Church & Dwight (CHD)
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-07-07
$98.94+1.53%
Close 2026-07-07 · 1-day change
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Track CHD free→NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-07-07
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Track CHD free→A long-form read on the 1–3 year hold thesis. Slower and deeper than the daily snapshot — it refreshes only when the evidence moves.
This investment represents a durable compounder with a focus on consistent earnings growth. The current thesis is intact, supported by strong recent financial performance, although management has shown limited progress on specific targets.
The market appears to have priced in a neutral valuation, reflecting a durable premium compared to peers. There is a slight expectations gap, indicating that investors are not overly optimistic about future performance.
Management's focus on increasing earnings per share and generating cash from operations suggests a potential for improvement, but recent results indicate limited progress. The near-term risk of missing guidance is low, although the company has a history of deeper misses.
The thesis hinges on the performance of sector bellwethers like Procter & Gamble, Unilever, and Colgate-Palmolive. Positive earnings and guidance from these companies could provide momentum, while negative results could pose risks to CHD's performance.
Over the next 1 to 3 years, CHD's stability will depend on its ability to meet management targets and the overall health of the Consumer Staples sector. Not investment advice.
The most important moves since the prior daily snapshot.
Management rose by 10.8 points (from 48.7 to 59.5).
Yes, our read has strengthened. This improvement is driven by the latest earnings beat, which indicates strong financial performance and supports the overall thesis for the company. There are no current threats impacting the read.
as of 2026-07-07
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Organic sales growth is key to Church & Dwight's performance. A drop below 3% signals trouble.
Confirms:Q2 organic sales growth is below 3%.
Disproves:Q2 organic sales growth reported at 3% or higher.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Why it matters: The success of new products like HERO cleansers is vital for organic growth. Strong sales would boost confidence.
Confirms:Sales of HERO facial cleansers are better than expected in Q3.
Disproves:Sales of HERO facial cleansers fall short of expectations in Q3.
Why it matters: Adjusted EPS growth shows profit. A drop below 5% may mean weaker performance.
Confirms:Adjusted EPS growth reported below 5%.
Disproves:Adjusted EPS growth reported at or above 5%.
Why it matters: Cash flow is crucial for funding growth and acquisitions. Falling below $1.15 billion raises concerns.
Confirms:Cash from operations is below $1.15 billion.
Disproves:Cash from operations reported at or above $1.15 billion.