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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Dara Mohsenian | Morgan Stanley | 7 | 14% |
| Chris Carey | Wells Fargo | 7 | 14% |
| Filippo Falorni | Citigroup | 6 | 0% |
| Peter Grom | UBS | 6 | 0% |
| Bonnie Herzog | Goldman Sachs | 6 | 67% |
| Olivia Tong | Raymond James | 6 | 33% |
| Rob Ottenstein | Evercore ISI | 6 | 0% |
| Andrea Teixeira | JPMorgan | 6 | 17% |
| Rob Moskow | TD Cowen | 5 | 0% |
| Lauren Lieberman | Barclays | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Morgan Stanley | 1 | 7 | 14% |
| Wells Fargo | 1 | 7 | 14% |
| Raymond James | 1 | 6 | 33% |
| Bank of America | 2 |
| 6 |
| 17% |
| Evercore ISI | 1 | 6 | 0% |
| Goldman Sachs | 1 | 6 | 67% |
| Citigroup | 1 | 6 | 0% |
| JPMorgan | 1 | 6 | 17% |
Colgate-Palmolive delivered strong net and organic sales growth in Q1, with emerging market-led acceleration and Asia Pacific volume showing China recovery signs. However, an additional $300 million in raw material and logistics cost inflation forced a gross margin guidance reduction from up year-over-year to down, while EPS and organic sales guidance were maintained. The SGPP restructuring program was expanded with a $200-300 million savings target, and Hill's continued its strong performance excluding private label.
Competitive Dynamics | Demand | Geographic Expansion | Pricing | Product Launch | Margin | Revenue Growth | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 7 | 2 | 4 | 2 | 2 | 2 | 1 |
| 2025Q1 | 6 | 8 | 4 | 5 | 2 | 3 | 2 | 2 |
| 2025Q2 | 6 | 5 | 4 | 2 | 4 | 3 | 2 | 2 |
| 2025Q3 | 6 | 4 | 4 | 3 | 3 | 3 | 3 | 2 |
| 2025Q4 | 8 | 7 | 4 | 4 | 3 | 2 | 2 | |
| 2026Q1 | 4 | 6 | 3 | 3 | 1 | 3 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 8 | 6 | 6 | 6 | 8 | 4 |
| Demand | 7 | 8 | 5 | 4 | 7 | 6 |
| Geographic Expansion | 2 | 4 | 4 | 4 | 4 | 3 |
| Pricing | 4 | 5 | 2 | 3 | 4 | 3 |
| Product Launch | 2 | 2 | 4 | 3 | 3 | 1 |
| Margin | 2 | 3 | 3 | 3 | 3 | |
| Revenue Growth | 2 | 2 | 2 | 3 | 2 | 2 |
| Macroeconomic | 1 | 2 | 2 | 2 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CL Colgate-Palmolive | 7 | +8.4% | |
| CHD Church & Dwight | 6 | +0.1% | |
| 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% |