Core Viewpoint - The company remains optimistic about its business despite challenging market conditions, highlighting the positive impact of past investments on growth and performance [2]. Financial Performance - For the fiscal year 2025, the company experienced mixed results, with lower-than-expected top-line growth but exceeding expectations in margin and earnings due to a strong margin transformation program [2]. - The fourth quarter mirrored this trend, showcasing strong margin and earnings performance while falling short on revenue expectations [3].

Core Insights - CloroxPro has launched Clorox Screen+ Sanitizing Wipes, designed specifically for cleaning and sanitizing electronic devices, effectively killing 99.9% of bacteria and removing dirt without damaging screens [1][3] Product Features - The wipes are engineered with optimal wetness to clean and sanitize in one step, leaving no drips, streaks, or scratches, and are safe for sensitive electronics [3] - The product is bleach-free, ensuring safety on screens while being effective against bacteria [3] Market Need - A study indicates that 55% of people consider screens among the most important items to be regularly cleaned in workplaces, highlighting the growing need for effective cleaning solutions for electronics [2][8] - As workplaces become more tech-centric, the demand for high-quality cleaning solutions for electronics is increasing [2] Cost Implications - Replacing a laptop can cost up to $3,000, while professional cleaning can cost around $100 per device, emphasizing the importance of maintaining electronic devices to prolong their lifespan [3] Availability - Clorox Screen+ Sanitizing Wipes are now available for purchase, with additional information accessible on CloroxPro's website [4]

The Clorox Company (CLX) FY 2025 Conference September 03, 2025 07:30 AM ET Company ParticipantsLinda Rendle - Chair & CEOLauren Lieberman - Managing DirectorLuc Bellet - EVP & CFOLinda RendleBack to school for everybody. I hope that's going well for those of you that have kids. If not, it's great to talk about the business at this time. We continue to be very optimistic about our business despite what we all can acknowledge is a pretty difficult environment. We've made significant investments over many year ...

Financial Data and Key Metrics Changes - The fiscal year 2025 was mixed for the company, with top-line performance falling short of expectations, but margins and earnings exceeding expectations due to a strong margin transformation program [1][2] - The company expects to be at the low end of its range for Q1, but anticipates a rebound in shipments and consumption in September [3][4] Business Line Data and Key Metrics Changes - The U.S. business, which constitutes 85% of the company's operations, is undergoing a greenfield implementation of a new ERP system, which has caused some initial disruptions but is expected to stabilize [3][4] - The company has seen volatility in category growth, particularly in food, which has historically been steady, but is now expected to be flattish to slightly growing this year [11][12] Market Data and Key Metrics Changes - The company noted that consumer behavior is under stress, leading to cautious spending and a tendency to trade down to larger sizes or value SKUs, which compresses category growth [13][14] - The company expects U.S. retail growth to average 0% to 1% through the year, with category growth anticipated to be lower than historical averages [55] Company Strategy and Development Direction - The company is focused on strong category investments and winning market share, aiming to return category growth to the historical range of 2% to 2.5% [14][27] - The company is investing over $550 million in rebuilding its digital foundation to enhance capabilities and respond more effectively to consumer needs [22][23] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by a volatile consumer environment and the need for rapid adjustments to plans in response to changing consumer behavior [21][20] - The company is optimistic about its innovation pipeline and plans to launch new platforms in the back half of the year, which are expected to drive growth [36][37] Other Important Information - The company experienced a significant cyber attack in 2023, which impacted operations but highlighted the strength of its brands as it regained distribution and share [24][25] - The company is currently in a stabilization phase following the ERP implementation, with expectations for productivity improvements and cost savings in the future [59][60] Q&A Session Summary Question: What are the long-term category growth expectations? - The company expects U.S. categories to grow about 2% to 2.5% on average, with recent volatility noted [11][12] Question: Why is Clorox losing share in many categories? - The company identified execution issues and rapid changes in consumer behavior as key factors for losing share in certain categories [15][20] Question: How is the organization managing the transformation and operational challenges? - Management emphasized that the organization is not distracted but is focused on building strong capabilities while navigating various challenges [21][26] Question: What is the outlook for promotional activity in the current environment? - The company noted a rational promotional environment overall, but acknowledged increased competitive activity in specific categories like litter and trash [48][50] Question: What are the key assumptions in the guidance for the balance of the year? - The guidance includes a significant impact from the ERP implementation, with expectations for organic sales growth to be between -1% to +2% [54][55]

Financial Data and Key Metrics Changes - The company delivered less than expected top-line results for FY 2025 but exceeded expectations on margin and earnings due to a strong margin transformation program [2] - The company expects to be at the low end of its range for Q1, with shipments rebounding and consumption expected to improve in September [6][7] Business Line Data and Key Metrics Changes - The U.S. business, which constitutes 85% of the company's operations, performed well in Q4, but there were challenges in order fulfillment and inventory management in August [4][5] - The company noted that while some categories are performing well, others, like food, have experienced unexpected volatility [11][12][23] Market Data and Key Metrics Changes - The company anticipates U.S. retail growth to average 0% to 1% for the year, with category growth expected to be lower than historical averages [71] - The company observed that consumers are trading down to larger sizes and more value-oriented SKUs, which compresses category growth [15][16] Company Strategy and Development Direction - The company is focused on strong category investments and aims to return to a growth rate of 2% to 2.5% once consumer conditions stabilize [16][33] - The company is undergoing a significant transformation, investing over $550 million to modernize its digital foundation and improve operational capabilities [27][28] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that the consumer is under stress due to inflation and uncertainty, which is affecting spending behavior [14][71] - The company is optimistic about its innovation pipeline and expects to launch new platforms in the back half of the year [48][75] Other Important Information - The company is implementing a new ERP system, which has created some short-term noise in sales figures but is expected to drive long-term productivity improvements [70][78] - The company is focused on maintaining brand superiority and has a framework in place to assess and improve its brand performance [53][54] Q&A Session Summary Question: What are the long-term category growth expectations? - The company expects categories in the U.S. to grow at about 2% to 2.5% historically, but recent volatility has made predictions more challenging [9][12] Question: Why is Clorox losing market share in several categories? - The company identified execution issues in certain categories, particularly in adapting to rapid consumer changes, but noted strong performance in international and professional segments [18][20][23] Question: How is the organization managing the transformation amidst operational challenges? - Management emphasized that the transformation is crucial and not a distraction, focusing on building capabilities to better respond to consumer needs [25][32] Question: What is the outlook for promotional activity in the current competitive environment? - The company sees a rational competitive environment overall but acknowledges increased promotional activity in specific categories like litter and trash [61][62] Question: What are the key assumptions in the guidance for the upcoming quarters? - The guidance includes expectations for organic sales growth to be between -1% to +2%, with a focus on improving consumption trends in the back half of the year [71][73]

Group 1: Dividend Stocks Overview - Companies with robust dividend yields can significantly contribute to long-term investment returns, as dividends can form a substantial part of total returns [2] - Whirlpool, IBM, and Clorox are highlighted as top dividend stocks to consider for investment [2] Group 2: Whirlpool (WHR) - Whirlpool recently cut its dividend to an annualized $3.60 per share, resulting in a current yield of 4.2% [4] - The investment thesis for Whirlpool is based on the expectation that the new tariff landscape will favor U.S.-manufactured products, positioning the company to benefit [5][7] - Despite facing intense price competition from Asian competitors, Whirlpool's domestic manufacturing (80% of U.S. sales) may allow it to gain market share in the long term [6][8] Group 3: International Business Machines (IBM) - IBM offers a forward dividend yield of 3.5% and has a strong history of 29 consecutive years of dividend increases [9][10] - The company generated $12.7 billion in free cash flow in 2024, with a free-cash-flow margin of 20.2%, supporting its dividend sustainability [10][11] - IBM's investment in generative AI, with a book of business valued at $7.5 billion, enhances its growth prospects while providing a solid dividend opportunity [14] Group 4: Clorox (CLX) - Clorox's stock has declined 24.8% year-to-date, impacted by consumer spending pressures and cost inflation [15] - The company reported flat net sales and expects a decline in organic sales by 5% to 9% for fiscal 2026 due to an ERP transition [16][18] - Clorox maintains a 4.1% dividend yield and has raised its dividend for 48 consecutive years, with a long-term investment thesis centered on the benefits of the ERP transition [19][20]

Core Concept - Kingsford® has launched the "Pass The Tongs" initiative in Atlanta to celebrate Black grilling traditions and empower future grillers through culture, education, and community connection [1][3]. Group 1: Initiative Overview - "Pass The Tongs" is part of Kingsford's mission to preserve barbecue traditions and support future changemakers, having invested over $355,000 in the barbecue community since 2021 through its "Preserve the Pit" initiative [3]. - The initiative includes partnerships with Historically Black Colleges and Universities (HBCUs) and local organizations to highlight stories and traditions that have influenced generations [3][4]. Group 2: Events and Activities - The initiative will feature a series of events in Atlanta, starting with a Greek grill-off and smokehouse sampling at the Atlanta Greek Picnic [5][6]. - Upcoming events include "Morehouse Hump Wednesday" on August 27, featuring curated grill tastings and discussions on cultural preservation, and "Taste of Soul Atlanta" on August 30, showcasing regional barbecue styles [8]. Group 3: Company Background - Kingsford, founded over 100 years ago, is recognized as America's favorite charcoal brand, maintaining its production in the USA with both North American and global ingredients [7]. - The brand is synonymous with the authentic experience of charcoal grilling, catering to a diverse audience from novice grillers to professional chefs [7].

Group 1 - Consumer staples stocks are recognized for their reliability in dividend payments, making them attractive for investors seeking consistent returns [1] - The demand for everyday products remains stable even during economic downturns, reinforcing the appeal of the consumer staples industry [1] - TQP Research employs a value-oriented investment strategy, focusing on businesses that align with long-term success principles advocated by renowned investors like Warren Buffett and Charlie Munger [1] Group 2 - Investment topics covered by TQP Research include market analysis, macroeconomic trends, large-cap blue chip companies, and undervalued micro-cap and small-cap stocks [1] - The firm actively engages with the community, encouraging questions and ideas from members [1]

Core Viewpoint - The article discusses the importance of selecting companies with solid fundamentals that can sustain dividend increases, contrasting them with companies that may overpay dividends temporarily to attract investors [1][2]. Group 1: Clorox Co. (NYSE: CLX) - Clorox has a current dividend yield of 3.97% with an annual dividend of $4.96 and a dividend payout ratio of 76.07% [4][5]. - The stock has fallen to 72% of its 52-week high, making its attractive dividend payout more appealing [4]. - Clorox's latest quarterly earnings showed a net EPS of $2.87, significantly beating the expected $2.24, indicating potential for higher future valuations [7]. Group 2: Wells Fargo & Co. (NYSE: WFC) - Wells Fargo has a dividend yield of 2.06% with an annual dividend of $1.60 and a payout ratio of 27.40% [9]. - The bank's management has increased its dividend payout to $1.80 per share, reflecting confidence in future earnings as the market anticipates lower interest rates [11]. - Analysts expect Wells Fargo's EPS to rise to $1.73 for Q2 2026, a 12% increase from the current $1.54 [10]. Group 3: Sunoco LP (NYSE: SUN) - Sunoco offers a high dividend yield of 6.89% with an annual dividend of $3.59 and a payout ratio of 176.85% [13]. - The company has increased its dividend payout to $3.63 per share, providing an annualized yield of 6.68% [14]. - Analysts have rated Sunoco as a Buy, with a target price of $67 per share, suggesting a potential upside of 25% from current trading levels [15].

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________ FORM 10-K ☑ Annual report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the fiscal year ended June 30, 2025 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: 1-07151 THE CLOROX COMPANY (Exact name of registrant as specified in its charter) Delaware 31 ...