
Consumer Staples · Household Products
$97.03
-0.39%
Vol: 891K
Thursday, June 18, 2026
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
No material news in the last 48 hours.
On May 13, 2026, director Penry Price sold 5,960 shares of Church & Dwight, per SEC filing. The company declared a $0.3075 quarterly dividend payable June 1 to shareholders of record May 15. Q1 2026 net sales were flat at $1.47B (organic +5%), adjusted EPS $0.95 (+4.4%), and the company reaffirmed full-year guidance (organic growth 3-4%, adjusted EPS +5-8%). Analyst consensus is Buy with $102 PT (~9.5% upside). The insider sale is modest in size but coincides with EPS guidance below market expectations and ongoing softness in volume despite price-led sales, which is the main risk for the consumer staples name.
Church & Dwight reported Q1 2026 EPS of $0.95 vs $0.94 estimate on May 1, with revenue of $1.47B (just below consensus). Organic sales grew 5% versus 3% guidance, driven by 5.3% volume growth, while adjusted gross margin expanded 130 bps to 46.4% despite 190 bps of inflation/tariff pressure. U.S. consumer organic sales rose 5.4%, led by TheraBreath, ARM & HAMMER (record laundry market share), Hero, and OxiClean. FY26 guidance: organic sales growth of 3-4%, reported sales -1.5% to -0.5%, adjusted EPS growth 5-8%. UBS raised PT to $100, RBC to $114, Deutsche Bank to $109. The Board declared its 501st consecutive quarterly dividend at $0.3075. Director Penry Price sold 5,960 shares on May 13.
No material news in the last 48 hours.
Church & Dwight reported Q1 2026 net sales of $1,469.3M (+0.2%), surpassing the original outlook for a decline, with organic sales up 5% (vs 3% guidance) driven by 5.3% volume growth. Adjusted EPS was $0.95 (+4.4%), ahead of $0.92 estimate. Adjusted gross margin expanded 130bps to 46.4%. U.S. Consumer organic sales rose 5.4% led by TheraBreath, ARM & HAMMER, Hero, and OxiClean. The company declared its 501st consecutive quarterly dividend at $0.3075 per share. FY2026 outlook reaffirmed: organic growth 3%-4%, adjusted EPS +5%-8%. Multiple analysts raised price targets on May 4: UBS to $100, RBC Capital to $114, Deutsche Bank to $109.
Church & Dwight reported Q1 2026 on May 1: net sales +0.2% to $1.469B (beat outlook for decline), organic sales +5% (vs 3% guidance), adjusted gross margin +130 bps to 46.4%, adjusted EPS $0.95 (+4.4%) vs $0.92 forecast. U.S. Consumer Organic Sales +5.4% led by TheraBreath, ARM & HAMMER, Hero, and OxiClean. ARM & HAMMER Laundry detergent consumption +4.1% (vs category +2.7%) with record share. Company reaffirmed 2026 outlook: organic +3-4%, reported -1.5% to -0.5%, adjusted EPS +5-8%, OCF ~$1.15B. Declared $0.3075 quarterly dividend payable June 1 (record date May 15) - the 501st consecutive quarterly dividend. Stock at $94.65 ($22.43B market cap). 17-analyst Buy consensus, $102.47 PT (+9.56% upside). Risks include input cost inflation and cautious near-term guidance.
Q1 2026 net sales rose 0.2% (organic +5%, well above 3% guide) on 5.3% volume growth. Adjusted gross margin expanded 130 bps to 46.4%; adjusted EPS $0.95 (+4.4%) beat $0.92 consensus. ARM & HAMMER, TheraBreath, Hero, OxiClean led growth. Reaffirmed FY26 organic growth 3-4% and adj EPS growth 5-8%. Multiple analysts raised PTs in early May: RBC to $114, Deutsche Bank to $109, Evercore to $105, JPMorgan to $99, UBS to $100. Declared $0.3075 dividend payable June 1 (501st consecutive). Stock $92.41-$95.30 May 13. Risk: tariff/inflation pressure of 190 bps offset by productivity.
Following its May 1 Q1 2026 earnings beat (organic sales +5% vs 3% guidance, adjusted EPS $0.95 vs $0.92 consensus), multiple analysts raised PTs in early May. UBS raised to $100, RBC Capital to $114, Deutsche Bank to $109, and Evercore ISI to $105. The dividend record date is May 15, 2026 for the 501st consecutive quarterly payment of $0.3075. ARM & HAMMER laundry detergent achieved record market share, and the company reaffirmed FY26 guidance of 3%-4% organic growth and adjusted EPS growth of 5%-8%.
Church & Dwight reported Q1 2026 net sales of $1,469.3M (+0.2%) with organic sales up 5% (well above 3% guidance), driven by 5.3% volume growth. Adjusted EPS of $0.95 grew 4.4% and beat the $0.92 forecast, with gross margin expanding 130 bps to 46.4%. The company reaffirmed full-year guidance for 3-4% organic growth and 5-8% adjusted EPS growth. Multiple analysts raised price targets on May 4 including UBS ($100), RBC ($114), Deutsche Bank ($109), Evercore ISI ($105), and JPMorgan ($99). The company declared its 501st consecutive quarterly dividend. Risk: 190 bps of inflation/tariff headwinds.
CHD reported Q1 2026 organic sales growth of 5% on May 1, well above its 3% guide, driven by 5.3% volume growth. Net sales rose 0.2% beating an outlook for decline. Adjusted EPS of $0.95 grew 4.4% and beat $0.92 consensus. Adjusted gross margin expanded 130 bps to 46.4%. TheraBreath, ARM & HAMMER, Hero and OxiClean led performance. FY26 guidance: organic sales +3-4%, adjusted EPS +5-8%. The $0.3075 dividend marks the 501st consecutive payment. RBC raised PT to $114, Deutsche Bank $109, Evercore ISI $105, JPMorgan $99, UBS $100.
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CLCOLGATE | $90.56 | -0.03% | +0.6% | 22.4x | 0.32 | $72.5B |
| KMBKIMBERLY | $102.98 | +1.49% | +5.2% | 13.4x | 0.30 | $33.7B |
| CHDCHURCH | $97.03 | -0.39% | +1.7% | 23.8x | 0.47 | $23.1B |
| CLXCLOROX | $97.64 | +2.81% | +2.6% | 15.2x | 0.55 | $11.5B |
| WMTWALMART | $117.34 | -0.67% | -12.0% | 35.9x | 0.60 | $940.1B |
| COSTCOSTCO | $952.85 | -1.32% | -11.8% | 42.7x | 0.87 | $428.2B |
Price above both MAs — bullish structure.