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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.
“more than our 7 closest competitors, Unilever, Kenvue, Kimberly-Clark, Colgate, L'Oreal, Clorox, Reckitt Benckiser, combined, for the fifth consecutive year.”
P&G's count of top-25 Circana Pacesetters innovation launches exceeded the combined total of its 7 largest CPG rivals, including Colgate-Palmolive, for a fifth straight year.
“the Prime acquisition that we made in Australia continues to perform really, really well ahead of expectations”
Colgate's acquisition of Australian fresh pet-food business Prime is performing ahead of expectations, aiding Hill's fresh learnings.
“whether it's Walmart and OpenAI, whether it's Amazon, all of these will afford us the opportunity to unlock the potential that Agentic commerce will bring”
Colgate names OpenAI among the platforms it is exploring for agentic-commerce collaboration.
“whether it's Walmart and OpenAI, whether it's Amazon, all of these will afford us the opportunity to unlock the potential that Agentic commerce will bring”
Colgate names Amazon among the large retailers it plans to collaborate with on agentic commerce.
“whether it's Walmart and OpenAI, whether it's Amazon, all of these will afford us the opportunity to unlock the potential that Agentic commerce will bring”
Colgate names Walmart among the large retailers it plans to collaborate with on agentic commerce.
“CVS announced more improved results this week, as you may have seen.”
Colgate cites improving results at retail customer CVS as it works with the drugstore channel to drive traffic back to the middle of the store.
“we closed the acquisition of Prime100, the #1 vet-recommended fresh pet food brand in Australia.”
Colgate-Palmolive closed its acquisition of Prime100, Australia's #1 vet-recommended fresh pet food brand, expanding its Hill's pet nutrition portfolio.
“China continues to be a challenge, and that market continues to be quite soft, particularly on our Hawley and Hazel business, and I have talked about that quite extensively.”
Hawley and Hazel is Colgate's joint venture in Greater China; management is executing a revised go-to-market and innovation strategy there after continued softness, even as the wholly-owned Colgate business in China performs well.
“We have now a three P, three P L distributor selling to Walmart that allows us to clean up a lot of the three P L's that were not authorized sellers for the business.”
Colgate recently added Hill's pet food to Walmart online (not in-store) through an authorized 3PL distributor, part of a broader effort to clean up unauthorized third-party sellers on the platform.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Chris Carey | Wells Fargo | 7 (14%) |
| Dara Mohsenian | Morgan Stanley | 7 (14%) |
| Olivia Tong | Raymond James | 6 (33%) |
| Peter Grom | UBS | 6 (0%) |
| Filippo Falorni | Citigroup | 6 (0%) |
| Bonnie Herzog | Goldman Sachs | 6 (67%) |
| Andrea Teixeira | JPMorgan | 6 (17%) |
| Rob Ottenstein | Evercore ISI | 6 (0%) |
| Lauren Lieberman | Barclays | 5 (0%) |
| Rob Moskow | TD Cowen | 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. |
|---|---|---|
| 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 closed FY2025 with Q4 organic sales accelerating above 3% excluding private label, driven by emerging markets at 4.5% organic and organic growth across all four categories. GAAP EPS was severely distorted by a non-operating impairment charge, though the company delivered base business EPS growth for the full year and record operating cash flow of $4.2 billion. FY2026 guidance was introduced with a wider-than-normal range of 1-4% organic sales and low single-digit EPS growth, reflecting elevated macro uncertainty.
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% |