Church & Dwight Company, IncNYSE: CHD
Consumer Staples · Household Products
$96.19
-0.90%
Vol: 2.9M
Research Digest
Friday, May 1, 2026
Church & Dwight Q1 beats with 5% organic sales growth despite Middle East inflation
Church & Dwight reported Q1 2026 earnings beat with adjusted EPS of $0.95 vs $0.93 consensus, and organic sales growth of 5%, exceeding prior 3% outlook. CEO cited Middle East inflation and tariff pressures as transitory headwinds offsettable through 2026. Q2 guidance: $0.88 EPS and ~$1.491B revenue, both below expectations. Board declared 501st consecutive quarterly dividend at $0.3075. UBS raised price target to $102 on margin expansion. Rothschild Redburn upgraded from Sell to Neutral, raising target to $91 from $81. Company faces Middle East geopolitical cost pressures.
Previous Market Intelligence
13 daysApr 30Church & Dwight will report Q1 2026 earnings May 1 with analysts forecasting $0.93 EPS and $1.47B revenue, having missed organic growth estimates last quarter despite meeting revenue expectations.Neutral▶
Church & Dwight is preparing Q1 2026 earnings for May 1 with analyst forecasts for $0.93 EPS and $1.47 billion revenue. The company raised its quarterly dividend to $0.3075 marking the 501st consecutive dividend. Stock is up 3.1% over the past month with an average analyst price target of $101.53. Recent analyst actions include Rothschild Redburn upgrading from Sell to Neutral with a $81 to $91 PT increase, while JPMorgan lowered its target to $98 from $100 maintaining Neutral.
Apr 29Church & Dwight prepares Q1 2026 earnings report; consensus $0.93 EPS expected on May 1Neutral▶
Church & Dwight is set to report Q1 2026 earnings on May 1, 2026 with analyst consensus expecting $0.93 EPS (2.2% growth YoY) and $1.47B revenue. Company exceeded FY2025 expectations with net sales at $6,203.2M and has consistently beaten EPS estimates in last four quarters. Board declared $0.3075 quarterly dividend. Stock shows 17.47% YTD return.
Apr 16Church & Dwight Q1 2026 earnings May 1; divests VitaFusion/Lil Critters for $40-45M charge; FY 2025 sales $6.203B up 1.6%.Neutral▶
Church & Dwight will webcast its first quarter 2026 earnings results on May 1, 2026, at 10:00 a.m. ET. The company announced a definitive agreement to sell the VitaFusion and Lil Critters brands to Piping Rock Health Products, Inc., with an expected after-tax charge of $40-45 million in Q4 2025. Full-year 2025 net sales increased 1.6% to $6.203 billion, with organic sales growth of 0.7% despite 130 basis points impact from the divested vitamin, minerals and supplement business. Analysts express caution due to slow organic growth and elevated valuations at 25.4x forward P/E. The stock has risen 9.4% over six months, beating the S&P 500 by 6.8%, though recent analyst price target reductions reflect concerns about growth prospects.
Apr 15Church & Dwight to release Q1 2026 earnings May 1; exiting VMS business with VitaFusion brand sale.Neutral▶
Church & Dwight reported full-year 2025 net sales increased 1.6% to $6,203.2 million, though organic sales grew only 0.7%. The company announced a definitive agreement to sell VitaFusion and Lil Critters brands to Piping Rock Health Products. For Q1 2026, the company expects organic sales growth of approximately 3%. Stock at $93.13, down 16.61% YTD.
Apr 14Church & Dwight faces analyst downgrades on inflation and input cost pressures; Wells Fargo cuts target to $105.Negative▶
UBS lowered target from $102 to $98 on April 7 and Wells Fargo cut to $105 from $110 on April 8, citing rising oil-linked input costs. Company achieved 30 consecutive dividend increase years with portfolio optimization including Hero Cosmetics and Touchland acquisitions. Stock at $93.13 with $102.06 target.
Apr 13Church & Dwight exceeds FY 2025 outlook and announces VitaFusion brand sale; Q1 2026 earnings due May 1.Mixed▶
Church & Dwight reported stronger-than-expected FY 2025 sales growth of 1.6%. Announced sale of VitaFusion and L'il Critters brands to Piping Rock Health Products. UBS and TD Cowen lowered price targets due to inflation and weak sales growth. The company will report Q1 2026 earnings on May 1.
Apr 10Church and Dwight Wells Fargo Target Lowered to $105; Dividend Up 4.2%Mixed▶
Wells Fargo lowered target to $105, maintaining overweight. UBS lowered to $98. Quarterly dividend increased 4.2%. VitaFusion brand divesting.
Apr 9Church & Dwight Q1 2026 earnings webcast scheduled for May 1 with exiting select brandsNeutral▶
Church & Dwight reported full-year 2025 net sales of $6.2B (+1.6%) and adjusted EPS of $3.53 (+2.6%), with Q4 sales up 3.9% to $1.6B. FY 2026 guidance is 3.71-3.81 EPS. The company sold VitaFusion and L'il Critters vitamin brands to Piping Rock Health Products and exited FLAWLESS, SPINBRUSH and WATERPIK showerhead businesses. Q1 2026 earnings webcast is May 1 at 10 a.m. ET. Analysts project 3-4% organic sales growth and 5-8% adjusted EPS growth.
Apr 8Church & Dwight shows mixed performance with valuation at discount to fair value estimates.Neutral▶
CHD $93.13 with mixed performance despite 15.5% gain over 3 months. Analysts project 3-4% organic sales growth and 5-8% adjusted EPS growth. Earnings May 1.
Apr 7Church & Dwight 2026 guidance: organic growth 3-4%, EPS growth 5-8%; VMS business sold Dec 31Neutral▶
Church & Dwight FY2025: net sales $6,203.2M (+1.6%), adjusted EPS $3.53 (+2.6%). Q4 net sales $1,644.2M (+3.9%). FY2026 guidance: organic growth 3-4%, adjusted EPS growth 5-8%. Board approved 4.2% dividend increase. Completed VMS (vitamin) business sale Dec 31, 2025. Stock at $93.13, +0.30% intraday. Analyst consensus Buy at $102.06 target.
Apr 6Church & Dwight completes VMS brand sale and reports Q4 2025 results with improved organic growth.Positive▶
Church & Dwight concluded its strategic review of its vitamin, minerals and supplement (VMS) business and signed a definitive agreement to sell VitaFusion and L'il Critters brands to Piping Rock Health Products. Full year 2025 net sales increased 1.6% to $6,203.2 million, exceeding guidance of 1.5% growth, with organic sales growing 0.7% despite 130 basis points impact from the exited VMS business. The company will webcast its Q1 2026 earnings results discussion on May 1, 2026.
Apr 3Church & Dwight divests VitaFusion and L'il Critters brands; Q1 2026 earnings May 1.Neutral▶
Church & Dwight agreed to sell VitaFusion and L'il Critters brands to Piping Rock Health Products, representing less than 5% of 2025 anticipated sales. Full-year 2025 net sales increasing 1.6% to $6,203.2M. Q1 2026 earnings on May 1. Analysts divided with price targets $85 to $115.
Apr 2Church & Dwight sells VitaFusion/L'il Critters brands to Piping Rock as Q1 2026 earnings scheduled for May 1 after strategic portfolio review.Neutral▶
Church & Dwight concluded its strategic review of its Vitamin, Minerals and Supplement (VMS) business and announced a definitive agreement to sell VitaFusion and L'il Critters brands to Piping Rock Health Products. The company exceeded 2025 outlook with full-year net sales of $6,203.2 million (up 1.6%) and organic sales growth of 0.7%. Q1 2026 earnings will be webcast on May 1, 2026 at 10:00 a.m. ET. Oppenheimer maintained a Buy rating in February 2026 despite mixed performance and a recent stock pullback. CHD stock is currently at $93.32, down 0.63% in 24 hours and 9.98% in the past month. Analysts project 9.48% upside with an average target of $102.06.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CLCOLGATE | $87.13 | +2.07% | +1.0% | 20.9x | 0.33 | $68.5B |
| KMBKIMBERLY | $97.82 | -0.62% | +1.5% | 13.0x | 0.30 | $32.7B |
| CHDCHURCH | $96.19 | -0.90% | +4.2% | 24.3x | 0.47 | $23.0B |
| CLXCLOROX | $87.26 | -9.52% | -8.1% | 14.4x | 0.65 | $11.7B |
| WMTWALMART | $131.84 | -0.07% | +4.0% | 40.2x | 0.66 | $1.05T |
| COSTCOSTCO | $1,012.70 | -0.18% | -0.4% | 45.1x | 0.98 | $450.1B |
Key Fundamentals
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Price between 50d and 200d. Testing 50d support.