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    Edward Lewis • Redburn Atlantic

    Edward Lewis's questions to Colgate-Palmolive Co (CL) leadership

    Edward Lewis's questions to Colgate-Palmolive Co (CL) leadership • Q4 2024

    Question

    Edward Lewis highlighted Europe's strong performance, with positive volume and price, and asked how much incremental marketing support went to the region and how that supports confidence in sustaining the growth.

    Answer

    CEO Noel Wallace praised Europe's 'terrific performance,' confirming balanced volume and price growth across all hubs. He attributed the success to strong RGM analytics, a robust innovation pipeline, and increased advertising. He noted that advertising-to-sales in the region was up approximately 220 basis points, which helped drive brand health and achieve record market shares, giving him confidence in the ability to sustain momentum.

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    Edward Lewis's questions to Colgate-Palmolive Co (CL) leadership • Q3 2024

    Question

    Edward Lewis asked about the evolution of channel mix, inquiring how much the mix has changed in regions like Latin America and Asia (ex-China) since the new strategy launch, and how this expansion into adjacent channels is aiding the premiumization strategy.

    Answer

    Noel Wallace, Chairman, President and CEO, explained that channel expansion has gone beyond e-commerce to include innovative discount formats and club stores, particularly in Asia. He stated the company has been quick to adapt to new formats and works closely with all retailers to provide the right products and price pack architectures to drive category growth, which is key to the overall strategy.

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    Edward Lewis's questions to Procter & Gamble Co (PG) leadership

    Edward Lewis's questions to Procter & Gamble Co (PG) leadership • Q2 2025

    Question

    Edward Lewis of Redburn Atlantic inquired about the consumer value aspect of P&G's superiority strategy, noting that the company is achieving positive volume growth despite significant cumulative pricing, and asked if this provides confidence for future price increases.

    Answer

    Jon Moeller, Chairman, President and CEO, confirmed that P&G will continue to take more pricing as it introduces innovation that delivers superior product efficacy and experience. He stated that the data referenced by the analyst does indicate P&G has the ability to continue contributing to the top line through modest, innovation-led pricing.

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