Colgate-Palmolive Company Conference Call Summary Company Overview - **Company**: Colgate-Palmolive Company (NYSE: CL) - **Date**: June 6, 2023 - **Participants**: Jean-Luc Fischer (Division President of Europe), John Faucher (Chief Investor Relations Officer) Key Points Industry and Market Context - The European market has faced significant cost challenges due to the war in Ukraine, particularly affecting energy prices and margins [8][9] - Colgate has been implementing pricing strategies to recover margins, despite historical deflation in Europe [8][11] Business Performance and Strategy - Colgate's European portfolio includes strong brands like elmex and meridol in Oral Care, and Sanex in Personal Care, with a market-leading position in Home Care in France [6][16] - The company is focusing on revenue growth management through seven levers, including pricing, innovation, and product mix [11][12] - A major relaunch of the Sanex brand is underway, alongside innovations in the Colgate brand with new whitening technology [12][13][14] Margin Recovery and Financial Outlook - Margins have been depressed due to cost increases, but Colgate is on a path to rebuild margins through pricing and productivity initiatives [22][23] - The expectation is that 2023 will see partial margin recovery, with further improvements anticipated in 2024 [23][24] - Gross margins are expected to improve sequentially throughout 2023, with pricing and productivity driving this recovery [28][29] Competitive Landscape - The competitive environment in Europe is described as rational, with all players facing similar cost pressures [39][40] - Retailers are pushing back on pricing, but they have also increased private label prices, which may affect Colgate's pricing strategies [42][43] Innovation and Advertising - Colgate is committed to increasing advertising and innovation spending to support brand growth and consumer engagement [54][56] - The company is focusing on Horizon 1 innovations (line extensions and relaunches) while being selective with Horizon 2 and 3 innovations due to the need for advertising support [48][51] Market Share Trends - Colgate has achieved its highest market share in Oral Care history, driven by strong performance from key brands [67] - In North America, there has been a slight softening in market share, attributed to pricing strategies, but the company expects normalization as advertising and innovation efforts ramp up [68][70] M&A Strategy - Colgate is primarily focused on organic growth but remains open to opportunistic M&A if it aligns with strategic goals and is reasonably priced [73][74] Additional Insights - The company is seeing positive volume trends in some markets, indicating a potential recovery from previous pricing impacts [36][37] - Colgate's strategy includes offering value through larger pack sizes to meet consumer demand while also improving margins [37] This summary encapsulates the key insights from the Colgate-Palmolive conference call, highlighting the company's strategies, market conditions, and future outlook.

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 ...

Colgate-Palmolive Company (NYSE:CL) Q1 2023 Earnings Conference Call April 28, 2023 8:30 AM ET Company Participants John Faucher - Chief Investor Relations Officer and Senior Vice President, M&A Noel Wallace - Chairman, President and CEO Stan Sutula - Chief Financial Officer Conference Call Participants Dara Mohsenian - Morgan Stanley Filippo Falorni - Citigroup Peter Grom - UBS Kevin Grundy - Jefferies Olivia Tong - Raymond James Chris Carey - Wells Fargo Securities Nik Modi - RBC Capital Markets Jason ...

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 March 31, 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 sp ...

Colgate-Palmolive Company (NYSE:CL) UBS 12th Annual Global Consumer and Retail Conference Call March 16, 2023 12:00 PM ET Company Participants Stanley Sutula - Chief Financial Officer Jesper Nordengaard - President of Colgate-North America Conference Call Participants Peter Grom - UBS Peter Grom Good afternoon, everyone, and welcome to the UBS Global Consumer and Retail Conference here in New York City. My name's Peter Grom, I'm the U.S. Beverages & Household Products analyst, here at UBS. And we are very e ...

Colgate-Palmolive Company (NYSE:CL) CAGNY 2023 Conference Call Summary Company Overview - **Company**: Colgate-Palmolive Company - **Date**: February 24, 2023 - **Participants**: Noel Wallace (Chairman and CEO), Yves Briantais (VP, Marketing) Key Industry Insights - **Industry**: Consumer Products, specifically Oral Care, Personal Care, Home Care, and Pet Health - **Market Performance**: - Achieved 3% net sales growth in 2022 despite 4% foreign exchange headwinds - Organic growth was strong at 7%, broad-based across all categories and geographies [3][10] - Projected net sales growth for 2023 is expected to be between 2% to 5% with organic growth at 3% to 5% [4] Core Strategic Points - **Growth Strategy**: - Focus on reaccelerating organic growth through brand support, premiumization, innovation, and digital capabilities [2][5] - The strategy has led to an average organic growth of nearly 6% over the past four years, up from 1% in 2017-2018 [2] - **Innovation and Product Development**: - Emphasis on science-led innovation and premiumization in product offerings [16][19] - Introduction of new products like Colgate Total Plaque Pro Release and advancements in whitening products [16][18] - Significant growth in the whitening segment, adding 400 basis points of market share over four years [18] Financial Performance and Projections - **2023 Financial Guidance**: - Expected return to gross margin growth, with EPS growth projected in the low to mid-single digits [4][54] - Focus on cash flow increase through better working capital management [4] - **Long-term Goals**: - Aim to achieve gross margin improvement, with a long-term ambition to reach 65% [55][57] Market Dynamics - **Consumer Behavior**: - Colgate products are used daily in 60% of the world's households, indicating strong brand penetration [12] - Low private label penetration in key categories, highlighting brand strength [13] - **Digital Transformation**: - Significant investment in digital capabilities, with training for 16,000 employees in e-commerce and digital marketing [25] - E-commerce now accounts for approximately 14% of total sales, with double-digit growth [28] Regional Insights - **Asia-Pacific Performance**: - Achieved the strongest growth in APAC in nine years, driven by China despite COVID-related challenges [31][32] - Focus on innovative marketing strategies and understanding consumer need states to drive growth [33][34] Sustainability Initiatives - **Sustainability Goals**: - Commitment to achieving net-zero targets and developing recyclable products, including the first recyclable toothpaste tube [52] - Ongoing social impact initiatives, including the Bright Smiles, Bright Futures program, which has reached 1.6 billion children [50] Conclusion - **Overall Strategy Effectiveness**: - The company is confident in its growth strategy, with a focus on innovation, digital transformation, and sustainability to drive long-term profitable growth [54] - **Future Outlook**: - Continued emphasis on brand building, innovation, and market share growth across all categories, with a strong commitment to sustainability and social responsibility [54][52]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 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 specified in its charter) Delaware 13-1815595 (State or other jurisdiction ...

Colgate-Palmolive 4Q and Full Year 2022 Earnings Presentation January 2023 Notice for Investor Presentation Please review the following fourth quarter and full year 2022 earnings release slide presentation in conjunction with our fourth quarter and full year 2022 earnings press release, prepared 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. generally ...

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, 2022 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 registra ...

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, 2022 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 ...