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CLX FY2026 Q2 IMPROVING

Отчётный звонок Clorox Company (The)

Feb 03, 2026 · 17:00 ET Linda RendellLisa BurhanLuke Bellay
Вывод Buzzberg

ERP implementation complete, benefits to follow

Clorox reported Q2 FY26 results in line with expectations, with management reiterating full-year guidance and emphasizing a stronger back half. The call highlighted continued competitive pressures in trash bags and cat litter but noted sequential share improvement and a robust innovation pipeline. The acquisition of Gojo/Purell was framed as a key strategic move to expand health and hygiene leadership. Q2 FY26 results were largely in line with expectations; category growth flat, with sequential improvement in share performance.

Вывод Buzzberg ERP implementation complete, benefits to follow Clorox reported Q2 FY26 results in line with expectations, with management reiterating full-year guidance and emphasizing a stronger back half. The call highlighted continued competitive pressures in trash bags and cat litter but noted sequential share improvement and a robust innovation pipeline. The acquisition of Gojo/Purell was framed as a key strategic move to expand health and hygiene leadership. Q2 FY26 results were largely in line with expectations; category growth flat, with sequential improvement in share performance. Читать полный анализСвернуть анализ

Clorox reported Q2 FY26 results in line with expectations, with management reiterating full-year guidance and emphasizing a stronger back half. The call highlighted continued competitive pressures in trash bags and cat litter but noted sequential share improvement and a robust innovation pipeline. The acquisition of Gojo/Purell was framed as a key strategic move to expand health and hygiene leadership. Q2 FY26 results were largely in line with expectations; category growth flat, with sequential improvement in share performance.

  • Management reaffirmed FY26 guidance, expecting 0-1% category growth in the back half with stronger share and performance.
  • Innovation pipeline is broad (e.g., Pure allergen platform, Glads Leak Guard, Litter relaunch) and is expected to drive improvement in Q3/Q4.
  • Competitive intensity remains elevated in specific categories (trash bags, cat litter, home care), but management is disciplined on promotions.
Revenue $1.673B reported
EPS $1.39 reported
Gross margin 43.16% reported
Op margin 14.11% reported

Что изменилось в этом квартале

01
Supply Chain

ERP implementation complete, benefits to follow

Clorox reported Q2 FY26 results in line with expectations, with management reiterating full-year guidance and emphasizing a stronger back half. The call highlighted continued competitive pressures in trash bags and cat litter but noted sequential share improvement and a robust…

02
Innovation

Back-half innovation to drive share recovery

Q2 FY26 results were largely in line with expectations; category growth flat, with sequential improvement in share performance.

03
Demand

Category growth expected flat to up 1% in back half

Management acknowledges challenges but expresses confidence in back-half plans and long-term strategy, balancing realistic caution with optimism.

04
Pricing

Selective price investments to address consumer pressure

Innovation pipeline is broad (e.g., Pure allergen platform, Glads Leak Guard, Litter relaunch) and is expected to drive improvement in Q3/Q4.

Спрос

Спрос

Заказы и конверсия

Category growth expected flat to up 1% in back half. Management acknowledges challenges but expresses confidence in back-half plans and long-term strategy, balancing realistic caution with optimism.

Тон · Measured

Management acknowledges challenges but expresses confidence in back-half plans and long-term strategy, balancing realistic caution with optimism.

Альфа цепочки поставок

A1

Clorox is seeing sequential improvement in its share performance, gaining share in the last week of January, despite a flat category, signaling initial traction from plans and weather-related stocking.

“And so we're seeing the investments that we're putting in place working. I think as you maybe take a step back on the consumer... we are a growing share in the last week.”
Linda Rendell