Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Colgate-Palmolive (CL) , which belongs to the Zacks Soap and Cleaning Materials industry.When looking at the last two reports, this consumer products maker has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 5.08%, on average, in the last two quarters.For the most recent quarter, Colgate-Palmolive was expected to ...

Colgate-Palmolive Company (NYSE:CL) Q3 2023 Earnings Conference Call October 27, 2023 8:30 AM ET Company Participants Noel Wallace - Chairman, President & CEO Stan Sutula - CFO John Faucher - Chief IR Officer & SVP, M&A Conference Call Participants Peter Grom - UBS Andrea Teixeira - J.P. Morgan Dara Mohsenian - Morgan Stanley Filippo Falorni - Citigroup Jason English - Goldman Sachs Olivia Tong - Raymond James Bryan Spillane - Bank of America Steve Powers - Deutsche Bank Lauren Lieberman - Barclays Chris Ca ...

Financial Performance & Guidance - Colgate-Palmolive tightened its net sales guidance for 2023 to 6-8%[9, 14], which includes benefits from pet food business acquisitions and a low-single-digit negative impact from foreign exchange[14] - The company increased its organic sales growth guidance for 2023 to 7-8%[9, 15] - Base Business EPS growth guidance increased to high-single digits[15] - Operating cash flow is up 39% year-to-date[9] Sales & Profitability - Net sales grew by 10.5% in 3Q 2023[9] - Organic sales grew by 9.0% in 3Q 2023, with growth in five out of six divisions and in all four categories[9] - Base Business Gross profit margin increased by 140 bps in 3Q 2023, or 190 bps excluding a 50 bps negative impact from private label sales related to pet food acquisitions[9] Investments & Costs - Advertising increased by 23% in 3Q 2023 compared to 3Q 2022[17] - The company still expects raw and packaging material costs to increase in 2023 by several hundred million dollars[18] Market Share - Colgate-Palmolive continued to deliver year-to-date value market share growth in toothpaste[9] - Colgate's worldwide toothpaste market share is 41.0%[40]

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.