3Q 2023 Earnings Presentation October 2023 Notice for Investor Presentation Please review the following third quarter 2023 earnings presentation in conjunction with our third quarter 2023 earnings press ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________ FORM 10-Q ________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from________ to________ . Commission File Number: 1-644 COLGATE-PALMOLIVE COMPANY (Exact name of registrant a ...

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2Q 2023 Earnings Presentation July 2023 Notice for Investor Presentation Please review the following second quarter 2023 earnings presentation in conjunction with our second quarter 2023 earnings press ...

Colgate-Palmolive Company (NYSE:CL) Q2 2023 Earnings Conference Call July 28, 2023 8:30 AM ET Company Participants John Faucher - Chief Investor Relations Officer & SVP, M&A Noel Wallace - Chairman, President & CEO Stan Sutula - CFO Conference Call Participants Dara Mohsenian - Morgan Stanley Filippo Falorni - Citigroup Bryan Spillane - Bank of America Andrea Teixeira - JPMorgan Olivia Tong - Raymond James Jason English - Goldman Sachs Stephen Powers - Deutsche Bank Robert Ottenstein - Evercore ISI Lauren L ...

Colgate-Palmolive Company (NYSE:CL) Q2 2023 Earnings Conference Call July 28, 2023 8:30 AM ET Company Participants John Faucher - Chief Investor Relations Officer & SVP, M&A Noel Wallace - Chairman, President & CEO Stan Sutula - CFO Conference Call Participants Dara Mohsenian - Morgan Stanley Filippo Falorni - Citigroup Bryan Spillane - Bank of America Andrea Teixeira - JPMorgan Olivia Tong - Raymond James Jason English - Goldman Sachs Stephen Powers - Deutsche Bank Robert Ottenstein - Evercore ISI Lauren L ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________ FORM 10-Q ________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from________ to________ . Commission File Number: 1-644 COLGATE-PALMOLIVE COMPANY (Exact name of registrant as spe ...

Industry and Company Overview * **Industry**: Consumer goods, specifically oral care and personal care products. * **Company**: Colgate-Palmolive Company (NYSE:CL) * **Focus**: Asia-Pacific region, with a particular emphasis on China, India, Southeast Asia, and Australia/New Zealand. Key Points Asia-Pacific Consumer Health and Recovery * **Mixed Recovery**: The Asia-Pacific region is recovering from the impact of the COVID-19 pandemic, with varying degrees of recovery across different countries. * **China**: Recovery is slow, with muted consumption trends and challenges in brick-and-mortar and e-commerce channels. However, there is cautious optimism for the second half of 2023. * **India**: Recovery is stable, with urban markets recovering while rural markets lag. There is optimism for rural market improvement in the second half of the year. * **Southeast Asia**: Strong growth in the Southeast Asian market, with stable and positive trends. * **Australia/New Zealand**: Stable and positive trends, better than pre-COVID times. Colgate's Transformation in China * **E-commerce Growth**: E-commerce has become the primary growth driver for Colgate in China, accounting for 45% of the business. * **Transformation Elements**: * **China Excellence Center**: Created an innovation team, data team, and e-commerce team focused on China-specific strategies. * **Premiumization**: Increased average selling price through innovation and superior product experience. * **Optimized Go-to-Market Model**: Focused on large cities and large format stores. * **Team Restructuring**: Reorganized and re-engineered teams to drive transformation. * **Market Share**: Colgate has more than quadrupled its market share in e-commerce over the past three years, reaching 11% market share in toothpaste in Q1 2023. Dual-Brand Strategy in China * **Darlie and Colgate**: Colgate operates a dual-brand strategy in China with Darlie and Colgate, leveraging the strengths of each brand to capture a broader market. * **Darlie**: Strong in lower-tier cities and retail environments, focusing on freshness and whitening. * **Colgate**: Strong in upper-tier cities and large format stores, focusing on scientific credentials and oral health. Chinese Consumer Preferences * **Similarities with Skin Care**: Chinese consumers in both skin care and oral care seek expertise, excellence, and innovative solutions. * **Functional Benefits**: Chinese consumers value ingredients and sophisticated benefits, leading to premiumization and higher price points. * **Enzyme-Based Technology**: Colgate's enzyme-based toothpaste sells at a premium price due to its perceived value and benefits. Expansion to Southeast Asia * **Transferable Success**: Colgate is successfully transferring learnings from China to Southeast Asia, focusing on innovation, marketing activations, marketing technology, and go-to-market strategies. * **Southeast Asia**: Colgate is confident in the Southeast Asian market, with a focus on execution and leveraging the learnings from China. India Market * **Market Recovery**: The Indian market is recovering, with stable share trends and optimism for rural market improvement in the second half of the year. * **Urban vs. Rural**: Urban markets have recovered while rural markets lag, with significant opportunities for growth in rural India. * **Per Capita Consumption**: India has low per capita consumption compared to China, presenting a significant opportunity for growth. * **Premiumization**: Colgate is focusing on premiumization through innovation and driving per capita consumption. U.S. Market * **Scanner Data**: Scanner data has been soft recently, reflecting temporary reductions in promotions and the impact of cost inflation. * **Improvement Expected**: Improved volume performance and better market share are expected in the second half of the year as advertising spending increases and competitors take more pricing. Hill's Acquisition * **Cost Inflation**: Hill's raw material costs are peaking later than the rest of the business, driven by agricultural costs and avian flu. * **Acquisition Impact**: The acquisition of Red Collar will have a 90 basis point impact on total company gross margin in the fourth quarter, but this impact will gradually decrease over the next few quarters. * **Margin Progression**: As more private label volume is transitioned out and Hill's volume is brought in, gross margins should improve over the next couple of years. Plaque Pro Release * **Technology**: The Plaque Pro release has received positive feedback due to its technology, mouth feel, flavor, and benefits. * **Rollout**: The rollout is going well, with advertising and promotion beginning to kick in, leading to accelerating trends.

Colgate-Palmolive Company (NYSE:CL) Annual Deutsche Bank Global Consumer Conference Call June 6, 2023 8:00 AM ET Company Participants Jean-Luc Fischer - Division President of Europe John Faucher - Chief Investor Relations Officer and Senior Vice President of Mergers and Acquisitions Conference Call Participants Steve Powers - Deutsche Bank Steve Powers Thanks, everybody, and welcome back. For the next session, by the way, I'm Steve Powers. I'm the U.S. consumer staples analyst for Deutsche Bank. And I'm thr ...

Colgate-Palmolive Company (NYSE:CL) Goldman Sachs Global Staples Forum May 16, 2023 9:35 AM ET Company Participants Juan Pablo Zamorano - President, Colgate-Latin America John Faucher - Chief Investor Relations Officer and SVP, M&A Conference Call Participants Jason English - Goldman Sachs Jason English All right. Hey, guys. Thank you again. So we’re going to keep this show on the road. Keep it going. So next up Colgate. So we saw this morning was a turnaround story from a SMID cap personal care company. Yo ...