E-commerce And Consumer Health Trends Will Expand Global Reach

Church & Dwight's analyst price target has been revised downward by $1.63 to $98.42. This revision reflects slightly lower expectations for revenue growth and profit margins as analysts factor in broader sector headwinds.

Analyst Commentary

Recent updates from Street Research reflect a mixed outlook for Church & Dwight as analysts reassess their forecasts in light of sector-wide pressures.

Bullish Takeaways

• Bullish analysts maintain a positive long-term outlook based on Church & Dwight's historical resilience within the consumer staples sector.
• Despite sector headwinds, the company is expected to deliver above-average performance compared to its broader peer group.
• There is continued confidence in the company’s ability to manage costs and protect profit margins.
• Some price targets remain notably above current trading levels, suggesting room for upside if execution meets expectations.

Bearish Takeaways

• Bearish analysts are cutting estimates for both revenue growth and earnings per share, citing widespread weakness across consumer staples.
• Concerns are growing regarding the company's ability to sustain topline growth as demand moderates in packaged goods and related categories.
• Lowered price targets reflect cautiousness around valuation, especially as profit margins face potential pressure going forward.
• There is an increased risk of further downside if broader industry trends deteriorate or if execution falls short of expectations.

What's in the News

• OxiClean and White Castle have partnered to celebrate National Adulting Day with a playful marketing campaign featuring a limited-edition "Craver's Cleanup Kit." The kit will be available in key markets and online starting September 19, 2025 (Key Developments).
• Church & Dwight issued financial guidance for 2025, projecting reported and organic sales growth of approximately 0 to 2 percent and a full-year reported gross margin of 44 percent. The company’s outlook factors in business exits and recent acquisitions (Key Developments).
• From April 1 to June 30, 2025, the company completed the repurchase of 2,813,379 shares (1.14 percent) for $300 million under the buyback plan launched in October 2021. This brings total repurchases under this plan to over 6.3 million shares (Key Developments).
• The company reported no shares repurchased under its 2014 buyback authorization during the same period. The program's total reached 11.5 million shares (4.51 percent) at $763.57 million to date (Key Developments).

Valuation Changes

• Consensus Analyst Price Target has decreased from $100.05 to $98.42, reflecting a modest downgrade in expectations.
• The Discount Rate remains unchanged at 6.78 percent.
• The Revenue Growth projection has fallen slightly, from 3.95 percent to 3.91 percent.
• The Net Profit Margin forecast is down marginally, declining from 14.73 percent to 14.62 percent.
• The Future P/E ratio estimate has edged lower, moving from 29.01x to 28.78x.