Church & Dwight (0R13) AI Stock Analysis

Church & Dwight

(LSE:0R13)

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Positive Factors

Brand strength and share gainsLeading brands are gaining share in large household and personal-care categories, indicating durable consumer acceptance and effective innovation. Continued strength in ARM & HAMMER and THERABREATH can support repeat purchases, distribution gains, and sustained revenue growth over coming quarters.

Negative Factors

Inflation and transportation pressureMaterial inflation and freight pressure can compress margins if pricing, productivity, and mix do not fully offset higher costs. Management included approximately $150 million of inflation in its outlook, indicating that cost pressure remains relevant to profitability over the next several quarters.

Church & Dwight (0R13) vs. iShares MSCI United Kingdom ETF (EWC)

Market Cap: $25.44B
Dividend Yield: 1.13%
Average Volume (3M): 508
Price to Earnings (P/E): 32.9
Beta (1Y): 0.46
Revenue Growth: 1.70%
EPS Growth: 2.07%
Country: UK
Employees: 5,550
Sector: Consumer Defensive
Sector Strength: 62
Industry: Household & Personal Products

Church & Dwight Business Overview & Revenue Model

Company Description

Church & Dwight Co., Inc. is a company dedicated to the creation, production, and marketing of a diverse portfolio encompassing household, personal care, and specialized industrial goods. Its operations are structured into three principal divisions:...

Church & Dwight Earnings Call Summary

Earnings Call Date:Oct 29, 2026(Q3-2026)|% Change Since:3.44%|Next Earnings Date:Jan 28, 2027

Earnings Call SentimentPositive

The call was strongly positive overall. The company delivered broad-based organic growth, exceeded third-quarter expectations, expanded gross margin, increased adjusted EPS by 13.6%, raised its 2026 outlook and reported strong performance across domestic, international and specialty products. The main challenges were inflation, transportation costs, elevated promotional activity, consumer pressure and slower-than-expected TOUCHLAND growth, but management described productivity, innovation, distribution gains and international expansion as important offsets.

Positive Updates

Third-Quarter Results Exceeded Outlook

Net sales increased 1%, ahead of the outlook for a 1% decline. Organic sales grew 5.1%, well above the approximately 3% outlook, with growth across all three divisions. Volume increased 4.6% and price and mix contributed 0.5%.

Negative Updates

Inflation and Transportation Cost Pressure

The company cited challenging conditions, including inflationary pressure related to the Middle East conflict and increasing global transportation rates. The 2026 outlook includes approximately $150 million of inflation, which is $50 million more than the original outlook and $20 million more than the July outlook, assuming roughly $100 crude oil. Inflation and transportation costs were a 180-basis-point gross-margin headwind in the quarter.

Company Guidance

For 2026, Church & Dwight expects organic sales growth of approximately 5% at the high end of its prior range of 4% to 5%, adjusted gross margin to expand approximately 100 basis points, marketing investments to remain at approximately 11% of sales, SG&A as a percentage of sales to remain above 2025 levels, an adjusted tax rate of approximately 21%, adjusted EPS of approximately 7%, tightening on its prior range of 6% to 8%, and cash from operations of approximately $1.175 billion; the outlook includes approximately $150 million of inflation, assumes roughly a crude oil price of $100 a barrel, and the fourth quarter outlook is organic sales growth of approximately 4% and adjusted EPS expected to increase 17% to 19% versus last year. For 2027, the company expects category growth of around 2.5%, another record year for productivity, growth from TOUCHLAND, and growth initiatives to be tailwinds in '27, '28 and '29.

Church & Dwight Risk Analysis

Church & Dwight disclosed 35 risk factors in its most recent earnings report. Church & Dwight reported the most risks in the "Legal & Regulatory" category.

Legal & Regulatory - Litigation, compliance, new legislation, and taxation risks

Latest Risks Added

0 New Risks

Church & Dwight Peers Comparison

Overall Rating

UnderperformOutperform

Sector (62)

Financial Indicators

GB:0R13 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
PG	72Outperform	$374.48B	23.94	29.55%	2.68%	3.52%	-3.74%
KVUE	70Outperform	$37.09B	21.94	16.06%	5.40%	3.50%	17.82%
CL	67Neutral	$75.96B	37.02	1135.82%	2.21%	5.91%	-28.30%
UL	64Neutral	$140.47B	13.70	58.26%	3.41%	-17.45%	8.84%
Sector *	62Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
CLX	54Neutral	$10.64B	18.26	-1893.55%	5.66%	-5.41%	-26.46%

* Consumer Defensive Sector Average

Performance Comparison

GB:0R13 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
GB:0R13	Church & Dwight Company	108.13	23.97	28.48%
CLX	Clorox Company	88.00	-15.86	-15.27%
CL	Colgate-palmolive Company	95.29	22.07	30.14%
PG	Procter & Gamble Company	161.57	17.72	12.32%
UL	Unilever plc	65.26	2.43	3.87%
KVUE	Kenvue, Inc.	19.31	4.09	26.89%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Church & Dwight AI Stock Analysis