财务数据和关键指标变化 - 公司第一季度营收增长5.1%,超出预期4%,有机销售增长5.2%,超出预期4%,其中体积增长占70% [6][7] - 毛利率扩大220个基点 [7] - 调整后每股收益0.96美元,超出预期0.85美元,主要受益于销售增长、毛利率扩大和税率下降 [7] - 公司预计全年有机销售增长4%-5%,调整后每股收益增长8%-9%,毛利率扩大约75个基点 [37][38] 各条业务线数据和关键指标变化 美国业务 - 美国消费品业务有机销售增长4.3%,其中体积增长3.3%,连续第三个季度实现美国业务体积增长 [10] - 7个主力品牌中有5个品牌市场份额提升,私有品牌市场份额相对稳定 [10] - ARM & HAMMER液体洗衣液销量持平,但行业增长2%,公司调整促销活动后,该品牌末季度市场份额有所提升 [11] - ARM & HAMMER单剂量洗衣液和香味增强剂增长快于行业,市场份额提升 [12] - XTRA液体洗衣液销量增长6.3%,市场份额提升至3.8% [12] - 新推出的ARM & HAMMER Deep Clean和ARM & HAMMER Power Sheets洗衣液表现良好 [13][14][15] - ARM & HAMMER猫砂销量增长5%,与行业增速持平,新推出的轻质ARM & HAMMER Hardball Clumping Litter正在全国扩张 [16][17] - BATISTE干洗发水销量增长19%,市场份额提升至47.5% [18] - THERABREATH无酒精漱口水成为第三大品牌,市场份额16% [19] - HERO成为痤疮护理第一大品牌,市场份额19% [20] - WATERPIK和软糖维生素业务拖累了公司整体有机销售增长 [21][22][23] 国际和专业产品业务 - 国际业务有机销售增长8.8%,主要受益于各子公司和全球市场部门的强劲表现 [25] - 专业产品业务有机销售增长7.2%,主要受益于Eurasia业务创纪录销售 [25] 公司战略和发展方向及行业竞争 - 公司正在日本收购其分销商Graphico,预计将有助于拓展日本及亚太地区业务 [8][9] - 公司正在积极拓展HERO和THERABREATH品牌在国际市场的分销 [152][153][154] - 公司认为HERO和THERABREATH等高毛利品牌未来增长潜力大,将通过增加陈列量和创新来推动增长 [155] - 公司在部分品类面临竞争对手的促销活动加剧,但整体市场份额保持稳定 [86][87] 管理层对经营环境和未来前景的评论 - 管理层认为公司业务表现良好,各业务部门均实现强劲增长 [26] - 管理层对公司2024年的业绩前景保持信心,提高了毛利率和每股收益的全年预期 [27][37][38] - 管理层认为公司的核心品牌和新品表现良好,有望在未来几年持续增长 [154][155] - 管理层表示尽管宏观环境存在一些压力,但公司的核心品牌和价值品牌组合有助于抵御 [133][134]

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, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 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 ...

Church & Dwight (CHD) reported $1.5 billion in revenue for the quarter ended March 2024, representing a year-over-year increase of 5.1%. EPS of $0.96 for the same period compares to $0.85 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $1.49 billion, representing a surprise of +0.79%. The company delivered an EPS surprise of +11.63%, with the consensus EPS estimate being $0.86. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...

Church & Dwight (CHD) came out with quarterly earnings of $0.96 per share, beating the Zacks Consensus Estimate of $0.86 per share. This compares to earnings of $0.85 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 11.63%. A quarter ago, it was expected that this maker of household and personal products would post earnings of $0.64 per share when it actually produced earnings of $0.65, delivering a surprise of 1.56%. Over the ...

CHURCH & DWIGHT CO., INC. News Release Contact: Rick Dierker Chief Financial Officer 609-806-1200 CHURCH & DWIGHT REPORTS Q1 2024 RESULTS Q1 NET SALES, GROSS MARGIN AND EPS EXCEED OUTLOOK RAISES OUTLOOK FOR FULL YEAR GROSS MARGIN AND EPS 2024 First Quarter Results 2024 Full Year Outlook • Net Sales +5.1%: Domestic +4.3%, Int’l +10.6 %, SPD +1.0% • Net Sales +4% to 5%; Organic Sales +4% to 5%¹ • Organic Sales¹ +5.2%: Domestic +4.3%, Int’l +8.8%, SPD • Gross Margin expansion raised to +75 bps +7.2% • Reported ...

Analysts on Wall Street project that Church & Dwight (CHD) will announce quarterly earnings of $0.86 per share in its forthcoming report, representing an increase of 1.2% year over year. Revenues are projected to reach $1.49 billion, increasing 4.3% from the same quarter last year. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 1.7% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Church & Dwight (CHD) , which belongs to the Zacks Soap and Cleaning Materials industry, could be a great candidate to consider. This maker of household and personal products has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 5 ...

Church & Dwight Co., Inc. (CHD) appears to be in a good spot, with its shares up 13.6% in the past six months compared with the industry’s growth of 6.3%. The consumer product behemoth has been benefiting from impressive demand, bolstered by consistent innovation, new product launches and strategic acquisitions, such as the Hero brand. Brand strength, efficient pricing and productivity gains have been working well for the company, which was evident in its fourth-quarter 2023 results, wherein the top and bot ...

Players in the Zacks Soap and Cleaning Materials industry continue to gain from solid demand for consumer products and brands, cost-saving efforts, and strong execution. The participants focused on transforming operations, digital commerce growth, innovation and brand building have been gaining amid macro hardships. Additionally, the companies in the industry have been benefiting from pricing actions, which have played key roles in uplifting the sales trends for them. Nevertheless, the companies continue to ...

Church & Dwight Co., Inc. (CHD) has established a robust position in the staple universe. The company’s success is attributed to robust consumer demand, bolstered by consistent innovation, new product launches and strategic acquisitions. These upsides, along with efficient pricing and productivity gains, have been working well for the company. Encouragingly, management expects volumes to continue driving growth in 2024. However, elevated marketing costs and manufacturing cost inflation are a concerning fact ...