With a market cap of $21.1 billion, Church & Dwight Co., Inc. (CHD) is one of the fastest-growing consumer packaged goods companies. Known for iconic brands such as ARM & HAMMER, Trojan, and OxiClean, the company is driven by a culture of shared energy, innovation, and commitment to quality products consumers can rely on for generations. It is set to release its fiscal Q3 2025 results before the market opens on Friday, Oct. 31. Ahead of this event, analysts project the Ewing, New Jersey-based company to r ...

Core Insights - Church & Dwight Co., Inc. (CHD) has a market capitalization of $22.2 billion and is a leading player in the household, personal care, and specialty products sectors, known for brands like ARM & HAMMER and Trojan [1][2] - The company operates across various segments including domestic, international, and specialty products, serving consumers through retail, e-commerce, and industrial distribution channels [2] Stock Performance - CHD shares have decreased by 21.7% from their 52-week high of $116.46 and have fallen over 6% in the past three months, underperforming the Consumer Staples Select Sector SPDR Fund (XLP), which declined by 1.9% during the same period [3][4] - Year-to-date, CHD stock is down 12.9%, while XLP has returned 1%. Over the past 52 weeks, CHD shares have decreased by 12.3%, compared to XLP's 5.4% drop [4] - The stock has been trading mostly below its 50-day and 200-day moving averages since early April [4] Recent Financial Performance - On August 1, CHD reported stronger-than-expected Q2 2025 results, with adjusted EPS of $0.94 and revenues of $1.51 billion, driven by strong Consumer International sales and e-commerce, which accounted for 23% of consumer sales [5] Competitive Landscape - Rival The Clorox Company (CLX) has underperformed CHD, with CLX stock down 24.4% year-to-date and 26.1% over the past 52 weeks [6] - Despite CHD's recent underperformance, analysts maintain a moderately optimistic outlook, with a consensus rating of "Moderate Buy" and a mean price target of $101.94, representing an 11.7% premium to current levels [6]

Core Insights - Church & Dwight Co., Inc. (CHD) is enhancing its market position through a strong brand portfolio, strategic pricing, and continuous innovation, benefiting from trusted consumer brands like Arm & Hammer and OxiClean [1][10] Brand and Product Development - The Batiste brand remains a leader in dry shampoo, with the introduction of Batiste Light expanding its product line. The Hero brand is also innovating with skincare patches, contributing to CHD's growth [2] - CHD is revitalizing its gummy vitamin offerings with new formulations and flavors, including Power Plus and sugar-free options, indicating a focus on innovation and brand enhancement [3] Acquisitions and Market Expansion - The acquisition of Touchland, a leading hand sanitizer brand, strengthens CHD's position in key product categories and adds to its portfolio of power brands [4] - CHD is expanding its international presence, with organic sales in the International segment increasing by 4.8% in Q2 2025, driven by higher volumes and strong brand demand [5][10] Financial Performance and Estimates - CHD's shares have decreased by 11.8% year-to-date, compared to a 4.4% decline in the industry [8] - The company trades at a forward price-to-earnings ratio of 25.43X, higher than the industry average of 19.86X [9] - The Zacks Consensus Estimate for CHD's earnings per share (EPS) indicates a year-over-year growth of 0.9% for 2025 and 7.6% for 2026, with stable EPS estimates over the past 30 days [11]

Core Insights - The consumer-packaged goods industry features prominent players like Procter & Gamble (PG) and Church & Dwight (CHD), each with unique strategies and brand portfolios [1][2][3] Procter & Gamble (PG) - PG is a leading global company with a diverse product range, maintaining strong market share and customer loyalty despite economic challenges [4][5] - The company employs an integrated growth strategy focusing on product superiority, operational efficiency, and innovation, supported by effective digital marketing [5][7] - PG's supply chain is designed for efficiency and resilience, allowing quick responses to market demands and geopolitical disruptions [6][7] - Financially, PG shows strong free cash flow and consistent capital returns to shareholders, with projected sales growth of 2.6% and earnings growth of 3.6% in fiscal 2026 [13][23] - PG's stock trades at a forward P/E ratio of 22.85, which is lower than CHD's 26.55, indicating a more attractive valuation [18][21] Church & Dwight (CHD) - CHD has demonstrated resilience, gaining volume share in 80% of its business despite macroeconomic pressures, with nine of its 14 major brands outperforming category growth [9][10] - The company focuses on disciplined portfolio management and innovation, recently divesting non-core businesses to concentrate on growth drivers [10][12] - CHD's marketing strategy is aggressive, with a significant portion of net sales allocated to marketing, and it is enhancing its digital presence as online sales grow [11][12] - Financially, CHD's EPS is projected to grow by 1.2% in 2025, while sales are expected to decline by 0.4% [16] - CHD's stock has underperformed compared to PG, with an 8.1% decline over the past year [17][22] Comparative Analysis - PG is positioned as a stronger investment due to its scale, diversified portfolio, and operational excellence, while CHD, despite its agility and niche performance, operates on a smaller scale and faces valuation challenges [22][23]