Consumer Packaged Goods
Search documents
PROCTER & GAMBLE BRINGS RELIEF TO MISSISSIPPI RESIDENTS AFFECTED BY SEVERE WINTER STORM
Prnewswire· 2026-01-30 23:05
Residents Can Access On-Site Showers and Tide Loads of Hope Laundry Services in Oxford and Ripley, MS OXFORD, Miss. and RIPLEY, Miss., Jan. 30, 2026 /PRNewswire/ -- WHO: WHAT: WHY: P&G is working with Walmart and Matthew 25: Ministries to continue its long-standing commitment to help restore a sense of normalcy to communities most impacted by major disasters. Together, they assist people in need of clean laundry, showers, and personal care items in communities recovering from major disasters. These services ...
Church & Dwight (NYSE:CHD) 2026 Earnings call Transcript
2026-01-30 18:02
Church & Dwight (NYSE:CHD) 2026 Earnings Call Summary Company Overview - Church & Dwight is a $6.2 billion company with 77% of sales from domestic markets, 18% from international, and 5% from specialty products division (SPD) [5][6] - The company has a balanced portfolio, with 75% of sales and profits coming from seven key brands [5][6] Financial Performance - In Q4 2025, total sales grew by 3.9%, exceeding expectations, with organic growth at 0.7% [17][20] - Excluding the vitamins and minerals supplement (VMS) business, organic sales growth was 1.8% [18][20] - Gross margin improved by 90 basis points year-over-year, leading to an EPS of $0.86, a 12% increase from the previous year [18][20] - For the full year 2025, total sales were $1.6 billion, with organic growth adjusted to 2% after excluding VMS [20][21] - Cash flow for the year was strong at $1.2 billion, allowing for shareholder returns of $900 million [21][23] Strategic Initiatives - The company is focused on three growth pillars: growing core brands, expanding into new categories, and enhancing international presence [8][9][16] - The Evergreen Model is central to the company's strategy, aiming for 3%-4% organic growth in 2026, with reported sales expected to decline slightly due to business exits [24][27] - Gross margin is projected to improve by 100 basis points in 2026, with continued investment in marketing at 11% of sales [24][30] Brand Performance and Growth Strategies - **Arm & Hammer**: Targeting growth from $2 billion to $3 billion, leveraging its strong market position in laundry and cat litter [8][39] - Achieved a record share of 14.5% in laundry detergent, with a focus on value offerings [40][41] - Plans to expand in lightweight cat litter, where it currently holds an 8.5% share [41] - **TheraBreath**: Aiming to become the number one mouthwash brand, currently holding a 22% market share [47] - Plans to launch a new toothpaste product, tapping into a $4 billion category [48] - **Hero**: The acne brand grew at three times the category rate, with a focus on expanding its product line [54][56] - **Batiste**: Despite a decline in 2025, the brand remains a leader and will focus on innovation and revitalization efforts [57][59] Acquisitions and Portfolio Management - The acquisition of Touchland has been a significant driver of growth, with plans to expand its product offerings [23][63] - The company has divested from lower-performing brands, such as Spinbrush and vitamins, to focus on higher-margin products [3][22] Market Challenges and Consumer Sentiment - The overall market has seen deceleration, with consumer confidence at five-year lows, impacting category growth [7][8] - The company is adapting to these challenges by focusing on internal growth strategies and maintaining a strong balance sheet [3][22] Conclusion - Church & Dwight is optimistic about its future, with a strong focus on innovation, brand strength, and strategic acquisitions to drive growth in 2026 and beyond [39][37]
Colgate-Palmolive(CL) - 2025 Q4 - Earnings Call Transcript
2026-01-30 14:30
Financial Data and Key Metrics Changes - The company reported stronger-than-expected Q4 results, with organic sales growth, net sales, gross profit, base business earnings per share, and free cash flow growth in 2025 despite challenges such as lower-than-expected category growth and higher raw material inflation [3][4] - The company achieved $5 billion in sales growth as part of its 2025 strategy, transitioning to a new 2030 strategy aimed at accelerating change and driving top-tier growth [4][8] Business Line Data and Key Metrics Changes - Organic sales growth was observed in all four categories in Q4, with modest volume growth excluding the impact of the Prime100 acquisition and planned exit from the private label business [4][8] - The Hill's brand showed strong growth, with volume growth exceeding 5% on an underlying basis, despite challenges in the overall category [21][32] Market Data and Key Metrics Changes - Emerging markets, particularly Latin America, performed well with high single-digit growth in Mexico and Brazil, contributing to an overall organic growth of about 4.5% in emerging markets [58][60] - North America faced challenges, with nine categories experiencing volume declines in October and ten in November, although December showed slight improvement [48][50] Company Strategy and Development Direction - The company is focusing on five key areas: leveraging strong global brands, accelerating investment in innovation, enhancing omni-channel demand generation, investing in digital and AI capabilities, and fostering a high-impact culture [5][7][8] - The Strategic Growth and Productivity Program aims to unlock organizational changes and funding necessary to support the new strategy, with a focus on building brand capabilities and driving productivity [8][9] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for 2026, citing improved momentum in Q4 and stabilization of category growth rates, but acknowledged significant uncertainty in the market [9][10] - The company is cautious about the U.S. market, expecting continued challenges in the near term but believes that innovation and premiumization strategies will drive future growth [50][95] Other Important Information - The company noted that foreign exchange has been favorable recently, but historically has only been a tailwind in two of the last ten years, and will be managed flexibly in the business model [23][70] - The company is adapting its organizational structure to focus on omni-channel demand generation, aiming to enhance decision-making and responsiveness to market changes [90][91] Q&A Session Summary Question: Insights on category growth and market share positioning - Management indicated that category growth has stabilized at lower rates than historical assumptions, with expectations of gradual improvement in 2026 [18][26] Question: Performance of the Hill's brand - Despite challenges in the category, the Hill's brand experienced strong volume growth, driven by science-based innovation and improved market shares [31][32] Question: North America market challenges - Management acknowledged the sluggishness in North America, particularly in personal care, and emphasized the need for a stronger innovation pipeline and effective revenue growth management strategies [46][50] Question: Emerging markets performance - Emerging markets showed strong growth, particularly in Latin America, with a focus on executing strategic growth initiatives to capitalize on favorable category growth rates [58][60] Question: Advertising and promotional strategies - Management discussed the need for a balanced approach to advertising spend, focusing on efficiency while also investing in areas that will drive market share and category growth [41][44]
Delivra Health Brands Announces Appointment of New Director
TMX Newsfile· 2026-01-30 12:25
Vancouver, British Columbia--(Newsfile Corp. - January 30, 2026) - Delivra Health Brands Inc. (TSXV: DHB) (OTCQB: DHBUF) ("Delivra Health", "Delivra" or the "Company"), a consumer packaged goods company uniquely positioned in the health and wellness sector, is pleased to announce the appointment today of John Barrett as a director of the board of directors of the Company (the "Board"). Mr. Barrett was previously a senior executive with Frito Lay and PepsiCo, and served as Chief Commercial Officer USA for P ...
How social media upended the 75-year-old playbook of big CPG
Yahoo Finance· 2026-01-28 14:30
For the better part of the last century, America’s largest consumer packaged goods companies ran an undefeated business playbook. All of the iconic consumer brands of our lifetimes—Coca-Cola, Lay’s, Cheerios, Oreos, and more–-were built on a simple, three-part formula. First, generate massive demand by placing huge national ad buys. Next, create ubiquity by stocking the brand across every conceivable grocery store shelf. Third, harvest as much profit as possible through the economies of scale created by g ...
Buy low, sell high: How we navigated the wild week on Wall Street
CNBC· 2026-01-24 18:26
It was a tumultuous week for investors. President Donald Trump 's threat to increase tariffs on eight European countries for opposing his bid to take over Greenland sent the stock market into a tailspin on Tuesday, with the S & P 500 and Nasdaq posting their worst days since October. Both averages rebounded the next day after Trump announced that the U.S. had reached a " framework of a future deal with respect to Greenland ," and said he wouldn't impose the higher tariffs. Jim Cramer and Jeff Marks, the Inv ...
Jim Cramer on Procter & Gamble: “I’m Glad We Bought This One Ahead for the Charitable Trust”
Yahoo Finance· 2026-01-24 11:37
The Procter & Gamble Company (NYSE:PG) is one of the stocks Jim Cramer shared his take on. Cramer discussed why he and his team picked the stock for the trust. The Mad Money host remarked: … I think most importantly, I liked this new Procter management, including the new CEO, Shailesh Jejurikar. And I gotta tell you, I was blown away by some of the things that he said about what happened in this very quarter and his full investment in the business… Look, it really helps that it, I think Procter’s pulling ...
P&G prioritizes data, AI to tackle fragmented ‘new media reality’
Yahoo Finance· 2026-01-23 10:30
This story was originally published on Marketing Dive. To receive daily news and insights, subscribe to our free daily Marketing Dive newsletter. Procter & Gamble is emphasizing its strengths in data and artificial intelligence as the packaged goods giant contends with a fragmented “new media reality,” executives said on a call discussing earnings earlier this week. The owner of brands like Tide and Downy is working to redefine its brand-building framework to deliver more relevant marketing and better cap ...
Procter & Gamble Q2 Earnings Beat Estimates, Organic Sales Flat Y/Y
ZACKS· 2026-01-22 19:50
Core Insights - Procter & Gamble Company (PG) reported second-quarter fiscal 2026 results with earnings per share (EPS) exceeding estimates and year-over-year sales growth driven by improved pricing and a favorable mix [1][2] Financial Performance - The company achieved net sales of $22.21 billion, reflecting a 1% increase year over year, although it fell short of the Zacks Consensus Estimate of $22.29 billion [2] - Organic sales remained flat year over year, with a 1% increase from pricing offset by a 1% drop in volumes [2][4] - Core EPS was reported at $1.88, flat compared to the previous year but slightly above the Zacks Consensus Estimate [1] Segment Performance - Sales growth was led by a 5% increase in both Beauty and Health Care segments, a 1% increase in Fabric & Home Care, and a 2% increase in Grooming, while Baby, Feminine & Family Care saw a 3% decline [4] - Organic sales rose 4% for Beauty, 3% for Health Care, and remained flat for Grooming and Fabric & Home Care, with a 4% decline for Baby, Feminine & Family Care [4] Margin Analysis - Core gross margin declined by 50 basis points year over year to 51.9%, while reported gross margin fell by 120 basis points [6] - Core operating margin decreased by 70 basis points to 25.5%, primarily due to adverse currency effects [7] Cash Flow and Shareholder Returns - The company ended the quarter with cash and cash equivalents of $10.8 billion and generated an operating cash flow of $5 billion [9] - Procter & Gamble returned $4.8 billion to shareholders, including $2.5 billion in dividends and $2.3 billion in share buybacks [10] Fiscal 2026 Guidance - The company reiterated its fiscal 2026 guidance, expecting organic sales growth and core EPS growth between flat to 4% [11] - Revised net EPS growth outlook is now between 1-6%, down from the previous 3-9% range, reflecting increased non-core restructuring charges [12] - Anticipated commodity costs are expected to be neutral, with foreign exchange providing a tailwind of approximately $200 million after tax [13]
Procter & Gamble Says Data and Technology Will Support Company's Reinvention
PYMNTS.com· 2026-01-22 19:11
Procter & Gamble is leveraging data and technology to support its work toward both an improvement in near-term results and a longer-term reinvention of the company, President and CEO Shailesh Jejurikar said Thursday (Jan. 22) during an earnings call.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article an ...