Core Insights - The recent high-velocity sell-off may indicate potential market trends for the remainder of this year or into 2026 [1] Group 1 - The sell-off could be a precursor to further market volatility [1] - Analysts suggest that this trend may reflect underlying economic conditions [1] - The timing of the sell-off raises concerns about investor sentiment moving forward [1]

Core Insights - The Clorox Company will have its CFO, Luc Bellet, participate in a fireside chat at the Morgan Stanley Global Consumer & Retail Conference on December 2, 2025 [1] - The webcast of the event will start at approximately 2:15 p.m. ET and will be accessible on the company's website, with a replay available afterward [1] Company Overview - The Clorox Company, headquartered in Oakland, California, has been operational since 1913 and is known for its commitment to sustainability [2] - The company has a diverse portfolio of trusted brands, including Brita®, Burt's Bees®, Clorox®, and Glad®, among others [2] - In 2025, Clorox was ranked No. 1 on Barron's 100 Most Sustainable Companies list for the third consecutive year [2] Financial Information - Clorox's board of directors has declared a quarterly dividend of $1.24 per share [3] Marketing Initiatives - Clorox has launched a holiday promotion called the "Gift of Clean," which includes a complimentary in-home cleaning service and a bundle of essential products for shoppers [4]

Core Insights - The Clorox Company (NYSE:CLX) is highlighted as a stock on Jim Cramer's radar, amidst concerns about consumer spending in America [2] - Cramer has labeled Clorox as one of "the worst stocks in the S&P 500 year," but sees potential for a buying opportunity due to its poor performance [2] - The brand strength of Clorox, particularly through its product lines like Burt's Bees and Clorox bleach, is a key factor in Cramer's positive outlook [2] Company Performance - Clorox's recent performance has been poor, leading to speculation that it may be at a generational low for investment [2] - Cramer suggests that despite the negative sentiment surrounding consumer goods, there may be undervalued opportunities in the sector [2][3] Investment Perspective - Cramer encourages looking at Clorox as a potential investment, while also acknowledging that some AI stocks may offer higher returns with limited downside risk [3] - The discussion around Clorox reflects broader concerns about inflation and growth impacting consumer spending [2]

Core Insights - The Clorox Company (NYSE:CLX) has faced challenges in its fiscal Q1 2026 performance, leading to a price target reduction by Morgan Stanley from $137 to $125 while maintaining an Equal Weight rating [2] - The company reported a revenue of $1.43 billion, a 19% decline year-over-year, primarily due to reduced shipments related to its ERP transition [2] - CEO Linda Rendle emphasized the importance of the new ERP system rollout, which is expected to enhance operational efficiency and create new value opportunities despite the current challenges [3] Financial Performance - Fiscal Q1 2026 revenue was $1.43 billion, down 19% from the previous year [2] - Organic sales fell by 17%, attributed to lower volume linked to the ERP transition [2] - Gross margin decreased by 410 basis points to 41.7%, compared to 45.8% a year ago, impacted by lower volume and increased manufacturing and logistics costs [2] Management Outlook - Management anticipates organic sales to decline at a low single-digit pace in the first half of the fiscal year, with a potential rise in the second half, excluding ERP transition effects [3] - CFO Luc Bellet projected subdued growth in the US retail category, estimating growth between 0% and 1%, which is below the long-term trend [4] Product Portfolio - The Clorox Company is recognized for its cleaning and disinfecting products, alongside a diverse range of consumer and professional items, including household cleaning, laundry, and health and wellness products [4]

Group 1 - The Clorox Company (NYSE:CLX) has seen a significant decline in its stock price, down 35% year-to-date, which has attracted attention from investors like Jim Cramer [2] - Cramer expressed that the current low share price presents a rare entry point for investors, particularly in the consumer goods sector, emphasizing the appeal of stocks with good dividend yields [2][3] - Cramer highlighted that Clorox could be at a generational low, suggesting that despite management concerns, the stock may offer substantial long-term value [3] Group 2 - Cramer advocates for investing in consumer product stocks, particularly for older investors seeking yield, noting that a 4% yield can be beneficial over time [2] - The discussion around Clorox also included comparisons to other companies like Kimberly-Clark and Procter & Gamble, indicating a broader interest in consumer goods stocks [3] - While Clorox is viewed positively, there is a belief that certain AI stocks may offer higher returns with lower risk, suggesting a competitive investment landscape [3]

Group 1 - The Clorox Company (NYSE:CLX) is currently viewed as one of the worst-performing stocks in the S&P 500 for the year, raising concerns about potentially missing a generational bottom in consumer packaged goods stocks [1] - Clorox has a diverse portfolio of strong brands, including Burt's Bees, Hidden Valley Ranch, Brita, Kingsford Charcoal, and Clorox itself, which contributes to its appeal despite current performance issues [1] - The company offers a dividend yield of 4.72%, which may attract income-focused investors [1] Group 2 - Clorox produces a range of products including cleaning, household, personal care, food, and water-filtration items, indicating a broad market presence [2] - There is a belief that certain AI stocks may present greater upside potential and carry less downside risk compared to Clorox, suggesting a competitive investment landscape [2]

Core Insights - Clorox is launching the "Clorox Gift of Clean," which includes a free bundle of cleaning products and a complimentary two-hour in-home cleaning service powered by Angi, available for a limited time [2][3] Product Offering - The "Gift of Clean" includes Clorox Disinfecting Wipes, Clorox Clean-Up Cleaner + Bleach, Clorox ToiletWand, and Clorox Automatic Toilet Bowl Cleaner Tablets [7] - The offer aims to provide a feel-good experience during the holiday season, contrasting with the stress often associated with holiday gifting [2][3] Marketing Strategy - Clorox is promoting the gift with a new holiday jingle to enhance brand engagement and spread awareness of the promotion [4] - The campaign is designed to resonate with consumers by emphasizing the emotional benefits of cleanliness, which Clorox research indicates rivals the joy of other pleasurable experiences [2][5] Consumer Engagement - Consumers can claim the "Gift of Clean" starting November 19, 2025, through a dedicated landing page, with options to send it as a gift to others [3] - The promotion is limited in supply, encouraging urgency among consumers [3] Company Background - The Clorox Company, headquartered in Oakland, California, has a long history of integrating sustainability into its business practices and was ranked No. 1 on Barron's 100 Most Sustainable Companies list for three consecutive years [6]

Core Insights - The Clorox Company, based in Oakland, California, has a market cap of $12.8 billion and offers a variety of consumer and professional products under well-known brands [1] Performance Overview - Clorox shares have significantly underperformed the broader market, declining 36.4% over the past year, while the S&P 500 Index has increased by nearly 14.1% [2] - Year-to-date in 2025, Clorox stock is down 35.3%, contrasting with the S&P 500's 16.4% rise [2] Comparison with Industry - Clorox's performance is also lagging behind the Consumer Staples Select Sector SPDR Fund, which has only declined about 3.9% over the past year [3] - The ETF's 1.5% dip year-to-date is significantly better than Clorox's double-digit losses [3] Recent Financial Results - On November 3, Clorox reported Q1 results, with an adjusted EPS of $0.85, exceeding Wall Street's expectation of $0.78, and revenue of $1.43 billion, beating forecasts of $1.38 billion [4] - The company anticipates full-year adjusted EPS in the range of $5.95 to $6.30 [4] Future Earnings Expectations - For the fiscal year ending in June 2026, analysts project a 23.5% decline in Clorox's EPS to $5.91 on a diluted basis [5] - Clorox has a mixed earnings surprise history, beating consensus estimates in three of the last four quarters [5] Analyst Ratings - Among 19 analysts covering Clorox stock, the consensus rating is a "Hold," consisting of one "Strong Buy," 13 "Holds," and five "Strong Sells" [5] - The sentiment has become more bearish, with four analysts now suggesting a "Strong Sell" [6] - Nik Modi from RBC Capital maintained a "Hold" rating with a price target of $142, indicating a potential upside of 35.2% from current levels [6]

Core Viewpoint - The Clorox Company (NYSE:CLX) reported a significant revenue decline of 19% to $1.43 billion in its fiscal first quarter, attributed to an ERP software change, which has led to a new trading environment where consumer goods stocks are less favored by investors [2][3]. Financial Performance - Clorox's revenue dropped 19% to $1.43 billion, surpassing analyst estimates of $1.39 billion [2]. - The company's stock has declined over 30% for the year, reflecting broader market concerns regarding consumer packaged goods amid economic uncertainties [3]. Market Sentiment - Jim Cramer noted that the current market environment has shifted, with investors less willing to invest in consumer goods stocks during economic worries, contrasting with past behaviors [3]. - Cramer suggested that the recent dip in Clorox's shares may have reached a bottom, indicating potential for recovery as the stock was perceived to be undervalued after a poor quarter [2][3].

Core Insights - The Clorox Company (NYSE: CLX) stock price has declined by approximately 11% following the last article, underperforming the benchmark [1] Company Summary - Clorox operates within the consumer staples industry, which is currently trading at a forward P/E ratio [1] Analyst Background - The analyst has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1] - The analyst emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior [1] Investment Philosophy - The goal of sharing insights is to empower and inspire investors, promoting confidence in long-term investing [1]