Colgate-Palmolive (CL)
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-07-08
$93.03-2.10%
Close 2026-07-08 · 1-day change
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Track CL 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 steady revenue growth. The current thesis state is mixed, reflecting both recent improvements and ongoing challenges in execution.
The market seems to have a neutral view on CL's valuation, with a slight premium compared to peers. There is a low expectations gap, indicating that investors are not overly optimistic or pessimistic about future performance.
Management has set a revenue growth target of 2% to 6%, but recent financial performance has shown mixed results. There is a moderate risk of missing expectations, especially given the recent history of deep misses in the industry.
The thesis hinges on whether CL can raise guidance in the next quarter and if sector leaders continue to perform well. Any negative shifts from these bellwethers could impact CL's momentum.
Over the next 1 to 3 years, CL's performance will depend on its ability to execute on growth strategies and navigate sector challenges. Not investment advice.
The most important moves since the prior daily snapshot.
Valuation rose by 10.0 points (from 37.4 to 47.4).
Yes, our read has strengthened. The latest earnings beat supports the improved outlook. Colgate is also implementing a Strategic Growth and Productivity Program. This focus on premium products aligns with their growth strategy.
as of 2026-07-08
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: A lower EPS shows ongoing problems and affects investor trust.
Confirms:Q2 EPS reported below $0.80.
Disproves:Q2 EPS reported above $0.90.
Why it matters: Net sales growth below 2% would raise concerns about overall business health.
Confirms:Net sales growth reported below 2% for Q2.
Disproves:Net sales growth reported above 2%.
Why it matters: A drop below 1% would signal challenges in meeting revenue growth targets for 2026.
Confirms:Q2 organic sales growth was less than 1%.
Disproves:Q2 organic sales growth was more than 1%.
Why it matters: A bigger drop would mean lower profits and could hurt earnings.
Confirms:Gross profit margin declines more than 20 basis points compared to Q1.
Disproves:Gross profit margin remains stable or improves.
Why it matters: Changes in market share can indicate competitive strength and brand health in a key category.
Confirms one read:Toothpaste market share increases above 41.5%.
Confirms the other:Toothpaste market share decreases below 40.5%.
Why it matters: Updates may show how operations are improving for future growth.
Confirms:Management shares new plans or goals reached in the Growth Program.
Disproves:No updates or delays in the SGPP timeline.