Core Viewpoint - Dividend Kings, particularly Colgate-Palmolive, may not provide multibagger returns but offer stability and passive income, making them attractive during market volatility [1][2][3]. Company Overview - Colgate-Palmolive has achieved total returns of 12% annually since 1990, becoming a 55-bagger over that period, and is recognized as a consumer goods leader [5]. - The company holds the global market share leader position in several categories, including toothpaste, manual toothbrushes, pet nutrition at vet clinics, and liquid hand soap [5][9]. - Colgate also ranks No. 2 in mouthwash, bar soap, liquid fabric softeners, and hand dishwashing liquids, showcasing its strong market presence [6]. Brand Strength - Colgate-Palmolive's brand portfolio includes well-known labels such as Hill's pet food, Softsoap, Irish Spring, Hello, Tom's, Ajax, and Fabuloso, contributing to its competitive edge [8]. - The company's products are essential and involve repeat purchases, which enhances its stability and justifies its 61 consecutive years of dividend increases [9]. Innovation and Strategy - Colgate-Palmolive focuses on niche tuck-in acquisitions and product reinvention rather than large-scale acquisitions or diversifying into unrelated categories, demonstrating a strategic approach to growth [10].

Financial Performance & Outlook - Net sales increased by 1.0% in Q2 2025[11] - Organic sales increased by 1.8% in Q2 2025, including a 0.6% negative impact from lower private label pet sales[11] - Base Business EPS increased by 1% in Q2 2025[11] - The company projects net sales growth to be up low single digits for 2025, including a flat to low-single-digit negative impact from foreign exchange[16] - The company anticipates organic sales growth to be at the low end of 2% to 4% for 2025, including the impact of exiting private label pet sales[16] Strategic Initiatives - A new three-year productivity program is projected to result in cumulative pre-tax charges totaling between $200 and $300 million[13] - The company's 2025 strategic plan focuses on delivering science-led innovation and improving capabilities in digital, data, creative, and RGM (Revenue Growth Management)[40] - The company scaled its automated RGM diagnostic tool to cover 78% of net sales[71] Innovation & Product Relaunches - Colgate Strong Teeth was relaunched in India with a new formulation in 2025, featuring Calcium Boost + Arginine technology for 2x stronger teeth[49, 51] - EltaMD UV Skin Recovery features a patented Skin Barrier Repair Technology, AAComplex, and showed a 52% reduction in visible redness in clinical studies[58, 61] Future Strategy - The company is accelerating change for its 2030 strategy, focusing on leveraging global reach, science-based innovation, omni-channel demand generation, and data/analytics/AI capabilities[80, 81]