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Church & Dwight Co., Inc. (CHD) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript

Corient Private Wealth LP acquired a new stake in shares of Church & Dwight Co., Inc. (NYSE:CHD – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 98,113 shares of the company’s stock, valued at approximately $9,505,000.

A number of other large investors have also added to or reduced their stakes in the stock. Ausdal Financial Partners Inc. bought a new stake in shares of Church & Dwight during the second quarter valued at approximately $275,000. Bank of America Corp DE purchased a new stake in Church & Dwight during the 2nd quarter valued at $223,875,000. Caisse de depot et placement du Quebec bought a new stake in shares of Church & Dwight in the 2nd quarter worth $97,310,000. Man Group plc purchased a new position in shares of Church & Dwight in the second quarter worth $2,981,000. Finally, First Bancorp Inc ME purchased a new position in shares of Church & Dwight in the second quarter worth $57,000. Hedge funds and other institutional investors own 86.60% of the company’s stock.

Wall Street Analysts Forecast Growth CHD has been the subject of several research analyst reports. Morgan Stanley set a $112.00 price objective on Church & Dwight in a report on Monday, August 3rd. Jefferies Financial Group restated a “buy” rating and set a $115.00 target price on shares of Church & Dwight in a research note on Monday, August 3rd. Barclays raised their price target on shares of Church & Dwight from $79.00 to $86.00 and gave the company an “underweight” rating in a report on Tuesday, July 21st. JPMorgan Chase & Co. lifted their price target on shares of Church & Dwight from $99.00 to $105.00 and gave the stock a “neutral” rating in a research note on Thursday, July 16th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $109.00 price objective on shares of Church & Dwight in a report on Monday, May 4th. Nine equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $104.41.

Read Our Latest Stock Analysis on Church & Dwight Church & Dwight Stock Up 0.0% Church & Dwight stock opened at $101.31 on Monday. Church & Dwight Co., Inc. has a one year low of $81.33 and a one year high of $106.04. The stock has a fifty day moving average of $99.08 and a 200 day moving average of $97.71. The company has a debt-to-equity ratio of 0.51, a quick ratio of 0.69 and a current ratio of 1.15. The stock has a market cap of $24.03 billion, a PE ratio of 32.58, a price-to-earnings-growth ratio of 3.69 and a beta of 0.47.

Church & Dwight (NYSE:CHD – Get Free Report) last released its quarterly earnings results on Friday, July 31st. The company reported $0.89 earnings per share for the quarter, missing the consensus estimate of $0.90 by ($0.01). Church & Dwight had a return on equity of 20.10% and a net margin of 11.96%.The business had revenue of $1.53 billion during the quarter, compared to the consensus estimate of $1.50 billion. During the same quarter in the previous year, the business posted $0.94 earnings per share. The firm’s revenue was up 1.6% on a year-over-year basis. Church & Dwight has set its Q3 2026 guidance at 0.890-0.890 EPS and its FY 2026 guidance at 3.740-3.810 EPS. As a group, sell-side analysts predict that Church & Dwight Co., Inc. will post 3.78 EPS for the current year.

Church & Dwight Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Friday, August 14th will be given a $0.3075 dividend. This represents a $1.23 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Friday, August 14th. Church & Dwight’s payout ratio is presently 39.55%.

Insider Transactions at Church & Dwight In related news, Director Arthur B. Winkleblack sold 13,200 shares of the business’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $102.83, for a total value of $1,357,356.00. Following the transaction, the director directly owned 7,129 shares of the company’s stock, valued at approximately $733,075.07. The trade was a 64.93% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Brian D. Buchert sold 10,160 shares of the business’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $98.14, for a total transaction of $997,102.40. Following the completion of the transaction, the executive vice president directly owned 1,286 shares in the company, valued at $126,208.04. This trade represents a 88.76% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 94,970 shares of company stock valued at $9,568,872. 1.20% of the stock is owned by corporate insiders.

Church & Dwight Company Profile (Free Report)

Church & Dwight Co, Inc is a U.S.-based consumer products company best known for its Arm & Hammer baking soda business. Founded in 1846 with the manufacture and marketing of sodium bicarbonate, the company has grown into a diversified maker and marketer of household, personal care and specialty products. Church & Dwight is publicly traded on the New York Stock Exchange under the ticker CHD and is headquartered in Ewing, New Jersey.

The company’s portfolio spans a range of categories including household cleaning and laundry, oral care, personal care, sexual wellness and health & wellness.

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Bank of Nova Scotia purchased a new stake in Church & Dwight Co., Inc. (NYSE:CHD – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 150,113 shares of the company’s stock, valued at approximately $14,543,000. Bank of Nova Scotia owned about 0.06% of Church & Dwight at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Edmond DE Rothschild Holding S.A. purchased a new position in shares of Church & Dwight in the 2nd quarter worth approximately $25,000. Godfrey Financial Associates Inc. purchased a new stake in shares of Church & Dwight during the fourth quarter valued at approximately $25,000. Elyxium Wealth LLC bought a new stake in Church & Dwight during the fourth quarter worth $26,000. DV Equities LLC bought a new position in Church & Dwight in the 4th quarter valued at $28,000. Finally, Clearstead Trust LLC purchased a new stake in shares of Church & Dwight during the 2nd quarter valued at $33,000. Hedge funds and other institutional investors own 86.60% of the company’s stock.

Church & Dwight Trading Up 3.7% Shares of CHD opened at $102.42 on Tuesday. Church & Dwight Co., Inc. has a fifty-two week low of $81.33 and a fifty-two week high of $106.04. The business has a 50-day moving average of $98.64 and a 200 day moving average of $97.65. The firm has a market cap of $24.29 billion, a P/E ratio of 32.93, a price-to-earnings-growth ratio of 3.60 and a beta of 0.47. The company has a debt-to-equity ratio of 0.51, a quick ratio of 0.69 and a current ratio of 1.15.

Church & Dwight (NYSE:CHD – Get Free Report) last released its quarterly earnings data on Friday, July 31st. The company reported $0.89 EPS for the quarter, missing the consensus estimate of $0.90 by ($0.01). Church & Dwight had a net margin of 11.96% and a return on equity of 20.10%. The business had revenue of $1.53 billion for the quarter, compared to analysts’ expectations of $1.50 billion. During the same period last year, the company earned $0.94 earnings per share. Church & Dwight’s revenue for the quarter was up 1.6% compared to the same quarter last year. Church & Dwight has set its Q3 2026 guidance at 0.890-0.890 EPS and its FY 2026 guidance at 3.740-3.810 EPS. As a group, research analysts forecast that Church & Dwight Co., Inc. will post 3.78 EPS for the current year. Church & Dwight Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Friday, August 14th will be paid a $0.3075 dividend. This represents a $1.23 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Friday, August 14th. Church & Dwight’s payout ratio is currently 39.55%.

Analysts Set New Price Targets CHD has been the topic of a number of recent analyst reports. Wall Street Zen upgraded Church & Dwight from a “sell” rating to a “hold” rating in a research note on Sunday, August 16th. Wells Fargo & Company restated an “overweight” rating and set a $110.00 price objective (up from $105.00) on shares of Church & Dwight in a report on Wednesday, July 8th. JPMorgan Chase & Co. lifted their price objective on shares of Church & Dwight from $99.00 to $105.00 and gave the stock a “neutral” rating in a research report on Thursday, July 16th. Barclays lifted their price objective on shares of Church & Dwight from $79.00 to $86.00 and gave the stock an “underweight” rating in a research report on Tuesday, July 21st. Finally, Weiss Ratings raised shares of Church & Dwight from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, July 16th. Nine equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $104.41.

View Our Latest Analysis on Church & Dwight

Insider Buying and Selling at Church & Dwight In other Church & Dwight news, Director Ravichandra Krishnamu Saligram sold 12,960 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $98.00, for a total transaction of $1,270,080.00. Following the sale, the director owned 13,653 shares in the company, valued at $1,337,994. This represents a 48.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Carlos G. Linares sold 10,000 shares of the firm’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $99.71, for a total value of $997,100.00. Following the completion of the transaction, the executive vice president directly owned 4,668 shares of the company’s stock, valued at $465,446.28. The trade was a 68.18% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 59,220 shares of company stock worth $5,905,747. Company insiders own 1.20% of the company’s stock.

About Church & Dwight (Free Report)

Church & Dwight Co, Inc is a U.S.-based consumer products company best known for its Arm & Hammer baking soda business. Founded in 1846 with the manufacture and marketing of sodium bicarbonate, the company has grown into a diversified maker and marketer of household, personal care and specialty products. Church & Dwight is publicly traded on the New York Stock Exchange under the ticker CHD and is headquartered in Ewing, New Jersey.

The company’s portfolio spans a range of categories including household cleaning and laundry, oral care, personal care, sexual wellness and health & wellness.

Recommended Stories Five stocks we like better than Church & Dwight Visa Just Put Hims & Hers in the Penalty Box—Here’s Why It Matters Treasury Yields Are Surging Again: 3 Stocks That Could Feel the Pain Snowflake Could Be Headed for New Highs Despite Insider Selling MongoDB Is Surging—And the Next Catalyst Is Almost Here Want to see what other hedge funds are holding CHD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Church & Dwight Co., Inc. (NYSE:CHD – Free Report).

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Carlos G. Linares, EVP of Church & Dwight Co., Inc. (CHD -1.08%), sold 15,375 shares on Aug. 24, 2026, according to an SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$1.6 millionShares sold (directly held)15,375Post-transaction shares (directly held)4,667Post-transaction shares (indirectly held)257Post-transaction value$504,857.72Transaction value based on SEC Form 4 weighted average sale price ($102.00); post-transaction value based on Aug. 24, 2026, market close ($102.53).

Key questionsWhat were the specific mechanics of this transaction?
Carlos G. Linares exercised 15,375 options at a strike price of $50.28 per share and immediately sold the resulting common stock at a weighted average price of $102.00 per share.How does this move impact the insider's total beneficial ownership?
The executive's total position remained unchanged at 4,924 shares because the shares sold resulted from the conversion of derivative securities into common stock on the same day.What is the valuation context for this disposal?
The sale was executed at a price of $102.00 per share, following a period in which the company generated a one-year total return of 8% as of the Aug. 24, 2026, transaction date.What additional equity exposure does the executive retain?
In addition to 4,924 shares of common stock across direct and indirect accounts, the executive continues to hold 15,375 derivative securities, according to the filing data.Company OverviewMetricValueShare Price (as of market close 2026-08-24)$102.46Market Capitalization$24.3 billionRevenue (TTM)$6.2 billionNet Income (TTM)$744.8 millionCompany SnapshotChurch & Dwight Co., Inc. manufactures and markets a diversified portfolio of household, personal care, and specialized industrial products, with primary revenue generated by well-established consumer brands, including ARM & HAMMER, which encompasses cat litter, carpet fresheners, laundry detergents, and baking soda-based products.The company operates through three principal business divisions -- Consumer Domestic, Consumer International, and Specialty Products -- enabling a multi-channel distribution strategy that generates revenue through both direct consumer sales and industrial applications.Church & Dwight serves a broad consumer base spanning household consumers, personal care users, and industrial customers, with geographic reach across domestic and international markets through its diversified brand portfolio.Church & Dwight Co., Inc. is a leading manufacturer in the household and personal products sector with a market capitalization of $24.3 billion and TTM revenues of $6.2 billion. The company leverages its portfolio of established consumer brands and diversified product lines to maintain competitive positioning in the defensive consumer goods market. With 5,550 employees and operations spanning multiple business divisions, Church & Dwight demonstrates operational scale and market penetration in essential consumer categories.

What this transaction means for investorsWhile the size of EVP Linares' CHD sale is eye-catching, it shouldn't be anything for investors to worry about. It looks like a standard exercise-and-sell liquidity event where management essentially cashes in on their stock-based compensation. These transactions aren't normally an effort to time the stock's share price movement or a proclamation that shares are overpriced.

As for Church & Dwight stock itself, the steady Eddie, blue chip dividend stock remains an excellent cornerstone holding for investors looking for a blend of passive income and safety. Home to seven "power" brands and numerous others that mostly hold No. 1 or No. 2 market-share positions across an array of repeat-purchase consumer goods, Church & Dwight has a long history of impressive returns. Since 1994, CHD stock has delivered annualized total returns of 13.8%, driven by its strategy as a serial acquirer over that period.

Now trading at 22 times free cash flow, Church & Dwight isn't outrageously priced considering its track record of successful M&A, 30 years of consecutive dividend increases, and ample international growth potential. Generating only 18% of its sales from non-U.S. markets -- compared to over 50% for most of its peers -- global sales growth should help keep CHD stock a great pick for investors seeking safety and stability.

Josh Kohn-Lindquist has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Advisors Capital Management LLC bought a new stake in shares of Church & Dwight Co., Inc. (NYSE:CHD – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 5,278 shares of the company’s stock, valued at approximately $511,000.

Other large investors also recently modified their holdings of the company. Integrity Alliance LLC. boosted its stake in Church & Dwight by 4.6% in the fourth quarter. Integrity Alliance LLC. now owns 2,500 shares of the company’s stock valued at $210,000 after acquiring an additional 111 shares during the period. Advisory Services Network LLC lifted its holdings in shares of Church & Dwight by 0.8% in the 2nd quarter. Advisory Services Network LLC now owns 14,325 shares of the company’s stock worth $1,343,000 after purchasing an additional 116 shares during the last quarter. Integrated Wealth Concepts LLC boosted its position in Church & Dwight by 3.6% during the 3rd quarter. Integrated Wealth Concepts LLC now owns 3,524 shares of the company’s stock valued at $309,000 after purchasing an additional 124 shares during the period. Essex Financial Services Inc. boosted its position in Church & Dwight by 2.5% during the 4th quarter. Essex Financial Services Inc. now owns 5,218 shares of the company’s stock valued at $438,000 after purchasing an additional 125 shares during the period. Finally, Arkadios Wealth Advisors grew its stake in Church & Dwight by 5.3% during the 1st quarter. Arkadios Wealth Advisors now owns 2,692 shares of the company’s stock worth $251,000 after buying an additional 136 shares during the last quarter. 86.60% of the stock is currently owned by institutional investors.

Church & Dwight Stock Performance CHD opened at $98.79 on Friday. The company has a quick ratio of 0.69, a current ratio of 1.15 and a debt-to-equity ratio of 0.51. The firm has a market cap of $23.43 billion, a PE ratio of 31.77, a P/E/G ratio of 3.55 and a beta of 0.47. The business has a fifty day simple moving average of $98.56 and a 200-day simple moving average of $97.62. Church & Dwight Co., Inc. has a fifty-two week low of $81.33 and a fifty-two week high of $106.04.

Church & Dwight (NYSE:CHD – Get Free Report) last announced its earnings results on Friday, July 31st. The company reported $0.89 EPS for the quarter, missing the consensus estimate of $0.90 by ($0.01). The company had revenue of $1.53 billion for the quarter, compared to analysts’ expectations of $1.50 billion. Church & Dwight had a net margin of 11.96% and a return on equity of 20.10%. The company’s revenue for the quarter was up 1.6% on a year-over-year basis. During the same period in the prior year, the company earned $0.94 earnings per share. Church & Dwight has set its Q3 2026 guidance at 0.890-0.890 EPS and its FY 2026 guidance at 3.740-3.810 EPS. As a group, equities analysts predict that Church & Dwight Co., Inc. will post 3.78 EPS for the current fiscal year. Church & Dwight Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Friday, August 14th will be paid a $0.3075 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.23 dividend on an annualized basis and a yield of 1.2%. Church & Dwight’s dividend payout ratio (DPR) is currently 39.55%.

Insider Activity In other news, Director Robert K. Shearer sold 8,600 shares of the firm’s stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $97.97, for a total value of $842,542.00. Following the completion of the sale, the director owned 30,678 shares of the company’s stock, valued at $3,005,523.66. This trade represents a 21.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Arthur B. Winkleblack sold 13,200 shares of Church & Dwight stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $102.83, for a total value of $1,357,356.00. Following the transaction, the director owned 7,129 shares in the company, valued at $733,075.07. This represents a 64.93% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 59,220 shares of company stock worth $5,905,747. 2.00% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades Several equities research analysts have weighed in on CHD shares. Evercore set a $105.00 target price on Church & Dwight in a research report on Monday, May 4th. Weiss Ratings raised shares of Church & Dwight from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, July 16th. Wells Fargo & Company restated an “overweight” rating and set a $110.00 price target (up from $105.00) on shares of Church & Dwight in a research report on Wednesday, July 8th. Morgan Stanley set a $112.00 price objective on shares of Church & Dwight in a report on Monday, August 3rd. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $111.00 target price on shares of Church & Dwight in a research note on Friday, May 29th. Nine research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Church & Dwight has a consensus rating of “Hold” and a consensus target price of $104.41.

View Our Latest Analysis on CHD

Church & Dwight Company Profile (Free Report)

Church & Dwight Co, Inc is a U.S.-based consumer products company best known for its Arm & Hammer baking soda business. Founded in 1846 with the manufacture and marketing of sodium bicarbonate, the company has grown into a diversified maker and marketer of household, personal care and specialty products. Church & Dwight is publicly traded on the New York Stock Exchange under the ticker CHD and is headquartered in Ewing, New Jersey.

The company’s portfolio spans a range of categories including household cleaning and laundry, oral care, personal care, sexual wellness and health & wellness.

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Church & Dwight is rated Buy, supported by robust volume-led organic growth, market share gains, and consistent guidance outperformance. CHD's strategy of acquiring and scaling underpenetrated, high-margin brands like TheraBreath and Hero underpins a multi-year growth runway. Gross margin expansion and operating leverage are expected to accelerate as comps ease, with margin improvement likely in H2 and into 2027.

Church & Dwight Co., Inc. (CHD) Q2 2026 Earnings Call July 31, 2026 10:00 AM EDT

Company Participants

Richard Dierker - President, CEO & Director
Lee McChesney - CFO & Executive VP

Conference Call Participants

Rupesh Parikh - Oppenheimer & Co. Inc., Research Division
Anna Lizzul - BofA Securities, Research Division
Christopher Carey - Wells Fargo Securities, LLC, Research Division
Bonnie Herzog - Goldman Sachs Group, Inc., Research Division
Peter Grom - UBS Investment Bank, Research Division
Olivia Tong Cheang - Raymond James & Associates, Inc., Research Division
Stephen Robert Powers - Deutsche Bank AG, Research Division
Lauren Lieberman - Barclays Bank PLC, Research Division
Javier Escalante Manzo - Evercore ISI Institutional Equities, Research Division
Robert Moskow - TD Cowen, Research Division
Filippo Falorni - Citigroup Inc., Research Division
Andrea Teixeira - JPMorgan Chase & Co, Research Division
Edward Lewis - Rothschild & Co Redburn, Research Division
Kevin Grundy - BNP Paribas, Research Division

Presentation

Operator

Hello, everyone. Thank you for joining us, and welcome to the Church & Dwight's Second Quarter 2026 Earnings Conference Call. [Operator Instructions]

I will now hand the conference over to Mr. Rick Dierker, President and Chief Executive Officer of Church & Dwight. Please go ahead, sir.

Richard Dierker
President, CEO & Director

Thank you. Good morning, everyone. Thanks for joining the call. We had a strong second quarter and first half. And I want to start by thanking all of our Church & Dwight employees all around the world for executing so well in a challenging environment. I'll begin with some thoughts on the broader environment and then a review of our Q2 results, and then I'll turn the call over to Lee McChesney, our CFO. And when Lee is done, we'll open it up for questions.

Starting with the broader environment. Conditions remain dynamic. However, our categories are growing ahead of our original expectations, and Church & Dwight is growing even

Getting Defensive: 3 Dividend Payers Reporting Strong Q3 EarningsChurch & Dwight NYSE: CHD reported second-quarter results that exceeded its prior outlook, driven by broad-based volume growth, market-share gains and contributions from innovation. The company raised its full-year sales, earnings and cash-flow outlook despite what management described as a dynamic operating environment marked by inflation, tariffs and transportation costs.

Net sales increased 1.6% in the second quarter, while organic sales rose 5.8%, ahead of the company’s approximately 3% forecast. Organic growth was led by 4.3% volume growth and 1.5% from price and mix. Adjusted earnings per share were $0.89, above the company’s $0.88 outlook, while adjusted gross margin increased 40 basis points to 45.4%.

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3 Recession-Ready Stocks That Thrive When the Economy Sputters“Our brands continue to perform exceptionally well, driving a second straight quarter of industry-leading organic sales growth,” President and Chief Executive Officer Rick Dierker said. He said consumer spending remained resilient and the company’s categories were growing faster than initially expected.

Brand Performance and Innovation Domestic organic sales rose 5.1%, supported by growth in both household and personal-care products. Dierker highlighted TheraBreath mouthwash and toothpaste, Hero acne products, ARM & HAMMER cat litter and ZICAM as key contributors.

Shield Your Portfolio From Aug. 1 Tariffs With This Low-Vol ETFARM & HAMMER cat litter consumption increased 7.5% during the quarter, and market share rose 0.8 points to 24.5%. The company said its recently launched Dual Defense with Microban clumping litter continued to perform well. ARM & HAMMER laundry detergent consumption and category consumption each grew about 1%, despite heightened promotional activity among competitors and lower promotional spending by the company.

TheraBreath gained 4.5 share points in mouthwash, reaching a 25.3% share and further strengthening its position as the No. 2 brand in total mouthwash, according to Dierker. The TheraBreath toothpaste launch reached a 1-point share in total toothpaste after entering brick-and-mortar stores more fully in recent months.

Dierker said TheraBreath toothpaste was meeting or slightly exceeding expectations, aided by the performance of the mouthwash brand. He also pointed to low household penetration for TheraBreath—14%, compared with 65% for the mouthwash category—as an opportunity for additional growth.

Hero’s consumption outpaced the acne patch category, while the company began introducing a cleanser product. Dierker said facial cleansers represent a $650 million category and approximately 30% of the acne category. Hero’s household penetration was 10%, versus 30% for the category.

New product launches are expected to account for about half of Church & Dwight’s organic growth in 2026, management said. Global e-commerce sales grew 22.7% in the quarter and represented 25.5% of total consumer sales.

Miss Mouth Acquisition and International Growth Church & Dwight completed its acquisition of Miss Mouth in June. The company described the brand as the No. 1 stain remover on Amazon and said consumption grew more than 50% in the second quarter, with market share increasing by nearly 3.5 points.

Dierker said the company sees substantial distribution and household-penetration opportunities for the brand. Miss Mouth’s household penetration is about 2.5%, compared with 50% for the stain-remover category, while its all-commodity-volume distribution is 35%, compared with 80% for the category.

“We don’t think we’ve been more excited about an acquisition in a long time,” Dierker said during the question-and-answer session, while adding that it was too early to provide detailed long-term growth targets. He said the business is being integrated into the company’s fabric-care operations and that it is already gaining traction with retailers.

International organic sales increased 9.1%, supported by volume growth and favorable price and mix. Chief Financial Officer Lee McChesney said growth was broad-based across Europe, Asia and Latin America. Hero, TheraBreath and Batiste were among the brands supporting international performance.

Dierker also said Church & Dwight has reviewed roughly 100 potential international acquisition opportunities over the past six to 12 months. The company recently shifted responsibility for identifying potential transactions more directly to regional management teams, with corporate M&A staff providing support.

Margins, Investments and Updated Outlook McChesney said adjusted gross margin benefited from 150 basis points of productivity programs, 110 basis points from higher-margin acquisitions and portfolio actions, and 180 basis points from volume, price and mix. Those gains were partly offset by 400 basis points of inflation, tariffs and transportation costs.

Marketing expense increased $8.2 million, or 40 basis points from the prior year, to $165 million. The company said it intends to reinvest stronger sales and margin performance in brands, innovation and consumer-facing activities. Dierker said the company is also advancing investments in artificial intelligence initiatives intended to help it scale more quickly.

Cash from operations totaled $462 million in the first half, up 10.8% from a year earlier. Capital expenditures were $61.8 million, and Church & Dwight maintained its full-year capital-spending expectation of roughly $130 million.

Full-year organic sales growth is now expected to be approximately 4% to 5%, up from 3% to 4%. Adjusted gross margin is expected to expand by approximately 100 to 120 basis points. Adjusted EPS growth is now projected at 6% to 8%, compared with the previous 5% to 8% outlook. Cash from operations is expected to reach approximately $1.175 billion, up from $1.15 billion. Third-quarter organic sales growth is forecast at approximately 3%, with adjusted EPS of about $0.89. The company’s outlook includes approximately $30 million in raw-material, transportation and other cost pressures related to the conflict in the Middle East, assuming crude oil prices of about $90 per barrel. McChesney said Church & Dwight expects to fully mitigate that pressure during 2026 through increased productivity. The company also expects about $15 million in phase II tariff refund benefits during the second half, which it plans to invest primarily in consumer-facing business activities.

Dierker said the company would consider pricing if elevated inflation persists for longer than expected, but said Church & Dwight has so far relied on productivity and trade and promotional optimization. “So far, we’re winning,” he said, citing expected gross-margin expansion.

About Church & Dwight (NYSE:CHD)Church & Dwight Co, Inc is a U.S.-based consumer products company best known for its Arm & Hammer baking soda business. Founded in 1846 with the manufacture and marketing of sodium bicarbonate, the company has grown into a diversified maker and marketer of household, personal care and specialty products. Church & Dwight is publicly traded on the New York Stock Exchange under the ticker CHD and is headquartered in Ewing, New Jersey.

The company's portfolio spans a range of categories including household cleaning and laundry, oral care, personal care, sexual wellness and health & wellness.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Church & Dwight (CHD - Free Report) reported $1.53 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 1.6%. EPS of $0.89 for the same period compares to $0.94 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.5 billion, representing a surprise of +1.79%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.89.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Church & Dwight performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Net sales- Total Consumer Net Sales: $1.45 billion versus the five-analyst average estimate of $1.42 billion. The reported number represents a year-over-year change of +1.5%.Net sales- Consumer- Consumer Domestic: $1.16 billion compared to the $1.13 billion average estimate based on five analysts. The reported number represents a change of +0.2% year over year.Net sales- Consumer- Consumer International: $297.5 million compared to the $295.67 million average estimate based on five analysts. The reported number represents a change of +7.2% year over year.Net sales- Specialty Products Division: $76.7 million compared to the $78.18 million average estimate based on five analysts. The reported number represents a change of +2.8% year over year.Net sales- Consumer- Consumer Domestic- Household Products: $662 million versus $664.69 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +1.9% change.Net sales- Consumer- Consumer Domestic- Personal Care Products: $493.8 million compared to the $469.59 million average estimate based on three analysts. The reported number represents a change of -2% year over year.View all Key Company Metrics for Church & Dwight here>>>

Shares of Church & Dwight have returned -0.9% over the past month versus the Zacks S&P 500 composite's -0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Church and Dwight Co Inc (CHD) released its 8-K filing on July 31, 2026, showcasing a robust second quarter. The company reported net sales of $1,530.0 million, a

EWING, N.J.--(BUSINESS WIRE)--Church & Dwight Co., Inc. (NYSE:CHD) today reported that its Board of Directors declared a regular quarterly dividend of $0.3075 cents per share. This quarterly dividend will be payable September 1, 2026, to stockholders of record at the close of business on August 14, 2026. It is the Company's 502nd regular consecutive quarterly dividend. Church & Dwight Co., Inc. manufactures and markets a wide range of personal care, household and specialty products, und.

The market expects Church & Dwight (CHD - Free Report) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 31. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis maker of household and personal products is expected to post quarterly earnings of $0.89 per share in its upcoming report, which represents a year-over-year change of -5.3%.

Revenues are expected to be $1.5 billion, down 0.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.27% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Church & Dwight?For Church & Dwight, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.65%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Church & Dwight will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Church & Dwight would post earnings of $0.93 per share when it actually produced earnings of $0.95, delivering a surprise of +2.15%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Church & Dwight appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Posted by Defense World Staff on Jul 21st, 2026

California Public Employees Retirement System lowered its stake in Church & Dwight Co., Inc. (NYSE:CHD – Free Report) by 14.2% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 533,123 shares of the company’s stock after selling 87,885 shares during the period. California Public Employees Retirement System owned approximately 0.23% of Church & Dwight worth $49,751,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Godfrey Financial Associates Inc. bought a new position in Church & Dwight during the fourth quarter valued at about $25,000. Elyxium Wealth LLC bought a new position in Church & Dwight during the 4th quarter valued at about $26,000. DV Equities LLC acquired a new position in shares of Church & Dwight in the 4th quarter worth approximately $28,000. Field & Main Bank acquired a new position in Church & Dwight in the fourth quarter worth $29,000. Finally, GW&K Investment Management LLC grew its holdings in Church & Dwight by 83.0% during the 4th quarter. GW&K Investment Management LLC now owns 344 shares of the company’s stock worth $29,000 after acquiring an additional 156 shares during the last quarter. 86.60% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth Several equities research analysts have recently commented on CHD shares. Barclays lowered their price target on shares of Church & Dwight from $85.00 to $80.00 and set an “underweight” rating for the company in a research report on Tuesday, April 14th. Royal Bank Of Canada reiterated an “outperform” rating and set a $114.00 price objective on shares of Church & Dwight in a report on Monday, June 1st. JPMorgan Chase & Co. upped their target price on shares of Church & Dwight from $99.00 to $105.00 and gave the stock a “neutral” rating in a research note on Thursday, July 16th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $109.00 price target on shares of Church & Dwight in a research note on Monday, May 4th. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and issued a $110.00 target price (up from $105.00) on shares of Church & Dwight in a research report on Wednesday, July 8th. Nine equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $103.47.

View Our Latest Stock Analysis on Church & Dwight

Church & Dwight Stock Down 0.3% NYSE:CHD opened at $97.76 on Tuesday. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.22 and a quick ratio of 0.81. Church & Dwight Co., Inc. has a one year low of $81.33 and a one year high of $106.04. The company has a market cap of $23.16 billion, a PE ratio of 32.16, a P/E/G ratio of 3.53 and a beta of 0.47. The firm’s 50 day simple moving average is $96.67 and its 200 day simple moving average is $95.83.

Church & Dwight (NYSE:CHD – Get Free Report) last issued its quarterly earnings results on Friday, May 1st. The company reported $0.95 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.02. The business had revenue of $1.47 billion for the quarter, compared to analysts’ expectations of $1.46 billion. Church & Dwight had a net margin of 11.81% and a return on equity of 20.51%. The business’s quarterly revenue was up .1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.91 earnings per share. Church & Dwight has set its Q2 2026 guidance at 0.880-0.880 EPS and its FY 2026 guidance at 3.710-3.810 EPS. On average, research analysts anticipate that Church & Dwight Co., Inc. will post 3.74 earnings per share for the current year.

Church & Dwight Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Friday, May 15th were issued a $0.3075 dividend. This represents a $1.23 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, May 15th. Church & Dwight’s payout ratio is 40.46%.

Insider Activity In related news, EVP Carlos G. Linares sold 10,000 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $99.71, for a total value of $997,100.00. Following the sale, the executive vice president directly owned 4,668 shares of the company’s stock, valued at $465,446.28. This trade represents a 68.18% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Ravichandra Krishnamu Saligram sold 12,960 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $98.00, for a total value of $1,270,080.00. Following the completion of the sale, the director owned 13,653 shares of the company’s stock, valued at $1,337,994. The trade was a 48.70% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 47,680 shares of company stock worth $4,672,190. 1.20% of the stock is owned by insiders.

Church & Dwight Profile (Free Report)

Church & Dwight Co, Inc is a U.S.-based consumer products company best known for its Arm & Hammer baking soda business. Founded in 1846 with the manufacture and marketing of sodium bicarbonate, the company has grown into a diversified maker and marketer of household, personal care and specialty products. Church & Dwight is publicly traded on the New York Stock Exchange under the ticker CHD and is headquartered in Ewing, New Jersey.

The company’s portfolio spans a range of categories including household cleaning and laundry, oral care, personal care, sexual wellness and health & wellness.

Recommended Stories Five stocks we like better than Church & Dwight The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding CHD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Church & Dwight Co., Inc. (NYSE:CHD – Free Report).

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EWING, N.J.--(BUSINESS WIRE)--Church & Dwight Co., Inc. (NYSE: CHD) will webcast a discussion of its second quarter earnings results on Friday, July 31, 2026, beginning at 10:00 a.m. ET.

Media and investors may access the live audio webcast at https://investor.churchdwight.com/ beginning at 10:00 a.m. ET. The webcast will also be available for replay.

Church & Dwight Co., Inc. (NYSE: CHD) founded in 1846, is the leading U.S. producer of sodium bicarbonate, popularly known as baking soda. The Company manufactures and markets a wide range of personal care, household, and specialty products under recognized brand names such as ARM & HAMMER®, TROJAN®, OXICLEAN®, FIRST RESPONSE®, NAIR®, ORAJEL®, XTRA®, BATISTE®, WATERPIK®, ZICAM®, THERABREATH®, HERO® and TOUCHLAND®. For more information, visit the Company’s website.

More News From Church & Dwight Co., Inc.

Back to Newsroom

EWING, N.J.--(BUSINESS WIRE)--Church & Dwight Co., Inc. (NYSE: CHD) today announced that the Company exceeded its first quarter outlook with stronger than expected sales, gross margin expansion, earnings growth and continued market share gains across its global portfolio. Reflecting our 2025 strategic portfolio actions, first quarter 2026 net sales increased 0.2% to $1,469.3 million, exceeding the Company's first quarter outlook of a 1% decline. Organic sales grew 5.0% versus our 3% outlook.

Church & Dwight (CHD - Free Report) came out with quarterly earnings of $0.95 per share, beating the Zacks Consensus Estimate of $0.93 per share. This compares to earnings of $0.91 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +1.76%. A quarter ago, it was expected that this maker of household and personal products would post earnings of $0.84 per share when it actually produced earnings of $0.86, delivering a surprise of +2.38%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Church & Dwight, which belongs to the Zacks Consumer Products - Staples industry, posted revenues of $1.47 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.24%. This compares to year-ago revenues of $1.47 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Church & Dwight shares have added about 15.8% since the beginning of the year versus the S&P 500's gain of 5.3%.

What's Next for Church & Dwight?While Church & Dwight has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Church & Dwight was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.97 on $1.51 billion in revenues for the coming quarter and $3.75 on $6.16 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Consumer Products - Staples is currently in the bottom 21% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Krispy Kreme (DNUT - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 7.

This doughnut wholesaler and retailer is expected to post quarterly loss of $0.03 per share in its upcoming report, which represents a year-over-year change of +40%. The consensus EPS estimate for the quarter has been revised 30% higher over the last 30 days to the current level.

Krispy Kreme's revenues are expected to be $355.2 million, down 5.3% from the year-ago quarter.

Church & Dwight (CHD - Free Report) reported $1.47 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 0.2%. EPS of $0.95 for the same period compares to $0.91 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.47 billion, representing a surprise of +0.24%. The company delivered an EPS surprise of +1.76%, with the consensus EPS estimate being $0.93.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Church & Dwight performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Net sales- Total Consumer Net Sales: $1.39 billion compared to the $1.38 billion average estimate based on five analysts. The reported number represents a change of 0% year over year.Net sales- Consumer- Consumer Domestic: $1.12 billion compared to the $1.1 billion average estimate based on five analysts. The reported number represents a change of -1.1% year over year.Net sales- Consumer- Consumer International: $273.9 million compared to the $284.13 million average estimate based on five analysts. The reported number represents a change of +4.6% year over year.Net sales- Specialty Products Division: $77.7 million versus $78.34 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +3.1% change.Net sales- Consumer- Consumer Domestic- Household Products: $641.6 million versus $606.72 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.3% change.Net sales- Consumer- Consumer Domestic- Personal Care Products: $476.1 million versus $494.75 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -7.5% change.View all Key Company Metrics for Church & Dwight here>>>

Shares of Church & Dwight have returned +4.5% over the past month versus the Zacks S&P 500 composite's +10.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Church & Dwight Co., Inc. (CHD) Q1 2026 Earnings Call Transcript

Church & Dwight Co., Inc. (NYSE:CHD) reported upbeat first-quarter 2026 results on Friday.

The consumer products company posted adjusted earnings of 95 cents per share, beating the consensus estimate of 93 cents. Revenue rose 0.2% year over year to $1.469 billion, ahead of estimates of $1.456 billion.

Church & Dwight affirmed its full-year 2026 adjusted EPS guidance in the range of $3.71 to $3.81, roughly in line with the $3.75 analyst estimate, and continues to expect net sales between $6.110 billion and $6.172 billion, compared with estimates of $6.161 billion.

CEO Rick Dierker said the company expects to offset ongoing macro pressures, noting that geopolitical tensions in the Middle East are creating incremental volume and cost headwinds tied to commodities and transportation, but are viewed as transitory.

Church & Dwight shares fell 2.7% to trade at $93.39 on Monday.

These analysts made changes to their price targets on Church & Dwight following earnings announcement.

Evercore ISI Group analyst Javier Escalante maintained Church & Dwight with an In-Line rating and raised the price target from $103 to $105. RBC Capital analyst Nik Modi maintained the stock with an Outperform rating and raised the price target from $112 to $114. Considering buying CHD stock? Here’s what analysts think:

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With the deadlock in the Strait of Hormuz refusing to break, should investors adapt their strategy for a sustained period of high inflation on Wall Street? 

The conflict in Iran has remained a fast-moving news story in recent weeks, but the same can't be said for one of the world's busiest shipping lanes. The Strait of Hormuz has been responsible for the passage of 20% of the global supply of the seaborne oil trade, and its prolonged closure has had a severe impact on inflation forecasts in the US. 

With headline annual inflation climbing to 3.8% in April, traders on prediction market Kalshi have factored in the prospect of a rise to beyond 5% at a 40% chance. The move would see the highest rate of inflation since February 2023. 

Vanguard has offered a calmer prediction of 2.8% in recent days but also acknowledges that a prolonged war in the Middle East would make it ‘difficult' for inflation to move below 3%. 

Could inflation impact Wall Street for longer than expected as a result of geopolitical uncertainty? Let's take a look at how investors can navigate markets should rates continue to rise: 

High Inflation Means Rate HikesOne of the biggest factors investors should keep in mind is that inflation invariably leads to Fed rate hikes. This is because taking measures to slow borrowing can help calm spending and slow the rising cost of living. 

Following the announcement of higher-than-expected inflation figures in April, market traders priced in a 37% probability of a rate hike before the end of 2026. The likelihood of a Federal Reserve intervention will boil down to energy costs and whether soaring oil prices can be calmed. 

For investors, a prospective rate hike will directly impact high-tech stocks like the S&P 500's Magnificent Seven. This will be down to increases in the cost of borrowing, which could adversely impact more speculative stocks. 

High inflation is nothing new in the United States, and the S&P 500 closed out 2022 with a total return of -18.11% as rates peaked at 9.1% in June. The performance of the index paved the way for its worst year since the financial crisis of 2008. 

What does this mean for investors? Preparing for high inflation rates should involve buying stocks that have some resilience in the face of interest rate hikes, and factoring in cyclical options could offer long-term strength should the conflict in the Middle East continue to impact markets. 

Opportunities in ConstructionOne sector that may offer more resilience over the coming years is construction, which is set to benefit from the Trump administration’s protectionist policies and efforts to reshore supply chains. 

Megaprojects in the US totaled $197 billion in 2025, representing the fourth consecutive year of growth for construction projects worth more than one billion dollars. 

The construction industry is also likely to see more growth as it continues to embrace emerging technologies for more accuracy and fewer overruns, with AI and centralized project management systems driving far greater efficiency for an industry that's struggled to embrace digital transformation. 

Strength in Consumer StaplesPeriods of high inflation can make it far more difficult for investors to grow their portfolios, but finding resilient stocks with high economic moats in the form of brand loyalty can help to ensure steady revenue streams that can support bottom lines. 

Overcoming Inflation StressesYou only have to look to 2022 to see how high inflation can hamper growth on Wall Street, but this doesn't have to mean that there aren't opportunities to navigate the uncertainty effectively. 

Another thing to keep in mind is that the S&P 500 was quick to recover from its post-pandemic downturn and soar to new record highs. This means that repurposing your portfolio rather than selling up can be a great way to manage your wealth. 

By looking to stocks that are characterized by their resilience, it's far easier to brace yourself for a period of high inflation and it can be a great measure to protect yourself against the prospect of a prolonged period of disruption in the Strait of Hormuz.

Disclosure: On the date of publication, Dmytro Spilka did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer. Dmytro Spilka does not intend to make a trade in any of the securities mentioned above in the next 72 hours.

Benzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga’s reporting and has not been edited for content or accuracy.

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Key Takeaways Procter & Gamble reported organic sales growth of more than 3%, with gains in all categories and regions.Church & Dwight drove organic sales growth mainly from volume and expanded distribution for key brands.Procter & Gamble flagged after-tax cost headwinds from geopolitics, energy inflation and logistics costs. In the battle for dominance in household and personal care, The Procter & Gamble Company (PG - Free Report) and Church & Dwight Co., Inc. (CHD - Free Report) represent two distinct paths to consumer staples leadership.

PG commands a global presence, with massive market share across categories like grooming, fabric care and baby products, powered by iconic brands and unmatched scale. CHD, though smaller, has steadily strengthened its position through focused product offerings, niche leadership and disciplined acquisitions centered around value-driven brands like Arm & Hammer.

While PG thrives on diversification and worldwide reach, CHD competes with agility and targeted growth, making this face-off a compelling comparison of scale, strategy and market positioning in the consumer goods industry.

The Case for PGProcter & Gamble continues to reinforce its position as one of the world’s dominant consumer goods companies, leveraging its vast portfolio of daily-use brands, deep distribution reach and innovation-led strategy to maintain market leadership across multiple categories.

In the third quarter of fiscal 2026, PG reported organic sales growth of more than 3%, with all 10 product categories and all seven geographic regions posting gains. The company highlighted that 26 of its top 50 category-country combinations held or expanded market share, underscoring the resilience of brands such as Tide, Pampers, SK-II, Pantene and Mr. Clean.

PG’s business strategy is increasingly centered on “integrated superiority” — combining product innovation, premium brand positioning, packaging, retail execution and digital engagement. The company is scaling data-driven marketing, AI-enabled supply-chain systems and social-media-focused consumer outreach to strengthen brand relevance among premium and value-conscious consumers.

Management emphasized strong traction in innovation-driven products like Tide evo, SK-II and Fairy Skip the Soak, while Supply Chain 3.0 initiatives are enhancing automation, productivity and operational flexibility. The company’s broad consumer reach and category leadership continue to give it a commanding share of the global consumer staples industry.

However, despite improving momentum, PG faces mounting challenges that could pressure its future performance. The company warned of nearly $1 billion in after-tax cost headwinds tied to geopolitical disruptions, energy inflation, logistics costs and supply-chain instability stemming from the Middle East conflict.

Management also acknowledged increasing consumer sensitivity to pricing, intensifying competitive activity and uncertainty surrounding global demand trends. While PG remains committed to reinvesting in innovation and brand building, these rising macroeconomic and cost pressures could weigh on margins and earnings growth in the near term.

The Case for CHDChurch & Dwight continues to strengthen its position as a fast-growing challenger in the consumer staples industry through a focused portfolio of category-leading brands, disciplined execution, and innovation-led expansion. In the first quarter of 2026, the company delivered 5% organic sales growth, driven primarily by volume gains, while adjusted EPS rose 4.4% year over year to 95 cents. CHD’s market share momentum remained impressive across several core categories, with ARM & HAMMER cat litter share climbing to 24.6% and THERABREATH gaining 3.5 share points to reach 24.1% in mouthwash, reinforcing its second market position.

CHD’s strategy centers on value-driven premiumization, category innovation and rapid distribution expansion. Management highlighted that the company ranked first across consumer-packaged goods in total distribution point gains year over year, reflecting strong retailer demand for brands, such as ARM & HAMMER, HERO, OXICLEAN and THERABREATH.

Digital commerce has become a major growth engine, with e-commerce now representing roughly 24% of the total consumer sales. The company is also expanding through innovation and acquisitions, including Touchland, while targeting younger and value-conscious consumers with premium functionality at affordable price points.

Despite its strong execution and growing market presence, CHD faces rising macroeconomic and operational risks. Management warned that inflation in oil-based derivatives, transportation and commodity costs linked to Middle East tensions could create $25-$30 million in incremental pressure this year. The company also acknowledged a tough consumer environment, slowing momentum in some acquired brands like Touchland and increasing promotional intensity across categories.

While CHD believes productivity gains can offset near-term cost pressures, prolonged inflation or weaker consumer spending could challenge margins and growth momentum.

How Do Estimates Compare for PG & CHD?The Zacks Consensus Estimate for Procter & Gamble’s fiscal 2026 sales and EPS implies year-over-year growth of 3.3% and 1.2%, respectively. EPS estimates for fiscal 2026 have edged down 0.6% in the past 30 days.

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The Zacks Consensus Estimate for Church & Dwight’s 2026 sales suggests a year-over-year decline of 0.8% and that for EPS indicates growth of 6.2%. EPS estimates for 2026 have been unchanged in the past 30 days.

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Price Performance & Valuation of PG & CHDYear to date, Church & Dwight has rallied 14.8%, significantly outperforming Procter & Gamble’s 0.8% gain, reflecting stronger investor confidence in its growth trajectory and portfolio reshaping efforts. PG’s modest gains highlight its defensive, stable nature while CHD’s sharper rally suggests higher expectations, though it may also carry greater risks if momentum slows.

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Procter & Gamble is trading at a forward 12-month price-to-earnings multiple of 20.43X, below its median of 23.44X in the last five years. Church & Dwight’s forward 12-month P/E multiple sits at 24.94X, below its median of 27.58X in the last five years.

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Both stocks are trading below their historical valuation ranges, suggesting relatively more attractive entry points. PG appears modestly undervalued with defensive stability, while CHD still commands a premium despite the pullback. The gap reflects CHD’s growth perception, but leaves it more exposed if execution or category momentum weakens.

ConclusionWhile Procter & Gamble remains a behemoth in the global consumer staples industry with unmatched scale, iconic brands and defensive stability, Church & Dwight appears to hold the edge in this face-off. CHD’s stronger year-to-date stock performance reflects growing investor confidence in its ability to capture market share through focused innovation, disciplined execution and expansion across attractive value-oriented categories. Its portfolio of fast-growing brands, combined with robust distribution gains and accelerating digital penetration, gives the company a clearer near-term growth trajectory.

Stable estimate revisions point to improving sentiment around CHD’s earnings outlook and operational momentum. Investors appear increasingly optimistic about the company’s ability to sustain volume-led growth while navigating inflationary pressures through productivity and strategic portfolio management.

Although PG continues to offer resilience, scale advantages and dependable cash generation, CHD’s sharper growth profile, strategic agility and improving earnings expectations make it the more compelling pick for investors seeking stronger upside potential in the evolving consumer staples landscape.

Procter & Gamble currently carries a Zacks Rank #4 (Sell), while Church & Dwight has a Zacks Rank #3 (Hold).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

EWING, N.J.--(BUSINESS WIRE)--Church & Dwight Co., Inc. (NYSE:CHD) has signed and closed a definitive agreement to acquire the fast-growing Miss Mouth's Messy Eater® brand for approximately $325 million. The brand has gained a rapid following among customers in need of fast-acting, non-toxic, on-the-spot stain removal across multiple surfaces. The transaction closed on May 28th. Miss Mouth's net sales and EBITDA for the twelve months through December 31, 2025, were approximately $80 million.

Key Takeaways CHD acquires Miss Mouth's for about $325 million to expand its Fabric Care portfolio.Miss Mouth's is the top stain remover brand on Amazon with strong repeat purchases.CHD expects double-digit sales growth from the brand over the next several years. Church & Dwight Company, Inc. (CHD - Free Report) has expanded its Fabric Care portfolio through the acquisition of the fast-growing Miss Mouth’s Messy Eater brand for approximately $325 million, with the transaction closing on May 28, 2026. The acquisition aligns closely with the company’s strategy of acquiring leading brands in proven categories that possess strong margins, asset-light business models and the ability to leverage Church & Dwight’s existing sales, distribution, innovation and operational capabilities.

Miss Mouth’s has established a strong market position through its fast-acting, non-toxic stain removal products, gaining significant traction among consumers seeking convenient cleaning solutions across multiple surfaces. The brand’s online sales hashave been a key driver of its success, helping it become the number one stain remover brand on Amazon. Strong customer loyalty and repeat purchases have supported rapid growth, while its success in e-commerce has facilitated expansion into multiple U.S. retail channels during the first half of fiscal 2026.

Management highlighted the brand’s strong appeal among Millennial and Gen Z parents, particularly those seeking safe, effective and eco-friendly cleaning products. The company believes Miss Mouth’s is well- positioned for digital and social media marketing, where authentic online reviews can continue to support gains in market share.

For the 12 months ended Dec. 31, 2025, Miss Mouth’s generated approximately $80 million in net sales and $28 million in EBITDA. Looking ahead, management expects the brand’s net sales to grow at a double-digit rate over the next couple of years, supported by broader distribution and rising household penetration. Despite already achieving leadership in e-commerce, household penetration remains in the low single digits compared with nearly 50% for the broader category, indicating a substantial growth runway.

While the acquisition is expected to be neutral to Church & Dwight’s 2026 earnings per share due to transition costs and acquisition-related expenses, management expects the transaction to become accretive to cash earnings in fiscal 2027. Overall, Miss Mouth’s adds a fast-growing brand with a strong e-commerce presence and expanding retail distribution to Church & Dwight’s Fabric Care portfolio.

The Zacks Rundown for CHDShares of CHD have gained 14.4% in the past six months against the industry’s decline of 3.9%. CHD currently carries a Zacks Rank #3 (Hold).

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From a valuation standpoint, CHD trades at a forward price-to-earnings ratio of 24.75, higher than the industry’s average of 17.51.

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The Zacks Consensus Estimate for CHD’s current and next fiscal year earnings implies year-over-year growth of 6.2% and 6.9%, respectively.

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ARKO Corp. (ARKO - Free Report) operates a chain of convenience stores in the United States. ARKO currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for ARKO's current fiscal-year sales implies a decline of 2.8%, while the same for current fiscal-year earnings implies growth of 93.3% from the year-ago reported figures. ARKO delivered a trailing four-quarter earnings surprise of 43.2%, on average.

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The Zacks Consensus Estimate for NSRGY’s current fiscal-year sales and earnings implies growth of 9.1% and 6.8%, respectively, from the year-ago reported figures. NSRGY delivered a trailing four-quarter negative earnings surprise of 1%, on average.

Ryohin Keikaku Co., Ltd. (RYKKY - Free Report) engages in the retail of household goods and food items in Japan and internationally. RYKKY currently carries a Zacks Rank #2.

The Zacks Consensus Estimate for RYKKY's current fiscal-year sales and earnings implies growth of 5.6% and 5.6%, respectively, from the year-ago actuals.