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The Clorox Company Named Barron's Most Sustainable U.S. Company for Second Year in a Row
Prnewswire· 2024-02-23 06:35
OAKLAND, Calif., Feb. 22, 2024 /PRNewswire/ -- The Clorox Company (NYSE: CLX) has earned the top ranking on Barron's 2024 100 Most Sustainable Companies list — its second consecutive year in the top spot. Clorox was selected for its continued efforts around sustainability, employee experience, inclusive representation and corporate governance structure. "This important recognition from Barron's is a testament of our values in action," said Chair and CEO Linda Rendle. "By doing the right thing, putting peopl ...
Clorox Co (CLX) Consumer Analyst Group of New York Virtual Conference Call Transcript
2024-02-23 06:09
业绩总结 - 公司在2023财年取得了强劲的进展,实现了所有目标并超出预期[6] - 公司正在通过IGNITE战略取得强劲的业绩增长,重建盈利能力[6] - 公司预计在2024财年实现低个位数的营收增长,继续重建毛利率[88] 用户数据 - 在IGNITE项目中,公司设定了目标要了解1亿美国消费者,目前已接近目标,超过50%的媒体内容已经个性化,广告回报率增加了45%[43] 未来展望 - 公司计划继续保持资本分配的纪律性,重点是投资于维持增长的盈利核心产品组合[84] - 公司今年将广告投资水平提高至销售额的11%,同时继续投资于供应链和生产能力[85] 新产品和新技术研发 - 公司正在进行数字化转型,投资5亿美元用于替换ERP系统,以提高公司整体能力[23] - 通过数字核心技术,公司能够更快地开发创新产品,减少创新周期时间50%,并获得与以往相当或更好的消费者兴趣[63] 市场扩张和并购 - 公司致力于推动核心产品组合的盈利增长,通过投资和回购计划向股东返还超过45亿美元[83] 负面信息 - 公司在网络攻击后取得了显著进展,关键客户库存恢复至90%,恢复80%的家庭,恢复86%的分销点[76] 其他新策略和有价值的信息 - 公司正在努力整合各个消费者接触点,通过数据和技术实现消费者在每个接触点上与公司的无缝体验[41]
Clorox Co (CLX) Consumer Analyst Group of New York Virtual Conference Call Transcript
Seeking Alpha· 2024-02-23 06:09
公司战略 - Clorox公司在CAGNY会议上展示了其IGNITE战略,旨在加速增长并重建利润[6][7] - 公司致力于恢复毛利率至疫情前水平,并通过综合的边际管理工具箱实现EBIT边际扩张[14][29][32] - 数字化转型是公司新能力的基础,包括品牌建设、综合边际管理和客户合作[24][21][22] - 创新体验是公司最重要的战略选择之一,关键在于如何面对消费者,建立与他们的关系[39] - 个性化体验是创新体验的首要能力之一,消费者希望公司更好地了解他们,提供与他们生活相关的个性化关注和体验[40] - 创新是公司品牌的生命线,公司致力于开发更大的创新平台,利用数据和技术推动创意[41] - 公司的目标是通过整合所有接触点,实现消费者在每个接触点上与公司的无缝体验[42] - 公司将继续加强与消费者和客户之间的关系,通过数据增强关系[43] - 个性化是一个简单的概念,但实施起来并不简单,公司通过数据和技术实现个性化,提高广告回报率[44] - 公司通过建立消费者数据平台和内容引擎,实现个性化体验[47] - 公司建立了团队进行测试、学习和扩展,以实现有效的个性化和提高回报率[49] 财务表现 - 公司通过IGNITE战略取得了强劲的财务表现,销售增长近4.5%,现金流占销售额接近13%[96] - 公司在财年'24展望中预计实现低个位数的营收增长和中至高个位数的调整后每股收益增长[95] - 公司致力于重建毛利率,通过多轮定价、成本节约和优化供应链来实现[100] - 公司将继续投资品牌,保持盈利增长的核心组合,同时维持较低的债务水平[101] - 公司计划继续加大广告投资、提高生产能力、支持股息,并继续优化供应链[91] 可持续发展 - 公司将ESG整合到业务中,加速财务表现,最大化价值创造[78] - 公司已实现2030年科学目标,美国和加拿大实现100%可再生能源[79] - 公司致力于在2050年实现净零排放目标,连续两年被评为Barron's最可持续公司[80] 市场扩展 - 公司在国际市场成功扩展垃圾清理业务,受到疫情影响,公司在美国市场的趋势得到加强[112] - 公司正在减少对拉美市场的依赖,寻求在其他地区的机会,通过数字核心技术将创新产品推向国际市场[113]
Is Clorox (CLX) Stock Outpacing Its Consumer Staples Peers This Year?
Zacks Investment Research· 2024-02-22 23:45
Investors interested in Consumer Staples stocks should always be looking to find the best-performing companies in the group. Clorox (CLX) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.Clorox is a member of the Consumer Staples sector. This group includes 193 individual stocks and currently holds a Zacks Sector Rank of #13. The Zacks Sector R ...
Best Growth Stocks to Buy for February 13th
Zacks Investment Research· 2024-02-13 17:11
Clorox公司 - Clorox公司的今年盈利预期增长19.7%[1] - Clorox公司的PEG比率为2.37,行业平均值为3.00[2] EnerSys公司 - EnerSys公司的今年盈利预期增长10.9%[3] - EnerSys公司的PEG比率为0.76,行业平均值为1.61[4] Powell Industries公司 - Powell Industries公司的今年盈利预期增长44.2%[5] - Powell Industries公司的PEG比率为1.39,行业平均值为1.61[6]
Best Growth Stocks to Buy for February 9th
Zacks Investment Research· 2024-02-09 16:36
Clorox公司 - 今年的盈利预期增长了19.7%[1] EnerSys公司 - 今年的盈利预期增长了11.9%[2] - PEG比率为0.82,行业平均为1.62,成长得分为B[3] Powell Industries公司 - 今年的盈利预期增长了44.2%[4] - PEG比率为1.25,行业平均为1.62,成长得分为A[5]
Best Income Stocks to Buy for February 7th
Zacks Investment Research· 2024-02-07 17:16
Here are three stocks with buy rank and strong income characteristics for investors to consider today, February 7:The Clorox Company (CLX) : This consumer and professional products company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 14.9% the last 60 days.This Zacks Rank #1 company has a dividend yield of 3.1%, compared with the industry average of 2.4%.Kemper Corporation (KMPR) : This insurance holding company has witnessed the Zacks Consensus Estimate for its next y ...
3 Stocks to Buy Following Guidance Lifts
Zacks Investment Research· 2024-02-07 06:36
Guidance lifts commonly inject positivity into shares, with investors scrambling to get in and ride the momentum. Companies raise their outlooks when business is fruitful, sending a bullish message to shareholders.And recently, several companies, including Deckers Outdoor (DECK) , The Clorox Company (CLX) , and Modine Manufacturing (MOD) – have raised their outlooks, with shares moving higher following the announcements.For those interested in recent bullish activity, let’s take a closer look at each.Decker ...
Clorox cleans up after post-COVID normalization and a cyberattack
MarketBeat· 2024-02-05 19:53
Key PointsClorox is a global diversified manufacturer of cleaning products, household and wellness brands, including Pine-Sol, Liquid-Plumr,Clorox is recovering from an August 2023 cyberattack that resulted in $356 million in estimated damages.Clorox nearly doubled fiscal Q2 2024 EPS estimates and experienced 16% YoY sales but noted that most sales increases were driven by shipments to rebuild retailer inventory due to the cyberattack.5 stocks we like better than CloroxThe Clorox Co. NYSE: CLX is a househol ...
Why Clorox Stock Popped Today
The Motley Fool· 2024-02-03 07:28
Shares of Clorox (CLX 5.62%) rose 5.6% on Friday after the consumer products giant announced strong quarterly results.Clorox cleans up with rebuilt inventoriesFor its fiscal second-quarter 2024 ended Dec. 31, 2023, Clorox saw net sales climb 16% year over year to $1.99 billion, while adjusted (non-GAAP) earnings more than doubled to $2.16 per share. Analysts, on average, were only expecting earnings of $1.10 per share on revenue of $1.80 billion.Underlying Clorox's outsized growth was a combination of favor ...