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PZ Cussons

PZC · Main Market · Personal Care, Drug and Grocery Stores · mcap £393m · 95.6p 2 open situations →

EV
£443m
EV / EBIT
5.1x
Net debt
£25.0m
FCF yield
5.2%
Revenue
£541m
Cash returned
3.7%
Share price 1y
+24%
Insiders 12m
bought £122k
Next report
10 Feb ●

PZ Cussons owns personal care and hygiene brands such as Imperial Leather, Carex, Original Source, Childs Farm and St. Tropez. It sells mainly in the UK, Australia, Nigeria and other African markets.

Timeline · every situation
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Open · 2

Insider conviction

1 director buying

£41k in 1 buy
  1. 17 Aug 2026 David Tyler £41k
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Turnaround plan with targets

St.Tropez turnaround

Retained; US recovering, UK/Europe still declining

The Board decided in FY26 to retain St.Tropez rather than sell it, and rebuilt the operating model around a US partnership with The Emerson Group. At the 6 Aug 2026 results the brand returned to 6.9% growth in North America, but UK and Europe still declined.

Decision
Brand retained in FY26; sale not pursued 6 Aug 2026 ↗
Partner
The Emerson Group, US distributor to retail outlets 6 Aug 2026 ↗
North America
Growth of 6.9% after two years of double-digit declines 6 Aug 2026 ↗
UK and Europe
Revenue declined in FY26; brand overall declined 6 Aug 2026 ↗
Next steps
New brand positioning launching this summer; stronger NPD; TikTok Shop UK launch 6 Aug 2026 ↗

Next: UK and Europe return to growth; new brand positioning launches this summer

  1. 6 Aug 2026 Retained; US recovering, UK/Europe still declining
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Closed · 4

Upgrade / downgrade cycleProfit upgrade guidance raised · third in 12 months · 24 Mar 2026 – 15 Sep 2026 +36% Insider conviction2 directors buying £81k in 3 buys · 13 Feb 2026 – 1 Jun 2026 +16% Upgrade / downgrade cycleProfit upgrade guidance raised · 20 Nov 2025 – 18 Feb 2026 +19% Insider conviction1 director buying £50k in 1 buy · 8 Feb 2024 – 8 May 2024 −6%

Company filings. Not investment advice.

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