I gave a hold rating to Church & Dwight Co. ( CHD ) before because of the high valuation multiple it was trading at, despite facing challenges in accelerating growth. Fast forward to today, while execution internationally hasI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality c ...

Image source: The Motley Fool.Friday, January 30, 2026 at 12:00 p.m. ETCALL PARTICIPANTSChief Executive Officer — Richard DierkerChief Financial Officer — Lee McChesneyPresident, U.S. Consumer — Charles RaupFounder and CEO, Touchland — Andrea LisbonaChief Innovation Officer — Carlos LinaresChief Digital Growth Officer — Surabhi PokhriyalPresident, International and Specialty Products Division — Michael ReadChief Technology and Analytics Officer — Ray BajajTAKEAWAYSTotal Sales -- $6.2 billion, with 3.9% grow ...

1. 艾瑞特投行将 Shopify（SHOP）的评级从中性上调至买入，目标价从 166 美元上调至 175 美元。 该机构认为，该股近期走弱后，估值已具备吸引力。 2. 威廉・布莱尔投行在帕兰提尔（PLTR）发布财报前，将其评级从市场表现上调至跑赢大盘，暂未 给出目标价。该股此前暴跌 30%，该机构称估值优势是此次上调评级的核心原因。 3. BTIG 投行将麦当劳（MCD）的评级从中性上调至买入，目标价定为 360 美元。该机构表示，对 麦当劳加盟商的调研显示，其性价比及促销策略的调整正持续推动到店客流量增长。 4. 摩根大通将欧特克（ADSK）的评级从中性上调至增持，目标价维持 319 美元不变。该机构对工 业软件板块标的评级进行调整，称垂直领域软件即服务行业的基本面分化，使其投资判断发生转 变。 5. 摩根大通将丘奇 & 德怀特（CHD）的评级从减持上调至中性，目标价从 92 美元上调至 100 美 元。该行认为，丘奇 & 德怀特的业务组合调整后，将实现更亮眼的销售增长。 1. 摩根大通将百思买（BBY）的评级从增持下调至中性，目标价从 99 美元大幅下调至 76 美元。该 机构预计，百思买第四季度的业绩 ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: JPMorgan upgraded Church & Dwight (CHD) to Neutral from Underweight with a price target of $100, up from $92. JPMorgan believes Church & Dwight's reshaped portfolio will yield better sales growth.JPMorgan upgraded Autodesk (ADSK) to Overweight from Neutral with an unchanged price target of $319. The firm adjusted ...

We recently published 10 Big Names Ending January With Explosive Gains.  Church & Dwight Co. Inc. (NYSE:CHD) was one of the top performers on Friday. Church & Dwight grew its share prices by 4.67 percent on Friday to close at $96.25 apiece as investors took heart from strong earnings last year, an upbeat outlook, and a higher dividend payout to its investors. In an updated report, Church & Dwight Co. Inc. (NYSE:CHD) said that it was able to grow its net income by 26 percent to $736.8 million in full-year ...

Core Viewpoint - The company expresses optimism about its future, highlighting strong momentum as it concludes the year and looks ahead to 2026 [1]. Presentation Overview - The presentation consists of 170 slides, indicating a comprehensive overview of the company's performance and future outlook [1]. - The management team will participate in the presentation, suggesting a collaborative approach to sharing insights [2].

Executives said the reshaping reduced weighted-average private-label exposure to about 5% from roughly 12%, noting that vitamins had been “an extremely large private label business.” The company also pointed to a balance sheet leverage level of about 1.5x as supporting its ability to pursue additional acquisitions.Management said the company grew faster than its categories across all three divisions in 2025, calling that outcome notable in what it described as a “tough and rugged” year. Executives highlight ...

Core Viewpoint - Church & Dwight reported strong fourth-quarter earnings that surpassed analyst expectations, leading to a 4% increase in share price intraday [1] Financial Performance - Adjusted earnings per share were $0.86, exceeding the consensus estimate of $0.84 [1] - Revenue reached $1.64 billion, aligning with expectations and reflecting a year-over-year increase of 3.9% [1] - Organic sales grew by 0.7%, improving to 1.8% when excluding the divested vitamin business [1] Margin and Cost Management - Adjusted gross margin expanded by 90 basis points to 45.5%, outperforming expectations [2] - Margin improvement was attributed to productivity initiatives, higher volumes, and a favorable product mix, which countered inflationary and tariff-related pressures [2] Strategic Decisions - The company completed the sale of its vitamin brands VITAFUSION and L'IL CRITTERS, incurring a one-time after-tax charge of $45.6 million [3] - The board approved a 4.2% increase in the quarterly dividend to $0.3075 per share, marking the 30th consecutive year of dividend growth [3] Future Outlook - For 2026, the company forecasts organic sales growth of 3% to 4% and adjusted EPS growth of 5% to 8% [4] - For the first quarter of 2026, organic sales growth is projected at approximately 3%, with adjusted EPS expected to be $0.92, slightly higher than the previous year [4]

Church & Dwight (NYSE:CHD) 2026 Earnings Call Summary Company Overview - Church & Dwight is a $6.2 billion company with 77% of sales from domestic markets, 18% from international, and 5% from specialty products division (SPD) [5][6] - The company has a balanced portfolio, with 75% of sales and profits coming from seven key brands [5][6] Financial Performance - In Q4 2025, total sales grew by 3.9%, exceeding expectations, with organic growth at 0.7% [17][20] - Excluding the vitamins and minerals supplement (VMS) business, organic sales growth was 1.8% [18][20] - Gross margin improved by 90 basis points year-over-year, leading to an EPS of $0.86, a 12% increase from the previous year [18][20] - For the full year 2025, total sales were $1.6 billion, with organic growth adjusted to 2% after excluding VMS [20][21] - Cash flow for the year was strong at $1.2 billion, allowing for shareholder returns of $900 million [21][23] Strategic Initiatives - The company is focused on three growth pillars: growing core brands, expanding into new categories, and enhancing international presence [8][9][16] - The Evergreen Model is central to the company's strategy, aiming for 3%-4% organic growth in 2026, with reported sales expected to decline slightly due to business exits [24][27] - Gross margin is projected to improve by 100 basis points in 2026, with continued investment in marketing at 11% of sales [24][30] Brand Performance and Growth Strategies - **Arm & Hammer**: Targeting growth from $2 billion to $3 billion, leveraging its strong market position in laundry and cat litter [8][39] - Achieved a record share of 14.5% in laundry detergent, with a focus on value offerings [40][41] - Plans to expand in lightweight cat litter, where it currently holds an 8.5% share [41] - **TheraBreath**: Aiming to become the number one mouthwash brand, currently holding a 22% market share [47] - Plans to launch a new toothpaste product, tapping into a $4 billion category [48] - **Hero**: The acne brand grew at three times the category rate, with a focus on expanding its product line [54][56] - **Batiste**: Despite a decline in 2025, the brand remains a leader and will focus on innovation and revitalization efforts [57][59] Acquisitions and Portfolio Management - The acquisition of Touchland has been a significant driver of growth, with plans to expand its product offerings [23][63] - The company has divested from lower-performing brands, such as Spinbrush and vitamins, to focus on higher-margin products [3][22] Market Challenges and Consumer Sentiment - The overall market has seen deceleration, with consumer confidence at five-year lows, impacting category growth [7][8] - The company is adapting to these challenges by focusing on internal growth strategies and maintaining a strong balance sheet [3][22] Conclusion - Church & Dwight is optimistic about its future, with a strong focus on innovation, brand strength, and strategic acquisitions to drive growth in 2026 and beyond [39][37]

Key Takeaways CHD Q4 EPS rose 11.7% year over year to 86 cents, surpassing the consensus estimate.Net sales grew 3.9% to $1.64 billion, while organic sales increased 0.7%.Adjusted gross margin improved 90 bps to 45.5%, driven by mix and productivity.Church & Dwight Co., Inc. (CHD) reported fourth-quarter 2025 results, wherein both the top and bottom lines increased year over year and beat the Zacks Consensus Estimate. Despite a mixed consumer and economic backdrop, the company delivered another year of stro ...