Key Takeaways Clorox is set to report 2Q26 results on Feb. 3, with revenue and EPS expected to decline year over year.CLX faces elevated manufacturing, logistics and trade promotion costs, pressuring margins amid inflation.Clorox leans on brand strength, IGNITE execution and a near-complete ERP rollout to support recovery.The Clorox Company (CLX) is slated to report second-quarter fiscal 2026 earnings on Feb. 3, after market close. The company is expected to register year-over-year top and bottom-line decli ...

Group 1 - The article emphasizes the importance of generating passive income through investments, particularly in dividend-paying stocks, to achieve financial independence [1] - The author identifies as a buy-and-hold investor focused on quality over quantity, aiming to build a portfolio of high-quality, dividend-paying companies for retirement income [1] - The target audience includes hard-working lower and middle-class workers, with the goal of helping them build investment portfolios that can provide financial stability [1] Group 2 - The author has a background as a Navy veteran and positions themselves as a financial expert, contributing to investment groups and focusing on dividend investing strategies [1] - There is a clear intention to provide educational content rather than financial advice, encouraging readers to conduct their own due diligence [1]

Key Takeaways PG shows unmatched scale and brand leadership, delivering its 40th straight quarter of organic sales growth.Clorox leans on category leadership in disinfecting wipes and bleach, with IGNITE execution and ERP upgrades.CLX trades at a discounted P/E and has outperformed recently, as execution improves and confidence rebuilds.When it comes to everyday essentials, few rivalries are as quietly powerful as The Procter & Gamble Company (PG) versus The Clorox Company (CLX) . Both companies sit at the ...

The Clorox Company (NYSE:CLX) is included among the Best Low Risk Stocks for a Retirement Stock Portfolio. Deutsche Bank Adjusts Clorox (CLX) Valuation Following GOJO Purchase Deutsche Bank lifted its price target on The Clorox Company (NYSE:CLX) on January 23  to $114 from $110. The firm maintained a Hold rating on the stock. A day earlier, Clorox announced plans to acquire privately owned GOJO Industries for $2.25 billion in cash, a move aimed at strengthening its footprint in the health and hygiene s ...

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!As The Clorox Company ( CLX ) is starting 2026 with a substantial deal, it is time to update an investment thesis that goes back to the fall of 2023. At the time, I concluded that the business was ...

控股GOJO的Lippman-Kanfer家族在2023年曾试图出售这家位于俄亥俄州阿克伦市的公司，即便与 Georgia-Pacific等潜在买家进行过谈判，也未能获得满意报价。最终，该家族选择从Silver Point Finance 获得5亿美元新贷款，用于债务再融资及支持公司运营。 智通财经APP获悉，高乐氏(CLX.US)周四宣布，将以22.5亿美元现金收购Purell免洗洗手液制造商GOJO Industries，此举旨在扩充其消费健康与卫生品类的品牌矩阵。 相关知情人士曾在去年9月透露，GOJO正考虑包括全盘出售或出让少数股权在内的多种选择。其旗下 的明星洗手液品牌Purell在疫情期间销量飙升，此后已趋于平稳。 高乐氏在周四发布的声明中表示，此次总价值22.5亿美元的交易包括19.2亿美元收购价，以及预计约3.3 亿美元的税收优惠。该公司透露，这家Purell品牌持有方的年销售额接近8亿美元，且过去三年营收年均 增长率稳定保持在5%。 高乐氏重申了其年度业绩预测：全年销售额预计下降6%至10%，调整后每股收益预计在5.95至6.30美元 之间。 高乐氏表示，GOJO将继续在俄亥俄州运营，业务将 ...

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Core Viewpoint - The Clorox Company announced the acquisition of GOJO Industries, the maker of the Purell brand, indicating a strategic move to enhance its product portfolio and market presence [2]. Group 1: Acquisition Details - The acquisition of GOJO Industries is a significant development for The Clorox Company, as it aims to strengthen its position in the hygiene and cleaning products market [2]. - The announcement was made during a conference call, which included key executives from The Clorox Company, highlighting the importance of this acquisition [2]. Group 2: Management Statements - The management provided forward-looking statements regarding the acquisition, emphasizing that these statements are based on current expectations and may differ from actual outcomes [3]. - The company referenced non-GAAP measures in its discussion, indicating a focus on providing a comprehensive view of its financial performance [3].

Altria - Altria has a significant 6.9% dividend yield, which may indicate underlying risks in the company's fundamentals [1] - The company primarily produces nicotine-based products, with cigarettes accounting for approximately 89% of sales and the Marlboro brand representing 85% of overall volume [2] - Cigarette volumes have been in a long-term decline, with a 10.6% drop in the first nine months of 2025, following declines of 10.2% in 2024 and 9.9% in 2023 [3] - Altria has managed to counteract volume declines through price increases and stock buybacks, but the lack of successful new product development raises concerns about the sustainability of its business [4] Clorox - Clorox has a historically high dividend yield of 4.5% and has faced challenges such as reduced demand for cleaning products post-pandemic, inflation, and operational disruptions due to a hacking event [5] - The company has seen a recovery in gross margins, which improved from a low of 33% in Q2 2023 to 41.7% in the first fiscal quarter of 2026, despite some early fiscal 2026 margin weakness [6] - Clorox holds leading positions in various consumer staples segments, often being the only major branded competitor in certain categories, which provides a competitive advantage [7] - The company has a strong history of innovation, exemplified by the rollout of scented trash bags that integrate cleaning product scents, contributing to its growth [9] - Clorox has increased its dividend annually for 48 consecutive years, nearing Dividend King status, making it a more attractive option for dividend growth investors compared to Altria [10]

Summary of Clorox Company Conference Call on Acquisition of Gojo Industries Company and Industry - **Company**: The Clorox Company (NYSE: CLX) - **Acquisition Target**: Gojo Industries, maker of the Purell brand - **Industry**: Health and hygiene products, specifically hand sanitizers and cleaning solutions Core Points and Arguments 1. **Acquisition Announcement**: Clorox announced a definitive agreement to acquire Gojo Industries for approximately $2.25 billion, netting a purchase price of $1.92 billion after anticipated tax benefits of $330 million [12][11][2] 2. **Strategic Fit**: The acquisition aligns with Clorox's Ignite strategy, enhancing its position in the health and hygiene sector, which is its largest and fastest-growing segment [3][4] 3. **Market Leadership**: Gojo's Purell brand is a leader in skin hygiene, generating nearly $800 million in annual sales with a three-year CAGR of 5%, primarily through B2B channels [5][4] 4. **Consumer Trends**: The acquisition capitalizes on megatrends in health and wellness, personalization, convenience, and sustainability, which are expected to drive long-term growth [4][3] 5. **Growth Opportunities**: Clorox aims to accelerate Purell's growth in both B2B and retail markets, leveraging its brand-building capabilities and distribution networks [8][9] 6. **B2B and Retail Synergies**: Approximately 80% of Purell's sales are in B2B, while Clorox's sales are primarily in retail. This complementary positioning offers significant cross-selling opportunities [8][9] 7. **Cultural Fit**: Both companies share a purpose-driven mindset and commitment to innovation, which is expected to facilitate a smooth integration process [10][11] Financial Highlights 1. **Valuation Metrics**: The acquisition represents an adjusted EBITDA multiple of 11.9 times net of anticipated tax benefits and 9.1 times on a synergized basis [12][14] 2. **Debt Financing**: The deal will be primarily funded through debt, raising Clorox's net debt leverage to approximately 3.6 times at closing, with a target to reduce it to 2.5 times by the end of calendar year 2027 [12][14] 3. **Cost Synergies**: Clorox expects to achieve at least $50 million in run-rate cost synergies through combined scale and efficiencies [13][14] 4. **Earnings Impact**: The transaction is expected to be adjusted EPS neutral in the first year, with accretion anticipated in the second year [14][11] Additional Important Insights 1. **Market Penetration**: Despite being a leading brand, Purell has only a 14% household penetration, indicating substantial growth potential in the retail market [9][18] 2. **Innovation and Distribution**: Gojo's strong innovation capabilities and existing B2B relationships are expected to enhance Clorox's offerings and market reach [7][8] 3. **International Opportunities**: Both companies have limited international exposure, but there are plans to explore growth opportunities in international markets [88][89] 4. **Integration Preparedness**: Clorox has a disciplined integration plan in place, with a focus on maintaining service levels and relationships during the transition [10][69] This summary encapsulates the key points discussed during the conference call regarding Clorox's acquisition of Gojo Industries, highlighting the strategic rationale, financial implications, and growth opportunities associated with the deal.