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→Colgate-Palmolive grows revenue about 4.4% yearly as analysts expect. Profit margins remain stable despite some pressure. The company executes a productivity program to support growth. Free cash flow yield is steady at 5%.
Revenue growth could slow below 2% if productivity gains lag. Margins may compress further given lowered gross margin guidance. The CEO transition creates some uncertainty in management execution.
The price is about 8% above our fair value near $88, reflecting roughly 4% revenue growth. Our fair value is 10% below the Street median, indicating some caution versus consensus.
Breaks if: Program progress stalls or reverses over next year
Focus on aligning organizational structure and optimizing the global supply chain to support strategic initiatives.
Breaks if: Gross margin falls significantly below mid-cycle levels
Breaks if: YoY revenue growth falls below 2% in FY26
Target net sales growth of 2% to 6%, including a positive impact from foreign exchange.
Stated in 2 of last 2 quarters. Revenue was $4.795B in 2025-Q4. The guidance for 2026 indicates a target of 2% to 6% growth, but the financials show mixed progress with revenue fluctuations across quarters.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Enhance supply chain agility and efficiency as part of the Strategic Growth and Productivity Program.
“The Company expects net sales to be up 2% to 6%, including a positive impact from foreign exchange.”
“The Company still expects net sales to be up low single digits.”