olivLaw · US equity research
Church & Dwight Co., Inc. CHD
Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics · SIC 2840 · Vertical: Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics (SIC 2840)
Church & Dwight Co., Inc. (CHD) is a maker of household, personal care and specialty consumer products, anchored by the ARM & HAMMER brand. In the first six months of 2026 net sales were 2999.3 million USD, up 0.9%, while organic growth in the second quarter reached 5.8%. The company raised its 2026 outlook but still depends on a few power brands and one large customer.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 04 Nov 2026, Church & Dwight Co., Inc. (CHD) stock was 112.03 USD (+2.63% on the day), with market capitalisation 26.4 bn USD, P/E 34.5 on diluted EPS of 3.25 USD over the last 12 months, dividend yield 1.09%, beta 0.03, 52-week range 81.60–112.03 USD. Latest reported quarter (Q3 2026): revenue of 1.6 bn USD (+1.0% YoY), net income of 212.2 m USD (+16.5% YoY), diluted EPS 0.89 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
Loading chart…
Technical reading
- RSI (14)
- 72.6
- overbought (≥ 70)
- Bollinger (20, 2)
- 97.30 – 112.22
- in the upper half of the band · %B 0.99 · band width 14.2%
- SMA 50 / 200
- 99.86 / 98.02
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- 3.02 / 2.49
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +17.1% | −1.1% | +18.2 pp | — |
| 3 months | +8.1% | −0.5% | +8.5 pp | — |
| 6 months | +18.0% | +4.4% | +13.6 pp | — |
| Year to date | +33.6% | +12.3% | +21.3 pp | — |
| 1 year | +29.4% | +13.5% | +15.8 pp | +5.5% |
| 3 years | +29.1% | +76.4% | −47.3 pp | +9.0% |
| 5 years | +26.2% | +63.7% | −37.5 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q3 2026 · 30 Sept 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1.6 bn | 1.5 bn | 1.5 bn | 1.6 bn | 1.6 bn | 1.5 bn | 1.5 bn | 1.6 bn |
| Cost of revenue | 874.1 m | 807.5 m | 859.3 m | 871.2 m | 890.4 m | 787.9 m | 836.1 m | 852.7 m |
| Gross profit | 707.9 m | 659.6 m | 647.0 m | 714.4 m | 753.8 m | 681.4 m | 693.9 m | 749.4 m |
| Research & development | 40.6 m | 32.8 m | 35.8 m | 36.2 m | 40.8 m | 31.6 m | 33.9 m | 36.4 m |
| SG&A | 243.3 m | 227.7 m | 228.2 m | 256.9 m | 275.5 m | 251.0 m | 252.2 m | 267.3 m |
| Operating income | 256.7 m | 295.3 m | 261.7 m | 254.6 m | 266.0 m | 291.0 m | 276.4 m | 291.4 m |
| Depreciation & amortisation | 61.7 m | 60.9 m | 56.6 m | 64.1 m | 65.8 m | 62.9 m | — | — |
| Interest expense | 23.4 m | 23.3 m | 23.5 m | 23.8 m | 24.6 m | 24.0 m | 24.2 m | 24.1 m |
| Pre-tax income | 253.1 m | 282.1 m | 250.5 m | 236.2 m | 188.1 m | 272.6 m | 255.9 m | 271.9 m |
| Income tax | 63.9 m | 62.0 m | 59.5 m | 54.0 m | 44.6 m | 56.3 m | 53.1 m | 59.7 m |
| Net income | 189.2 m | 220.1 m | 191.0 m | 182.2 m | 143.5 m | 216.3 m | 202.8 m | 212.2 m |
| Diluted EPS | 0.76 ≈ | 0.89 | 0.78 | 0.75 | 0.60 ≈ | 0.91 | 0.85 | 0.89 |
| Operating cash flow | 292.3 m | 185.7 m | 230.8 m ≈ | 435.5 m ≈ | 363.4 m | 174.8 m | 286.8 m ≈ | 379.6 m ≈ |
| Capex | 54.6 m | 16.5 m | 22.5 m ≈ | 28.2 m ≈ | 55.2 m | 31.9 m | 29.9 m ≈ | 29.8 m ≈ |
| Dividends paid | 69.6 m | 72.4 m | 72.6 m ≈ | 71.4 m ≈ | 70.8 m | 72.9 m | 72.9 m ≈ | 73.8 m ≈ |
| Share repurchases | 0 | — | — | 300.0 m ≈ | 300.0 m | — | — | 37.1 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 75 percentile of its own 44-quarter history (min 16.4, median 29.6, max 55.7; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 4.1 bn | 4.4 bn | 4.9 bn | 5.2 bn | 5.4 bn | 5.9 bn | 6.1 bn | 6.2 bn |
| Revenue YoY | +9.8% | +5.1% | +12.3% | +6.0% | +3.6% | +9.2% | +4.1% | +1.6% |
| Net income | 568.6 m | 615.9 m | 785.9 m | 827.5 m | 413.9 m | 755.6 m | 585.3 m | 736.8 m |
| Net income YoY | −23.5% | +8.3% | +27.6% | +5.3% | −50.0% | +82.6% | −22.5% | +25.9% |
| Diluted EPS | 2.27 | 2.44 | 3.12 | 3.32 | 1.68 | 3.05 | 2.37 | 3.02 |
| Diluted EPS YoY | −21.7% | +7.5% | +27.9% | +6.4% | −49.4% | +81.5% | −22.3% | +27.4% |
| net % | 13.7% | 14.1% | 16.1% | 15.9% | 7.7% | 12.9% | 9.6% | 11.9% |
| Free cash flow | 703.2 m | 790.8 m | 891.4 m | 875.0 m | 706.4 m | 807.1 m | 976.4 m | 1.1 bn |
Reported results vs expectations
Loading…
Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 409.0 m USD
- Financial debt
- 2.2 bn USD
- Net debt
- 1.8 bn USD
- Equity
- 4.0 bn USD
- Total assets
- 8.9 bn USD
- Debt / equity
- 0.55x
- Current ratio
- 1.07x
- ROE
- 17.6%
- ROA
- 8.3%
- FCF margin
- 17.6%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 4.9 bn | 5.2 bn | 5.4 bn | 5.9 bn | 6.1 bn | 6.2 bn | SEC (XBRL)· 12 Feb 2026verified |
| Cost of revenue | 2.7 bn | 2.9 bn | 3.1 bn | 3.3 bn | 3.3 bn | 3.4 bn | SEC (XBRL)· 12 Feb 2026verified |
| Gross profit | 2.2 bn | 2.3 bn | 2.3 bn | 2.6 bn | 2.8 bn | 2.8 bn | SEC (XBRL)· 12 Feb 2026verified |
| Research & development | 102.6 m | 105.2 m | 110.0 m | 122.4 m | 139.7 m | 145.6 m | SEC (XBRL)· 12 Feb 2026verified |
| SG&A | 593.3 m | 606.7 m | 706.0 m | 889.8 m | 927.8 m | 988.3 m | SEC (XBRL)· 12 Feb 2026verified |
| Operating income | 1.0 bn | 1.1 bn | 597.8 m | 1.1 bn | 807.1 m | 1.1 bn | SEC (XBRL)· 12 Feb 2026verified |
| Depreciation & amortisation | 189.7 m | 219.1 m | 219.0 m | 225.2 m | 239.1 m | 247.4 m | SEC (XBRL)· 12 Feb 2026verified |
| EBITDA | 1.2 bn ≈ | 1.3 bn ≈ | 816.8 m ≈ | 1.3 bn ≈ | 1.0 bn ≈ | 1.3 bn ≈ | SEC (XBRL)· 12 Feb 2026derived |
| Interest expense | 61.0 m | 54.5 m | 89.6 m | 110.9 m | 95.0 m | 95.2 m | SEC (XBRL)· 12 Feb 2026verified |
| Pre-tax income | 973.8 m | 1.0 bn | 523.3 m | 967.4 m | 756.3 m | 956.9 m | SEC (XBRL)· 12 Feb 2026verified |
| Income tax | 187.9 m | 204.2 m | 109.4 m | 211.8 m | 171.0 m | 220.1 m | SEC (XBRL)· 12 Feb 2026verified |
| Net income | 785.9 m | 827.5 m | 413.9 m | 755.6 m | 585.3 m | 736.8 m | SEC (XBRL)· 12 Feb 2026verified |
| Diluted EPS | 3.12 | 3.32 | 1.68 | 3.05 | 2.37 | 3.02 | SEC (XBRL)· 12 Feb 2026verified |
| Weighted average diluted shares | 252.2 m | 249.6 m | 246.3 m | 247.6 m | 246.9 m | 244.3 m | SEC (XBRL)· 12 Feb 2026verified |
| Dividend per share | 0.96 | 1.01 | 1.05 | 1.09 | 1.13 | 1.18 | SEC (XBRL)· 12 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 183.1 m | 240.6 m | 270.3 m | 344.5 m | 964.1 m | 409.0 m | SEC (XBRL)· 12 Feb 2026verified |
| Receivables | 398.8 m | 405.5 m | 422.0 m | 526.9 m | 600.8 m | 593.4 m | SEC (XBRL)· 12 Feb 2026verified |
| Inventories | 495.4 m | 535.4 m | 646.6 m | 613.3 m | 613.3 m | 534.8 m | SEC (XBRL)· 12 Feb 2026verified |
| Current assets | 1.1 bn | 1.2 bn | 1.4 bn | 1.5 bn | 2.2 bn | 1.6 bn | SEC (XBRL)· 12 Feb 2026verified |
| Property, plant & equipment, net | 612.8 m | 652.7 m | 761.1 m | 927.7 m | 931.7 m | 822.8 m | SEC (XBRL)· 12 Feb 2026verified |
| Goodwill | 2.2 bn | 2.3 bn | 2.4 bn | 2.4 bn | 2.4 bn | 2.6 bn | SEC (XBRL)· 12 Feb 2026verified |
| Intangibles (excl. goodwill) | 3.1 bn | 3.5 bn | 3.4 bn | 3.3 bn | 2.9 bn | 3.5 bn | SEC (XBRL)· 12 Feb 2026verified |
| Total assets | 7.4 bn | 8.0 bn | 8.3 bn | 8.6 bn | 8.9 bn | 8.9 bn | SEC (XBRL)· 12 Feb 2026verified |
| Accounts payable | 1.0 bn | 1.1 bn | 666.7 m | 630.6 m | 705.1 m | 732.4 m | SEC (XBRL)· 12 Feb 2026verified |
| Short-term debt | 351.4 m | 252.8 m | 74.0 m | 3.9 m | 0 | 0 | SEC (XBRL)· 31 Jul 2026verified |
| Long-term debt | 1.8 bn | 2.2 bn | 2.6 bn | 2.2 bn | 2.2 bn | 2.2 bn | SEC (XBRL)· 12 Feb 2026verified |
| Current liabilities | 1.4 bn | 2.1 bn | 1.2 bn | 1.4 bn | 1.3 bn | 1.5 bn | SEC (XBRL)· 12 Feb 2026verified |
| Total liabilities | 4.4 bn | 4.8 bn | 4.9 bn | 4.7 bn | 4.5 bn | 4.9 bn | SEC (XBRL)· 12 Feb 2026verified |
| Equity | 3.0 bn † | 3.2 bn † | 3.5 bn † | 3.9 bn † | 4.4 bn † | 4.0 bn † | SEC (XBRL)· 12 Feb 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 990.3 m | 993.8 m | 885.2 m | 1.0 bn | 1.2 bn | 1.2 bn | SEC (XBRL)· 12 Feb 2026verified |
| Capex | 98.9 m | 118.8 m | 178.8 m | 223.5 m | 179.8 m | 122.4 m | SEC (XBRL)· 12 Feb 2026verified |
| Free cash flow | 891.4 m ≈ | 875.0 m ≈ | 706.4 m ≈ | 807.1 m ≈ | 976.4 m ≈ | 1.1 bn ≈ | SEC (XBRL)· 12 Feb 2026derived |
| Investing cash flow | -608.1 m | -682.0 m | -728.6 m | -234.3 m | -183.3 m | -616.9 m | SEC (XBRL)· 12 Feb 2026verified |
| Financing cash flow | -360.1 m | -252.1 m | -120.9 m | -725.6 m | -343.4 m | -1.2 bn | SEC (XBRL)· 12 Feb 2026verified |
| Dividends paid | 237.3 m | 247.5 m | 255.0 m | 266.5 m | 277.0 m | 287.2 m | SEC (XBRL)· 12 Feb 2026verified |
| Share repurchases | 300.0 m | 500.0 m | 0 | 300.1 m | 0 | 900.0 m | SEC (XBRL)· 12 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 57 / 100
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 26.4 bn USD
Key indicators
Coverage and freshness
Score by group
- Balance sheet71
- Valuation14
- Quality88
- Growth70
- Returns60
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 15.51 – 95.93 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)59.01 – 95.93 (Mid 73.20)WACC 8.9% · starting FCFF 1.1 bn USD · terminal value share of EV 74%The WACC × g sensitivity gives the method's bounds; these are not probabilities.Reverse DCF: starting growth implied by the price (fading linearly to terminal growth, everything else fixed): 23.3%
- Peers: EV/EBITDAunavailable · not enough peers
- Peers: P/Eunavailable · not enough peers
- Dividend discount (DDM)15.51 – 20.85 (Mid 17.79)
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Neutral profile · Score 57/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | 14.3% | 94 (on a fixed band) | 10% |
| Net margin · Quality | 12.4% | 67 (vs peers) | 6% |
| FCF conversion · Quality | 136.5% | 100 (on a fixed band) | 6% |
| Revenue CAGR 3Y · Growth | 4.9% | 41 (on a fixed band) | 8% |
| EPS CAGR 3Y · Growth | 21.6% | 100 (on a fixed band) | 8% |
| Net debt / EBITDA · Balance sheet | 1.3x | 78 (on a fixed band) | 10% |
| Interest coverage · Balance sheet | 11.6x | 100 (on a fixed band) | 6% |
| Current ratio · Balance sheet | 1.0x | 13 (on a fixed band) | 4% |
| P/E (TTM) · Valuation | 34.5x | 0 (on a fixed band) | 10% |
| EV/EBITDA · Valuation | 20.5x | 0 (on a fixed band) | 10% |
| FCF yield · Valuation | 4.0% | 50 (on a fixed band) | 8% |
| Shareholder yield (distributions) · Returns | 2.4% | 34 (on a fixed band) | 6% |
| Payout ratio (FCF) · Returns | 27.5% | 100 (on a fixed band) | 4% |
Score groups
- Balance sheet71/100 · 3/3 factors with a value
- Growth70/100 · 2/2 factors with a value
- Quality88/100 · 3/3 factors with a value
- Returns60/100 · 2/2 factors with a value
- Valuation14/100 · 3/3 factors with a value
Memo
CHURCH & DWIGHT CO., INC. (CHD). Latest full fiscal year: 2025; data up to 2026-09-30.
Figures computed from the financial statements: revenue 6.2 bn USD in 2025; YoY growth 1.6%; net margin 12.4%; ROE 17.8%; net debt/EBITDA 1.3x.
The estimated value range is 37.26–58.39 USD per share (median of 2 methods, agreement: low); assumptions are illustrative. Against the central value of 45.49 USD, the price of 112.03 USD leaves a potential of -59.4% (value / price − 1) and a margin of safety of -146.3% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 57/100, methodological classification: neutral profile (score, margin of safety and method agreement together; not a judgement of the right price). Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- ROIC: 14.3%
- FCF conversion: 136.5%
- EPS CAGR 3Y: 21.6%
- Net debt / EBITDA: 1.3x
- Interest coverage: 11.6x
- Payout ratio (FCF): 27.5%
What contradicts it
- Current ratio: 1.0x
- P/E (TTM): 34.5x
- EV/EBITDA: 20.5x
- The price is above the estimated value range
- The valuation methods diverge
Versus the vertical median
Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics (SIC 2840) · same industry (4-digit SIC) · compared with 6 companies
The size band was not applied: too few companies would have remained; the vertical includes much smaller or larger companies.
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| PGPROCTER & GAMBLE Co | 387.8 bn | 25.2 | 29.4% | 18.2% | +3.3% | +13% / +9% |
| ECLEcolab Inc. | 88.4 bn | 42.9 | 20.7% | 12.0% | +2.2% | +14% / +64% |
| CHDChurch & Dwight Co., Inc. | 26.4 bn | 34.5 | 17.8% | 12.4% | +1.6% | +29% / +29% |
| SCLStepan Company | 1.6 bn | 374.7 | 0.4% | 0.2% | +7.0% | +56% / −14% |
| BYAHPark Ha Biological Technology Co., Ltd. | 56.5 m | — | -885.8% | -965.0% | +6.0% | −98% / unavailable |
| WNWMeiwu Technology Company Limited | 30.8 m | — | -34.2% | -262.5% | +4,368.0% | −98% / −100% |
| ULUnilever PLC | — | — | 53.3% | 18.7% | −3.8% | −2% / +25% |
1- and 3-year price returns: for CHD from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 67.17 Total return -39% · Per year -39% | 118.72 Total return 7% · Per year 7% | 178.80 Total return 61% · Per year 61% |
| 3 years | 65.70 Total return -39% · Per year -15% | 130.61 Total return 20% · Per year 6% | 215.91 Total return 97% · Per year 25% |
| 5 years | 64.26 Total return -38% · Per year -9% | 143.70 Total return 35% · Per year 6% | 260.72 Total return 141% · Per year 19% |
- Exit P/E± 32.65
- Net margin± 22.86
- Annual revenue growth± 18.69
- Annual dilution± 1.92
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 31 Jul 2026; since then the company filed 10-Q (30 Oct 2026), 8-K (30 Oct 2026 · results).
In brief
Church & Dwight Co., Inc. (CHD) is a maker of household, personal care and specialty consumer products, anchored by the ARM & HAMMER brand. In the first six months of 2026 net sales were 2999.3 million USD, up 0.9% 2, while organic growth in the second quarter reached 5.8% 3. The company raised its 2026 outlook but still depends on a few power brands and one large customer 13.
SWOT
Strengths
- A portfolio of power brands with strong recognition gives a solid base for sales and pricing 1.
- Strong operating cash flow allows investment, acquisitions and shareholder returns despite market pressure 13.
- Organic growth in the second quarter shows that innovation and marketing investment can support volumes 3.
Weaknesses
- Dependence on one large customer, which accounts for a significant share of sales, exposes the company to changes in that customer's strategy 1.
- Margins can be reduced by raw material and transport costs, especially when prices cannot be fully passed on to customers 12.
- Exposure to the mature US market limits growth potential unless offset by innovation or acquisitions 1.
Opportunities
Risks
- Customer concentrationhigh
One large customer represents a significant share of sales, and a change in its strategy or shelf allocation could affect results 1.
- Raw material cost pressuremedium
Higher prices for surfactants, packaging and energy could reduce margins if they cannot be passed on to customers 1.
- Private label competitionmedium
Retailers are expanding their own brands, which can limit pricing and share for the company's brands 1.
- Tariffs and trade policymedium
Changes in tariffs and uncertainty over refunds could affect costs and financial results 2.
- Integration of acquisitionslow
Integrating recently acquired brands may create added costs and affect operating margins 12.
Investment thesis
What would need to be true (bull case)
- Organic growth stayed strong in the second quarter of 2026, and the company raised its outlook for sales, EPS and cash flow 3.
- The power brand portfolio and recent acquisitions such as Touchland and Miss Mouth's could support medium-term growth 12.
- If innovation and online expansion continue, the company could gain further share across several categories 3.
What would break the thesis
- Overall sales growth remains modest, and the outlook for reported net sales is close to flat, which shows how hard growth is 3.
- Dependence on one large customer and on mature US categories exposes the company to rapid changes in demand or shelf policy 1.
- Tariff and transport cost pressures could reduce margins if they cannot be offset through productivity or pricing 23.
What to watch
- Organic sales growth and gross margin versus the updated outlookQ3 2026
- Recovery of IEEPA tariff refunds and how the proceeds are used in consumer-facing activitiessecond half 2026
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 31 Jul 2026; since then the company filed 10-Q (30 Oct 2026), 8-K (30 Oct 2026 · results).
The business
In 2025 the company completed the Touchland acquisition, paying 656.0 million USD net of cash at closing, and sold the VitaFusion and L'il Critters brands at year end 1. It also exited the Flawless, Spinbrush and Waterpik showerhead businesses, which generated about 118.0 million USD of annual sales 1. In July 2026 it acquired Miss Mouth's, paying 300.0 million USD in cash at closing 2.
Segments
Market context
Trends
- Tariff and cost pressuresheadwind
US trade policy and Middle East tensions have raised manufacturing and transport costs, and the Supreme Court ruled certain tariffs unlawful without setting a clear refund process 2. The company says it can offset these pressures through productivity and selective pricing 23.
- Innovation in oral care and acnetailwind
THERABREATH launched a new toothpaste line and rinse products, and HERO and ARM & HAMMER introduced new lines, which management expects could account for about half of organic growth in 2026 3.
- Shifts in consumer and retailer behaviourheadwind
Younger consumers are more often shifting to private label and new brands, and large retailers may reduce shelf space for established brands 1. This could pressure sales and margins if the company does not adapt quickly.
Competitive position
The company competes with large consumer goods makers such as Procter & Gamble, Clorox, Colgate-Palmolive and Unilever, which have greater financial resources 1. In personal care, digital brands and private labels are increasingly present and may have lower cost bases 1.
In the SPD segment competition is intense and influenced by capacity utilisation and raw material costs, with players such as Cargill, Solvay and Genesis Alkali 1. The company could lose share if rivals respond faster to pricing or innovation pressure.
- Procter & GamblePG
Large competitor in laundry, personal care and household products, with greater financial resources 1.
- The Clorox CompanyCLX
Direct competitor in cleaning and household products, present in categories close to the company's own 1.
- Colgate-PalmoliveCL
Competes in oral care, where it meets the THERABREATH and ARM & HAMMER brands 1.
- KenvueKVUE
Competitor in health and personal care, including skin and oral treatment categories 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Is Church & Dwight Stock Outperforming the Dow?Yahoo Finance — News · 15 Sept 2026 · EN
- Church & Dwight EVP Sells 15,375 Shares for $1.6 Million -- Should Investors Beware?Yahoo Finance — News · 26 Aug 2026 · EN
The latest news item in our archive is from 15 Sept 2026; the newest SEC filing is from 30 Oct 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Quarterly report30 Oct 2026
- Current report30 Oct 2026Results of operations · Financial statements and exhibits
- Current report29 Oct 2026Departure or appointment of officers
- Quarterly report31 Jul 2026
- Current report31 Jul 2026Results of operations · Financial statements and exhibits
- Current report05 May 2026Shareholder vote
- Quarterly report01 May 2026
- Current report01 May 2026Results of operations · Financial statements and exhibits
- Proxy statement19 Mar 2026
- Annual report12 Feb 2026
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Church & Dwight Co., Inc. · 12 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Church & Dwight Co., Inc. · 31 Jul 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Church & Dwight Co., Inc. · 31 Jul 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.