COLGATE PALMOLIVE (CL) Company Report

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.

3 days ago

Transcript

Colgate outlines 2030 strategy priorities and productivity program at Morgan Stanley Conference

New Projects/Investments

Demand Weakening

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.

3 days ago

Transcript

Colgate outlines 2030 strategic plan at Morgan Stanley conference

Management Change

New Projects/Investments

Demand Weakening

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.

3 days ago

Transcript

Colgate-Palmolive issues €600 million 3.250% senior notes due 2035

Debt Issuance

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).

Nov 10, 2025, 9:06 PM

8-K

Colgate-Palmolive reports Q3 2025 earnings

Earnings

Guidance Update

Net sales rose 2.0%, with organic sales up 0.4% (volume –1.9%, price +2.3%) despite exiting non-strategic private label pet sales.
Base Business EPS was flat compared to Q3 2024.
Global oral care market share gains: toothpaste +10 bps and manual toothbrushes +50 bps YTD.
Announced a three-year Strategic Growth and Productivity Program with $200–300 million of cumulative pre-tax charges to support the 2030 strategy.
2025 guidance maintained at low single-digit net sales growth, while organic growth outlook lowered to 1–2%.

Oct 31, 2025, 12:30 PM

Presentation

Colgate-Palmolive announces Q3 2025 results

Earnings

Guidance Update

Demand Weakening

Maintained FY 2025 guidance: net sales up low‐single digits, organic sales growth of ~1.2% (including a 70 bp headwind from private-label exit) and unchanged EPS outlook, supported by built-in P&L flexibility and cost savings.
Q3 gross margin down YoY due to higher raw-material inflation (notably fats & oils), lower volume leverage, tariffs, FX headwinds and a Latin America formula change; full-year margin forecast of 60.1%, with Q4 expected to improve sequentially as input costs moderate.
Strategic Growth and Productivity Program underway with $200–300 million of charges through 2028 to fund incremental investments and deliver savings, with initial charges hitting in Q4; program aims to simplify processes, boost speed and drive dollar-based EPS growth.
Regional trends: North America improved sequentially but remains weak; Europe saw positive pricing; Latin America up mid-single digits in Mexico and Brazil but weaker in other markets; China’s Colgate up mid-single digits vs. Dali’s premium e-commerce softness; India down mid-single digits on GST-driven price cuts, poised for recovery in Q4 and 2026.
Accelerating AI deployment as a core enabler of the 2030 strategy—launched AI hubs and pilots in marketing, innovation and demand planning to enhance content creation, speed new-product development and drive productivity gains.

Oct 31, 2025, 12:30 PM

Transcript

Colgate-Palmolive reports Q3 2025 results

Earnings

Guidance Update

Demand Weakening

Delivered 1.2% organic sales growth year-to-date, with Q3 categories growing ~2% globally amid flat volumes and pricing, pressured by consumer uncertainty and inflation.
Maintained full-year 2025 guidance for net sales up low-single digits (including a 70 bps headwind from private-label exit) and gross profit margin of ~60.1%, with advertising spend flat and continued dollar-based EPS growth.
Accelerating its 2030 strategy via a Sales Growth & Productivity Program (with $200–300 M restructuring charges through 2028) and investing in AI-powered innovation, omnichannel demand generation, and revenue growth management.
Exited the private-label pet food business in Q3, creating a consistent 70 bps negative year-over-year impact on organic sales in both Q3 and Q4.
Highlighted strength in emerging markets (approx. 50% exposure) and resilient Hill’s pet nutrition, while focusing on pricing in Europe and revamping the China Hawley & Hazel business to restore growth.

Oct 31, 2025, 12:30 PM

Transcript

Colgate-Palmolive outlines Q3 2025 results and 2030 strategy

Earnings

Demand Weakening

New Projects/Investments

Facing consumer uncertainty, tariffs and high-cost inflation, Colgate-Palmolive is rolling out its 2030 strategy, including a Strategic Growth and Productivity Program (SGPP) to accelerate innovation, omnichannel demand generation and AI deployment.
In Q3 2025, organic sales were pressured globally with sequential improvement in North America excluding skin health; Western Europe outperformed, while Latin America and China experienced mixed volume and pricing challenges.
Colgate Total reformulation in Latin America led to a 150 bps organic sales decline and a 40–50 bps gross margin hit due to flavor-related consumer complaints and variant replacements.
Hill’s Pet Nutrition delivered 2.5% organic growth ex-private label, offsetting a 300 bps headwind from exiting private-label contracts, driven by strong therapeutic sales and supply-chain leverage.
The company maintains full-year low-single-digit net sales guidance and dollar-based EPS growth, leveraging SGPP-funded investments and a flexible P&L to offset persistent inflation and FX headwinds.

Oct 31, 2025, 12:30 PM

Transcript

Colgate-Palmolive reports Q3 2025 results

Earnings

Guidance Update

Net sales rose 2.0% to $5.131 billion; organic sales increased 0.4% in Q3 2025.
GAAP EPS grew 1% to $0.91; Base Business EPS remained flat at $0.91.
Gross profit margin declined 170 bps to 59.4%; Base Business margin down 190 bps to 59.4%.
Net cash provided by operations was $2,745 million for the first nine months of 2025.
Updated full-year 2025 organic sales growth guidance to 1–2% and maintained outlook for low-single-digit EPS growth.

Oct 31, 2025, 10:55 AM

Press Release

Colgate-Palmolive outlines 2025 successes and previews 2030 strategy

Revenue Acceleration/Inflection

Demand Weakening

New Projects/Investments

Reported 2.4% organic growth excluding private label in Q2 2025 and has delivered six consecutive years of 3–5%+ organic growth since 2019, with 2025 expected at the low end of 2–4% organic growth.
Grew revenue from $15 billion to $20 billion over the 2019–2025 strategic cycle.
Invested in science-led innovation (Elmex, EltaMD, Hill’s Science Diet upgrades) and built an AI-driven revenue growth management platform, advancing from descriptive to predictive and now prescriptive analytics.
Unveiled its 2030 strategy focused on omni demand generation, enhanced digital/AI capabilities, and targeted investment in key geographies (North America, health & wellness in China), funded by a new productivity initiative to realign resources.

Sep 3, 2025, 3:32 PM

Earnings Transcripts

Quarterly earnings call transcripts for COLGATE PALMOLIVE.

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