Loading
Sentiment · FY2026 Q3
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 Clorox, for a fifth straight year.
“So Pepsi is making substantial price investments, embarking on a lot of product to do it.”
An analyst cites PepsiCo's substantial price investments as a market example of consumer-pressure-driven pricing strategy, asking whether Clorox would do the same.
“You're also seeing a significant amount of promotions scoop away from Costco, which can create noise because that's a large promotion”
Clorox notes outsized Scoop Away cat-litter promotions at Costco as consumers shift to the club channel, a read-through on Costco's growing role in Clorox's category mix.
“our planned acquisition of Gojo Industries, we're taking a decisive step to expand our leadership in health and hygiene”
Clorox frames its planned acquisition of Gojo Industries (maker of Purell) as an expansion of its health and hygiene leadership and a growth driver.
“we're going to be exceeding our contractual agreements we have with P&G this coming January, right? And so essentially, we will repurchase 20% of that P&G currently own, and we'd probably finance that through a mix of cash and borrowing.”
Clorox is buying out P&G's remaining 20% stake in the Glad joint venture in January 2026, eliminating a quarterly royalty payment to P&G worth roughly 50 basis points of annual gross margin.
“we will repurchase the 20% that P&G currently owns and we'll determine how to do that through cash or some form of borrowing. But then the other impact you'll see on our P&L is, this is what I describe as a contractual joint venture where we pay P&G 20% of the cash flows every quarter and we charge those cost of goods sold.”
Clorox is buying out P&G's remaining 20% stake in the Glad trash-bag joint venture as the long-standing agreement expires, ending the quarterly cash-flow-sharing arrangement between the two companies.
Clorox showed sequential improvement in consumption and market share versus Q1, though both remained in decline as the ERP transition continued. The final ERP manufacturing phase was completed with approximately 1 point of shipping timing favorability, and the GOJO/Purell acquisition was announced to expand the health and hygiene portfolio. Full-year guidance was reaffirmed unchanged while the competitive environment remained largely rational, with the back-half innovation pipeline expected to drive the recovery.
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 |
| Analyst | Firm | Questions (Challenge)Percentage 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%) |
| Javier Escalante | Evercore ISI | 10 (50%) |
| Andrea Teixeira | JPMorgan | 10 (0%) |
| Rob Moskow | TD Cowen | 9 (11%) |
| Chris Carey | Wells Fargo | 9 (11%) |
| Olivia Tong | Raymond James | 9 (11%) |
| Anna Lizzul | Bank of America | 9 (11%) |
| Steve Powers | Deutsche Bank | 8 (0%) |
| Kevin Grundy | BNP Paribas | 7 (29%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 |
| Bank of America | 1 | 9 (11%) |
| Raymond James | 1 | 9 (11%) |
| TD Cowen | 1 | 9 (11%) |
| Wells Fargo | 1 | 9 (11%) |
| 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% |