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14:00
Jul 31 ◎

CHD FY2026 Q2 Watch

Church & Dwight Company, Inc. (CHD) FY2026 Q2 Earnings Call

HENKY PG CHD ▾

Rick Dierker

Henkel significantly increased promotional spending on laundry detergent, which CHD chose not to match, but CHD maintained its share despite this aggressive push.

"Hankel was up 1100 basis points and Proctor was up almost 200 basis points as well."

HENKY WATCH

Rick Dierker

Procter & Gamble increased promotional spending in the laundry category; CHD ceded promotional intensity but held market share, indicating brand resilience.

"Hankel was up 1100 basis points and Proctor was up almost 200 basis points as well."

PG WATCH

Rick Dierker

Management has raised full-year guidance for organic sales, EPS, and cash flow, driven by broad-based volume growth, strong innovation, and gross margin expansion despite cost headwinds.

"We are raising our full year organic sales outlook to approximately 4% to 5%, up from the prior outlook of 3% to 4%."

CHD WATCH

HIGH

14:00
May 01 ◎

CHD FY2026 Q1 Watch

Church & Dwight Company, Inc. (CHD) FY2026 Q1 Earnings Call

CHD CL PG EL ▾

Rick Durker

Management reiterates full-year outlook despite Middle East inflation, citing strong Q1 volume, distribution gains and a portfolio reshaped toward high-growth categories; tone is confidently long with growth initiatives ahead.

"We're laying the groundwork for Arm & Hammer expansion, oral care growth behind TheraBreath, and international M&A."

CHD WATCH

Rick Durker

Church & Dwight claims it was #1 in CPG on total distribution points gained year-over-year, with recent TDP lift closer to 10-11% versus roughly 7% average for the quarter. — Share gains in laundry, mouthwash and litter suggest competitive shelf displacement at retailers, pressuring incumbent brands at Procter & Gamble and Colgate-Palmolive.

"Church & Dwight was number one across all of CPG on total distribution points gained year over year."

CL WATCH PG WATCH

Rick Durker

Touchland consumption appears down 20% in tracked channels but is actually up 12-13% when including on-track (club, Amazon, beauty) channels; full-year still expected double-digit growth. — Understated tracked data may mask continued momentum in non-traditional channels, relevant for beauty-goods competitors relying on tracked syndicated data.

"When we look at consumption that is all in, including on track channels, we were up about 12 or 13%."

EL WATCH

HIGH

17:00
Jan 30 ◎

CHD FY2025 Q4 Watch

Church & Dwight Company, Inc. (CHD) FY2025 Q4 Earnings Call

CHD ▾

Lee McChasney

Management maintained its guidance, acknowledging macro challenges while expressing confidence in achieving 2.5% organic growth in the second half. The tone is steady but not exuberant, reflecting a cautious optimism about meeting existing targets.

"For 2025, we're still on track to deliver reported and organic sales growth of 0% to 2% and to grow our adjusted EPS 0% to 2% as well."

CHD WATCH

HIGH

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