会议主要讨论的核心内容 - 公司在去年8月遭受网络攻击后的恢复情况,以及这次事件对公司战略的影响 [3][4] - 公司在财务方面的表现,包括毛利率、盈利和现金流的情况 [8][15] - 公司在数字化转型和创新方面的进展,特别是在使用人工智能技术方面的应用 [24][25][26] - 公司在主要业务和地区的表现情况,包括美国和国际市场 [29][30] - 公司在私有品牌竞争方面的应对策略 [35][36] - 公司未来的现金流情况和资本配置计划 [37][38][39] 问答环节重要的提问和回答 问题1 **Stephen Powers 提问** 对于公司在数字化转型和创新方面的投资,投资者是否担心这只是新的"必需品",而不是可持续的竞争优势 [27] **Linda Rendle 回答** 公司认为数字化工具可以成为创造竞争优势的关键,关键在于如何独特地利用这些工具来创造价值,而不仅仅是拥有这些工具本身 [28] 问题2 **Stephen Powers 提问** 公司在国际业务方面的发展计划如何,是否会通过并购来加快国际业务的增长 [31][39] **Linda Rendle 和 Kevin Jacobsen 回答** 公司长期看好国际业务的增长机会,但短期内受到通胀等因素的影响,公司会审慎评估并购机会,确保与ERP实施等其他战略举措协调一致 [31][32][40][41][42]

It has been about a month since the last earnings report for Clorox (CLX) . Shares have lost about 8.2% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Clorox due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Clorox Q3 Earnings Beat Estimates, Revenues Down Y/Y Clo ...

The Clorox Company (CLX) has adeptly responded to the challenges in the consumer goods industry by strategically implementing digital transformation, innovation and pricing and cost-saving initiatives. Additionally, its IGNITE strategy bodes well.The company’s streamlined operating model, aimed at improving efficiency, led to gross margin expansion of 40 basis points (bps) year over year to 42.2% in third-quarter fiscal 2024. This marked the sixth consecutive quarter of gross margin expansion, driven by pri ...

As an adoptee himself, Garfield has a particularly tender place in the hearts of Fresh Step and Kat Dennings, two longtime supporters of Best Friends. Garfield's adoption story, which is revealed in The Garfield Movie, captures the mission work and belief held at the core of Fresh Step: every cat deserves to find a loving home. As the official litter partner of the organization since 2019, Fresh Step has helped hundreds of cats get adopted through both monetary and litter donations."Like Jon and Garfield's ...

OAKLAND, Calif., May 16, 2024 /PRNewswire/ -- The Clorox Company (NYSE: CLX) today announced that Chair and Chief Executive Officer Linda Rendle and Chief Financial Officer Kevin Jacobsen will participate in a fireside chat at the dbAccess Global Consumer Conference on Wednesday, June 5, in Paris. The fireside chat will begin at approximately 9:15 a.m. CEST (3:15 a.m. ET and 12:15 a.m. PT) accompanied by a webcast that can be accessed on the company's website. A replay of the webcast will be available follo ...

业绩总结 - Clorox公司在Q3实现了销售额低于预期，但毛利率超出预期，盈利超出预期[8] - Clorox公司在Q3成功恢复了供应，恢复了90%的市场份额[13] - Clorox公司计划在Q4完全恢复在Q3中失去的分销[18] - Clorox公司正在努力恢复消费者，特别是低收入消费者[19] 消费者趋势 - Clorox公司认为消费者在面对压力时仍然表现出弹性，但开始展现出寻求更高价值的行为[32] - Clorox公司看到消费者倾向于选择高端品牌和私人品牌，中间品牌受到挤压[41] - 公司预期促销活动将恢复到疫情前的正常水平，并且已经看到并继续预期在第四季度实现这一目标[42] 财务战略 - 公司计划在未来几年内每年将EBIT利润率扩张25至50个基点，并且仍然看到实现这一目标的空间[65] - 公司的IGNITE战略旨在实现3%至5%的有机增长，主要通过创新驱动[67] - 公司暂停了股票回购计划，但会在适当时机恢复，以确保不会在资产负债表上积累过多现金[73] 公司发展 - 公司正在进行雄心勃勃的转型计划，以确保成为最强大、最具韧性的公司，并实现财务战略目标[82] - 公司对于团队在应对COVID-19方面的韧性感到自豪，认为采取了正确的选择，并且正在看到结果逐渐显现[85] - 公司有信心能够吸引回失去的消费者，但最大的问题是是否能够吸引回所有消费者或者他们会选择其他品牌[95]

Management reduced its fiscal year outlook.Clorox (CLX -5.57%) investors were seeing red on Wednesday morning. The consumer staples stock fell 6% in early morning trading while the S&P 500 declined just 0.3%. That drop added to a tough period for shareholders, with Clorox down 16% in the past full year compared to a 20% surge in the wider market.Wednesday's early decline came after management updated its 2024 outlook following another tough quarter on sales.Sales are downClorox said in a premarket earnings ...

The Clorox Company (CLX) reported third-quarter fiscal 2024 results, wherein the bottom line beat the Zacks Consensus Estimate and improved year over year. Significant gains from pricing actions and ongoing cost-saving initiatives aided the performance. Results also benefited from a solid innovation pipeline and digital transformation. CLX has been on track with its streamlined operating model, which aims to improve efficiency.Shares of this currently Zacks Rank #3 (Hold) company have risen 17.1% in the pas ...

财务数据和关键指标变化 - 公司第三季度销售额低于预期,主要是由于几个业务线的供应恢复进度慢于计划 [1][2] - 毛利率高于预期,得益于公司的毛利率转型计划和更高效的运营环境 [1][2] - 尽管销售额下降和加大品牌投入,公司调整后的每股收益仍超出预期 [1] 各条业务线数据和关键指标变化 - 公司的Glad和猫砂业务供应恢复进度慢于预期,影响了这些业务的销售 [3][4] - 公司已在第三季度末完全恢复了供应能力,进入第四季度有信心全面恢复失去的分销渠道 [2][3] 各个市场数据和关键指标变化 - 公司在第三季度已经恢复了近90%的失去的市场份额,预计第四季度将进一步提升 [2] - 公司服务水平已经恢复正常,加大品牌投入有信心逐步恢复家庭渗透率并实现销量增长 [2] 公司战略和发展方向及行业竞争 - 公司正在执行Ignite战略,在恢复业务基本面的同时继续推进战略优先事项 [1][2] - 公司正在大幅提升毛利率,并有信心长期将其恢复到疫情前水平 [1][2] - 公司完成了阿根廷业务的剥离,支持了公司优化业务组合、实现更稳定和有利可图增长的目标 [1][2] 管理层对经营环境和未来前景的评论 - 尽管遭受了网络攻击的重大干扰和销售损失,但公司团队的出色工作使其有望超过原定的毛利率目标,并达到或超过年初提供的调整后每股收益指引 [1][2] - 公司有信心通过恰当的投资和计划来实现战略和财务目标,提升长期股东价值 [1] 问答环节重要的提问和回答 问题1 **Peter Grom 提问** 第四季度的有机销售增长暗示及对2025财年的影响 [2][3][4] **Linda Rendle 和 Kevin Jacobsen 回答** - 公司有信心在第四季度全面恢复因网络攻击而暂时失去的分销渠道 [2][3] - 公司还将恢复到疫情前的正常促销水平,这将支持销售增长 [2][3] - 公司预计第四季度有机销售增长将接近持平,全年有机销售增长约1% [3][4] - 公司有信心在2025财年继续实现销售增长和毛利率扩张 [3][4] 问题2 **Andrea Teixeira 提问** 第三季度销售疲软的原因,以及对消费者恢复的信心 [4][5] **Linda Rendle 回答** - 第三季度销售疲软主要是由于Glad和猫砂业务供应恢复进度慢于预期 [4][5] - 公司已在第三季度末完全恢复了供应能力,进入第四季度有信心全面恢复失去的分销渠道和促销活动 [4][5] - 公司已经恢复了近90%的失去的市场份额,家庭渗透率也在逐步提升,有信心在第四季度进一步恢复消费者 [4][5] 问题3 **Chris Carey 提问** 第三季度毛利率下降的原因,以及未来的走势 [5][6] **Kevin Jacobsen 回答** - 第三季度毛利率下降主要是由于阿根廷业务的高通胀造成,这一影响在未来将不复存在 [6] - 随着阿根廷业务的剥离,公司未来的物流和制造成本压力将大幅缓解 [6] - 公司有信心未来将继续扩大毛利率,主要依靠销售增长、阿根廷业务剥离以及持续的成本节约措施 [6]

Clorox (CLX) reported $1.81 billion in revenue for the quarter ended March 2024, representing a year-over-year decline of 5.3%. EPS of $1.71 for the same period compares to $1.51 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.88 billion, representing a surprise of -3.49%. The company delivered an EPS surprise of +28.57%, with the consensus EPS estimate being $1.33.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...