Church & Dwight Co (NYSE:CHD) Stock

CHURCH & DWIGHT CO INC

Church & Dwight Co

Church & Dwight is the leading global producer of baking soda. Its portfolio extends beyond its legacy category to include laundry products, cat litter, oral care, deodorant, and nasal care, all sold under the Arm & Hammer brand. Its mix also includes Batiste, OxiClean, Vitafusion, Hero, and TheraBreath, which together with Arm & Hammer constitute around 70% of its annual sales and profits. Most recently, the firm announced the addition of Touchland, and its hand santizer business, to its fold. Even as it works to grow the reach of its products, Church & Dwight still derives around 80% of its sales from its home market in the US.

Church & Dwight Company, Inc. Common Stock

Church & Dwight Co Inc

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Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>BMO Capital analyst Katja Jancic upgraded the rating for Nucor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUE#NYSE">NUE</a>) from Market Perform to Outperform and raised the price target from $140 to $145. Nucor shares closed at $109.36 on Friday. <a href="https://www.benzinga.com/quote/NUE/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Goldman Sachs analyst Jordan Alliger upgraded Saia, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAIA#NASDAQ">SAIA</a>) from Neutral to Buy and raised the price target from $387 to $410. Saia shares closed at $264.41 on Friday. <a href="https://www.benzinga.com/quote/SAIA/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>RBC Capital analyst Nik Modi upgraded Church &amp; Dwight Co., Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>) from Sector Perform to Outperform and boosted the price target from $100 to $114. Church &amp; Dwight shares closed at $98.31 on Friday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B of A Securities analyst Ronald Epstein upgraded The Boeing Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) from Neutral to Buy and raised the price target from $185 to $260. Boeing shares closed at $207.32 on Friday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst Stephanie Moore upgraded the rating for Rollins, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROL#NYSE">ROL</a>) from Hold to Buy and raised the price target from $55 to $65. Rollins shares closed at $57.25 on Friday. <a href="https://www.benzinga.com/quote/rol/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying NUE stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="575" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/02085339/image-8-1024x575.png" alt="" class="wp-image-935167" style="width:648px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/02085339/image-8-1024x575.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/02085339/image-8-300x168.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/02085339/image-8-768x431.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/02085339/image-8.png 1133w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Upgrades

Pre-Market Outlook

Markets

Trading Ideas

SAIA

This Nucor Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday

RBC Capital analyst Nik Modi upgrades Church &amp; Dwight Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>) from Sector Perform to Outperform and raises the price target from $100 to $114.

Price Target

Analyst Ratings

RBC Capital Upgrades Church & Dwight Co to Outperform, Raises Price Target to $114

In a new SEC filing on May 30, it was revealed that Hooker, EVP at Church &amp; Dwight Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>), executed a significant exercise of company stock options.
What Happened: Hooker, EVP at Church &amp; Dwight Co, made a strategic move by exercising stock options for 3,000 shares of CHD as detailed in a Form 4 filing on Friday with the <a href="https://www.sec.gov/Archives/edgar/data/0000313927/000112760225015966//Archives/edgar/data/313927/000112760225015966/0001127602-25-015966-index.htm">U.S. Securities and Exchange Commission</a>. The transaction value amounted to $72,809.
Church &amp; Dwight Co shares are trading, exhibiting down of 0.0% and priced at $98.14 during Friday's morning. This values Hooker's 3,000 shares at $72,809.
<h3>Get to Know Church &amp; Dwight Co Better</h3>
Church &amp; Dwight is the leading global producer of baking soda. Its portfolio extends beyond its legacy category to include laundry products, cat litter, oral care, deodorant, and nasal care, all sold under the Arm &amp; Hammer brand. Its mix also includes Batiste, OxiClean, Vitafusion, Hero, and TheraBreath, which together with Arm &amp; Hammer constitute around 70% of its annual sales and profits. Most recently, the firm announced the addition of Touchland, and its hand santizer business, to its fold. Even as it works to grow the reach of its products, Church &amp; Dwight still derives around 80% of its sales from its home market in the US.
<h3>Unraveling the Financial Story of Church &amp; Dwight Co</h3>
Negative Revenue Trend: Examining Church &amp; Dwight Co's financials over 3 months reveals challenges. As of 31 March, 2025, the company experienced a decline of approximately -2.41% in revenue growth, reflecting a decrease in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Consumer Staples sector.
Insights into Profitability:
<ul>
<li>
Gross Margin: The company sets a benchmark with a high gross margin of 44.96%, reflecting superior cost management and profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): With an EPS below industry norms, Church &amp; Dwight Co exhibits below-average bottom-line performance with a current EPS of 0.9.
</li>
</ul>
Debt Management: Church &amp; Dwight Co's debt-to-equity ratio is below the industry average at 0.48, reflecting a lower dependency on debt financing and a more conservative financial approach.
Analyzing Market Valuation:
<ul>
<li>
Price to Earnings (P/E) Ratio: The current Price to Earnings ratio of 42.12 is higher than the industry average, indicating the stock is priced at a premium level according to the market sentiment.
</li>
<li>
Price to Sales (P/S) Ratio: With a relatively high Price to Sales ratio of 4.0 as compared to the industry average, the stock might be considered overvalued based on sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): Church &amp; Dwight Co's EV/EBITDA ratio of 23.21 exceeds industry averages, indicating a premium valuation in the market
</li>
</ul>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
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<h3>Why Insider Transactions Are Key in Investment Decisions</h3>
While insider transactions should not be the sole basis for making investment decisions, they can play a significant role in an investor's decision-making process.
In the realm of legality, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities under Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are required to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
Notably, when a company insider makes a new purchase, it is considered an indicator of their positive expectations for the stock.
Conversely, insider sells may not necessarily signal a bearish stance on the stock and can be motivated by various factors.
<h3>Essential Transaction Codes Unveiled</h3>
When dissecting transactions, the focal point for <a href="https://www.benzinga.com/money/investing-tools">investors</a> is often those occurring in the open market, meticulously detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C indicates the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000313927">Check Out The Full List Of Church &amp; Dwight Co's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

At Church & Dwight Co, Carlen Hooker Chooses To Exercise Options, Resulting In $72K

Church &amp; Dwight Co., Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>) has signed a definitive agreement to acquire the Touchland&#xAE; brand for $700 million at closing, consisting of cash and Church &amp; Dwight restricted stock, and a payment up to $180 million contingent on the achievement of Touchland's 2025 net sales for a total purchase price of up to $880 million. Touchland is the fastest growing brand in the hand sanitizer category in the United States and is the #2 hand sanitizer in the category. The transaction, which is subject to customary closing conditions, is expected to close in the second quarter.
Touchland's net sales for the trailing twelve months through March 31, 2025 were approximately $130 million. The products are currently marketed in the U.S. and Canada and recently launched in the Middle East with Sephora.

Church & Dwight Agrees To Acquire Touchland Brand For $700M Plus Up To $180M Based On 2025 Sales

Penry W Price, Board Member at Church &amp; Dwight Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>), reported a large exercise of company stock options on May 9, according to a new SEC filing.
What Happened: A Form 4 filing from the <a href="https://www.sec.gov/Archives/edgar/data/0000313927/000112760225013793//Archives/edgar/data/313927/000112760225013793/0001127602-25-013793-index.htm">U.S. Securities and Exchange Commission</a> on Friday showed that Price, Board Member at Church &amp; Dwight Co, a company in the Consumer Staples sector, just exercised stock options worth 14,660 shares of CHD stock with an exercise price of $41.91.
Church &amp; Dwight Co shares are trading down 0.14% at $92.05 at the time of this writing on Friday morning. Since the current price is $92.05, this makes Price's 14,660 shares worth $734,979.
<h3>Get to Know Church &amp; Dwight Co Better</h3>
Church &amp; Dwight is the leading global producer of baking soda. Its portfolio extends beyond its legacy category to include laundry products, cat litter, oral care, deodorant, and nasal care, all sold under the Arm &amp; Hammer brand. Its mix also includes Batiste, OxiClean, Vitafusion, Waterpik, Hero, and TheraBreath, which together with Arm &amp; Hammer constitute around 70% of its annual sales and profits. Even as it works to grow the reach of its products, Church &amp; Dwight still derives around 80% of its sales from its home market in the US.
<h3>Church &amp; Dwight Co: Delving into Financials</h3>
Revenue Growth: Church &amp; Dwight Co's revenue growth over a period of 3 months has faced challenges. As of 31 March, 2025, the company experienced a revenue decline of approximately -2.41%. This indicates a decrease in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Consumer Staples sector.
Key Profitability Indicators:
<ul>
<li>
Gross Margin: The company maintains a high gross margin of 44.96%, indicating strong cost management and profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): Church &amp; Dwight Co's EPS reflects a decline, falling below the industry average with a current EPS of 0.9.
</li>
</ul>
Debt Management: Church &amp; Dwight Co's debt-to-equity ratio is below the industry average. With a ratio of 0.48, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
Valuation Metrics: A Closer Look
<ul>
<li>
Price to Earnings (P/E) Ratio: Church &amp; Dwight Co's current Price to Earnings (P/E) ratio of 39.56 is higher than the industry average, indicating that the stock may be overvalued according to market sentiment.
</li>
<li>
Price to Sales (P/S) Ratio: With a higher-than-average P/S ratio of 3.76, Church &amp; Dwight Co's stock is perceived as being overvalued in the market, particularly in relation to sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): Church &amp; Dwight Co's EV/EBITDA ratio stands at 21.86, surpassing industry benchmarks. This places the company in a position with a higher-than-average market valuation.
</li>
</ul>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
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<h3>Understanding the Significance of Insider Transactions</h3>
Insider transactions shouldn't be used primarily to make an investing decision, however, they can be an important factor for an investor to consider.
In the context of legal matters, the term "insider" refers to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as outlined by Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and significant hedge funds. Such insiders are obligated to report their transactions through a Form 4 filing, which must be completed within two business days of the transaction.
Pointing towards optimism, a company insider's new purchase signals their positive anticipation for the stock to rise.
Despite insider sells not always signaling a bearish sentiment, they can be driven by various factors.
<h3>The Insider's Guide to Important Transaction Codes</h3>
Navigating through the landscape of transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> often prioritize those unfolding in the open market, precisely detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000313927">Check Out The Full List Of Church &amp; Dwight Co's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Strategic Sale: Penry W Price Decides To Exercise Options Worth $734K At Church & Dwight Co

The most oversold stocks in the consumer staples sector presents an opportunity to buy into undervalued companies.
The RSI is a momentum indicator, which compares a stock&#8217;s strength on days when prices go up to its strength on days when prices go down. When compared to a stock&#8217;s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the <a href="https://www.benzinga.com/topic/rsi">RSI is below 30</a>, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>.
Here's the latest list of major oversold players in this sector, having an RSI near or below 30.
<h3 class="wp-block-heading">Church &amp; Dwight Co Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>)</h3>
<ul>
<li>On May 1, Church &amp; Dwight reported worse-than-expected first-quarter sales results, issued second-quarter adjusted EPS guidance below estimates, and cut its FY25 adjusted EPS guidance. Rick Dierker, Chief Executive Officer, commented, &#8220;In an environment of slowing consumption, our brands are performing well. We continue to drive both dollar and volume share gains across most of our brands. Our balanced portfolio of value and premium products keep us well positioned to navigate this environment.&#8221; The company's stock fell around 10% over the past month and has a 52-week low of $91.76.</li>
<li>RSI Value: 27.2</li>
<li>CHD Price Action: Shares of Church &amp; Dwight fell 0.2% to close at $92.78 on Monday.</li>
<li>Edge Stock Ratings: 34.50 Momentum score with Value at 20.09. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/quote/CHD"><img loading="lazy" decoding="async" width="497" height="176" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/06044316/image-45.png" alt="" class="wp-image-902769" style="width:359px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/06044316/image-45.png 497w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/06044316/image-45-300x106.png 300w" sizes="(max-width: 497px) 100vw, 497px" /></a></figure>
<h3 class="wp-block-heading">Tyson Foods Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSN#NYSE">TSN</a>)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</h3>
<ul>
<li>On May 5, Tyson Foods reported worse-than-expected second-quarter sales results. Tyson Foods reported quarterly earnings of 92 cents per share which beat the analyst consensus estimate of 82 cents per share. The company reported quarterly sales of $13.07 billion which missed the analyst consensus estimate of $13.14 billion. The company's stock fell around 7% over the past five days and <a href="https://www.benzinga.com/quote/TSN">has a 52-week low</a> of $53.61.</li>
<li>RSI Value: 23.4</li>
<li>TSN Price Action: Shares of Tyson Foods dipped 7.8% to close at $56.08 on Monday.</li>
<li>Benzinga Pro&#8217;s charting tool helped identify the trend in <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0506">TSN stock</a>. </li>
</ul>
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<h3 class="wp-block-heading">BRC Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRCC#NYSE">BRCC</a>)</h3>
<ul>
<li>On May 5, BRC posted a wider-than-expected quarterly loss. &#8220;Black Rifle is off to a promising start in 2025, driven by distribution gains across multiple product categories and targeted investments that position us well for sustained, multi-year growth,&#8221; said BRCC Chief Executive Officer Chris Mondzelewski. The company's stock fell around 26% over the past six months and has a 52-week <a href="https://www.benzinga.com/quote/BRCC">low of $1.89.</a></li>
<li>RSI Value: 28.7</li>
<li>BRCC Price Action: Shares of BRC gained 3.5% to close at $2.37 on Monday.</li>
<li>Benzinga Pro&#8217;s signals feature notified of a potential breakout in <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0506">BRCC shares</a>. </li>
</ul>
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Learn more about BZ Edge Rankings—click to see scores for other stocks in the sector and s<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">ee how they compare.</a> 
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Morgan Stanley analyst Dara Mohsenian maintains Church &amp; Dwight Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>) with a Equal-Weight and lowers the price target from $110 to $100.

Morgan Stanley Maintains Equal-Weight on Church & Dwight Co, Lowers Price Target to $100

UBS analyst Peter Grom maintains Church &amp; Dwight Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>) with a Neutral and lowers the price target from $110 to $102.

UBS Maintains Neutral on Church & Dwight Co, Lowers Price Target to $102

Barclays analyst Lauren Lieberman maintains Church &amp; Dwight Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>) with a Underweight and lowers the price target from $94 to $84.

Barclays Maintains Underweight on Church & Dwight Co, Lowers Price Target to $84

RBC Capital analyst Nik Modi maintains Church &amp; Dwight Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>) with a Sector Perform and lowers the price target from $105 to $100.

RBC Capital Maintains Sector Perform on Church & Dwight Co, Lowers Price Target to $100

Evercore ISI Group analyst Javier Escalante maintains Church &amp; Dwight Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>) with a In-Line and lowers the price target from $106 to $102.

Evercore ISI Group Maintains In-Line on Church & Dwight Co, Lowers Price Target to $102

Church &amp; Dwight Co Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>) shares fell on Thursday after the company reported first-quarter FY25 earnings.
The company&#8217;s <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45129547/church-dwight-reports-first-quarter-2025-results" rel="noreferrer noopener">first-quarter revenue</a> declined 2.4% year-on-year to $1.47 billion, missing the analyst consensus estimate of $1.51 billion. Organic sales decreased 1.2% due to a 1.4% lower volume.
The household and specialty products maker reported adjusted earnings per share of 91 cents, which beat the <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">consensus of 90 cents</a>.
Net sales from Consumer Domestic decreased by 3%, Consumer International grew by 2.7%, and Specialty Products declined by 9.3%.
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Gross profit decreased 3.9% to $659.6 million, with the gross margin contracting 70 basis points YoY to 45%. Adjusted EPS of $0.91 <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">beat the consensus </a>estimate of $0.90.
Operating income for the quarter fell 3.2% to $295.3, with an operating margin of 20.1%.
The company held $964.1 million in cash and equivalents as of December-end. Operating cash flow for the quarter totaled $185.7 million.
While the tariff situation remains fluid, the company is currently projecting a 12-month run-rate gross tariff exposure of approximately $190 million.
Outlook: Church &amp; Dwight lowered the FY25 adjusted EPS outlook from $3.68 &#8211; $3.72 to $3.44 &#8211; $3.51 compared to an estimate of $3.69. The company also cut the FY25 organic sales growth guidance from 3% &#8211; 4% to flat &#8211; 2%.
For the second quarter, Church &amp; Dwight anticipates organic growth of (-2)% to flat and adjusted EPS of $0.85.
Price Action: CHD shares traded lower by 6.62% at $92.76 at last check Thursday.
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Guidance

Movers

General

Why Consumer Goods Maker Church & Dwight Stock Fell On Thursday?

WIIM

Church & Dwight shares are trading lower after the company reported worse-than-expected Q1 sales results, issued Q2 adjusted EPS guidance below estimates, and cut its FY25 adjusted EPS guidance.

Outlook for 2025
Mr. Dierker stated, "Despite these uncertain markets, we remain focused on growing our market shares across our portfolio. We will continue to invest in marketing to support our brands and we believe consumption of our brands will continue to outpace category growth fueled by innovation. We will continue to offer high quality products to consumers at the right value. This outlook reflects strong underlying operating fundamentals.
"We now expect organic sales growth of approximately 0% to 2% (previously 3% to 4%).2 The sales outlook now reflects no recovery in retailer destocking from Q1 and slower category growth due to macroeconomic uncertainty. The deceleration of category growth in our largest categories in the US reflects the tentativeness of the US consumer. We saw 2.5% category growth in Q4 2024, 1.5% in Q1, and negative year-over-year category consumption in April. We continue to anticipate gaining market share.
"Full year adjusted gross margin is now expected to contract 60 basis points2 versus 2024 (previously +25 basis points) as we expect tariff impacts, persistently elevated input costs, and unfavorable mix to offset incremental productivity. Marketing as a percentage of sales is expected to be approximately 11% of sales, as we will continue to invest in our brands and innovation.
"We continue to expect SG&amp;A as a percentage of sales to be lower versus 2024 while making investments for our future, especially in ecommerce and International. We continue to expect other expense for 2025 to be approximately $50 million. Our tax rate is expected to be approximately 23%.
"We now expect full year adjusted EPS growth for 2025 of 0% to 2%2 (previously 7% to 8% growth), due to lower sales assuming no recovery in retailer destocking from Q1, slower category growth for the balance of the year, and tariff pressures.
"Cash flow from operations is now expected to be $1.05 billion (previously $1.156 billion). We expect 2025 capital expenditures of approximately $130 million. We continue to pursue accretive acquisitions that meet our strict criteria, with an emphasis on fast-moving consumable products, similar to our last 3 acquisitions (ZICAM, THERABREATH, and HERO).
"For Q2, we expect organic sales of approximately -2% to Flat2. As a result, we expect Adjusted EPS of $0.85 per share, a decrease of 9% versus last year's adjusted Q2 EPS.2 We continue to expect EPS growth to be weighted towards the back half of 2025 due to marketing and investment timing versus a year ago.
"Our adjusted outlook excludes as of April 1st, 2025 charges and the ongoing results for the Flawless, Spinbrush and Waterpik showerhead businesses."

Church & Dwight Expects 2025 Organic Sales Growth Of Approximately 0% To 2% (Previously 3% To 4%)

"For Q2, we expect organic sales of approximately -2% to Flat2. As a result, we expect Adjusted EPS of $0.85 per share, a decrease of 9% versus last year's adjusted Q2 EPS.2 We continue to expect EPS growth to be weighted towards the back half of 2025 due to marketing and investment timing versus a year ago.

Church & Dwight Co Sees Q2 2025 Adj EPS $0.85 vs $0.95 Est

Church & Dwight Co Lowers FY2025 Adj EPS Guidance from $3.68-$3.72 to $3.44-$3.51 vs $3.69 Est

These businesses generate approximately $150 million of Net Sales with below average profitability. This decision will strengthen the company, sharpen our focus on core brands, and mitigate a significant portion of our tariff exposure. We expect to record a Q2 charge of approximately $60 to 80 million, primarily compromised of non-cash impairments of intangibles and fixed assets, as well as inventory charges depending on sell through.&nbsp;

Church & Dwight Is Moving With Speed On Portfolio Decisions And Will Be Taking Strategic Actions For The Flawless, Spinbrush And Waterpik Showerhead Businesses, Which Includes Shutting Down Or Selling These Businesses

The impact of the portfolio decisions and a series of supply chain actions is expected to reduce our tariff exposure by approximately 80%. The supply chain actions include no longer sourcing Waterpik flossers from China for the U.S. market. The impact of inventory builds and other quick supply chain actions enable us to effectively manage the tariff exposure and the net impact is included in the Company's outlook. Over the next 12 months, we believe the impact of the remaining tariffs can be mitigated through supply chain efforts and surgical pricing.&nbsp;

While The Tariff Situation Remains Fluid, Church & Dwight Is Currently Projecting A 12-month Run-rate Gross Tariff Exposure Of Approximately $190M

Earnings

Church & Dwight Co Q1 Adj. EPS $0.91 Beats $0.90 Estimate, Sales $1.47B Miss $1.51B Estimate

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Earnings Scheduled For May 1, 2025

Press Releases

Church & Dwight Co., Inc. Declares 495th Regular Quarterly Dividend

Church & Dwight Reports Q3 2024 Results

Church & Dwight to Webcast the 2025 Analyst Day and Full Year 2024 Earnings Results on January 31

Church & Dwight Reports Fourth Quarter and Full Year 2024 Results

Church & Dwight to Present at 2025 CAGNY Conference

Church & Dwight to Webcast Discussion of First Quarter 2025 Earnings Results on May 1

Church & Dwight Co., Inc. Declares 497th Regular Quarterly Dividend

Church & Dwight Reports First Quarter 2025 Results

Church & Dwight to Acquire the Touchland® Brand for $700 million Plus Earn-out

Church & Dwight to Present at the dbAccess Global Consumer Conference

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