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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Peter Grom | UBS | 12 | 25% |
| Filippo Falorni | Citigroup | 11 | 0% |
| Andrea Teixeira | JPMorgan | 10 | 0% |
| Javier Escalante | Evercore ISI | 10 | 50% |
| Olivia Tong | Raymond James | 9 | 11% |
| Anna Lizzul | Bank of America | 9 | 11% |
| Chris Carey | Wells Fargo | 9 | 11% |
| Rob Moskow | TD Cowen | 9 | 11% |
| Steve Powers | Deutsche Bank | 8 | 0% |
| Bonnie Herzog | Goldman Sachs | 7 | 29% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| UBS | 1 | 12 | 25% |
| Citigroup | 1 | 11 | 0% |
| Evercore ISI | 1 | 10 | 50% |
| JPMorgan | 1 |
| 10 |
| 0% |
| Bank of America | 1 | 9 | 11% |
| Raymond James | 1 | 9 | 11% |
| TD Cowen | 1 | 9 | 11% |
| Wells Fargo | 1 | 9 | 11% |
Clorox's Q3 results fell short of expectations on both share recovery and gross margin, with the company significantly lowering full-year guidance by approximately $0.40 at the EPS midpoint and revising gross margin outlook from -100 basis points to -250/-300 basis points. The Middle East conflict drove oil to $100/barrel creating a $20-25 million quarterly headwind, while ERP stabilization costs ran higher than expected. The GOJO acquisition closed April 1 with integration off to a strong start, but the litter relaunch proved bumpier than anticipated.
Demand | Pricing | Competitive Dynamics | Margin | Revenue Growth | Guidance Reliability | Capex Investment | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 6 | 5 | 5 | 2 | 4 | 1 | 1 | 1 |
| 2025Q2 | 7 | 2 | 3 | 4 | 4 | 2 | 4 | |
| 2025Q3 | 7 | 3 | 2 | 3 | 2 | 3 | 1 | 1 |
| 2025Q4 | 7 | 2 | 4 | 5 | 3 | 2 | 5 | 3 |
| 2026Q1 | 5 | 3 | 4 | 1 | 3 | 4 | 1 | 1 |
| 2026Q2 | 4 | 7 | 4 | 3 | 1 | 2 | 2 | 3 |
| 2026Q3 | 6 | 5 | 2 | 3 | 1 | 3 | 1 | 3 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Demand | 6 | 7 | 7 | 7 | 5 | 4 | 6 |
| Pricing | 5 | 2 | 3 | 2 | 3 | 7 | 5 |
| Competitive Dynamics | 5 | 3 | 2 | 4 | 4 | 4 | 2 |
| Margin | 2 | 4 | 3 | 5 | 1 | 3 | 3 |
| Revenue Growth | 4 | 4 | 2 | 3 | 3 | 1 | 1 |
| Guidance Reliability | 1 | 2 | 3 | 2 | 4 | 2 | 3 |
| Capex Investment | 1 | 4 | 1 | 5 | 1 | 2 | 1 |
| Product Launch | 1 | 1 | 3 | 1 | 3 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CLX Clorox | 4 | +0.1% | |
| CHD Church & Dwight | 6 | +0.1% | |
| CL Colgate-Palmolive | 7 | +8.4% | |
| 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% |