The Clorox Company is a leading multinational manufacturer and marketer of consumer and professional products, operating in approximately 25 countries and selling in over 100 markets. The company offers a variety of well-known brands, including Clorox® bleach and cleaning products, Pine-Sol® cleaners, Liquid-Plumr® clog removers, Glad® bags and wraps, Fresh Step® cat litter, Kingsford® grilling products, Hidden Valley® dressings, Brita® water-filtration products, and Burt's Bees® natural personal care products, among others . Clorox's business is organized into four reportable segments: Health and Wellness, Household, Lifestyle, and International .
- Health and Wellness - Focuses on cleaning and disinfecting products, including Clorox® bleach and Pine-Sol® cleaners.
- Household - Encompasses bags, wraps, cat litter, and grilling products, featuring brands like Glad® and Fresh Step®.
- Lifestyle - Includes food, water-filtration, and natural personal care products, with offerings such as Hidden Valley® dressings and Brita® water-filtration products.
- International - Comprises products sold outside the United States, extending the reach of Clorox's diverse product portfolio.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Linda Rendle ExecutiveBoard | Chair and Chief Executive Officer | Board Member at Visa Inc. | Joined CLX in 2003; became CEO in September 2020 and Chair in January 2024; instrumental in developing the IGNITE strategy. | View Report → |
Angela Hilt Executive | Executive Vice President – Chief Legal Officer | None | Joined CLX in 2005; oversees legal and corporate governance; held progressively senior legal roles within the company. | |
Chau Banks Executive | Senior Vice President – Chief Information and Data Officer | None | Joined CLX in 2020; oversees IT and enterprise analytics; previously held leadership roles at Revlon, New York & Company, and other global retailers. | |
Chris Hyder Executive | Executive Vice President and Group President – Health and Hygiene | None | Joined CLX in 2003; held leadership roles in cleaning and professional products divisions. | |
Eric Reynolds Executive | Executive Vice President – Chief Operating and Strategy Officer | None | Joined CLX in 1998; held leadership roles in marketing, international business, and strategy; added enterprise strategy responsibilities in 2024. | |
Eric Schwartz Executive | Senior Vice President – Chief Marketing Officer | None | Rejoined CLX in 2019; previously held marketing leadership roles at Tyson Foods and Henkel; became CMO in 2022. | |
Gina Kelly Executive | Senior Vice President – Chief Customer Officer | None | Joined CLX in 1988; held various leadership roles in sales and customer management, including VP of Ecommerce and Strategic Accounts. | |
Kevin B. Jacobsen Executive | Executive Vice President – Chief Financial Officer | None | Joined CLX in 1995; CFO since January 2019; held various senior finance roles, including VP of Financial Planning and Analysis. | |
Kirsten Marriner Executive | Executive Vice President – Chief People and Corporate Affairs Officer | None | Joined CLX in 2016; oversees HR and corporate affairs; previously held HR leadership roles at Omnicare and Fifth Third Bank. | |
Luc Bellet Executive | Executive Vice President – Chief Financial Officer (effective April 1, 2025) | None | Joined CLX in 2006; currently VP – Treasurer; instrumental in financial strategy and digital transformation efforts. | |
Michael Ott Executive | Senior Vice President – Chief Research & Development Officer | None | Joined CLX in 1996; held leadership roles in R&D and sustainability; instrumental in product innovation. | |
Nina Barton Executive | Executive Vice President and Group President – Care and Connection | None | Joined CLX in July 2024; previously CEO of Vytalogy Wellness LLC and held leadership roles at Kraft Heinz. | |
Shanique Bonelli-Moore Executive | Vice President – Chief Diversity and Social Impact Officer | None | Joined CLX in 2022; leads inclusion, diversity, equity, and social impact initiatives; previously held diversity leadership roles at United Talent Agency and BuzzFeed. | |
Stacey Grier Executive | Executive Vice President – Executive Chief of Staff | None | Joined CLX in 2016; previously Chief Growth and Strategy Officer and Chief Marketing Officer; extensive marketing leadership experience. |
- Despite your efforts to restore supply and distribution post-cyber attack, certain brands like Litter and Kingsford are still underperforming; what specific strategies are you implementing to regain lost market share and fully capitalize on growth opportunities in these categories?
- Given the significant improvement in gross margins, why aren't you investing more aggressively in advertising and promotion to drive market share gains, especially when competitors are increasing their spend and your market share isn't where you'd like it to be?
- With the recent divestitures of Argentina and the VMS business, how confident are you in maintaining your 3% to 5% long-term organic sales growth target, and what key growth drivers will compensate for the loss of these businesses?
- Considering the increased promotional intensity in some of your categories and the ongoing pressure on consumer spending, how do you plan to balance pricing, promotions, and innovation to drive volume growth without compromising margins?
- The Burt's Bees brand has faced significant supply issues and heightened competition, leading to variability in distribution; what measures are you taking to address these challenges, and how do you plan to ensure Burt's Bees remains a growth-accretive asset in your portfolio?
Research analysts who have asked questions during CLOROX CO /DE/ earnings calls.
Andrea Teixeira
JPMorgan Chase & Co.
4 questions for CLX
Anna Lizzul
Bank of America Corporation
4 questions for CLX
Bonnie Herzog
Goldman Sachs
4 questions for CLX
Christopher Carey
Wells Fargo & Company
4 questions for CLX
Filippo Falorni
Citigroup Inc.
4 questions for CLX
Kaumil Gajrawala
Jefferies
4 questions for CLX
Kevin Grundy
BNP Paribas
4 questions for CLX
Peter Grom
UBS Group
4 questions for CLX
Robert Moskow
TD Cowen
4 questions for CLX
Dara Mohsenian
Morgan Stanley
3 questions for CLX
Javier Escalante Manzo
Evercore ISI
3 questions for CLX
Lauren Lieberman
Barclays
3 questions for CLX
Olivia Tong
Raymond James Financial, Inc.
2 questions for CLX
Olivia Tong Cheang
Raymond James Financial, Inc.
2 questions for CLX
Stephen Robert Powers
Deutsche Bank
2 questions for CLX
Javier Escalante
Evercore ISI
1 question for CLX
Linda Bolton-Weiser
D.A. Davidson & Co.
1 question for CLX
Stephen Powers
Deutsche Bank
1 question for CLX
Steve Powers
Deutsche Bank
1 question for CLX
| Customer | Relationship | Segment | Details |
|---|---|---|---|
Walmart Stores, Inc. and affiliates | Major Retailer | All | 27% of consolidated net sales in FY 2025 , 25% in FY 2024 , and 26% in FY 2023. |
Recent press releases and 8-K filings for CLX.
- Mixed FY25 results: Under-delivered on top-line but delivered strong margin and earnings via margin transformation; Q4 echoed strong profitability but weak sales.
- ERP implementation: U.S. greenfield ERP went live in Q1 FY26, causing order fulfillment and inventory issues in August, now recovering with shipments rebounding toward low end of Q1 guidance.
- Category growth volatility: U.S. consumer categories average 2–2.5% growth but have been volatile, trending flattish to slight growth as stressed consumers trade to larger/value SKUs.
- Digital transformation: Invested >$550 million in a new digital foundation and reimagined work, now stabilizing and poised to extract productivity gains, including supply chain and SG&A benefits.
- Innovation pipeline: Accelerating platform-based launches using AI-driven insights, halving concept-to-launch times, with new major platforms slated for back half of FY26.
- Clorox’s Q4 FY2025 performance was mixed, with weaker-than-expected top-line growth after lapping elevated demand and ERP-related inventory build, offset by strong gross margins and earnings.
- The company commenced a greenfield US ERP go-live in July, prompting retailers to prebuy ~2 weeks of inventory (≈3.5–4% of annual sales), boosting FY2025 results by that amount but creating a one-time FY2026 sales headwind of 3.5–4%, with Q1 down ~14–15% year-over-year.
- FY2026 guidance factors in 7.8% organic sales, 100 bps gross margin expansion and 22–25% adj. EPS growth including ERP cycling; on an ex-ERP basis, it assumes -1% to +2% organic sales, flat to +50 bps margin and 2–4% EPS growth.
- Consumer categories remain under pressure, but sequential improvement and market-share gains are anticipated in H2 FY2026, driven by new innovation platforms, enhanced digital capabilities and margin-transformation initiatives.
- Short-term consumer headwinds persist as Clorox experiences a top‐line slowdown and sees temporary noise from retailer inventory adjustments driven by their ongoing ERP transition, with reported sales impacted by about 2-3% in fiscal adjustments [index:0][index:4].
- The company is executing a comprehensive digital transformation that goes beyond an ERP upgrade, focusing on data infrastructure, margin management, and cost savings to recover nearly 900 basis points of lost gross margin and drive future growth [index:2][index:7].
- Brand performance remains mixed: while Kingsford in the grilling category shows steady share gains, Hidden Valley faced a temporary 5% decline due to shifting consumer choices, but its long-term outlook is bolstered by innovation and new partnerships [index:5][index:8].
- Q3 FY2025 Results: Clorox reported net sales of $1.67B (down 8%) impacted by divestitures and macroeconomic headwinds including a weakening U.S. consumer sentiment
- Achieved its 10th consecutive quarter of gross margin expansion, with margins up by 240 basis points to 44.6%
- Diluted EPS improved to $1.50 (a 466% increase from a prior loss), while adjusted EPS declined 15% to $1.45 due to margin pressures
- Organic sales declined 2% in Q3, reflecting continued market challenges
- Tariff impacts are expected at a $100 million annual run rate (with a Q4 effect of $10–$20 million), while the ongoing ERP transition is influencing inventory and organic sales outlook
- FY2025 Outlook Update: Net sales are now expected to be flat to down 1%, with organic sales projected to grow between 4% and 5%, as the company maintains a strategic focus on balanced promotions, targeted pricing, and innovation in premium segments
- Clorox entered into a $1.2B five-year unsecured revolving credit agreement on March 25, 2025, replacing its previous credit facility set to mature in 2027.
- The agreement, aimed at general corporate purposes, is structured with JPMorgan Chase, Citibank, and Wells Fargo serving as administrative agents and lenders, with provisions on interest calculation and facility fees.