Demand
← Отчётные звонки
01
02
03
04 05 06
Тон
A1 A2
CL
FY2026 Q1
В пределах ожиданий
Отчётный звонок Colgate-Palmolive Company
Вывод Buzzberg
Organic sales growth accelerated with strong volume in Asia Pacific
Colgate-Palmolive reported a strong start to 2026 with broad-based volume growth, particularly in emerging markets, but management lowered its gross margin outlook due to a $300 million raw material and logistics cost inflation headwind. The company maintained its EPS and organic sales growth guidance, highlighting a strategic growth program to offset costs and fund investments. Strong Q1 results with organic sales growth accelerating from Q4, driven by volume, especially in Asia Pacific and Latin America.
Вывод Buzzberg Organic sales growth accelerated with strong volume in Asia Pacific Colgate-Palmolive reported a strong start to 2026 with broad-based volume growth, particularly in emerging markets, but management lowered its gross margin outlook due to a $300 million raw material and logistics cost inflation headwind. The company maintained its EPS and organic sales growth guidance, highlighting a strategic growth program to offset costs and fund investments. Strong Q1 results with organic sales growth accelerating from Q4, driven by volume, especially in Asia Pacific and Latin America. Читать полный анализСвернуть анализ
Colgate-Palmolive reported a strong start to 2026 with broad-based volume growth, particularly in emerging markets, but management lowered its gross margin outlook due to a $300 million raw material and logistics cost inflation headwind. The company maintained its EPS and organic sales growth guidance, highlighting a strategic growth program to offset costs and fund investments. Strong Q1 results with organic sales growth accelerating from Q4, driven by volume, especially in Asia Pacific and Latin America.
- Management lowers gross margin guidance for the year, expecting margins to be down year-over-year due to significant cost inflation.
- Full-year EPS guidance maintained at low-to-mid single digits, with organic sales growth still 1-4%.
- Cost inflation is driven by oil-derived inputs and logistics, with oil assumed at ~$110 for the rest of the year.
Выручка$5.324B+2% к/к
EPS$0.97+2% к/к
Валовая маржа60.59%Факт
Операционная маржа21.71%Факт
6 подтверждённых тезисов
Что важно сейчас
Самые значимые изменения по итогам звонка.
Margins
Increased cost inflation expected to pressure gross margin
Productivity
Strategic growth and productivity program savings target raised to $200-300M
Показать ещё 3 тезиса
Guidance
North America planned improvements expected sequentially
Demand
Emerging markets expected to continue driving growth
Demand
Hills business strong despite tough category
Отчётный период
Фактические результаты
| Показатель | Факт | Изменение |
|---|---|---|
| Выручка | $5.324B | +2% к/к |
| EPS | $0.97 | +2% к/к |
| Валовая маржа | 60.59% | Факт |
| Операционная маржа | 21.71% | Факт |
| Свободный денежный поток | $0.609B | -52% к/к |
| Капзатраты | $0.138B | Факт |
AI, капзатраты и спрос
Оценка менеджмента
Confident
Management expressed confidence in their strategic plan and ability to manage the current volatile environment while delivering short-term results.
все упомянутые компании ниже: 2
Компаниис момента звонка
Цепочка поставок
Цепочка поставок
Stan Sutula
Cost inflation of $300 million is driven by oil, resins, petrochemicals, fats, and oils, with logistics costs up nearly 10%. Management assumes a ~$110 oil price for the remainder of the year. — Elevated oil prices translate to higher input costs across the consumer staples supply chain, potentially pressuring margins for companies with less pricing power.
Доказательства
“The biggest incremental impact, Filippo, is coming from oil byproducts, resins, petrochemicals, fats, and oils. And we now expect that spending in those areas to be up more than 20% year on year for the full year.”
Внешние сигналы
Альфа цепочки поставок · 2с момента звонка
The pet food category is suffering in dry dog segment, with the market roughly flat, while Hills gains share across channels; private label exit continues to create a headwind.
Доказательства
“The only part of the category that's suffering more than others is dry dog, and we've seen that category continue to slip, and our growth was not where we'd like it to be.”
Cost inflation of $300 million is driven by oil, resins, petrochemicals, fats, and oils, with logistics costs up nearly 10%. Management assumes a ~$110 oil price for the remainder of the year.
Методология и полнота
Анализ основан только на заявлениях менеджмента. Показаны все подтверждённые упоминания компаний: 2. Фактические результаты и прогнозы разделены. Публичные доказательства ограничены восемью короткими атрибутированными цитатами. AI-анализ может быть неполным или ошибочным — проверяйте важные утверждения по первоисточнику.