Clorox (CLX) reported earnings 30 days ago. What's next for the stock?
The Clorox Company (CLX) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
The recent high-velocity sell-off may be a preview of what's to come this year or in 2026.
The Clorox Company (CLX) is rated "Hold" with a 12-month price target of $120, implying a 10% upside excluding dividends. CLX faces headwinds from ERP transition, declining sales, and margin pressure, but most negatives appear priced in, limiting further downside risk. Management expects ERP challenges to ease after FY2026, potentially unlocking innovation, cost optimization, and margin recovery for CLX.
CLX posts Q1 earnings and sales above estimates despite steep year-over-year declines tied to its U.S. ERP transition.
The Clorox Company reported very weak fiscal Q1 results. The company's ERP-related disruption caused most of the quarter's weakness. CLX's underlying consumption has also been weak. A weak consumer has caused below-usual category growth and competitive pressure from lower-cost substitutes. The quarter causes more cautious growth estimates for Clorox as the company struggles to grow market share and maintain pricing.
Clorox (CLX) has seen a meaningful decline in its share price over the past year, pressured by post-pandemic normalization, rising input costs, and the aftereffects of the cyberattack that disrupted operations. Once viewed as a defensive growth name, the stock's premium valuation has faded as investor sentiment cooled.
Clorox (CLX) came out with quarterly earnings of $0.85 per share, beating the Zacks Consensus Estimate of $0.78 per share. This compares to earnings of $1.86 per share a year ago.
The Clorox Company ( CLX ) Q1 2026 Earnings Call November 3, 2025 5:00 PM EST Company Participants Lisah Burhan - Vice President of Investor Relations Linda Rendle - CEO & Chairman Luc Bellet - Executive VP & CFO Conference Call Participants Peter Grom - UBS Investment Bank, Research Division Andrea Teixeira - JPMorgan Chase & Co, Research Division Kaumil Gajrawala - Jefferies LLC, Research Division Filippo Falorni - Citigroup Inc., Research Division Christopher Carey - Wells Fargo Securities, LLC, Research Division Anna Lizzul - BofA Securities, Research Division Bonnie Herzog - Goldman Sachs Group, Inc., Research Division Olivia Tong Cheang - Raymond James & Associates, Inc., Research Division Robert Moskow - TD Cowen, Research Division Kevin Grundy - BNP Paribas, Research Division Presentation Operator Good day, ladies and gentlemen, and welcome to The Clorox Company First Quarter Fiscal Year 2026 Earnings Release Conference Call. [Operator Instructions].
The cleaning-products company's first-quarter sales fell 19% to $1.43 billion as a result of shipment changes made in anticipation of an ERP system transition.
CLX braces for a tough Q1 as ERP transition, inventory reductions and macro headwinds weigh on sales and margins.
Clorox (CLX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.