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Colgate-Palmolive Company is a global consumer products company that operates in the Oral, Personal and Home Care, and Pet Nutrition segments. The company sells a wide range of products, including oral care items like toothpaste and toothbrushes, personal care products such as shampoos and deodorants, and home care goods like dishwashing detergents and household cleaners . Additionally, Colgate-Palmolive offers specialty pet nutrition products for dogs and cats under the Hill's Science Diet and Hill's Prescription Diet brands . These products are marketed in over 200 countries and territories, with a significant portion of sales coming from outside the U.S., including emerging markets .
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Oral, Personal and Home Care - Offers a variety of products including toothpaste, toothbrushes, mouthwash, bar and liquid hand soaps, shower gels, shampoos, conditioners, deodorants, antiperspirants, skin health products, dishwashing detergents, fabric conditioners, and household cleaners. These products are sold to traditional and eCommerce retailers, wholesalers, distributors, dentists, and skin health professionals .
- Oral Care - Includes products like toothpaste, toothbrushes, and mouthwash.
- Personal Care - Comprises items such as shampoos, conditioners, deodorants, and skin health products.
- Home Care - Encompasses products like dishwashing detergents, fabric conditioners, and household cleaners.
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Pet Nutrition - Provides specialty pet nutrition products for dogs and cats, marketed under brands like Hill's Science Diet and Hill's Prescription Diet. These products are sold through authorized pet supply retailers, veterinarians, and eCommerce retailers .
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Noel Wallace ExecutiveBoard | Chairman, President, and CEO | None | Joined CL in 1987. Held various leadership roles, including COO and President of Latin America. Focused on sustainability and global operations. | View Report → |
Gregory O. Malcolm Executive | Executive Vice President and Controller | None | Joined CL in 2022. Oversees financial reporting and internal controls. | |
Jennifer M. Daniels Executive | Chief Legal Officer and Secretary | None | Joined CL in 2014. Oversees legal, compliance, and corporate governance functions. | |
Panagiotis Tsourapas Executive | Group President, Europe and Developing Markets | None | Joined CL in 2019. Oversees operations in Europe and developing markets. | |
Prabha Parameswaran Executive | Group President, Growth and Strategy | None | Joined CL in 2019. Leads global growth and strategy initiatives. | |
Sally Massey Executive | Chief Human Resources Officer | None | Joined CL in 2020. Leads human resources strategy and initiatives. | |
Stanley J. Sutula III Executive | Chief Financial Officer | None | Joined CL in 2020. Previously CFO at Pitney Bowes. Brings expertise in financial management and operational leadership. | |
Brian Newman Board | Director | EVP and CFO at UPS | Joined CL Board in 2024. Former PepsiCo executive. Expertise in finance, risk management, and digital transformation. | |
C. Martin Harris Board | Director | VP and Chief Business Officer at Dell Medical School; Director at Agiliti, MultiPlan, Thermo Fisher | Joined CL Board in 2016. Expertise in digital technology, innovation, and cybersecurity. | |
John P. Bilbrey Board | Director | Executive Chair at Olaplex; Director at Elanco, Tapestry | Joined CL Board in 2015. Former CEO of Hershey. Expertise in leadership and consumer goods. | |
John T. Cahill Board | Director | Vice Chair at Kraft Heinz; Director at American Airlines | Joined CL Board in 2005. Expertise in finance, risk management, and corporate governance. | |
Kimberly A. Nelson Board | Director | Director at Cummins, Tate & Lyle | Joined CL Board in 2021. Former SVP at General Mills. Expertise in sustainability, corporate governance, and leadership. | |
Lisa M. Edwards Board | Director | Executive Chair of Diligent Institute | Joined CL Board in 2019. Expertise in finance, corporate governance, and digital transformation. | |
Lorrie M. Norrington Board | Independent Lead Director | Operating Partner at Lead Edge Capital; Director at Asana, Autodesk, HubSpot | Joined CL Board in 2015. Extensive experience in digital transformation, eCommerce, and ESG. | |
Martina Hund-Mejean Board | Director | Director at Prudential Financial | Joined CL Board in 2020. Former CFO of Mastercard. Expertise in finance, risk management, and international operations. | |
Steve Cahillane Board | Director | Chairman, President, and CEO of Kellanova | Joined CL Board in 2023. Extensive leadership experience in consumer goods and health/nutrition industries. |
- In North America, you mentioned shipment timing issues and e-commerce pullbacks impacting the quarter; can you elaborate on the specific disruptions that caused shipments to be pushed from Q3 to Q4, and how confident are you that these issues are resolved and won't recur?
- Despite strong results in Europe this quarter, some of your peers suggest such performance may not be sustainable; given the challenges of pricing and historical softness in the European market, what strategies do you have in place to maintain momentum and address potential headwinds?
- The Skin Health business faced softness due to online retailers pulling back orders and sluggishness in key markets; how are you adjusting your approach to address these challenges, and what steps are you taking to drive sustainable growth in this segment?
- In U.S. Oral Care, market share has been roughly flat with some declines, and competitors seem to be gaining ground; can you provide more detail on what is contributing to this share loss, what competitors are doing differently, and how you plan to regain momentum in this critical market?
- With increased advertising and reinvestment spending, is there a point where returns begin to diminish, and how do you assess the optimal level of investment to ensure you're not overspending without sufficient return on investment?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Included in the peer company index for 2023, which consists of consumer products companies with significant presence in oral care, personal care, and/or home care. | |
Included in the peer company index for 2023, which consists of consumer products companies with significant presence in oral care, personal care, and/or home care. | |
Included in the peer company index for 2023, which consists of consumer products companies with significant presence in oral care, personal care, and/or home care. | |
Included in the peer company index for 2023, which consists of consumer products companies with significant presence in oral care, personal care, and/or home care. | |
Included in the peer company index for 2023, which consists of consumer products companies with significant presence in oral care, personal care, and/or home care. | |
Included in the peer company index for 2023, which consists of consumer products companies with significant presence in oral care, personal care, and/or home care. | |
Included in the peer company index for 2023, which consists of consumer products companies with significant presence in oral care, personal care, and/or home care. | |
Included in the peer company index for 2023, which consists of consumer products companies with significant presence in oral care, personal care, and/or home care, following its spin-off from Johnson & Johnson. | |
Included in the peer company index for 2023, which consists of consumer products companies with significant presence in oral care, personal care, and/or home care. | |
Included in the peer company index for 2023, which consists of consumer products companies with significant presence in oral care, personal care, and/or home care. | |
Included in the peer company index for 2023, which consists of consumer products companies with significant presence in oral care, personal care, and/or home care. | |
Included in the peer company index for 2023, which consists of consumer products companies with significant presence in oral care, personal care, and/or home care. | |
Included in the peer company index for 2023, which consists of consumer products companies with significant presence in oral care, personal care, and/or home care. | |
Reckitt Benckiser Group plc | Included in the peer company index for 2023, which consists of consumer products companies with significant presence in oral care, personal care, and/or home care. |
Included in the peer company index for 2023, which consists of consumer products companies with significant presence in oral care, personal care, and/or home care. |
| Customer | Relationship | Segment | Details |
|---|---|---|---|
Walmart, Inc. | Retail distribution | All | Walmart accounted for 11% of total net sales in 2024 ($20,101 million ), amounting to $2,211 million (0.11 × 20,101). |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Pet Food Businesses Acquisition | 2023 | The acquisition contributed 9.5% and 7.0% to volume growth in Q1 and Q2 respectively for Hill’s Pet Nutrition, with an overall company impact of 2.0% and 1.5% in the same quarters. It also resulted in private label sales that impacted gross profit margins by 90, 70, and 50 basis points in Q1, Q2, and Q3 2023 respectively. |
Red Collar Pet Foods | 2022 | Completed on September 30, 2022 for $727 million in cash (financed with debt and cash), this acquisition added three U.S.-based dry pet food manufacturing plants to support Hill’s Pet Nutrition’s global growth. The transaction, accounted for as a business combination per ASC 805, was expected to free up capacity in Hill’s supply chain. |
Nutriamo S.r.l. | 2022 | Completed on April 28, 2022, this acquisition of the Italian canned pet food manufacturer expanded Hill’s wet pet nutrition capacity in Europe. It was accounted for as a business combination per ASC 805 and is aimed at bolstering growth in one of Europe’s fastest-growing pet food segments. |
Recent developments and announcements about CL.
Earnings
New Earnings (Q4 2024)
·Jan 31, 2025, 4:10 PMView full earnings summary →Colgate-Palmolive targets 3-5% organic sales growth in 2025 (vs. 2-4% category), fueled by Hill’s margin gains and $4.1B in operating cash flow supporting $1.1B in buybacks. Management expects strong share gains but remains vigilant on FX headwinds.