For the first 25 years of this century, Colgate-Palmolive (NYSE: CL) was a decent stock to own. The $73 billion global producer of numerous consumer goods, from toothpaste to dish soap to pet food, raised its dividend by 533% over those 25 years, as part of its 63-year streak of annual payout increases. In this period, it achieved a total return of 379%, including dividends. However, notice I said "decent," rather than great when referring to Colgate-Palmolive's stock performance. The stock significantly ...

In response to questions about 2026 guidance, Wallace said category growth appears to have stabilized, but at lower levels than historical assumptions. He cited a range of roughly 1.5% to 2.5% category growth, alongside “significant uncertainty all around the world,” including the risk of higher promotional intensity if demand stays weak.Wallace said Colgate exited the year with organic sales growth in all four categories in the fourth quarter, and showed sequential improvement versus the third quarter in e ...

Core Insights - Mark Cuban's financial strategy emphasizes practical savings over traditional investment methods, focusing on bulk purchasing of everyday items to maximize transactional value [2][3][4] Group 1: Financial Strategy - Cuban suggests paying off all credit card debt first before allocating remaining funds to savings [1] - He advocates for buying in bulk on essential items to achieve significant savings, claiming a potential return on investment (ROI) of 30% to 50% [2][3] - The strategy is based on the idea of locking in savings by purchasing items at lower prices rather than investing in high-risk assets [2][3] Group 2: Cash Management - Cuban prefers to keep leftover funds in the bank, accepting minimal returns, to maintain flexibility for future investment opportunities [4] - This approach prioritizes readiness to act over short-term financial gains, indicating a strategic mindset focused on long-term benefits [4]

Group 1: Consumer Behavior and Market Trends - Consumers are increasingly concerned about rising costs but continue to purchase necessities, favoring low-price retailers like Walmart over more upscale options like Target [1] - The current economic environment suggests a conservative investment approach, particularly in essential goods [1] Group 2: Vanguard Consumer Staples ETF Overview - Vanguard Consumer Staples ETF invests in companies within the consumer staples sector, with Walmart as its top holding, followed by Costco, Procter & Gamble, Coca-Cola, and PepsiCo [3] - The ETF tracks the MSCI US Investable Market Consumer Staples 25/50 Index, ensuring diversification by limiting individual stock holdings to a maximum of 25% and no more than 50% from stocks worth 5% of total assets [6] Group 3: Performance and Investment Strategy - Vanguard Consumer Staples ETF has a history of outperforming during challenging market conditions, with a low expense ratio of 0.09%, making it a cost-effective option for investors seeking stability [7] - Investing in consumer staples is attractive due to the essential nature of the products, which consumers continue to buy regardless of economic downturns [9] - The ETF provides a diversified approach to investing in consumer staples, reducing the need for investors to cherry-pick individual stocks [11]

Group 1 - The holiday season brings a festive mood, but concerns about high prices and a weakening job market persist [1] - Procter & Gamble (NYSE: PG) is highlighted as a strong stock to consider during uncertain economic times [1][4] - The company specializes in essential consumer goods, including well-known brands like Head & Shoulders, Gillette, Crest, Tide, and Pampers, which maintain high market shares [3] Group 2 - Procter & Gamble's fiscal first-quarter sales increased by 2% after adjusting for foreign-currency translation and acquisitions, with management projecting flat to 4% growth for the year [4] - Despite a challenging economic environment, demand for consumer staples like those offered by Procter & Gamble typically remains stable, with expectations for volume growth over time [5] - The company is expected to perform better than discretionary consumer goods companies during economic stress due to its strong brand portfolio [5]

Core Insights - Haleon plc (NYSE:HLN) is experiencing mixed performance, with struggles in North America but strong growth in Latin America and India [2] - The company reported a 0.4% growth in US same-store sales, contrasting with the 1.4% decline that analysts had predicted, indicating a tight consumer economy [2] - Haleon's defensive product line, Sensodyne, saw revenue growth, while discretionary brands experienced a drop in sales [2] - Jim Cramer suggested that Haleon could be likened to a "mini Kenvue," highlighting its potential without the controversies associated with Kenvue [3] Company Performance - Haleon plc sells consumer products, including toothpaste and pain relief items, under well-known brands like Sensodyne and Panadol [2] - The third-quarter earnings report showed a 0.4% increase in US same-store sales, which was better than the expected 1.4% decrease [2] - The performance in North America contrasts with the strong growth in other regions, particularly Latin America and India [2] Market Position - The company is positioned in a tight consumer economy, with mixed results across its product lines [2] - Cramer’s commentary suggests that Haleon has potential as an investment, although there are other AI stocks that may offer higher returns [3]

Core Viewpoint - Colgate-Palmolive has been a reliable stock over the past 25 years, with significant dividend growth, but it has underperformed compared to the S&P 500 in terms of share price appreciation [2][3][4]. Group 1: Dividend Performance - The company has increased its dividend by 558% since 2000, with a current annual dividend of $1,230 for a $10,000 investment [2]. - Colgate-Palmolive is part of the "Dividend Kings," having raised its dividend for 62 consecutive years, a feat achieved by only 55 out of approximately 54,000 publicly traded companies [6]. - However, the dividend increases have not kept pace with inflation, with an 18% increase over the last five years compared to a 25% inflation rate [7]. Group 2: Stock Performance - Despite a 352% increase in stock price since 2000, Colgate-Palmolive has lagged behind the S&P 500, which has risen by 385% in the same period [3][8]. - The stock has declined by 15% year-to-date, contrasting with a bull market environment [5]. - Over the last five years, shares have fallen by 7%, while the S&P 500 has returned 94% [9]. Group 3: Market Challenges - A significant challenge for Colgate-Palmolive is the strength of the U.S. dollar, as only 19% of its revenue is generated domestically. The remaining 81% from foreign markets is adversely affected by currency conversion, impacting earnings per share [9].

Core Insights - Procter & Gamble (PG) is recognized as one of the top recession-proof dividend stocks, highlighting its resilience during economic downturns [1][2]. Company Overview - Founded in 1837, Procter & Gamble has established itself as a leading producer of household and personal care products, including a wide range of items such as detergents, diapers, and cleaning supplies [2]. - The company boasts over 20 brands that each generate more than $1 billion in annual sales, with many brands being market leaders in their respective categories [3]. Brand Strength and Market Position - Procter & Gamble's strong brand recognition provides leverage with retailers, enabling the company to implement price increases even during inflationary periods [4]. - The company maintains a relatively low debt level, which helps shield its earnings from the adverse effects of rising interest rates [4]. Dividend Performance - Procter & Gamble is classified as a Dividend King, having increased its dividend payouts for 69 consecutive years [5]. - The current quarterly dividend is $1.0568 per share, resulting in a dividend yield of 2.77% as of September 26 [5].

Core Point - Colgate-Palmolive is set to launch new packaging and marketing strategies for its toothpaste products in response to concerns raised by Texas Attorney General Ken Paxton regarding the potential harm of fluoride marketing to parents and children [1] Company Actions - The company will implement changes in its packaging and marketing to address the concerns related to fluoride [1] Industry Context - The move reflects a growing scrutiny in the industry regarding the safety and marketing of dental products, particularly those containing fluoride [1]

With RFK Jr. questioning the safety of fluoride, more people are buying toothpastes without it. But can they prevent cavities? https://t.co/gAB0b2fPrP ...