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.
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Church & Dwight (CHD - Free Report) . This company, which is in the Zacks Consumer Products - Staples industry, shows potential for another earnings beat.
This maker of household and personal products has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 2.27%.
For the last reported quarter, Church & Dwight came out with earnings of $0.95 per share versus the Zacks Consensus Estimate of $0.93 per share, representing a surprise of 2.15%. For the previous quarter, the company was expected to post earnings of $0.84 per share and it actually produced earnings of $0.86 per share, delivering a surprise of 2.38%.
Price and EPS Surprise
For Church & Dwight, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. 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.
Church & Dwight has an Earnings ESP of +0.65% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on July 31, 2026.
When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
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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AlTi Global Inc. acquired a new stake in Church & Dwight Co., Inc. (NYSE:CHD – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 18,375 shares of the company’s stock, valued at approximately $1,715,000.
Other hedge funds and other institutional investors have also recently modified their holdings of the company. Walter Public Investments Inc. purchased a new stake in shares of Church & Dwight in the 1st quarter worth about $5,721,000. Swiss Life Asset Management Ltd increased its position in shares of Church & Dwight by 122.6% during the fourth quarter. Swiss Life Asset Management Ltd now owns 141,837 shares of the company’s stock valued at $11,893,000 after buying an additional 78,107 shares during the period. Tandem Investment Advisors Inc. raised its stake in Church & Dwight by 11.6% in the fourth quarter. Tandem Investment Advisors Inc. now owns 797,733 shares of the company’s stock worth $66,890,000 after buying an additional 82,833 shares in the last quarter. Amiral Gestion bought a new position in Church & Dwight in the fourth quarter worth about $6,258,000. Finally, Chesley Taft & Associates LLC lifted its holdings in Church & Dwight by 12.1% in the fourth quarter. Chesley Taft & Associates LLC now owns 98,894 shares of the company’s stock worth $8,292,000 after buying an additional 10,650 shares during the period. Institutional investors own 86.60% of the company’s stock.
Insiders Place Their Bets In other Church & Dwight news, Director Penry W. Price sold 5,960 shares of the business’s stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $94.86, for a total transaction of $565,365.60. Following the completion of the sale, the director directly owned 30,070 shares in the company, valued at approximately $2,852,440.20. The trade was a 16.54% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Brian D. Buchert sold 10,160 shares of the stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $98.14, for a total value of $997,102.40. Following the completion of the transaction, the executive vice president directly owned 1,286 shares in the company, valued at approximately $126,208.04. This represents a 88.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 47,680 shares of company stock worth $4,672,190 in the last 90 days. Insiders own 1.20% of the company’s stock.
Wall Street Analysts Forecast Growth Several analysts have weighed in on CHD shares. Weiss Ratings raised Church & Dwight from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday. Barclays decreased their target price on Church & Dwight from $85.00 to $80.00 and set an “underweight” rating for the company in a research report on Tuesday, April 14th. JPMorgan Chase & Co. raised their target price on Church & Dwight from $99.00 to $105.00 and gave the company a “neutral” rating in a research note on Thursday, July 16th. Royal Bank Of Canada restated an “outperform” rating and set a $114.00 price target on shares of Church & Dwight in a research report on Monday, June 1st. Finally, Wall Street Zen raised Church & Dwight from a “sell” rating to a “hold” rating in a research note on Saturday, June 13th. Nine 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’s stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $103.47.
Get Our Latest Stock Analysis on CHD
Church & Dwight Stock Down 0.3% CHD stock opened at $97.76 on Tuesday. The stock has a market capitalization of $23.16 billion, a P/E ratio of 32.16, a P/E/G ratio of 3.53 and a beta of 0.47. 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 1-year low of $81.33 and a 1-year high of $106.04. The business has a fifty day moving average price of $96.67 and a 200-day moving average price of $95.83.
Church & Dwight (NYSE:CHD – Get Free Report) last released its quarterly earnings data on Friday, May 1st. The company reported $0.95 EPS for the quarter, beating the consensus estimate of $0.93 by $0.02. The company had revenue of $1.47 billion for the quarter, compared to analysts’ expectations of $1.46 billion. Church & Dwight had a return on equity of 20.51% and a net margin of 11.81%.Church & Dwight’s revenue was up .1% compared to the same quarter last year. During the same period last 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. Equities analysts forecast that Church & Dwight Co., Inc. will post 3.74 earnings per share for the current fiscal year.
Church & Dwight Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Friday, May 15th were given a $0.3075 dividend. This represents a $1.23 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Friday, May 15th. Church & Dwight’s payout ratio is 40.46%.
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.
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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.
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 June 1, 2026, to stockholders of record at the close of business on May 15, 2026. It is the Company's 501st regular consecutive quarterly dividend. Church & Dwight Co., Inc. manufactures and markets a wide range of personal care, household and specialty products, under the A.
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's profit slipped on higher costs in the first quarter, offsetting strong performance across its main segments, which lifted revenue above company guidance.
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.
Key Takeaways CHD posted Q1 adjusted EPS of 95 cents on $1.469B sales, with organic sales up 5%. CHD gross margin rose 130 bps to 46.4%, helped by volume and productivity despite inflation and tariffs. CHD sees Q2 adjusted EPS at 88 cents as higher marketing and SG&A offset margin gains. Church & Dwight Co., Inc. (CHD - Free Report) delivered a first-quarter 2026 earnings and revenue beat, supported by stronger-than-expected organic growth and gross margin expansion. Adjusted earnings were 95 cents per share, up 4.4% year over year, topping the Zacks Consensus Estimate of 93 cents.
Net sales increased 0.2% to $1,469.3 million and exceeded the consensus mark of $1,466 million. Organic sales rose 5% in the quarter, driven by volume growth of 5.3%, with a modest drag from pricing and mix. Global online sales represented 24% of total consumer sales, reflecting continued momentum in e-commerce.
CHD Expands Profitability Despite Cost PressuresAdjusted gross margin improved 130 basis points year over year to 46.4%. The company attributed the expansion to higher volumes, productivity and a favorable mix tied to acquisitions and portfolio actions, partially offset by inflation and tariff costs.
Brand investment remained steady. Marketing expense increased to $139.4 million, up 20 basis points as a percentage of sales versus last year, as management continued to support innovation and distribution gains across categories.
Selling, general and administrative expenses totaled $251 million, including $6.3 million of charges related to restricted stock issued for the TOUCHLAND acquisition. On an adjusted basis, SG&A was $239.4 million, or 16.3% of net sales, a 110-basis point increase versus the prior year.
Church & Dwight’s Segment BreakdownConsumer Domestic net sales were $1,117.7 million, down 1.1% year over year on a reported basis, reflecting 2025 strategic portfolio actions. On an organic basis, sales increased 5.4%, led by volume growth of 5.5%, and a slightly negative price and mix. Management pointed to organic gains in THERABREATH mouthwash and toothpaste, ARM & HAMMER cat litter, HERO and OXICLEAN. Those gains were partially offset by declines in WATERPIK flossers, while reported results also reflected contributions from the TOUCHLAND acquisition alongside the impact of prior portfolio exits.
Consumer International net sales increased 4.6% to $273.9 million. Organic sales advanced 3.7% on volume growth of 5.3%, partially offset by lower price and mix, as growth in THERABREATH, HERO and BATISTE was tempered by weaker Middle East region sales.
Specialty Products net sales rose 3.1% to $77.7 million, with organic sales also up 3.1%. The improvement reflected both higher volume and favorable price and mix, extending growth beyond the core consumer portfolio.
CHD’s Mix Shifts Toward Household ProductsBy product line, household products net sales increased 4.3% to $641.6 million in the quarter. Personal care products net sales declined 7.5% to $476.1 million. The divergence in category performance highlights how strategic portfolio actions and brand-level trends are influencing the company’s sales mix, even as overall consumer demand remains supportive.
CHD’s Cash Flow & Balance SheetCash from operations was $174.8 million for the quarter. Capital expenditures rose to $31.9 million. The company continues to expect $1.15 billion of cash from operations in 2026 while anticipating full-year capital spending of approximately $130 million, or about 2% of sales.
As of March 31, 2026, CHD had cash-on-hand of $503.4 million and total debt of $2.2 billion, supporting flexibility for ongoing investment in brands and potential acquisitions consistent with its portfolio strategy.
Church & Dwight Reiterates 2026 View and Sets Q2 TargetFor full-year 2026, the company reiterated its outlook for reported sales to decline 1.5% to 0.5% due to 2025 portfolio actions while projecting organic sales growth of 3% to 4%, which is likely to be driven by volumes.
Church & Dwight projects about 100 basis points of reported gross margin expansion for 2026. The company expects higher volumes, productivity and favorable mix tied to acquisitions and portfolio actions to fully offset inflation, tariff costs and ongoing commodity and transportation headwinds.
Marketing is still expected to run at about 11% of sales, while SG&A as a percentage of sales is expected to remain higher than 2025, reflecting the TOUCHLAND acquisition impact in the first half and stepped-up investment in new growth initiatives, e-commerce and international expansion. Management still expects full-year reported EPS to increase about 18% to 22%, while adjusted EPS growth is projected at 5% to 8%, fueled by growth across all segments.
For the second quarter of 2026, management expects organic sales growth of about 3% and a reported sales decline of roughly 1%. The company expects gross margin expansion of about 50 basis points. The company guided to adjusted earnings of 88 cents per share for the second quarter, noting that higher marketing and SG&A, including Touchland amortization, are expected to more than offset anticipated gross margin expansion for the quarter.
Shares of this Zacks Rank #3 (Hold) company have rallied 15.8% year to date against the industry’s decline of 1.3%.
Stocks to ConsiderSmithfield Foods, Inc. (SFD - Free Report) produces various packaged meats and fresh pork products in the United States and internationally. It carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Smithfield Foods’ current financial-year sales and earnings indicates growth of 1.3% and 7.5%, respectively, from the prior-year reported levels. SFD delivered a trailing four-quarter earnings surprise of 12%, on average.
Tyson Foods, Inc. (TSN - Free Report) operates as a food company through the Beef, Pork, Chicken and Prepared Foods segments. TSN currently carries a Zacks Rank #2.
The Zacks Consensus Estimate for Tyson Foods’ current fiscal-year sales calls for growth of 4.4%, while the consensus mark for earnings indicates a decline of 4.1% from the year-ago reported figures. TSN delivered a trailing four-quarter earnings surprise of 16.5%, on average.
Post Holdings (POST - Free Report) operates as a consumer-packaged goods holding company. At present, POST carries a Zacks Rank of 2. Post Holdings delivered a trailing four-quarter earnings surprise of 19.6%, on average.
The consensus estimate for Post Holdings’ current fiscal-year sales and earnings implies growth of 2.7% and 0.1%, respectively, from the year-ago reported figures.
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.
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GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
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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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Key Takeaways Procter & Gamble's Baby Care is lagging in the U.S., but gaining share in five of seven regionsGreater China Baby Care sales grew 19% despite a declining birth-rate environment.PG posted more than 3% organic sales growth and 3% core EPS growth in Q3 FY26. The Procter & Gamble Company (PG - Free Report) has been navigating uneven performance in its Baby Care business, particularly in the United States, where market share trends have lagged the company’s expectations. While the segment has been a relatively weak spot, management believes the challenges are highly localized and do not reflect a broader deterioration in category fundamentals. PG is investing in product upgrades, improved consumer communication and trial-building initiatives to restore momentum, reinforcing confidence that Baby Care can become a growth contributor rather than a drag over time.
In third-quarter fiscal 2026, PG reported organic sales growth of more than 3%, with volume up 2 points and pricing contributing 1 point. Core EPS increased 3% to $1.59. Management noted that Baby Care is gaining share in five of seven regions, with Greater China delivering 19% growth despite a declining birth-rate environment. The United States remains the largest region not currently gaining share, prompting targeted interventions. Globally, Baby Care was among the categories posting low-single-digit organic growth, while North America organic sales rose 4% and global market share improved in 26 of PG’s top 50 category-country combinations.
Although U.S. Baby Care remains a near-term pressure point, the segment is not materially weighing on PG’s overall growth trajectory. The company’s diversified portfolio, broad-based geographic strength and consistent innovation pipeline continue to support healthy top-line momentum. With management expressing strong confidence in its turnaround plan and willingness to invest aggressively where opportunities exist, Baby Care appears more like a fixable execution issue than a structural concern for PG’s long-term growth story.
Innovation Drives Resilience at CHD and CLBoth Church & Dwight (CHD - Free Report) and Colgate-Palmolive (CL - Free Report) are using innovation, premium products and strong brand portfolios to offset category-specific pressures and sustain growth momentum.
Church & Dwight is also working to strengthen its baby and household products portfolio through innovation and targeted investments. The company’s Baby Care business, led by the WaterWipes and Hero brands, has faced a competitive environment, but Church & Dwight continues to focus on premium positioning, marketing support and distribution gains to drive growth. Its diversified portfolio, which includes Arm & Hammer, OxiClean and Trojan, helps offset temporary softness in any single category and supports steady revenue and earnings expansion.
Colgate is leveraging innovation and brand investment to navigate category-specific pressures while sustaining overall growth. The company has demonstrated a similar strategy of using premium product launches, disciplined pricing and productivity initiatives to protect margins and market share. Strength in oral care, personal care and pet nutrition, particularly through the Hill’s segment, continues to provide Colgate with balanced growth and resilience even when certain categories face slower demand.
PG’s Price Performance, Valuation & EstimatesProcter & Gamble’s shares have lost around 3.1% in the past six months compared with the industry’s 2.8% decline.
Image Source: Zacks Investment Research
From a valuation standpoint, PG trades at a forward price-to-earnings ratio of 20.3X compared with the industry’s average of 17.9X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for PG’s fiscal 2026 and 2027 EPS indicates year-over-year growth of 1.2% and 2.6%, respectively. The company’s EPS estimates for fiscal 2026 and 2027 have moved downward in the past seven days.
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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Investors in Church & Dwight Co., Inc. (CHD - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Aug 21, 2026 $80 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for Church & Dwight shares, but what is the fundamental picture for the company? Currently, Church & Dwight is a Zacks Rank #3 (Hold) in the Consumer Products – Staples industry that ranks in the Bottom 27% of our Zacks Industry Rank. Over the last 30 days, no analysts have increased their earnings estimates for the current quarter, while six analysts have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from 97 cents per share to 91 cents in that period.
Given the way analysts feel about Church & Dwight right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
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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.
Image Source: Zacks Investment Research
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.
Image Source: Zacks Investment Research
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.
Image Source: Zacks Investment Research
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.
Image Source: Zacks Investment Research
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) announced today that President and Chief Executive Officer, Rick Dierker, Chief Financial Officer, Lee McChesney, and EVP International, Michael Read, will participate in the dbAccess Global Consumer Conference on Tuesday, June 2 at 6:00 a.m. EDT / 12:00 p.m. CEST. A link to the broadcast will be provided through the Investors section of the Church & Dwight's website. Church & Dwight Co., Inc. (NYSE: CHD) founded in.
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.
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GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
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).
Image Source: Zacks Investment Research
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.
Image Source: Zacks Investment Research
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.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks have been discussed below:
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.
Nestlé S.A. (NSRGY - Free Report) offers family nutrition products, including early childhood, kids and teenagers, and maternal and adult products; cereals; dairy and drink products. At present, NSRGY carries a Zacks Rank of 2 (Buy).
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.
