CL CL Colgate-Palmolive Загрузка... : Бычьи и медвежьи мнения аналитиков

A news wire reports a broad list of price target raises across dozens of stocks from multiple.

JPMorgan lowers its price target on Colgate-Palmolive to 103 dollars from 104 dollars.

Colgate-Palmolive reported higher sales despite a choppy macro backdrop.

Management expressed cautious optimism, highlighting strong execution but also noting significant uncertainties (wars, consumer confidence, oil prices). They maintained guidance ranges rather than raising them, indicating a neutral-to-cautious tone.

Colgate-Palmolive beats earnings estimates with adjusted EPS of 99 cents and guides fiscal year.

Colgate-Palmolive beats earnings and sales estimates for Q2 2026 while guiding full-year net.

Buy crude oil futures; speaker has entered a long position with a price target back into.

The tweet notes CL trading below $70 again in December 2027 contracts.

Peak earnings season begins with 177 S&P 500 companies reporting Q2 results this week.

No directional stance; author notes lack of movement in crude oil futures out months.

Sarcastic comment about oil bears, no directional view or catalyst provided.

The author notes unusual large moves in megacap staples and pharma stocks but provides no.

The author notes the Dec-27 CL contract has stayed in a $70-75 range since the war began.

WTI above $90 threatens equities in Q4

No explicit directional view or catalyst; the statement is historical trading behavior.

Oil prices likely to spike higher

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.

Management maintains full-year EPS guidance and organic sales growth of 1-4%, but explicitly lowers gross margin guidance due to significant raw material and packaging cost inflation, signaling a favorable but cost-constrained outlook.

Traderstewie shares a list of upcoming earnings from Earnings Whispers for the week of April 27.

Short crude oil ($CL) — speaker explicitly shorted CLK2026 (May 2026 crude futures) from $104.

Willing to get short crude oil futures $CL at $102.75 with stop just above $105.

Bearish longer-term view on CL crude oil (Oil is going to die for sure) but speaker notes.

Speaker suggests CL crude oil will bounce this week and declines to use weekly puts.

Short oil ($CL) — speaker discloses an existing small short on crude and plans to add a larger.

The price of gasoline is highly correlated with the price of crude oil, and oil futures are currently climbing. If the geopolitical conflict mentioned continues, crude oil prices could return to their 2008 highs, causing a significant spike in oil futures. The author explicitly suggests buying short-dated crude oil (CL) futures to profit from the anticipated price increase. The underlying "conflict" could de-escalate, leading to a drop in oil prices. Increased US production ("drill baby drill") or a global economic slowdown could reduce demand and suppress prices.

Long CL (crude) futures — speaker explicitly states 'the trade was clearly long CL and VIX.

Speaker took profits on XLE and USO calls; will only re-add long exposure and $CL futures if.

Short crude oil ($CL) — speaker explicitly opened short position as a hedge.

Management is cautiously optimistic about 2026, citing stabilized categories and emerging market strength, but sees persistent uncertainty in the US and with tariffs. They guide for a wide organic sales range to account for volatility.

Kenvue's massive underperformance versus consumption (4.2% sales decline vs. positive consumption) implies retailers are aggressively destocking, which will pressure their wholesale partners' near-term revenue visibility. — The consumption-to-shipment gap indicates a channel-wide inventory correction, which could signal a temporary headwind for competitors relying on shipments to retailers for their own reported sales.