Buy Or Sell Opportunity • May 27
Now 24% undervalued after recent price drop Over the last 90 days, the stock has fallen 4.4% to €83.52. The fair value is estimated to be €110, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period. 공시 • May 02
Church & Dwight Co., Inc. Provides Earnings Guidance for the Quarter Ending June 30, 2026 Church & Dwight Co., Inc. provided earnings guidance for the quarter ending June 30, 2026. For the quarter, the company expects reported sales growth of -1.0% due entirely to the strategic portfolio actions in 2025. 공시 • Apr 30
Church & Dwight Co., Inc. announces Quarterly dividend, payable on June 01, 2026 Church & Dwight Co., Inc. announced Quarterly dividend of USD 0.3075 per share payable on June 01, 2026, ex-date on May 15, 2026 and record date on May 15, 2026. 공시 • Mar 20
Church & Dwight Co., Inc., Annual General Meeting, May 01, 2026 Church & Dwight Co., Inc., Annual General Meeting, May 01, 2026. Buy Or Sell Opportunity • Feb 09
Now 21% undervalued Over the last 90 days, the stock has risen 13% to €83.38. The fair value is estimated to be €106, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 8.5% per annum over the same time period. Declared Dividend • Feb 05
Dividend of US$0.31 announced Shareholders will receive a dividend of US$0.31. Ex-date: 12th February 2026 Payment date: 2nd March 2026 Dividend yield will be 0.9%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 01
Full year 2025 earnings released: EPS: US$3.04 (vs US$2.40 in FY 2024) Full year 2025 results: EPS: US$3.04 (up from US$2.40 in FY 2024). Revenue: US$6.20b (up 1.6% from FY 2024). Net income: US$736.8m (up 26% from FY 2024). Profit margin: 12% (up from 9.6% in FY 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Household Products industry in Europe. New Risk • Nov 25
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Share price has been volatile over the past 3 months (5.8% average weekly change). New Risk • Nov 02
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company. Reported Earnings • Nov 02
Third quarter 2025 earnings released: EPS: US$0.75 (vs US$0.31 loss in 3Q 2024) Third quarter 2025 results: EPS: US$0.75 (up from US$0.31 loss in 3Q 2024). Revenue: US$1.59b (up 5.0% from 3Q 2024). Net income: US$182.2m (up US$257.3m from 3Q 2024). Profit margin: 12% (up from net loss in 3Q 2024). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Household Products industry in Europe. Declared Dividend • Oct 31
Dividend of US$0.29 announced Shareholders will receive a dividend of US$0.29. Ex-date: 13th November 2025 Payment date: 1st December 2025 Dividend yield will be 1.1%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 5.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover. 공시 • Oct 28
Church & Dwight Co., Inc. Declares Regular Quarterly Dividend, Payable on December 1, 2025 Church & Dwight Co., Inc. reported that its Board of Directors declared a regular quarterly dividend of $0.295 cents per share. This quarterly dividend will be payable December 1, 2025, to stockholders of record at the close of business on November 14, 2025. 공시 • Sep 20
Oxiclean and White Castle Team Up to Celebrate National Adulting Day In a playful (and surprisingly practical) twist, White Castle®? and OxiClean™?--two iconic brands known for unapologetic mess and powerful stain-fighting-- are teaming up to celebrate National Adulting Day on September 19. This grown-up holiday salutes the real, messy moments of adulting: overflowing laundry baskets, late-night cravings, and sauce on shirt (again). Together, they're embracing life's messiest moments--debuting White Castle's new BBQ Pulled Pork Slider and proving that no stain or saucy spill is too tough for OxiClean. Because growing up doesn't mean outgrowing joy. Partnering with White Castle to launch this collaboration is way of helping people embrace the messy moments that come with growing up. Whether it's a bold Slider bite on a busy day or a sauce spill in the car, OxiClean is here to make those everyday messes a little easier to clean--and a lot less stressful. OxiClean and White Castle teamed up to embrace the mess with the Craver's Cleanup Kit: a limited-edition giveaway equipped with OxiClean MaxForce Spray and the coveted Lapkin (yes, read that correctly) to protect clothes from any slider splatters that may occur in the driver's seat. Adulting is messy, but it just got tastier and less stressful to clean up. The Craver's Cleanup Kits will be available in five key markets, as well as nationally online at HouseofCrave.com starting on National Adulting Day (September 19, 2025). The Craver's Cleanup kits will be available at select stores in St. Louis, New York, Chicago, Columbus, and Detroit while supplies last. Upcoming Dividend • Aug 07
Upcoming dividend of US$0.29 per share Eligible shareholders must have bought the stock before 14 August 2025. Payment date: 02 September 2025. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Italian dividend payers (5.0%). Lower than average of industry peers (2.9%). Reported Earnings • Aug 07
Second quarter 2025 earnings released: EPS: US$0.78 (vs US$1.00 in 2Q 2024) Second quarter 2025 results: EPS: US$0.78 (down from US$1.00 in 2Q 2024). Revenue: US$1.51b (flat on 2Q 2024). Net income: US$191.0m (down 22% from 2Q 2024). Profit margin: 13% (down from 16% in 2Q 2024). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Household Products industry in Europe. 공시 • Aug 01
Church & Dwight Co., Inc. Provides Financial Guidance for the Third Quarter Ending September 30, 2025 and Full Year Ending December 31, 2025 Church & Dwight Co., Inc. provided financial guidance for the third quarter and full year of 2025. The company expects 2025 reported sales growth of approximately 0 to 2% which includes the addition of the Touchland acquisition and the impact of lower sales from the businesses it is exiting. The company continue to expect organic sales growth of approximately 0 to 2%. Full year reported gross margin is expected to be 44% and includes the costs associated with the three business exits.
For the third quarter, the company expects reported and organic sales growth of approximately 1 - 2%. 공시 • Jul 30
Church & Dwight Co., Inc. Declares Regular Quarterly Dividend, Payable on September 2, 2025 Church & Dwight Co., Inc. reported that its Board of Directors declared a regular quarterly dividend of $0.295 cents per share. This quarterly dividend will be payable September 2, 2025, to stockholders of record at the close of business on August 15, 2025. It is the Company's 498 regular consecutive quarterly dividend. 공시 • Jun 07
Church & Dwight Co., Inc. Issues Voluntary Nationwide Recall of Zicam®? Cold Remedy Nasal Swabs, Zicam®? Nasal AllClear Swabs, and Orajel™? Baby Teething Swabs Due to Microbial Contamination Church & Dwight Co., Inc. is voluntarily recalling all lots withinpiry of Zicam®? Cold Remedy Nasal Swabs, Zicam®? Nasal AllClear Swabs, and Orajel™? Baby Teething Swabs to the consumer level. The products are being recalled due to potential microbial contamination identified as fungi in cotton swab components. Swabs found to contain microbial contamination can potentially present a significant risk to the health and safety of consumers including serious and life-threatening blood infections in users whose nasal mucosa may be compromised due to inflammation and mechanical injuries. The risk is highest (pot potentially severe or life-threatening) among children and individuals with compromised immune systems or other underlying medical conditions. To date, no serious adverse events associated with the affected product have been reported. The recalled products were distributed nationwide in the United States and in Puerto Rico. Zicam®? ColdRemedy Nasal Swabs, with UPC 732216301205, all lots: A zinc-free, homeopathic cold remedy swab designed to shorten the duration of the common cold. Zicam®? NasAL AllClear Swabs, with UPC732216301656, all lots: A nasal cleansing swab product (discontinued in December 2024). Orajel™? baby Teething Swabs, with UPC 310310400002, all lots: Pre-moistened swabs designed to soothe teething discomfort in infants and toddlers. Recent Insider Transactions • May 16
President recently bought €1.1m worth of stock On the 14th of May, Richard Dierker bought around 13k shares on-market at roughly €83.83 per share. This transaction increased Richard's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Richard's only on-market trade for the last 12 months. 공시 • May 13
Church & Dwight Co., Inc. (NYSE:CHD) agreed to acquire Touchland Inc. for $880 million. Church & Dwight Co., Inc. (NYSE:CHD) agreed to acquire Touchland Inc. for $880 million on May 12, 2025. A cash consideration will be paid by Church & Dwight Co., Inc. The consideration consists of Restricted stock common equity of Church & Dwight Co., Inc. to be issued for common equity of Touchland Inc. Church & Dwight Co., Inc. will pay an earnout/contingent payment of $180 million cash. As part of consideration, $180 million is paid towards common equity of Touchland Inc. The acquisition is expected to be neutral to the Company’s 2025 EPS, inclusive of transition costs, acquisition-related expenses, foregone interest income, intangible amortization expense, and incremental marketing. In addition, adjusted earnings in 2025 and future years will exclude the impact of restricted stock which will be treated as compensation.
For the period ending March 31, 2025, Touchland Inc. reported total revenue of $130 million and EBITDA of $55 million. The expected completion of the transaction in the second quarter of 2025. Proskauer Rose LLP acted as legal advisor for Church & Dwight Co., Inc. Vicente & Partners LLC acted as financial advisor for Touchland Inc. Cooley LLP acted as legal advisor for Touchland Inc. 공시 • May 01
Church & Dwight Co., Inc. Provides Earnings Guidance for Second Quarter and Full Year 2025 Church & Dwight Co., Inc. provided earnings guidance for second quarter and full year 2025. For second quarter, the company expects organic sales growth of approximately -2% to Flat.
For the year, the company expects Organic Sales growth 0% to 2% (previously 3% to 4%). 공시 • Apr 30
Church & Dwight Co., Inc. Declares Regular Quarterly Dividend, Payable on June 2, 2025 Church & Dwight Co., Inc. reported that its Board of Directors declared a regular quarterly dividend of $0.295 cents per share. This quarterly dividend will be payable June 2, 2025, to stockholders of record at the close of business on May 15, 2025. It is the Company's 497th regular consecutive quarterly dividend.