EPC · CIK 0001096752
What Edgewell Personal Care Co told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for EPC. More may follow as additional filings are processed.
In its own words
What could break it.
Geographic concentration
- China sourcing/assembly dependencehigh
With ~46% of fiscal 2025 net sales originating outside the U.S. and significant overseas production, Edgewell relies on China to source, assemble, and transport materials and goods — a concentrated foreign supply-chain dependence.
“We conduct business on a global basis, with nearly 46% of our net sales in fiscal 2025 originating outside the U.S., and a significant portion of our production capacity and cash are located overseas. Consequently, we are subject to a number of risks associated with doing business in foreign countries, including: sourcing of raw materials from around the world; reliance on China to source, assemble, and transport materials and goods”
Regulatory & policy
- US tariffs / trade policy (Mexico & China sourcing)medium
Edgewell sources materials, components and finished goods from Mexico and China; US reciprocal tariffs and retaliatory trade measures have already raised costs (≈150 bps of unfavorable core inflation inclusive of tariffs hit fiscal 2025 gross margin) and could worsen.
“We rely on materials, components and finished goods that are sourced from or manufactured in foreign countries, including Mexico and China. Changes in U.S. trade policy, including the imposition of reciprocal tariffs and other recent measures, have resulted and could result in additional reactions from U.S. trading partners, including adopting responsive trade policies making it more difficult or costly for us to export our products or import goods and materials from those countries.”
SEC filing →As of 2025
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its customers
“Walmart, together with its subsidiaries, is our largest customer, accounting for 17.2% of our net sales in fiscal 2024.”
Cited →“Target Corporation represented approximately 9.2% of net sales for our Sun and Skin Care segment and 10.1% for our Feminine Care segment, respectively.”
Cited →“only Walmart Inc. and its subsidiaries (“Walmart”), as a group, account for more than 10% of our consolidated annual net sales. Walmart accounted for approximately 17.4% of our net sales in fiscal 2025. Purchases by Walmart included products from all of our segments.”
Cited →
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