Loading
Earnings sentiment for Household & Personal Products — aggregated from 7 earnings calls in the Consumer Defensive sector
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Household & Personal Products industry is 6.1/10 across 7 companies.
Aggregated from 7 earnings calls
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for their latest reported quarter. Score is 0–10 (10 = most positive).
The defining shift this quarter is input costs: companies flagging cost pressure jumped from 1 to 5, while pricing-pressure flags eased from 2 to 1, a sign the strain came from commodities rather than promotional intensity. The Middle East conflict and oil near $100 per barrel run through nearly every report. Procter & Gamble sized the exposure at $1.3 billion pretax annually at $100 Brent, Kimberly-Clark flagged a potential $150 million to $170 million second-half hit not yet in its outlook, Clorox absorbed a $20-25 million quarterly headwind, Colgate-Palmolive took an incremental $300 million in raw materials and logistics costs, and Church & Dwight cited $25-30 million of incremental inflation. Despite the shared shock, the group's average sentiment score was unchanged, 6.14 to 6.14, as offsetting movers netted out.
| Signal | Companies | Direction breakdown |
|---|---|---|
| Consumer Demand | 6 | 24 |
| Oil Energy | 4 | 4 |
| Inflation | 3 | 12 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.