Diaper Product RecoveryAnalyst highlights moderated declines in the diaper category and notes the new diaper's targeted value positioning appears to be improving performance without excessive discounting, supporting category economics.
Profitability And Balance SheetAnalyst notes the company has delivered multiple consecutive quarters of positive EBITDA and holds approximately $71 million in net cash, providing flexibility to fund the transformation and support the core brands.
Strategic RefocusAnalyst says narrowing the portfolio to wipes, personal care, and diapers and exiting lower-margin categories under Transformation 2.0 allows the company to simplify operations, optimize the supply chain, and concentrate investment on higher-return areas that can improve margins.