← The Clorox overview

The Clorox vs Church & Dwight: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

The Clorox Company (CLX)

Q3 2026
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Clorox's weak core profit and soft demand overshadow GOJO-driven sales growth

  • Fiscal 2026 profit slump Clorox's fiscal 2026 revenue fell 5.4% and earnings per share dropped 26%, with gross margin down 290 basis points on higher manufacturing and logistics costs. This weak profit picture weighs on the stock because it shows the company's core business is struggling.

    It is the latest hard evidence of the company's weak underlying profitability, directly pressuring the stock.

  • Soft consumer demand and inflation Management warned that inflation and value-seeking shoppers will challenge fiscal 2027, offsetting cost savings. Persistent cost inflation and soft demand could keep profits under pressure and limit the company's ability to invest in growth.

    It explains the ongoing demand and cost headwinds that are a key reason the stock is under pressure.

  • GOJO acquisition boosts sales Clorox expects its GOJO acquisition, maker of Purell, to add about 9.5 percentage points to fiscal 2027 sales growth and be accretive to earnings. This deal is a major reason revenue is projected to rise 13-14%, giving the stock a growth catalyst.

    It is the main positive force behind the sales growth outlook and a key support for the stock.

  • Earnings beat but guidance miss Clorox's Q2 revenue and earnings beat estimates, but its fiscal 2027 earnings guidance slightly missed expectations. The beat shows some resilience, but the soft outlook and concerns about muted category growth and market share keep a lid on the stock.

    It captures the mixed near-term signals that are driving investor sentiment and the stock's recent moves.

August 2026
▼2▲1

Clorox's weak core profit and soft demand overshadow GOJO-driven sales growth

  • Fiscal 2026 profit slump Clorox's fiscal 2026 revenue fell 5.4% and earnings per share dropped 26%, with gross margin down 290 basis points on higher manufacturing and logistics costs. This weak profit picture weighs on the stock because it shows the company's core business is struggling.

    It is the latest hard evidence of the company's weak underlying profitability, directly pressuring the stock.

  • Soft consumer demand and inflation Management warned that inflation and value-seeking shoppers will challenge fiscal 2027, offsetting cost savings. Persistent cost inflation and soft demand could keep profits under pressure and limit the company's ability to invest in growth.

    It explains the ongoing demand and cost headwinds that are a key reason the stock is under pressure.

  • GOJO acquisition boosts sales Clorox expects its GOJO acquisition, maker of Purell, to add about 9.5 percentage points to fiscal 2027 sales growth and be accretive to earnings. This deal is a major reason revenue is projected to rise 13-14%, giving the stock a growth catalyst.

    It is the main positive force behind the sales growth outlook and a key support for the stock.

  • Earnings beat but guidance miss Clorox's Q2 revenue and earnings beat estimates, but its fiscal 2027 earnings guidance slightly missed expectations. The beat shows some resilience, but the soft outlook and concerns about muted category growth and market share keep a lid on the stock.

    It captures the mixed near-term signals that are driving investor sentiment and the stock's recent moves.

Latest
▼2▲1

Clorox's weak core profit and soft demand overshadow GOJO-driven sales growth

  • Fiscal 2026 profit slump Clorox's fiscal 2026 revenue fell 5.4% and earnings per share dropped 26%, with gross margin down 290 basis points on higher manufacturing and logistics costs. This weak profit picture weighs on the stock because it shows the company's core business is struggling.

    It is the latest hard evidence of the company's weak underlying profitability, directly pressuring the stock.

  • Soft consumer demand and inflation Management warned that inflation and value-seeking shoppers will challenge fiscal 2027, offsetting cost savings. Persistent cost inflation and soft demand could keep profits under pressure and limit the company's ability to invest in growth.

    It explains the ongoing demand and cost headwinds that are a key reason the stock is under pressure.

  • GOJO acquisition boosts sales Clorox expects its GOJO acquisition, maker of Purell, to add about 9.5 percentage points to fiscal 2027 sales growth and be accretive to earnings. This deal is a major reason revenue is projected to rise 13-14%, giving the stock a growth catalyst.

    It is the main positive force behind the sales growth outlook and a key support for the stock.

  • Earnings beat but guidance miss Clorox's Q2 revenue and earnings beat estimates, but its fiscal 2027 earnings guidance slightly missed expectations. The beat shows some resilience, but the soft outlook and concerns about muted category growth and market share keep a lid on the stock.

    It captures the mixed near-term signals that are driving investor sentiment and the stock's recent moves.

Church & Dwight Company Inc (CHD)

Q3 2026
▲2▼1

CHD raises outlook on strong Q2, but profit and cash flow soften

  • Q2 beat and raised full-year guidance Church & Dwight beat its own Q2 forecast and raised full-year guidance: organic sales now seen up 4%-5%, adjusted EPS up 6%-8%, and operating cash flow about $1.175 billion. Organic sales rose 5.8% on 4.3% volume growth and market-share gains, a real sign demand is healthy.

    The guidance raise is the core new event that lifts investor expectations for CHD.

  • Organic sales accelerate, but profit and cash flow slip Organic sales sped up to 5.8% from 5.0% in Q1 and gross margin improved to 45.4%, yet adjusted EPS fell to $0.89 from $0.94 and adjusted operating profit dropped about 9% to $287 million. Full-year cash flow is guided below 2025, so growth is not yet flowing to the bottom line.

    It shows the counterweight: strong top-line demand but weaker profit and cash generation.

  • Analyst flags flat sales and weak organic growth StockStory named Church & Dwight a sell, pointing to flat sales projections and underperforming organic revenue growth. Such calls can pressure the stock by steering some investors away, though it is one opinion against a quarter that actually beat expectations.

    It is a fresh negative analyst view that can weigh on sentiment and demand for the shares.

  • Seen as better buy than Kimberly-Clark A comparison favored Church & Dwight over Kimberly-Clark for 2026, citing stronger growth and dividend prospects plus a much lower debt load (about 0.6x versus 4.9x). That supports the stock by making it look like the steadier household-products pick.

    It explains a relative-attractiveness argument that can draw income and growth investors to CHD.

August 2026
▲2▼1

CHD raises outlook on strong Q2, but profit and cash flow soften

  • Q2 beat and raised full-year guidance Church & Dwight beat its own Q2 forecast and raised full-year guidance: organic sales now seen up 4%-5%, adjusted EPS up 6%-8%, and operating cash flow about $1.175 billion. Organic sales rose 5.8% on 4.3% volume growth and market-share gains, a real sign demand is healthy.

    The guidance raise is the core new event that lifts investor expectations for CHD.

  • Organic sales accelerate, but profit and cash flow slip Organic sales sped up to 5.8% from 5.0% in Q1 and gross margin improved to 45.4%, yet adjusted EPS fell to $0.89 from $0.94 and adjusted operating profit dropped about 9% to $287 million. Full-year cash flow is guided below 2025, so growth is not yet flowing to the bottom line.

    It shows the counterweight: strong top-line demand but weaker profit and cash generation.

  • Analyst flags flat sales and weak organic growth StockStory named Church & Dwight a sell, pointing to flat sales projections and underperforming organic revenue growth. Such calls can pressure the stock by steering some investors away, though it is one opinion against a quarter that actually beat expectations.

    It is a fresh negative analyst view that can weigh on sentiment and demand for the shares.

  • Seen as better buy than Kimberly-Clark A comparison favored Church & Dwight over Kimberly-Clark for 2026, citing stronger growth and dividend prospects plus a much lower debt load (about 0.6x versus 4.9x). That supports the stock by making it look like the steadier household-products pick.

    It explains a relative-attractiveness argument that can draw income and growth investors to CHD.

Latest
▲2▼1

CHD raises outlook on strong Q2, but profit and cash flow soften

  • Q2 beat and raised full-year guidance Church & Dwight beat its own Q2 forecast and raised full-year guidance: organic sales now seen up 4%-5%, adjusted EPS up 6%-8%, and operating cash flow about $1.175 billion. Organic sales rose 5.8% on 4.3% volume growth and market-share gains, a real sign demand is healthy.

    The guidance raise is the core new event that lifts investor expectations for CHD.

  • Organic sales accelerate, but profit and cash flow slip Organic sales sped up to 5.8% from 5.0% in Q1 and gross margin improved to 45.4%, yet adjusted EPS fell to $0.89 from $0.94 and adjusted operating profit dropped about 9% to $287 million. Full-year cash flow is guided below 2025, so growth is not yet flowing to the bottom line.

    It shows the counterweight: strong top-line demand but weaker profit and cash generation.

  • Analyst flags flat sales and weak organic growth StockStory named Church & Dwight a sell, pointing to flat sales projections and underperforming organic revenue growth. Such calls can pressure the stock by steering some investors away, though it is one opinion against a quarter that actually beat expectations.

    It is a fresh negative analyst view that can weigh on sentiment and demand for the shares.

  • Seen as better buy than Kimberly-Clark A comparison favored Church & Dwight over Kimberly-Clark for 2026, citing stronger growth and dividend prospects plus a much lower debt load (about 0.6x versus 4.9x). That supports the stock by making it look like the steadier household-products pick.

    It explains a relative-attractiveness argument that can draw income and growth investors to CHD.