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Company Research2 Apr 2024
The Consumer Goods Sector: Housing the World's Most Known Brands
Explore the giants of the consumer goods sector, where iconic brands familiar in daily life are predominantly owned by a few key industry players.
Colgate-Palmolive Company
Colgate-Palmolive Company (CL) investor relations material
Colgate-Palmolive Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary30 Jan, 2026
Executive summary
Achieved stronger-than-expected Q4 and 2025 results, with net sales and organic sales up 1.4% year-over-year, driven by oral care and pet nutrition, despite lower category growth, raw material inflation, and higher tariffs.
Fourth quarter saw accelerated growth: net sales up 5.8%, organic sales up 2.2%, and Base Business EPS up 4% compared to Q3.
Transitioned from the 2025 strategy, which added $5B in sales, to a new 2030 strategy focused on brand strength, innovation, omni-channel demand generation, digital/data/AI investments, supply chain optimization, and culture.
Launched the Strategic Growth and Productivity Program (SGPP) to unlock organizational changes and funding for the new strategy, targeting $200–$300 million in pre-tax charges.
Record operating cash flow of $4.2B and $2.9B returned to shareholders through dividends and share repurchases in 2025.
Financial highlights
Net sales and organic sales increased 1.4% for 2025, with a 0.7% negative impact from exiting private label pet food.
Q4 organic sales grew over 3% excluding private label and Prime100 acquisition impacts; Hill's segment posted over 5% organic sales growth (ex-private label).
Base Business EPS rose 3% year-over-year; Q4 Base Business EPS up 4% sequentially.
Free cash flow reached $3.5B–$3.6B in 2025.
Global toothpaste market share up 10 basis points to 41.3% and manual toothbrush share up 60 basis points to 32.4% year-to-date.
Outlook and guidance
2026 net sales growth expected at 2% to 6%, with organic sales growth of 1% to 4% and a low-single-digit positive FX impact.
Gross profit margin and advertising spend expected to increase; GAAP EPS projected to rise double digits, Base Business EPS up low to mid-single digits.
Guidance includes a 20 basis point drag from exiting private label pet food.
No major rebound assumed in the U.S.; trends expected to improve gradually.
Focus on investing in brands, innovation, and capabilities, with flexibility to adjust spend as needed.
What actions address skin health business underperformance?
Why 2026 GAAP EPS growth differs from non-GAAP?
How to improve North America and Asia Pacific sales?
Detail AI-driven innovation's market impact?
Explain North America's organic vs. consumption gap.
How does impairment impact future M&A strategy?
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Next Colgate-Palmolive Company earnings date
Q1 20261 May, 2026
Colgate-Palmolive Company
Next Colgate-Palmolive Company earnings date
Q1 20261 May, 2026
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Frequently asked questions
Toothpaste, Soap, and More
Colgate-Palmolive is an American multinational producer and distributor of consumer products. Colgate-Palmolive is the result of a merger in 1927, its most recognizable products are various kinds of toothpaste and soaps sold under the names Colgate and Palmolive respectively. The company is headquartered in NYC and is listed on the NYSE, and its products are sold in all corners of the world.
A Historic Merger
The origins of the Colgate-Palmolive Company can be traced back to two separate companies in the 19th century. In 1806, in New York City, William Colgate initiated a small enterprise focused on starch, soap, and candle production. Over the subsequent years, the business, under the consistent guidance of the Colgate family, diversified and expanded its product line, with its toothpaste gaining notable recognition. Meanwhile, the B.J. Johnson Soap Company unveiled the Palmolive soap in 1898. This unique soap, a blend of palm and olive oils, quickly resonated with consumers and became a sought-after product. By the early 20th century, both Colgate and Palmolive had established themselves as significant players in the personal care market and the two companies merged in 1928. Today, the company operates in the same industry as companies like Procter & Gamble, Unilever, Henkel, and several others.
Colgate
Historically known for its toothpaste, Colgate's product range has expanded to include various oral care products such as toothbrushes, mouthwashes, and dental floss. Today, the brand offers a wide range of toothpaste with different qualities, from cavity protection to whitening and gum care. Alongside toothpaste, Colgate's product line encompasses manual and electric toothbrushes, designed for adults and children. The brand also produces dental floss, mouthwashes, and other specialized oral care items, such as toothpaste for sensitive teeth and treatments for conditions like gingivitis.
Palmolive
Palmolive is best known for its personal and household care products. Originating as a soap formulated from palm and olive oils, the brand's portfolio has diversified over time. In the personal care segment, Palmolive offers body washes, shampoos, conditioners, and hand soaps. The company also produces various types of dishwashing liquids and other household essentials.
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