Church & Dwight (CHD) Consumer Analyst Group of New York Conference (CAGNY) 2026 summary

Key achievements and strategic actions in 2025

• Outpaced category growth across all business segments, with four of eight Power Brands gaining share and Hero and TheraBreath achieving double-digit global growth.

• Successfully reduced tariff exposure from $190 million to $28 million through portfolio actions and supply chain moves.

• Reshaped portfolio by divesting Spinbrush and the vitamin business, shutting down Flawless and Waterpik shower head operations, and acquiring Touchland, resulting in a stronger portfolio and leverage ratio of 1.5x.

• Excluding divested businesses, achieved 3.5% consumption growth in 2025, providing a strong foundation for future performance.

• Online sales and international business accelerated, with eCommerce representing 24% of global consumer net sales in 2025.

Business model, portfolio, and innovation

• Operates a $6.2 billion business, with 75% of sales and profits from seven Power Brands and a balanced mix of household and personal care products.

• Maintains low private label exposure, reduced from 12% to 5% after exiting the vitamin business, and e-commerce sales grew from 2% to 25% since 2016.

• About half of annual growth is driven by innovation, with a focus on acquiring and scaling high-growth, high-margin brands.

• M&A has driven $4 billion in sales growth since 2000, with Touchland acquisition further strengthening the portfolio.

• Value tier products are gaining share, especially in laundry and cat litter.

Growth initiatives and brand strategies

• Launched growth initiatives: expanding ARM & HAMMER from $2B to $3B, growing TheraBreath from $1B to $1.5B, and scaling international business from $1B to $2B, primarily through M&A.

• ARM & HAMMER achieved all-time high market share in liquid laundry and cat litter, with growth pillars including core expansion, pricing, new categories, and in-house licensed brands.

• TheraBreath targets significant runway in mouthwash and toothpaste, with 12% household penetration versus 65% for the category, and 89% of mouthwash buyers interested in toothpaste.

• Hero is now the #1 acne patch brand in six core markets, expanding beyond patches to a broader product range.

• Touchland is positioned for global expansion following strong domestic performance.