Company Overview - Church & Dwight Co., Inc. (CHD) has a market capitalization of $20.1 billion and operates in the consumer packaged goods sector, focusing on household, personal care, and specialty products across various segments [1] Financial Performance - Analysts project CHD to report an adjusted EPS of $0.85 for fiscal Q4 2025, reflecting a 10.4% increase from $0.77 in the same quarter last year [2] - For fiscal 2025, the expected adjusted EPS is $3.48, a 1.2% increase from $3.44 in fiscal 2024, with further growth anticipated to $3.78 in fiscal 2026, representing an 8.6% year-over-year increase [3] Recent Stock Performance - Over the past 52 weeks, CHD shares have decreased by 19.9%, underperforming the S&P 500 Index, which gained 16.4% during the same period [4] - Following the release of stronger-than-expected Q3 2025 results, CHD shares rose by 7.2%, with adjusted EPS of $0.81 exceeding Wall Street estimates and the company's own outlook [5] Growth and Guidance - Revenue for Q3 2025 increased by 5% year-over-year to $1.59 billion, surpassing forecasts, while cash from operations rose by 19.6% to $435.5 million [5] - Management has raised its full-year guidance, projecting an adjusted EPS of approximately $3.49 and cash from operations of around $1.2 billion [5] Analyst Sentiment - The consensus rating for CHD stock is "Moderate Buy," with nine analysts recommending "Strong Buy," one "Moderate Buy," eight "Hold," and three "Strong Sell" [6] - The average analyst price target for Church & Dwight is $97.78, indicating a potential upside of 16.6% from current levels [6]

John Lamparski / Getty Images Despite his reputation for rapid-fire stock picks, Cramer says he sees his role as an educator for the long-term investor. Key Takeaways Jim Cramer told "Investopedia Express" podcast listeners that speculative stocks tied to AI hype and data center buildouts are due to "revert" to previous levels. He also provided his 2026 playbook: shifting from companies making the technology for AI to established firms using it to cut costs and boost profits. CNBC's "Mad Money" hos ...

Core Viewpoint - Unilever PLC is focusing on growth in faster-growing segments such as beauty, wellness, and personal care, with a strategic shift supported by significant investment in mergers and acquisitions [2][3]. Group 1: Company Strategy and Financials - Morgan Stanley has resumed coverage of Unilever with an Overweight rating and a price target of $60.10, indicating confidence in the company's growth trajectory [2]. - Unilever plans to invest approximately €1.5 billion ($1.74 billion) annually in mergers and acquisitions, particularly targeting the US market, reflecting its belief in long-term growth opportunities [3]. - Following the demerger of its ice cream business, Unilever expects its second-half operating margin to be at least 19.5%, an improvement from 18.5% prior to the split [4]. Group 2: Market Performance and Shareholder Impact - Unilever retained a 19.9% stake in the newly listed Magnum Ice Cream Company, which debuted with a market value below analyst expectations of around $9.1 billion, affected by index funds exiting after the spinoff [5]. - Shareholders received one Magnum share for every five Unilever shares owned, but the stock's eligibility for major indices like the FTSE was flagged as a risk, impacting early trading performance [5].

Core Insights - Women We Admire has announced The Top 50 Women Leaders in Human Resources for 2025, highlighting the significant role of HR leaders in shaping workforce policies and practices across various industries [1] Group 1: Honorees and Their Contributions - Ola Snow, Chief Human Resources Officer at Cardinal Health, oversees multiple functions including human resources and diversity initiatives, focusing on workforce strength and employee growth [2] - Sandy McIntosh, Executive Vice President of People & Culture at TELUS, serves as a trusted advisor to leadership, leading strategies that enhance business and culture practices for better human outcomes [3] - Sherry Kenyon, Human Resources Business Partner at BASF, has over 25 years of experience in balancing company objectives with employee engagement, playing a key role in transitioning to new electronic processes [4] Group 2: Recognition and Impact - The announcement serves to celebrate the accomplishments of women leaders in HR, emphasizing their influence on organizational operations and employee experiences [5] - The full list of honorees includes notable figures from various companies, showcasing a diverse range of leadership in human resources [6]

Company Overview - Conagra Brands, Inc. (NYSE:CAG) is a consumer packaged goods company [2] Earnings Report and Analyst Reactions - After reporting its second-quarter earnings in December, RBC Capital reduced its share price target for Conagra from $22 to $20 while maintaining a Sector Perform rating, citing one-time and transient issues that are expected to resolve in upcoming quarters [2] - Evercore ISI also lowered its price target from $23 to $22, keeping an In Line rating, noting turmoil in Conagra's frozen food business due to high prices and tariffs, but anticipating improvement in the second half of fiscal year 2026 [2] - Goldman Sachs cut its price target from $18 to $16 on November 25th, maintaining a Sell rating on the shares [2] Jim Cramer's Commentary - Jim Cramer commented that Conagra's recent quarter performance was "just okay" and highlighted concerns regarding rising cattle prices impacting the company [3] - Cramer has previously expressed reluctance to invest in companies with stagnant revenues over the years [2][3]

Core Insights - Procter & Gamble (P&G) is a long-established blue-chip stock, known for its stability and reliable quarterly dividend of $1.06, with a modest growth of 2% in fiscal 2025, but faces potential challenges in 2026 due to recessionary fears [1][2] Consumer Sentiment and Market Position - P&G's stock has declined over 13% as of December 15, indicating a negative shift in consumer sentiment, which could lead to increased competition from private label brands as consumers seek more affordable options [4][8] - The company is significantly exposed to premium-priced consumer goods, making it vulnerable to competition from in-house labels of retailers like Walmart, Target, and Costco [5][8] Growth Strategies - To mitigate economic challenges in the U.S., P&G is focusing on expanding into emerging markets such as Asia and Latin America, as it approaches market saturation in the U.S. and Europe [6] - The company may also consider acquiring new brands in lucrative sectors like beauty and skincare to diversify its revenue streams [6] External Factors - Tariffs are expected to impact P&G's performance in 2026, with potential price increases for consumers and an anticipated $1 billion hit to its balance sheet due to tariff pressures [7]

Core Insights - The volatility of Social Security's cost-of-living adjustments (COLA) poses challenges for retirees, with the 2025 COLA at 2.5%, down from 3.2% in 2024 and 8.7% in 2023 [2][9] - Dividend stocks are highlighted as a solution for consistent income growth, providing a self-adjusting income stream that often outpaces official COLA adjustments [2][3] Company Summaries - **Johnson & Johnson (NYSE: JNJ)**: - Reports Q3 2025 revenue of $24.0 billion, a 6.8% year-over-year increase, with EPS of $2.80 exceeding estimates [4] - Maintains a 60-year track record of consecutive dividend increases, with a recent quarterly dividend growth of 4.8%, raising payments from $1.24 to $1.30 [5] - Net income surged 91% year-over-year to $5.15 billion in Q3, with fiscal 2026 sales guidance raised to $93.7 billion [5][6] - **Procter & Gamble (NYSE: PG)**: - Holds the longest dividend growth streak at 68 consecutive years, reporting Q1 fiscal 2026 revenue of $22.40 billion, up 3.1% year-over-year [7] - EPS of $1.95 topped estimates, with net income climbing 21% to $4.78 billion [7] - The company increased its quarterly dividend from $1.0065 to $1.0568 in 2025, reflecting a 5% raise [8] - **Realty Income**: - Offers monthly dividends with a yield of 5.58%, having paid consistently since 1994 [9] - **PepsiCo**: - Provides the highest yield among consumer stocks at 3.69%, with an average annual dividend growth of 6.8% [9]

This story was originally published on Marketing Dive. To receive daily news and insights, subscribe to our free daily Marketing Dive newsletter. Dive Brief: Unilever’s Chief Growth and Marketing Officer Esi Eggleston Bracey will depart at the end of January as the owner of brands like Dove and Hellmann’s moves its marketing and business groups closer together, according to a press release. Leandro Barreto, current CMO of Unilever beauty and wellbeing, will see his remit expanded to be enterprise-wide ...

Core Viewpoint - The Clorox Company (NYSE:CLX) is highlighted as a potential investment opportunity amidst a challenging market for AI stocks, emphasizing the importance of diversification in investment portfolios [1][2]. Group 1: Company Overview - Clorox produces cleaning, household, and personal care products, as well as food and water-filtration items [2]. - The company has notable brands including Burt's Bees, Hidden Valley Ranch, Brita, Kingsford Charcoal, and Clorox itself [2]. Group 2: Market Performance - Clorox is described as "one of the worst stocks in the S&P 500 this year," indicating significant underperformance [2]. - The stock currently offers a yield of 4.72%, which may attract income-focused investors [2]. Group 3: Investment Sentiment - There is a concern that the current market may be missing a potential bottom for consumer packaged goods stocks, including Clorox, which have been affected by inflation and lack of growth [2]. - Despite the challenges, there is recognition of Clorox's potential as an investment, although some analysts suggest that certain AI stocks may present greater upside potential with less downside risk [2].

Group 1 - Post Holdings, Inc. (NYSE:POST) is recommended as a consumer defensive stock, with 80% of analysts giving it a 'Buy' or equivalent rating, and a median price target of $125 indicating a 26.60% upside potential from the current price [1] - Mizuho reduced its price target for Post Holdings to $120 from $122 while maintaining an 'Outperform' rating, citing challenges in U.S. consumer brands and cereal headwinds in Europe [2] - The company announced a new $500 million share repurchase authorization effective November 27, replacing a previous program that repurchased $275.2 million in shares [4] Group 2 - For the fourth quarter, Post Holdings reported an EPS of $2.09, exceeding the consensus estimate of $1.87, while revenue was $2.2 billion, below the analyst estimate of $2.25 billion [5] - CEO Rob Vitale emphasized the company's strategic focus on diversification to navigate uncertainty during the earnings call [5] - Following the mixed financial results, analysts made several adjustments, with Evercore ISI trimming its price target to $129 from $131 while maintaining an 'Outperform' rating, and Stifel reaffirming its Buy rating with a $130 price target [5] Group 3 - Post Holdings, Inc. is a Missouri-based consumer packaged goods holding company, founded in 1895, operating through four segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail [6]