Despite rising costs and changing consumer trends, PG, CHD, OLLI and GO remain resilient, leveraging strategic measures to sustain growth.
PG and CHD battle for household dominance, with shifting demand, pricing power and strategy defining which name holds the edge.
Church & Dwight is upgraded from 'sell' to 'hold' after robust Q3 2025 results and improved operational momentum. CHD outperformed peers with 5% revenue growth, strong volume and pricing, and raised guidance for EPS and cash flow. The company demonstrated resilience through cost control, share buybacks, and successful integration of acquisitions, despite ongoing macro challenges.
Church & Dwight is upgraded from "Sell" to "Hold" as shares now reflect fair value after a 20% decline. CHD delivered strong Q3 results, with organic sales up 3.4%, market share gains, and impressive margin management despite tariff pressures. Robust free cash flow supports a secure 1.4% dividend and increased share buybacks, with further capital returns likely if shares remain below $100.
If you're a parent, you've likely battled with your children over different options at dinner time. What kid wouldn't love to eat hot dogs for dinner every night and then wash it down with a milkshake?
Church & Dwight Co., Inc. ( CHD ) Q3 2025 Earnings Call October 31, 2025 10:00 AM EDT Company Participants Richard Dierker - President, CEO & Director Lee McChesney - CFO & Executive VP Conference Call Participants Christopher Carey - Wells Fargo Securities, LLC, Research Division Peter Grom - UBS Investment Bank, Research Division Rupesh Parikh - Oppenheimer & Co. Inc., Research Division Bonnie Herzog - Goldman Sachs Group, Inc., Research Division Andrea Teixeira - JPMorgan Chase & Co, Research Division Stephen Robert Powers - Deutsche Bank AG, Research Division Anna Lizzul - BofA Securities, Research Division Filippo Falorni - Citigroup Inc., Research Division Olivia Tong Cheang - Raymond James & Associates, Inc., Research Division Javier Escalante Manzo - Evercore ISI Institutional Equities, Research Division Lauren Lieberman - Barclays Bank PLC, Research Division Robert Moskow - TD Cowen, Research Division Kevin Grundy - BNP Paribas, Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to Church & Dwight's Third Quarter 2025 Earnings Conference Call. Before we begin, I have been asked to remind you that on this call, the company's management may make forward-looking statements regarding, among other things, the company's financial objectives and forecasts.
While the top- and bottom-line numbers for Church & Dwight (CHD) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Church & Dwight (CHD) came out with quarterly earnings of $0.81 per share, beating the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $0.79 per share a year ago.
Fresh off the first federal funds rate cut of the year, investors are keeping a close watch over recession indicators. A struggling housing market, warning signs about the labor market, and other metrics may suggest an impending recession, despite the fact that many stocks continue to soar higher.
Investors interested in Consumer Products - Staples stocks are likely familiar with Grocery Outlet Holding Corp. (GO) and Church & Dwight (CHD). But which of these two companies is the best option for those looking for undervalued stocks?
Despite rising costs and shifting consumer trends, PG, CHD, OLLI and GO are demonstrating resilience by implementing strategic measures to sustain growth.
Investors closely monitor insider buys, as they can give hints surrounding the long-term picture.