PresentationOkay. We're going to get started. So next up, we're pleased to welcome Colgate's CEO, Noel Wallace, to the stage. Noel is going to start with a presentation highlighting the success of Colgate's 2025 strategic plan, give us a little peek into a few topics of the 2030 strategy. And then after that, I'll come back on stage for a brief Q&A.Noel WallaceChairman, CEO & President Well, thank you, Lauren, and good morning, everyone. A reminder, I'm sure you've seen this a couple of times already. Okay. ...

Colgate-Palmolive Company (CL) FY 2025 Conference September 03, 2025 09:00 AM ET Company ParticipantsLauren Lieberman - Managing DirectorNoel Wallace - Chairman, CEO & PresidentLauren LiebermanOkay. We're going to get started. So next up, we're pleased to welcome Colgate's CEO, Noel Wallace, to the stage. Noel is going to start with a presentation highlighting the success of Colgate's 2025 strategic plan, give us a little peek into a few topics of the 2030 strategy, and then after that, I'll come back on st ...

Colgate-Palmolive Company (CL) FY 2025 Conference September 03, 2025 09:00 AM ET Speaker0Okay. We're going to get started. So next up, we're pleased to welcome Colgate's CEO, Noel Wallace, to the stage. Noel is going to start with a presentation highlighting the success of Colgate's 2025 strategic plan, give us a little peek into a few topics of the 2030 strategy, and then after that, I'll come back on stage for a brief Q and A.Speaker1Well, thank you, Yvonne, and good morning, everyone. A reminder, I'm sur ...

Barclays Global Consumer Staples Conference September 3, 2025 © 2025 Colgate-Palmolive Company TEAM NAME September 2025 Notice for Investor Presentation Please review the following presentation in conjunction with our second quarter 2025 earnings press release, our second quarter 2025 prepared management remarks and additional information regarding our non-GAAP financial measures. Our presentation contains non- GAAP financial measures, which differ from our reported results prepared in accordance with U.S. ...

Core Insights - Procter & Gamble (PG) and Colgate-Palmolive (CL) are two dominant players in the consumer goods industry, each with distinct market strategies and brand positioning [1][3] - PG focuses on a diversified portfolio across various categories, while CL specializes in oral care and leverages consumer trust [2][4] Procter & Gamble (PG) - PG has a vast and diversified portfolio that includes beauty, grooming, healthcare, and home care, allowing it to maintain a strong presence in both developed and emerging markets [4][6] - The company's growth model emphasizes "irresistible superiority," enhancing product performance, packaging, communication, retail execution, and value to drive consumer loyalty [5][6] - In fiscal 2025, PG's organic sales increased by 2% year over year, supported by productivity savings of $2.7 billion, which were reinvested in innovation and brand-building [7] - PG's focus on key demographics and digital tools has strengthened its marketing efficiency and engagement with younger consumers [6][7] - The Zacks Consensus Estimate for PG's fiscal 2026 sales and EPS indicates growth of 3.2% and 2.3%, respectively, although EPS estimates have slightly decreased recently [12][15] Colgate-Palmolive (CL) - CL holds a significant market share in oral care, with 32.7% in the U.S. toothpaste market and 42.3% in manual toothbrushes, while also diversifying into personal care and pet nutrition [8][10] - The company is focused on premiumization and digital innovation, rolling out differentiated products and enhancing its marketing efficiency through AI and data analytics [9][10] - In the second quarter of 2025, CL reported net sales of $5.1 billion, with organic sales rising by 1.8% year over year despite challenges from currency and commodity inflation [11] - The Zacks Consensus Estimate for CL's 2025 sales and EPS suggests growth of 1.4% and 2.2%, respectively, with recent upward revisions in EPS estimates indicating stronger near-term confidence [12][15] Comparative Analysis - Both PG and CL have faced share price declines this year, with PG down 6.3% and CL down 7.5%, but both are trading below historical valuation levels, presenting attractive entry points for investors [17][21] - PG's forward P/E multiple is 22.23X, while CL's is 21.85X, both below their respective five-year medians [19][21] - While PG maintains a broader long-term growth narrative, CL shows stronger near-term momentum with upward EPS revisions, indicating a shift in investor sentiment [15][16][24] Conclusion - PG remains a strong player with unmatched scale and a diversified portfolio, but its earnings outlook has softened slightly [23] - CL presents a more attractive near-term investment opportunity with upward revisions in earnings estimates and a focus on affordability and growth prospects [24]

Group 1 - Zacks Premium offers various tools for investors, including daily updates on Zacks Rank and Industry Rank, access to the Zacks 1 Rank List, Equity Research reports, and Premium stock screens to enhance investment confidence [1][2] - The Zacks Style Scores rate stocks based on value, growth, and momentum characteristics, providing complementary indicators to the Zacks Rank [2][3] Group 2 - The Value Score focuses on identifying undervalued stocks using ratios like P/E, PEG, and Price/Sales to highlight attractive investment opportunities [3] - The Growth Score assesses a company's financial strength and future outlook by examining projected and historical earnings, sales, and cash flow [4] - The Momentum Score helps investors capitalize on price trends by analyzing one-week price changes and monthly earnings estimate changes [5] Group 3 - The VGM Score combines all three Style Scores, offering a comprehensive indicator for investors seeking the best value, growth, and momentum stocks [6] - The Zacks Rank utilizes earnings estimate revisions to help investors build successful portfolios, with 1 (Strong Buy) stocks achieving an average annual return of +23.75% since 1988, outperforming the S&P 500 [7][9] Group 4 - Colgate-Palmolive Company is focused on increasing its leadership in key product categories through innovation and expansion into new markets, particularly in response to consumer preferences for organic and natural ingredients [11] - Colgate-Palmolive has a Zacks Rank of 3 (Hold) and a VGM Score of B, with a Growth Style Score of B indicating a forecasted year-over-year earnings growth of 2.2% for the current fiscal year [12] - The Zacks Consensus Estimate for Colgate-Palmolive has increased by $0.03 to $3.68 per share, with seven analysts revising their earnings estimates upwards in the last 60 days [12][13]

Core Strategy - Colgate-Palmolive Company's innovation strategy for 2025 aims to boost market share amid macroeconomic challenges by focusing on impactful innovation, data analytics, AI, and omni-channel demand generation to support its 2030 strategic plan [1][4] - The company is introducing core and premium products across regions to enhance brand health and household penetration, with notable launches in oral care such as Colgate Max White Clinical in the U.K. and Miracle Repair serum-infused toothpaste in China [1][2] Product Innovation - The innovation drive extends beyond oral care to personal and home care, as well as Hill's Pet Nutrition, with products like Sanex Skin Therapy in Europe and relaunches of Protex bar soap and Suavitel Superior Care in Latin America [2] - In the Hill's Pet Nutrition segment, innovations like ActivBiome+ Multi-Benefit in Science Diet target niche therapeutic needs, appealing to veterinarians and pet owners [2] Premiumization Strategy - Colgate's approach includes premiumization to capture higher-margin sales and differentiate from value-tier competitors, with brands like Colgate Total and elmex leading premium growth in markets like Latin America and Europe [3] - The company maintains robust advertising investment over 13% of net sales to reinforce consumer awareness and trust amid intense competition [3] Future Outlook - The 2025 guidance acknowledges weaker category growth in the first half and potential raw material inflation headwinds, but management expects innovation-led volume gains and targeted pricing strategies to offset these pressures [4] - If executed effectively, Colgate's innovation pipeline across various segments could serve as a primary catalyst for market share gains in 2025, enhancing its competitive positioning in both mature and emerging markets [4] Competitive Landscape - Key competitors in the global market include Church & Dwight, Procter & Gamble, and Clorox, each driving growth through their own innovation strategies [5][6][7][8] - Church & Dwight focuses on both premium and value segments, while Procter & Gamble leverages a "superiority" strategy with digital-first marketing [6][7] - Clorox emphasizes value-driven offerings and sustainability across its portfolio, aiming to strengthen brand relevance and capture new users [8][9]

美国高露洁棕榄公司今年上半年财报显示，公司净销售额同比下滑1.02%至100.21亿美元，归母净利润 同比增长1.34%至14.33亿美元。财报数据显示，拉丁美洲为公司第一大营收市场，2025年上半年该地区 营收占比达23%，经营利润占比达33%。 因可能出现牙龈肿痛等不良反应，多月以来，巴西、阿根廷、哥伦比亚、墨西哥等多个国家陆续发布公 告称，禁止在国内销售高露洁的一款牙膏，此事引发关注。 （文章来源：南方都市报） 8月12日，高露洁棕榄公司总部回应南都湾财社记者称，涉事产品"高露洁全效活力预防清洁薄荷牙 膏"（Colgate Total Advanced Protection Clean Mint）没有在中国大陆销售。该公司称，在拉丁美洲，有 消费者称使用后出现短暂的口腔刺激感，高露洁方面正在从零售店撤下该产品，但不会面向消费者召 回。该公司告诉南都湾财社记者称，高露洁的科学家们进行的一项技术评估显示，问题源于该产品中的 特色物质，并不存在制造质量问题。 南都此前报道，巴西国家卫生监督局公告称，消费者出现不适症状或与牙膏中添加的氟化亚锡有关，但 该局指出该物质具有抗菌和防蛀的功效。 国内某头部牙膏品牌相关 ...

近日，墨西哥联邦健康风险防护委员会发布公告称，将禁止在该国销售高露洁旗下的一款牙膏。南都湾 财社记者注意到，自今年3月以来，巴西、阿根廷、哥伦比亚等多国也发布该款产品禁令，原因是消费 者反映出现牙龈肿胀、牙齿敏感、口腔疼痛等症状。 针对在墨西哥召回产品一事，高露洁棕榄公司在官网发布的致歉声明称，消费者可联系企业更换其他高 露洁产品，并表示企业所有产品均严格遵守当地卫生法规，重申产品的安全性、质量和有效性。 对于涉事产品引发投诉的原因，目前调查的情况，该款牙膏的销售范围等问题，上述声明未回应。8月 12日，南都湾财社记者通过官网联系采访高露洁方面，截至发稿前未得到回应。 墨西哥联邦健康风险防护委员会8月6日发布的召回公告称，建议消费者暂停使用"高露洁全效活力预防 清洁薄荷牙膏（Colgate Total Prevención Activa Clean Mint）"，消费者可联系该公司退货。 公告显示，根据报告，该款牙膏可能引发的症状包括：口腔刺激、牙龈肿胀、口腔疼痛、牙齿敏感、溃 疡、口疮或疖子，以及对成分的过敏反应。 该委员会在此前8月4日发布的公告中提醒，个体对成分的敏感性可能有所不同，但公众仍需警惕上述症 ...

Core Viewpoint - Ahold NV (ADRNY) is currently viewed as a more attractive investment compared to Colgate-Palmolive (CL) based on various valuation metrics and analyst outlooks [1][3]. Valuation Metrics - ADRNY has a forward P/E ratio of 13.52, significantly lower than CL's forward P/E of 23.05, indicating that ADRNY may be undervalued [5]. - The PEG ratio for ADRNY is 1.67, while CL's PEG ratio is much higher at 4.41, suggesting that ADRNY offers better value relative to its expected earnings growth [5]. - ADRNY's P/B ratio stands at 2.29, compared to CL's P/B ratio of 65.08, further highlighting ADRNY's relative undervaluation [6]. Analyst Ratings - ADRNY holds a Zacks Rank of 1 (Strong Buy), indicating a positive earnings estimate revision trend, while CL has a Zacks Rank of 3 (Hold) [3][6]. - The Value grade for ADRNY is A, whereas CL has a Value grade of C, reinforcing the notion that ADRNY is the better option for value investors [6].