The Clorox Company (CLX) Citi’s 2026 Global Consumer & Retail Conference 2026 summary

Transformation progress and operational updates

• ERP implementation is complete, reducing cost complexity and enabling future benefits.

• Strong plans for the back half of the year focus on sequential organic sales growth and execution.

• Innovation pipeline and digital foundation are expected to modernize capabilities and reinforce competitive advantage.

• GOJO acquisition expands leadership in health and hygiene, structurally improving growth and financial performance.

Category performance and market dynamics

• U.S. retail categories expected to remain flat to 1% growth for the year, below historical averages.

• Value-seeking consumer behavior is compressing categories, but no structural changes are observed.

• Everyday essential categories maintain consistent wallet share, with no significant trade-down to private label.

• GOJO acquisition adds categories growing at mid-single digits, enhancing overall growth.

Category-specific strategies and innovation

• Litter business undergoing a full relaunch with new formulations, packaging, and digital experience to regain market share.

• Trash bags category leverages RGM and innovation, including the LeakGuard line, to improve share and consumption.

• Cleaning business sees strong momentum with the Clorox PURE launch targeting allergy sufferers, supported by significant marketing investment.

• Innovation expected to drive shelf space gains, with most benefits realized in the fourth quarter.