Core Viewpoint - Church & Dwight Co., Inc. (CHD) reported mixed first-quarter 2025 results, with adjusted earnings per share (EPS) beating estimates but net sales missing expectations, reflecting a challenging operating environment [1][2]. Financial Performance - Adjusted EPS for the quarter was 91 cents, surpassing the Zacks Consensus Estimate of 89 cents and the company's guidance of 90 cents, although it represented a 5.2% decline year over year [1]. - Net sales totaled $1,467.1 million, down 2.4% year over year, missing the Zacks Consensus Estimate of $1,511 million and the company's guidance for a nearly 1% increase [3]. - Organic sales decreased by 1.2%, driven by a 1.4% drop in volumes, partially offset by a 0.2% increase in pricing and mix [4]. Segment Analysis - **Consumer Domestic**: Net sales fell 3% to $1,129.8 million, with organic sales down 3% due to a 3.1% volume drop [6]. - **Consumer International**: Net sales increased by 2.7% to $261.9 million, with organic sales climbing 5.8%, driven by a 5.9% volume growth [7]. - **Specialty Products**: Sales declined 9.3% to $75.4 million, although organic sales grew by 3.2% [8]. Cost and Margin Insights - Gross margin contracted by 70 basis points to 45%, with adjusted gross margin at 45.1%, down 60 basis points year over year due to higher manufacturing costs [5]. - Marketing expenses decreased by $15.4 million year over year to $136.6 million, while adjusted selling, general, and administrative (SG&A) expenses increased by 40 basis points to 15.2% of net sales [5]. Future Outlook - For 2025, CHD projects organic sales growth of around 0-2%, down from a previous estimate of 3-4%, reflecting ongoing macroeconomic challenges [15]. - Adjusted EPS growth is now expected to be 0-2%, a reduction from the earlier guidance of 7-8% [17]. - The company anticipates a decline in organic sales of 2% for the second quarter, with adjusted EPS projected at 85 cents, a 9% decrease from the prior year [18].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (MARK ONE) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarter ended March 31, 2025 OR For the transition period from to Commission file number 1-10585 CHURCH & DWIGHT CO., INC. (Exact name of registrant as specified in its charter) Delaware 13-4996950 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 500 Charles Ewing Boule ...

For the quarter ended March 2025, Church & Dwight (CHD) reported revenue of $1.47 billion, down 2.4% over the same period last year. EPS came in at $0.91, compared to $0.96 in the year-ago quarter.The reported revenue represents a surprise of -2.88% over the Zacks Consensus Estimate of $1.51 billion. With the consensus EPS estimate being $0.89, the EPS surprise was +2.25%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street e ...

Church & Dwight (CHD) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Rick Dierker - Board Member, President & CEOLee Mcchesney - EVP & CFOAnna Lizzul - Vice President, Equity ResearchOlivia Tong - Managing DirectorLauren Lieberman - Managing DirectorKaumil Gajrawala - Managing DirectorDara Mohsenian - Managing Director - US Beverage/Household Products SectorsFilippo Falorni - Director - Equity ResearchKevin Grundy - Managing DirectorRobert Moskow - Managing Director Conference Call Par ...

Church & Dwight (CHD) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Speaker0 Good morning, ladies and gentlemen, and welcome to the Church and Dwight's First Quarter twenty twenty five Earnings Conference Call. Before we begin, I've been asked to remind you that on this call, the company's management may make forward looking statements regarding, among other things, the company's financial objectives and forecasts. These statements are subject to risks and uncertainties and other factors that are described ...

Company Performance - Church & Dwight (CHD) reported quarterly earnings of $0.91 per share, exceeding the Zacks Consensus Estimate of $0.89 per share, but down from $0.96 per share a year ago, representing an earnings surprise of 2.25% [1] - The company posted revenues of $1.47 billion for the quarter ended March 2025, missing the Zacks Consensus Estimate by 2.88%, compared to year-ago revenues of $1.5 billion [2] - Over the last four quarters, Church & Dwight has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Stock Outlook - Church & Dwight shares have declined approximately 5.1% since the beginning of the year, slightly outperforming the S&P 500's decline of 5.3% [3] - The current consensus EPS estimate for the coming quarter is $0.94 on revenues of $1.56 billion, and for the current fiscal year, it is $3.68 on revenues of $6.28 billion [7] Industry Context - The Consumer Products - Staples industry, to which Church & Dwight belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Church & Dwight's stock performance [5]

CHURCH & DWIGHT CO., INC. News Release Contact: Lee McChesney Chief Financial Officer 609-806-1200 CHURCH & DWIGHT REPORTS FIRST QUARTER 2025 RESULTS Q1 EPS EXCEEDS OUTLOOK UPDATES FULL YEAR OUTLOOK | 2025 First Quarter Results | 2025 Full Year Outlook | | --- | --- | | • Net Sales -2.4%: Domestic -3.0%, Int'l +2.7%, SPD -9.3% | 2 • Organic Sales 0% to 2% | | • Organic sales -1.2%: Domestic -3.0%, Int'l +5.8%, SPD +3.2%¹ | 2 • Adjusted Gross Margin Contraction of 60 bps | | • Reported EPS $0.89, Adjusted EP ...

The upcoming report from Church & Dwight (CHD) is expected to reveal quarterly earnings of $0.89 per share, indicating a decline of 7.3% compared to the year-ago period. Analysts forecast revenues of $1.51 billion, representing an increase of 0.5% year over year.The consensus EPS estimate for the quarter has been revised 1.5% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to ...

Church & Dwight Co., Inc. (CHD) is likely to register top-line growth when it reports first-quarter 2025 earnings on May 1. The Zacks Consensus Estimate for revenues is pegged at $1.51 billion, suggesting an increase of 0.5% from the prior-year quarter.The consensus mark for first-quarter earnings has remained unchanged in the past 30 days at 89 cents per share, indicating a decline of 7.3% from the figure reported in the year-ago quarter. CHD has a trailing four-quarter earnings surprise of 9.6%, on averag ...

Core Viewpoint - Church & Dwight Co., Inc. (CHD) is currently overvalued with a forward 12-month price-to-earnings multiple of 28.23x, compared to the industry's average of 20x [1] Financial Performance - CHD's stock has increased by 1.6% over the past three months, while the industry has grown by 5% and the S&P 500 has declined by 3.7% [4] - Marketing expenses as a percentage of sales increased by 50 basis points in 2024, with expectations to exceed 11% of sales in 2025, potentially impacting near-term profitability [13] Business Strategy - Strong brand equity allows CHD to pass on cost increases to consumers with minimal demand impact, supporting profitability [6] - E-commerce is a significant growth driver, with online sales accounting for 21.4% of total revenues in Q4 2024, positioning CHD favorably in the digital space [7] - The company has a history of successful acquisitions, focusing on No. 1 or No. 2 brands with high margins, which reinforces its growth trajectory [8] - Over 50% of CHD's innovation pipeline is now focused on emerging categories, diversifying beyond traditional product lines [9] Challenges - CHD faces challenges from shifting consumer spending patterns, with management indicating that price increases are not currently feasible due to consumer exhaustion [12] - Rising marketing expenses and the inability to implement further price increases could pressure margins in the near term [14]