear Eyes) which signal brand health and market share trends
M&A announcements and integration execution - acquisitions typically drive 12-18 month stock rallies when accretive deals are announced at reasonable multiples
Gross margin trajectory reflecting input cost pressures (packaging, freight, raw materials) versus pricing actions and product mix shifts
Free cash flow generation and capital allocation decisions including debt paydown, share repurchases, and dividend policy
low - OTC healthcare products exhibit defensive characteristics with consumption driven by medical need rather than discretionary spending. Categories like antifungals, motion sickness remedies, and eye care maintain stable demand through economic cycles. However, premium-priced SKUs may see modest trade-down pressure during recessions. Approximately 70% of portfolio addresses non-discretionary health needs, insulating revenue from GDP fluctuations. Historical analysis shows revenue volatility of <3% during 2008-2009 recession.
Rising rates create moderate headwinds through two channels: (1) increased interest expense on $600M+ debt load (mix of fixed and floating rate), with each 100bps rate increase adding approximately $3-4M annual interest cost on floating portion; (2) valuation multiple compression as defensive healthcare stocks trade at premium P/E ratios that contract when risk-free rates rise, making dividend yields less attractive relative to bonds. Conversely, higher rates reduce M&A activity industry-wide, potentially decreasing competitive bidding for acquisition targets.
Amazon and e-commerce channel shift reducing retail shelf space and increasing price transparency - online sales now represent 15-20% of OTC market and growing 10%+ annually, pressuring traditional retail partnerships and potentially commoditizing brands
Private label penetration in OTC categories as retailers like CVS, Walgreens, and Walmart aggressively promote store brands with 30-40% price discounts - particularly threatening in less differentiated categories
FDA regulatory changes including potential Rx-to-OTC switches that could introduce new competition or reclassification of existing products requiring additional clinical data
value/dividend - The stock appeals to value investors seeking defensive cash flow generators trading at reasonable multiples (12.4x EV/EBITDA vs 15-18x for branded pharma peers). High FCF conversion (7.6% yield) supports dividend sustainability and share repurchases. Limited growth profile (1-2% organic) means growth investors typically avoid. Hedge funds use as defensive hedge during market volatility given low beta characteristics. Long-term holders attracted to capital allocation optionality and M&A-driven value creation potential.
No analyst coverage available for this stock.
2 signals unavailable — limited data for this stock
Trend
-11.3% vs SMA 50 · -14.0% vs SMA 200
Momentum
Distribution pattern detected. More selling days than accumulation over the past 20 sessions. Not a conducive environment for a squeeze.
Based on volume distribution analysis. Direct short interest data (short float %, days to cover) is not available in current data sources.
PBH News
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About
Prestige Consumer Healthcare markets, sells, manufactures and distributes consumer healthcare products to retail outlets throughout the U.S. and Canada, Australia, and in certain other international markets. The Company's diverse portfolio of brands include Monistat® and Summer's Eve® women's health products, BC® and Goody's® pain relievers, Clear Eyes® eye care products, DenTek® specialty oral care products, Dramamine® motion sickness treatments, Fleet® enemas and glycerin suppositories, Chloraseptic® and Luden's® sore throat treatments and drops, Compound W® wart treatments, Little Remedies® pediatric over-the-counter products, Boudreaux's Butt Paste® diaper rash ointments, Nix® lice treatment, Debrox® earwax remover, Gaviscon® antacid in Canada, and Hydralyte® rehydration products and the Fess® line of nasal and sinus care products in Australia.
| Symbol | Price | Day % | Mkt Cap↓ | P/E | Rev Grw | Margin | ELO |
|---|---|---|---|---|---|---|---|
PBH◀ | $55.09 | -2.18% | $2.6B | 14.1 | +110.2% | 1886.2% | 1500 |
| $68.56 | -3.59% | $13.3B | — | +12626.1% | -14525.8% | 1500 | |
| $513.72 | -0.71% | $11.8B | — | +43205.3% | -3008.0% | 1500 | |
| $87.60 | +0.60% | $11.5B | — | +3288.2% | -4239.0% | 1500 | |
| $183.72 | -1.59% | $10.7B | 29.2 | +1871.5% | 680.1% | 1500 | |
| $206.53 | -0.59% | $10.6B | — | +6554.5% | -2868.8% | 1500 | |
| $74.81 | +1.81% | $10.5B | 51.8 | +2325815.3% | -19.7% | 1500 | |
| Sector avg | — | -0.89% | — | 31.7 | +341924.5% | -3156.4% | 1500 |