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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Chris Carey | Wells Fargo | 8 questions · 25% challenging |
| Dara Mohsenian | Morgan Stanley | 8 questions · 13% challenging |
| Olivia Tong | Raymond James | 7 questions · 29% challenging |
| Peter Grom | UBS | 7 questions · 0% challenging |
| Filippo Falorni | Citigroup | 7 questions · 0% challenging |
| Bonnie Herzog | Goldman Sachs | 7 questions · 57% challenging |
| Andrea Teixeira | JPMorgan | 7 questions · 14% challenging |
| Rob Ottenstein | Evercore ISI | 7 questions · 0% challenging |
| Lauren Lieberman | Barclays | 6 questions · 0% challenging |
| Rob Moskow | TD Cowen | 6 questions · 17% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 1 analyst | 8 questions · 13% challenging |
| Wells Fargo | 1 analyst | 8 questions · 25% challenging |
| Raymond James | 1 analyst | 7 questions · 29% challenging |
| Bank of America | 2 analysts | 7 questions · 14% challenging |
| Evercore ISI | 1 analyst | 7 questions · 0% challenging |
| Goldman Sachs | 1 analyst | 7 questions · 57% challenging |
| Citigroup | 1 analyst | 7 questions · 0% challenging |
| JPMorgan | 1 analyst | 7 questions · 14% challenging |
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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.
Calendar quarter Q1 2026Earnings call May 1, 2026
FY2026 Q1 in brief
Colgate-Palmolive delivered strong net and organic sales growth in Q1, with emerging market-led acceleration and Asia Pacific volume showing China recovery signs.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Colgate-Palmolive (CL), FY2026 Q1: 7/10. Scores: Colgate-Palmolive’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: CL daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Competitive Dynamics | Demand | Pricing | Geographic Expansion | Product Launch | Margin | Revenue Growth | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 7 | 4 | 2 | 2 | 2 | 2 | 1 |
| 2025Q1 | 6 | 8 | 5 | 4 | 2 | 3 | 2 | 2 |
| 2025Q2 | 6 | 5 | 2 | 4 | 4 | 3 | 2 | 2 |
| 2025Q3 | 6 | 4 | 3 | 4 | 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 |
| Pricing | 4 | 5 | 2 | 3 | 4 | 3 |
| Geographic Expansion | 2 | 4 | 4 | 4 | 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 |
GAAP revenue YoY +8.41% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.95B | -0.1% | $0.90 | +3.4% | 60.3% | 21.5% | 14.9% | $1.08B |
| FY2025 Q1 | $4.91B | -3.0% | $0.85 | +2.4% | 60.8% | 21.9% | 14.1% | $476M |
| FY2025 Q2 | $5.11B | +1.0% | $0.91 | +2.2% | 60.1% | 21.1% | 14.5% | $776M |
| FY2025 Q3 | $5.13B | +1.9% | $0.91 | +1.1% | 59.4% | 20.6% | 14.3% | $1.11B |
| FY2025 Q4 | $5.23B | +5.8% | $-0.05 | -105.6% | 60.2% | 1.8% | -0.7% | $1.28B |
| FY2026 Q1Selected | $5.32B | +8.4% | $0.80 | -5.9% | 60.6% | 18.1% | 12.1% | $609M |
| FY2026 Q2 | $5.36B | +4.9% | $0.86 | -5.5% | 61.5% | 19.0% | 12.9% | $867M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| CLColgate-Palmolive | 7 | +8.4% | Emerging market-led organic sales growth acceleration | |
| CHDChurch & Dwight | 6 | +0.1% | Organic sales 5% well above 3% outlook driven by volume | |
| CLXClorox | 4 | +0.1% | Q3 results mixed and fell short of expectations on share recovery and gross margin | |
| ELEstée Lauder Companies (The) | 9 | +4.6% | Fiscal '26 Outlook Raised Again with Fiscal '27 Preliminary View | |
| KMBKimberly-Clark | 5 | -14.0% | Organic Growth Driven by 3% Volume Plus Mix | |
| KVUEKenvue | 6 | +4.5% | Kenvue delivered its second consecutive quarter of net and organic sales growth, with net sales up 4.5% year-over-year on organic growth of 0.7% and a 3.8% foreign currency benefit | |
| PGThe Procter & Gamble Company | 5 | +7.4% | Broad-Based Organic Sales Acceleration |
Emerging market-led organic sales growth acceleration
Q3 results mixed and fell short of expectations on share recovery and gross margin
Fiscal '26 Outlook Raised Again with Fiscal '27 Preliminary View
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| CL | 6 | 3 | 4 | 5 | 6 | 7 |
| CHD | 8 | 2 | 5 | 7 | 7 | 6 |
| CLX | 3 | 4 | 7 | 4 | 4 | 4 |
| EL | 2 | 3 | 4 | 7 | 9 | 9 |
| KMB | 4 | 1 | 7 | 4 | 6 | 5 |
| KVUE | 7 | 4 | 1 | 4 | 7 | 6 |
| PG | 5 | 2 | 5 | 5 | 4 | 5 |
Organic Growth Driven by 3% Volume Plus Mix
Kenvue delivered its second consecutive quarter of net and organic sales growth, with net sales up 4.5% year-over-year on organic growth of 0.7% and a 3.8% foreign currency benefit