2 Promotions of consumers of crosses to observe how the dollar weakens News ad

In unstable markets, investors are looking for safety and protection in the consumer products sector, since needs such as food, healthcare and hygienic products become the main priorities.

The game also has a psychological element: consumers gravitate to Familiar home brands They trusted years. In unstable times – whether it becomes from the weather, tariffs or geopolitical stress – becomes a form of comfort.

Let’s look at two less known Consumer basic actions which have an integral stability necessary for the income portfolio. Although the names of the company may not be familiar, their portfolio of cult brands will be.

Edgewell: well -known products, underestimated reserves

Schick Razors, shaving cream of edges, Stayfree and Playtex tampons, as well as banana boats and Hawaiian tropical sunscreen creamy creams from products from the name of brands in Edgewell Personal Care Co. NYSE: EPC Portfolio of home goods. The company mainly produces products in three categories: wet shaving, female care and sun and skin care.

While their brands portfolio are well known, they also have a prosperous business of a private brand, creating user, high -quality products for a wide range of retailers in ordinary stores and enterprises with a direct consumer (DTC). Edgewell has more than 2000 global patents and 91% of the distribution of 50 best retail sellers of shaving of private brand.

Q1 2025 income report: Weak results in a strong market

The domestic business of Edgewell was soft during a strong market in 2025.

The company recently announced the financial quarter of 2025 (or the period ending in the calendar year on December 31, 2024), including the profit per share (EPS) of seven cents, which missed the estimates of the consideration analysts for five cents.

Income fell by 2.1% Compared to last year (year) to 478.4 million dollars. USA, which will not reach 480.11 million dollars. USA.

While organic net sales fell by 1.3%, sales in the international market increased by 2% of years, which is due to prices and volume with wet shaving and sun and skin care. The gross margin fell by 30 basic points to 40.1%, including 140 basic points of negative foreign currency.

Adjusted income, before primarily interesting tax taxes and depreciation (EBITDA) amounted to $ 45.9 million. USA, including 11.2 million dollars. USA in the form of adverse currency exposure.

Dollar fall = revenue rebound

The leadership of Edgewell 2025, released in early February, called a strong US dollar as an oncoming wind. But since then the dollar – tracking InVesco DB US dollar fund ETF NYSEARCA: UUP– It will decrease by almost 7%.

This is a big thing: 20% of Edgewell revenues comes from international salesThe $ 40-50 million dollars to annual income can add a $ 40-50 million field. With the forecasting of EPS for the whole year from $ 3.35 $ 3.35 (the average point $ 3.25 versus $ 3.18), now there is clear potential.

A weaker dollar increases the cost of foreign sales in US dollars, which makes us goods cheaper for international customers, which can increase demand. It can also compensate for some tariff effects. While income decreased in the United States, the company saw a sales growth of 2%.

Better yet, the promotion pays 2.01% dividend yieldMaking this a convincing game of income.

Kenvue: Quiet giant with large brands

If Edgewell is restrained Kenvue Inc. NYSE: KVue hides in sight.

Refused Johnson and Johnson NYSE: JNJ In 2023, Kenva was an energy dedicated to Tylenol, Motrin, Listerin, Bandy-Aide, Neutrogene and Abeno. These are leaders of categories, not only in sales, but also in trust. Tylenol is anesthetic No. 1 recommended by doctors; Band-plaster is a brand #1.

Q4 2024 income report: FX Headwind, but at the moment

Kenvue published his last income report on February 6, 2025, noting that a strong US dollar had influenced him. Like Edgewell Foreign currency tightening resultsAnd the leadership for 2025 is taken into account in the ongoing force in dollars.

The company said that the EP of the 4th quarter of 26 cents, which corresponded to consensus estimates. Revenue decreased by 0.1% year to $ 3.55 billion. USA, which did not reach a consensus assessment of $ 3.76 billion. USA. Gross profit increased by 80 basic points to 56.5%. Organic sales have grown by 1.7% by year, led by 2.9% of independent medical care growth (Tylenol, Motrin, Zyrtec) and 2.6% of the growth and beauty of the skin (Neutrogena, Aveeno), while Essential Health (Band-Haid, Listerine) decreased by 0.7%.

Too conservative leadership?

The general director of Kenvue Thibaut Mongon connected softer sales and subsequent leadership with the supporting wind for forex and less demand mainly health.

“We enter in 2025 with a complex external environment, economic uncertainty, geopolitical tension and A stronger dollarThe field in parallel consumers continue to seek convenience and value, but do not jeopardize their health, ”said Mongon.

WITH 20% sales from international marketsKenvue benefits from a weaker dollar. Since the leadership was released, the US dollar has fallen by 7%, which is potentially turning on the headwind of FX in Taillids.

Kenvue expects that 2025 organic sales will grow by 2% to 4%, while 3% communication with the translation of foreign currency. The company also expects that an adjusted increase in operating profit in annual calculus and adjusted diluted EPS growth at an even level to 2%, which includes adverse effects on the part of foreign currency on average. The prospect does not include any tariff effects.

The dollar fall can soften this resistance or even turn it. Kenvue also sweetens the deal with 3.71% dividend yieldField

Bonus catalyst: activists circle Kenva

Kenvue is still in the process of completely separation from J& J (expected at 2 hours 2025), but sharks are already circling. Toms Capital Management He built a share and insists on a break. The value of the right side Recently ended the proxy -string with victory, adding three directors to the board of directors, including General Director Jeff Smith.

Result? Kenva can become Gap or acquisition historyOffering a second catalyst outside the fx -drives and organic growth.

Before considering Edgewell Personal Care, you will want to hear it.

Marketbeat monitors the highest and most effective analysts with the most effective Wall Street analysts and promotions that they recommend to their customers daily. Marketbeat has identified five shares that leading analysts quietly whisper to their clients to buy now before the wider market won … and the personal assistance of Edgewell was not on the list.

While the Edgewell Personal Care currently has a retention rating among analysts, analysts with the highest rating believe that these five promotions are better buying.

View five shares here