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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. |
|---|---|---|---|
| Peter Grom | UBS | 4 | 0% |
| Filippo Falorni | Citigroup | 4 | 0% |
| Steve Powers | Deutsche Bank | 3 | 0% |
| Andrea Teixeira | JPMorgan | 3 | 0% |
| Bonnie Herzog | Goldman Sachs | 3 | 33% |
| Nik Modi | RBC Capital Markets | 2 | 0% |
| Anna Lizzul | Bank of America | 2 | 0% |
| Korinne Wolfmeyer | Piper Sandler | 2 | 0% |
| Lauren Lieberman | Barclays | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Citigroup | 1 | 4 | 0% |
| UBS | 1 | 4 | 0% |
| Goldman Sachs | 1 | 3 | 33% |
| Deutsche Bank | 1 |
| 3 |
| 0% |
| JPMorgan | 1 | 3 | 0% |
| Bank of America | 1 | 2 | 0% |
| Barclays | 1 | 2 | 0% |
| Piper Sandler | 1 | 2 | 0% |
Financials-only auto-score. No earnings transcript was available within 100 days. Base 6 (rev YOY 4.5%) + EPS adj 1 = 7/10. Will be replaced if a transcript surfaces later.
Demand | Competitive Dynamics | Margin | Revenue Growth | Trade Tariffs | Supply Chain | Capital Allocation | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 1 | 3 | 1 | 1 | 3 | 1 | 2 |
| 2025Q1 | 2 | 3 | 2 | 1 | 3 | 1 | 1 | 1 |
| 2025Q2 | 2 | 3 | 1 | 3 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | |
|---|---|---|---|
| Demand | 3 | 2 | 2 |
| Competitive Dynamics | 1 | 3 | 3 |
| Margin | 3 | 2 | 1 |
| Revenue Growth | 1 | 1 | 3 |
| Trade Tariffs | 1 | 3 | |
| Supply Chain | 3 | 1 | |
| Capital Allocation | 1 | 1 | 2 |
| Cost Pressure | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
KVUE Kenvue | 7 | +4.5% | |
| CHD Church & Dwight | 6 | +0.1% | |
| CL Colgate-Palmolive | 7 | +8.4% | |
| CLX Clorox | 4 | +0.1% | |
| EL Estée Lauder Companies (The) | 9 | +4.6% | |
| KMB Kimberly-Clark | 5 | -14.0% | |
| PG The Procter & Gamble Company | 5 | +7.4% |