Earnings summaries and quarterly performance for COLGATE PALMOLIVE.
Executive leadership at COLGATE PALMOLIVE.
Noel Wallace
Chairman, President and Chief Executive Officer
Jennifer Daniels
Chief Legal Officer and Secretary
John Hazlin
Chief Growth Officer
Panagiotis Tsourapas
Chief Operating Officer, Europe, Asia Pacific, Africa Eurasia, Skin Health & Global Customer Development
Shane Grant
Chief Operating Officer, Americas
Stanley Sutula
Chief Financial Officer
Board of directors at COLGATE PALMOLIVE.
Brian Newman
Director
John Bilbrey
Director
John Cahill
Director
Kimberly Nelson
Director
Lisa Edwards
Director
Lorrie Norrington
Lead Independent Director
Martin Harris
Director
Martina Hund-Mejean
Director
Steven Cahillane
Director
Research analysts who have asked questions during COLGATE PALMOLIVE earnings calls.
Andrea Teixeira
JPMorgan Chase & Co.
6 questions for CL
Bonnie Herzog
Goldman Sachs
6 questions for CL
Dara Mohsenian
Morgan Stanley
6 questions for CL
Filippo Falorni
Citigroup Inc.
6 questions for CL
Kaumil Gajrawala
Jefferies
6 questions for CL
Kevin Grundy
BNP Paribas
6 questions for CL
Lauren Lieberman
Barclays
6 questions for CL
Christopher Carey
Wells Fargo & Company
5 questions for CL
Peter Grom
UBS Group
5 questions for CL
Robert Moskow
TD Cowen
5 questions for CL
Olivia Tong Cheang
Raymond James Financial, Inc.
4 questions for CL
Robert Ottenstein
Evercore ISI
4 questions for CL
Bryan Spillane
Bank of America
3 questions for CL
Korinne Wolfmeyer
Piper Sandler & Co.
3 questions for CL
Mark Astrachan
Stifel
3 questions for CL
Peter Galbo
Bank of America
3 questions for CL
Stephen Robert Powers
Deutsche Bank
3 questions for CL
Edward Lewis
Redburn Atlantic
2 questions for CL
Michael Lavery
Piper Sandler & Co.
2 questions for CL
Nik Modi
RBC Capital Markets
2 questions for CL
Olivia Tong
Raymond James
2 questions for CL
Rob Ottenstein
Evercore
2 questions for CL
Chris Carey
Wells Fargo Securities
1 question for CL
Sergio Matsumoto
TD Cowen
1 question for CL
Steve Powers
Deutsche Bank
1 question for CL
Recent press releases and 8-K filings for CL.
- Delivered organic sales, net sales, gross profit, base EPS and free cash flow growth in 2025 despite low category growth, raw material inflation and higher tariffs.
- Exited Q4 with organic sales growth above 3%, excluding private label, and saw sequential improvement in all divisions except North America.
- Announced a wider range for 2026 net sales and organic sales growth guidance to reflect ongoing category uncertainty.
- Emerging markets grew 4.5% organically in Q4, led by high-single-digit growth in Latin America and sequential improvement in Asia.
- Achieved record 2025 operating cash flow of $4.2 billion, low leverage and strong cash conversion, providing flexibility for capex, dividends, buybacks and disciplined M&A.
- Delivered organic sales, net sales, gross profit, base business EPS, and free cash flow growth for full-year 2025; achieved modest Q4 volume growth excluding the Prime100 acquisition and private label exit.
- Exited Q4 with improved organic sales momentum in three of four divisions, led by Latin America, Asia, and Hill’s, and sequential growth in most regions amid category stabilization.
- Provided 2026 guidance of 1%–4% organic sales growth—low end if categories worsen, mid-range if stable, high end if strengthen—and anticipated FX to add a low-single-digit benefit to revenue, mainly in H1.
- Launched new 2030 strategy and Strategic Growth & Productivity Program to drive brand-led growth, omni-channel demand generation, AI/data analytics, supply-chain optimization, and an organizational shift to a unified commercial model.
- Q4 net sales rose 5.8%; organic sales increased 2.2% (including a 0.9% drag from private-label pet exit), and Base Business EPS grew 4%.
- For full year 2025, net sales up 1.4%, organic sales up 1.4% (0.7% impact from pet exit), Base Business EPS +3%; delivered record operating cash flow and returned $2.9 billion to shareholders; dividends raised for the 63rd consecutive year.
- 2026 guidance: Net sales growth expected 2–6% (incl. low-single-digit FX benefit); organic sales growth 1–4%; Base Business EPS projected to rise low to mid-single digits.
- Strong 2025 performance amid volatility: organic sales, net sales, gross profit, base business EPS, and free cash flow all grew; management highlighted the resilience of its operating model.
- Exited Q4 with improved momentum: organic sales growth in all four categories with sequential improvement vs Q3 in every division except North America; completed the 2025 strategy adding $5 billion in sales and launched the 2030 strategy focusing on brands, innovation, omni-channel, digital/AI, supply chain, and culture.
- 2026 outlook: guidance of 1–4% organic sales growth, with category growth stabilizing at 1.5–2.5%, ongoing volatility, and FX expected to be a low-single-digit revenue tailwind (primarily H1 2026).
- Capital allocation strengthened by a record $4.2 billion operating cash flow in 2025, low leverage, prioritizing reinvestment, shareholder returns, and disciplined M&A; impairment on the skin health business noted but long-term value intact.
- Q4 2025 net sales rose 5.8% to $5,230 million; organic sales grew 2.2%.
- Q4 GAAP EPS declined 106% to $(0.05), driven by skin health goodwill and intangible asset impairments; Base Business EPS* increased 4% to $0.95.
- Full-year 2025 net sales were $20,382 million, up 1.4%, while GAAP EPS fell 25% to $2.63; Base Business EPS* rose 3% to $3.69.
- The company recorded a $919 million pre-tax non-cash impairment charge on goodwill and intangible assets related to its skin health business in Q4.
- Full-year net cash from operations reached a record $4,198 million, and Colgate returned $2.9 billion to shareholders through dividends and share repurchases.
- Full Year 2025 net sales up 1.4%, organic sales up 1.4%; GAAP EPS down 25% to $2.63, Base Business EPS up 3% to $3.69
- Fourth Quarter net sales up 5.8%, organic sales up 2.2%; GAAP EPS of $(0.05) vs. $0.90; Base Business EPS rose 4% to $0.95
- Record FY2025 operating cash flow of $4.198 billion; returned $2.9 billion to shareholders via dividends and share repurchases
- Colgate maintained leadership with 41.3% global toothpaste market share and 32.4% manual toothbrush share year-to-date
- Colgate’s 2030 strategic plan builds on its science-led heritage with a focus on perceivable superiority, professional engagement, and integrated cross-channel analytics to drive brand differentiation and growth.
- The Strategic Growth and Productivity Program (SGPP) will fund targeted investments in areas like omni demand generation and innovation while delivering cost savings to support margin expansion and earnings flexibility.
- A key pillar is omni demand generation (ODG), aligning marketing and sales workflows with shared KPIs and a unified tech stack to deliver personalized messaging across offline and online channels.
- Colgate is accelerating the use of AI and digital analytics via an internal “AI Hub” and partnerships to enhance content creation, revenue growth management, demand planning, and innovation processes.
- Resource allocation will prioritize high-growth segments (e.g., whitening in oral care, pet nutrition) and emerging markets, leveraging productivity savings to rebalance investments toward the most promising category-country opportunities.
- Colgate’s 2030 strategy focuses on reinforcing science-led brands with “perceivable superiority,” expanding professional engagement, driving omni demand generation (ODG) via cross-channel analytics, and targeting premium innovation to sustain long-term 3–5% organic growth.
- The newly launched Strategic Growth and Productivity Program (SGPP) will deliver multi-year productivity and supply-chain savings, with funds split between strategic investments—such as ODG and advanced analytics—and bottom-line growth, with initial benefits expected in 2026.
- Marketing investment was increased by over $1 billion to 13.5% of sales by the end of 2025, backed by improved ROI; future spend will leverage AI-enabled content supply chains for personalized, scalable consumer engagement.
- Colgate is building out an internal AI Hub and applying generative AI and machine learning in revenue growth management, innovation (including synthetic consumer testing), and agentic productivity tools—anticipating further efficiency gains and new shopper-engagement models.
- Hill’s pet nutrition business is investing in incremental capacity for cat nutrition, small-dog and wet-food segments—gaining share despite short-term category softness and leveraging long-term pet humanization trends.
- Colgate named John Hazlin as Chief Growth Officer to lead its 2030 strategy, emphasizing strong brands, Precision Omni Demand Generation (ODG), and enhanced innovation backed by data and digital analytics.
- The SGPP Strategic Growth & Productivity Program will generate cost savings and reallocate funding to strategic investments while supporting margin expansion and bottom-line growth.
- Marketing spend increased to 13.5% of sales in 2025 with improving ROI; future investments will leverage AI for modular content creation, advanced analytics, and cross-channel marketing efficiencies.
- Resource allocation under the 2030 plan prioritizes high-growth categories (e.g., whitening, pet nutrition) and emerging markets, using productivity gains to fund strategic initiatives.
- AI adoption includes an internal AI Hub for generative AI experimentation and productivity agents to streamline finance processes, with plans to use AI for content personalization and agentic commerce readiness.
- On November 3, 2025, Colgate-Palmolive executed an underwriting agreement with Barclays Bank PLC and Banco Bilbao Vizcaya Argentaria, S.A. to sell €600 million of 3.250% Senior Notes due November 10, 2035, issued under its November 15, 1992 indenture.
- The joint book-running managers are Barclays and BBVA, with a syndicate of 15 co-managers, and the notes will be cleared through Euroclear and Clearstream and listed on the NYSE.
- Notes priced at 98.579% of par (yield 3.369%, MS + 70 bps), generating €594.024 million of gross proceeds, to settle on November 10, 2025 (T+5).
Quarterly earnings call transcripts for COLGATE PALMOLIVE.
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