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1. Company Snapshot

1.a. Company Description

Church & Dwight Co., Inc.develops, manufactures, and markets household, personal care, and specialty products.It operates through three segments: Consumer Domestic, Consumer International, and Specialty Products Division.


The company offers cat litters, carpet deodorizers, laundry detergents, and baking soda, as well as other baking soda based products under the ARM & HAMMER brand; condoms, lubricants, and vibrators under the TROJAN brand; stain removers, cleaning solutions, laundry detergents, and bleach alternatives under the OXICLEAN brand; battery-operated and manual toothbrushes under the SPINBRUSH brand; home pregnancy and ovulation test kits under the FIRST RESPONSE brand; depilatories under the NAIR brand; oral analgesics under the ORAJEL brand; laundry detergents under the XTRA brand; gummy dietary supplements under the L'IL CRITTERS and VITAFUSION brands; dry shampoos under the BATISTE brand; water flossers and replacement showerheads under the WATERPIK brand; FLAWLESS products; cold shortening and relief products under the ZICAM brand; and oral care products under the THERABREATH brand.Its specialty products include animal productivity products, such as MEGALAC rumen bypass fat, a supplement that enables cows to maintain energy levels during the period of high milk production; BIO-CHLOR and FERMENTEN, which are used to reduce health issues associated with calving, as well as provides needed protein; and CELMANAX refined functional carbohydrate, a yeast-based prebiotic.The company offers sodium bicarbonate; and cleaning and deodorizing products.


It sells its consumer products through supermarkets, mass merchandisers, wholesale clubs, drugstores, convenience stores, home stores, dollar and other discount stores, pet and other specialty stores, and websites and other e-commerce channels; and specialty products to industrial customers and livestock producers through distributors.The company was founded in 1846 and is headquartered in Ewing, New Jersey.

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1.b. Last Insights on CHD

Church & Dwight Co., Inc.'s recent performance was driven by strong Q4 2025 earnings, with organic sales up 0.7% and margins improving despite mixed consumer trends. The company's Q4 EPS of 86 cents beat estimates, with Arm & Hammer strength and Touchland momentum contributing to the results. Additionally, Church & Dwight's strategic divestitures and continued investment behind key brands position the company for future growth. The company's executives struck an upbeat tone during the Q4 earnings call, citing portfolio reshaping, tariff mitigation efforts, and a strong backlog.

1.c. Company Highlights

2. Church & Dwight's Strong 2025 Earnings: A Closer Look

Church & Dwight reported total sales of 3.9% and organic sales of 0.7% for the fourth quarter of 2025, with EPS coming in at $0.86, beating estimates of $0.84. For the full year, total sales were 1.6% and organic sales were 0.7%, but excluding the VMS business, organic sales were 2%. The company's gross margin expanded by 90 basis points, driven by productivity and mix. The strong EPS performance was a result of the company's continued focus on innovation and cost savings.

Publication Date: Feb -11

📋 Highlights
  • Brand Growth Acceleration:: Four of eight power brands (Hero, TheraBreath, Touchland, BATISTE) achieved double-digit growth, with Hero gaining 19% category share and TheraBreath becoming #2 mouthwash in 2025.
  • Financial Performance:: 2025 organic sales grew 1.8% (excluding VMS), gross margin improved 90 bps, EPS rose 12% YoY to $0.86, and cash flow exceeded $1.2B.
  • Strategic Portfolio Shift:: Divested lower-performing assets (Spinbrush, Vitamins), acquired Touchland, and reallocated resources to premium/value brands, boosting gross margin and growth rates.
  • ARM & HAMMER Expansion:: Targeting $3B revenue via core growth, licensing, and new categories, with #1 market share in laundry loads and 20 bps share gain in 2025.
  • 2026 Outlook:: 3-4% organic growth, 100 bps gross margin improvement, and 5-8% EPS growth, supported by international expansion (8% CAGR) and $6.5B revenue aspiration through acquisitions.

Segment Performance

The company's personal care portfolio saw significant growth, driven by brands such as TheraBreath and Hero. TheraBreath, in particular, has been a standout, growing at a rate that has made it the #2 mouthwash brand. The company's international business also performed well, with organic growth of 5.5% and a CAGR of 8% over the last three years. The Specialty Products business, which includes Animal Nutrition, saw sales of $300 million, with 30% of Animal Nutrition sales coming from international markets.

Valuation and Outlook

With a P/E Ratio of 32.06 and an EV/EBITDA of 21.51, the company's valuation multiples suggest that investors have high expectations for future growth. The company's guidance for 2026 includes 3-4% organic sales growth, 100 basis points of gross margin improvement, and 5-8% EPS growth. Given the company's track record of innovation and cost savings, it is well-positioned to meet these targets. The company's ROE of 17.16% and ROIC of 11.19% also indicate a strong ability to generate returns for shareholders.

Growth Drivers

The company's growth is being driven by a number of factors, including innovation, international expansion, and the acquisition of new brands. The recent acquisition of Touchland, for example, has been a success, with the brand performing well in the U.S. and internationally. The company's focus on innovation is also expected to drive growth, with a number of new products being launched in 2026, including a new toothpaste and a line of acne treatments.

Conclusion

Overall, Church & Dwight's strong 2025 earnings and guidance for 2026 suggest that the company is well-positioned for future growth. With a strong track record of innovation and cost savings, and a number of growth drivers in place, the company is expected to continue to deliver value to shareholders. The company's valuation multiples suggest that investors have high expectations for future growth, but the company's strong fundamentals and growth prospects suggest that these expectations may be met.

3. NewsRoom

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Bryce Point Capital LLC Makes New Investment in Church & Dwight Co., Inc. $CHD

Feb -10

Source: defenseworld.net

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Janet Vergis Sells 12,960 Shares of Church & Dwight (NYSE:CHD) Stock

Feb -07

Source: defenseworld.net

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Church & Dwight: Murky Earnings Outlook Going Into 2026

Feb -05

Source: seekingalpha.com

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Church & Dwight Co., Inc. (NYSE:CHD) Receives Average Recommendation of “Hold” from Brokerages

Feb -05

Source: defenseworld.net

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Bank of New York Mellon Corp Lowers Stock Holdings in Church & Dwight Co., Inc. $CHD

Feb -02

Source: defenseworld.net

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Church & Dwight Co., Inc. $CHD Shares Sold by Reik & CO. LLC

Feb -01

Source: defenseworld.net

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Church & Dwight Q4 Earnings Call Highlights

Feb -01

Source: defenseworld.net

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Best Dividend Aristocrats For February 2026

Jan -31

Source: seekingalpha.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (3.91%)

6. Segments

Consumer Domestic

Expected Growth: 4.0%

Church & Dwight's 4.0% growth in Consumer Domestic segment is driven by increasing demand for natural personal care products, expansion of online sales channels, and successful product innovations in the laundry and household care categories, as well as effective marketing campaigns and pricing strategies.

Consumer International

Expected Growth: 3.5%

Church & Dwight's Consumer International segment growth of 3.5% is driven by increasing demand for natural personal care products, expansion in emerging markets, and strategic acquisitions. Additionally, the company's focus on e-commerce and digital marketing has improved brand visibility and reach, contributing to the segment's growth.

Specialty Products

Expected Growth: 3.8%

Church & Dwight's Specialty Products segment growth of 3.8% is driven by increasing demand for water treatment products, growth in the animal and food production markets, and expansion of the company's online presence. Additionally, strategic acquisitions and product innovations in the specialty chemicals and cleaning products categories contribute to the segment's growth.

7. Detailed Products

Arm & Hammer Baking Soda

A natural mineral-based product used for baking, cleaning, and personal care

OxiClean

A powerful cleaning agent used to remove tough stains and odors

Spinbrush

A line of electric toothbrushes and oral care products

Nair

A line of hair removal products for men and women

Batiste

A line of dry shampoo and hair care products

Waterpik

A line of oral care products, including water flossers and sonic toothbrushes

Flawless

A line of hair removal and beauty products

Orajel

A line of oral care products, including toothache relief and mouth sores

8. Church & Dwight Co., Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Church & Dwight Co., Inc. is medium due to the presence of alternative products in the market, but the company's strong brand portfolio and product differentiation mitigate this threat.

Bargaining Power Of Customers

The bargaining power of customers is low for Church & Dwight Co., Inc. due to the company's strong brand recognition and customer loyalty, which reduces the ability of customers to negotiate prices.

Bargaining Power Of Suppliers

The bargaining power of suppliers is medium for Church & Dwight Co., Inc. due to the company's dependence on a few key suppliers, but the company's large scale of operations and diversified supply chain mitigate this risk.

Threat Of New Entrants

The threat of new entrants is low for Church & Dwight Co., Inc. due to the high barriers to entry in the consumer goods industry, including significant capital requirements and established distribution networks.

Intensity Of Rivalry

The intensity of rivalry is high for Church & Dwight Co., Inc. due to the competitive nature of the consumer goods industry, with many established players competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 38.67%
Debt Cost 5.45%
Equity Weight 61.33%
Equity Cost 6.48%
WACC 6.08%
Leverage 63.05%

11. Quality Control: Church & Dwight Co., Inc. passed 5 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Kimberly-Clark

A-Score: 5.5/10

Value: 4.3

Growth: 4.3

Quality: 6.1

Yield: 8.0

Momentum: 1.5

Volatility: 8.7

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Procter & Gamble

A-Score: 5.4/10

Value: 3.0

Growth: 4.4

Quality: 7.5

Yield: 5.0

Momentum: 2.5

Volatility: 10.0

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Colgate-Palmolive

A-Score: 5.2/10

Value: 3.1

Growth: 4.8

Quality: 6.7

Yield: 5.0

Momentum: 1.5

Volatility: 10.0

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Church & Dwight Co

A-Score: 4.9/10

Value: 2.7

Growth: 4.9

Quality: 6.9

Yield: 3.0

Momentum: 2.0

Volatility: 9.7

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Kenvue

A-Score: 4.5/10

Value: 4.1

Growth: 3.3

Quality: 6.1

Yield: 8.0

Momentum: 1.5

Volatility: 3.7

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Estee Lauder

A-Score: 3.6/10

Value: 3.1

Growth: 1.7

Quality: 2.4

Yield: 2.0

Momentum: 8.0

Volatility: 4.3

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

100.46$

Current Price

100.46$

Potential

-0.00%

Expected Cash-Flows