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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We've been an SAP shop for a long, long time.”
Church & Dwight is undertaking an SAP S/4 ERP go-live as a longtime SAP customer, a read-through for SAP's enterprise-software business.
“Proctor's coming out with Tide EVO. That does nothing but bring more awareness to a different form in the laundry category, fantastic. We are going to be a value to Tide EVO in a big way.”
Procter & Gamble is launching Tide EVO laundry sheets; Church & Dwight frames itself as the value alternative in the emerging sheet format.
“But we did get delisted from Costco last year for OxiClean, that was a big headwind.”
Church & Dwight was delisted from Costco for OxiClean last year, a lost-distribution headwind at a major retail customer.
“It was up against Nestle in the drug stores, all the effort that you made to stabilize.”
In the now-divested vitamins business, Church & Dwight competed against Nestle in drug stores, a competitive datapoint for Nestle's VMS franchise.
“Our brand stacks up with other brands like Nike and McDonald's in terms of awareness.”
ARM & HAMMER's brand awareness is benchmarked against McDonald's as a top consumer brand.
“Our brand stacks up with other brands like Nike and McDonald's in terms of awareness.”
ARM & HAMMER's brand awareness is benchmarked against Nike as a top consumer brand.
“But now we're introducing the Microban, which is an antimicrobial technology that prevents the odor growing bacteria from developing orders over time.”
Church & Dwight is integrating Microban antimicrobial technology into ARM & HAMMER cat litter, a read-through for Microban's technology-licensing business.
“Fun fact for you, TikTok Shop is actually bigger in the U.S. in terms of GMV ahead of a couple of large beauty retailers already.”
Church & Dwight cites TikTok Shop as a fast-growing sales channel now larger in US GMV than some large beauty retailers.
“you can actually find Touchland in some Crocs stores and Crocs.com, which really enables us to really maximize these partnerships.”
The Touchland x Crocs collaboration extends into Crocs stores and Crocs.com, a co-branded read-through for Crocs.
“We have been able to partner with legacy brands, best-in-class brands like Sanrio with Hello Kitty, Disney Mickey, Crocs case, which launched in July this year.”
Touchland ran a co-branded Sanrio (Hello Kitty) collaboration, a licensing read-through for Sanrio's character-licensing business.
“We have been able to partner with legacy brands, best-in-class brands like Sanrio with Hello Kitty, Disney Mickey, Crocs case, which launched in July this year.”
Touchland ran a co-branded Disney (Mickey) collaboration, a licensing read-through for Disney's consumer-products business.
“It was born in Ulta and Target and Amazon and Sephora pulled us in, okay?”
Touchland launched in Target among other channels, indicating Target is a meaningful retail channel for the brand.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Rupesh Parikh | Oppenheimer | 11 (0%) |
| Chris Carey | Wells Fargo | 9 (11%) |
| Peter Grom | UBS | 9 (11%) |
| Steve Powers | Deutsche Bank | 9 (22%) |
| Andrea Teixeira | JPMorgan | 8 (0%) |
| Olivia Tong | Raymond James | 8 (0%) |
| Javier Escalante | Evercore ISI | 7 (0%) |
| Bonnie Herzog | Goldman Sachs | 6 (33%) |
| Kevin Grundy | BNP Paribas | 6 (0%) |
| Filippo Falorni | Citigroup | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Oppenheimer | 1 | 11 (0%) |
| Deutsche Bank | 1 | 9 (22%) |
| Wells Fargo | 1 | 9 (11%) |
| UBS | 1 |
| 9 (11%) |
| JPMorgan | 1 | 8 (0%) |
| Raymond James | 1 | 8 (0%) |
| Evercore ISI | 1 | 7 (0%) |
| Goldman Sachs | 1 | 6 (33%) |
Church & Dwight closed the fiscal year with Q4 adjusted EPS of $0.86 up 12% and gross margin 90 basis points above the prior year, though GAAP EPS was depressed by divestiture and wind-down charges. The vitamin business divestiture was completed, reducing private label exposure to 5%. FY2026 guidance was introduced targeting 3-4% organic growth, 5-8% EPS growth, and 100 basis points of gross margin improvement.
Competitive Dynamics | Revenue Growth | Pricing | Demand | Capital Allocation | Product Launch | M&A | Inventory | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 3 | 1 | 3 | |||
| 2025Q1 | 12 | 6 | 7 | 5 | 5 | 2 | 3 | 5 |
| 2025Q2 | 10 | 7 | 5 | 3 | 4 | 3 | 1 | 1 |
| 2025Q3 | 9 | 7 | 6 | 3 | 2 | 1 | 4 | 2 |
| 2025Q4 | 3 | 4 | 2 | 2 | 3 | 2 | 1 | |
| 2026Q1 | 3 | 5 | 5 | 3 | 2 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 4 | 12 | 10 | 9 | 3 | 3 |
| Revenue Growth | 3 | 6 | 7 | 7 | 4 | 5 |
| Pricing | 7 | 5 | 6 | 2 | 5 | |
| Demand | 3 | 5 | 3 | 3 | 3 | |
| Capital Allocation | 1 | 5 | 4 | 2 | 2 | 2 |
| Product Launch | 3 | 2 | 3 | 1 | 3 | |
| M&A | 3 | 1 | 4 | 2 | 2 | |
| Inventory | 5 | 1 | 2 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CHD Church & Dwight | 6 | +0.1% | |
| CL Colgate-Palmolive | 7 | +8.4% | |
| CLX Clorox | 4 | +0.1% | |
| EL Estée Lauder Companies (The) | 9 | +4.6% | |
| KMB Kimberly-Clark | 5 | -14.0% | |
| KVUE Kenvue | 7 | +4.5% | |
| PG The Procter & Gamble Company | 5 | +7.4% |