Reported Earnings • May 05
First quarter 2026 earnings released: EPS: US$0.92 (vs US$0.90 in 1Q 2025) First quarter 2026 results: EPS: US$0.92. Revenue: US$1.47b (flat on 1Q 2025). Net income: US$216.3m (down 1.7% from 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Global Household Products industry. Declared Dividend • May 03
First quarter dividend of US$0.31 announced Shareholders will receive a dividend of US$0.31. Ex-date: 15th May 2026 Payment date: 1st June 2026 Dividend yield will be 1.0%, which is lower than the industry average of 2.5%. 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 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Tillkännagivande • 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. Tillkännagivande • 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. Tillkännagivande • Mar 20
Church & Dwight Co., Inc., Annual General Meeting, May 01, 2026 Church & Dwight Co., Inc., Annual General Meeting, May 01, 2026. Declared Dividend • Feb 02
Fourth quarter dividend of US$0.31 announced Shareholders will receive a dividend of US$0.31. Ex-date: 13th February 2026 Payment date: 2nd March 2026 Dividend yield will be 1.0%, which is lower than the industry average of 2.5%. 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 3.1% growth forecast for the Global Household Products industry. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Declared Dividend • Nov 03
Third quarter dividend of US$0.29 announced Shareholders will receive a dividend of US$0.29. Ex-date: 14th November 2025 Payment date: 1st December 2025 Dividend yield will be 1.1%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (28% 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 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 01
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 2.8% growth forecast for the Global Household Products industry. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. New Risk • Nov 01
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. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk High level of debt (45% net debt to equity). Tillkännagivande • 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. Tillkännagivande • 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. Recent Insider Transactions • Aug 15
President recently bought Mex$9.3m worth of stock On the 12th of August, Richard Dierker bought around 5k shares on-market at roughly Mex$1,698 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Richard has been a buyer over the last 12 months, purchasing a net total of Mex$34m worth in shares. Recent Insider Transactions • Aug 07
Insider recently bought Mex$3.4m worth of stock On the 5th of August, Michael Read bought around 2k shares on-market at roughly Mex$1,714 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth Mex$24m. Insiders have collectively bought Mex$16m more in shares than they have sold in the last 12 months. Declared Dividend • Aug 03
Second quarter dividend of US$0.29 announced Shareholders will receive a dividend of US$0.29. Ex-date: 15th August 2025 Payment date: 2nd September 2025 Dividend yield will be 1.0%, which is lower than the industry average of 2.5%. 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 6.6% 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 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover. New Risk • Aug 02
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.7% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.7% net profit margin). Reported Earnings • Aug 02
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 3.4% growth forecast for the Global Household Products industry. Tillkännagivande • 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%. Tillkännagivande • 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. Tillkännagivande • 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 23
President recently bought Mex$24m worth of stock On the 14th of May, Richard Dierker bought around 13k shares on-market at roughly Mex$1,818 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. Tillkännagivande • 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. Recent Insider Transactions • May 11
Insider recently bought Mex$5.4m worth of stock On the 9th of May, Michael Read bought around 3k shares on-market at roughly Mex$1,794 per share. This transaction increased Michael's direct individual holding by 28x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$50m more in shares than they bought in the last 12 months. Declared Dividend • May 05
First quarter dividend of US$0.29 announced Shareholders will receive a dividend of US$0.29. Ex-date: 15th May 2025 Payment date: 2nd June 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 49%. Cash payout ratio: 31%. Reported Earnings • May 03
First quarter 2025 earnings released: EPS: US$0.90 (vs US$0.94 in 1Q 2024) First quarter 2025 results: EPS: US$0.90 (down from US$0.94 in 1Q 2024). Revenue: US$1.47b (down 2.4% from 1Q 2024). Net income: US$220.1m (down 3.3% from 1Q 2024). Profit margin: 15% (in line with 1Q 2024). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Global Household Products industry. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has remained flat. Tillkännagivande • 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%). Tillkännagivande • 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. Board Change • Apr 11
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Independent Director Mike Smith was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Mar 26
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Independent Director Mike Smith was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Tillkännagivande • Mar 21
Church & Dwight Co., Inc., Annual General Meeting, May 01, 2025 Church & Dwight Co., Inc., Annual General Meeting, May 01, 2025. Board Change • Mar 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Independent Director Mike Smith was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Feb 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Independent Director Mike Smith was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 14
Full year 2024 earnings released: EPS: US$2.40 (vs US$3.09 in FY 2023) Full year 2024 results: EPS: US$2.40 (down from US$3.09 in FY 2023). Revenue: US$6.11b (up 4.1% from FY 2023). Net income: US$585.3m (down 23% from FY 2023). Profit margin: 9.6% (down from 13% in FY 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Global Household Products industry. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Declared Dividend • Feb 03
Fourth quarter dividend of US$0.29 announced Shareholders will receive a dividend of US$0.29. Ex-date: 14th February 2025 Payment date: 3rd March 2025 Dividend yield will be 0.7%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 47%. Cash payout ratio: 30%. Reported Earnings • Feb 01
Full year 2024 earnings released: EPS: US$2.40 (vs US$3.09 in FY 2023) Full year 2024 results: EPS: US$2.40 (down from US$3.09 in FY 2023). Revenue: US$6.11b (up 4.1% from FY 2023). Net income: US$585.3m (down 23% from FY 2023). Profit margin: 9.6% (down from 13% in FY 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Global Household Products industry. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Declared Dividend • Nov 04
Third quarter dividend of US$0.28 announced Shareholders will receive a dividend of US$0.28. Ex-date: 15th November 2024 Payment date: 2nd December 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 50%. Cash payout ratio: 32%. Reported Earnings • Nov 01
Third quarter 2024 earnings released: US$0.31 loss per share (vs US$0.72 profit in 3Q 2023) Third quarter 2024 results: US$0.31 loss per share (down from US$0.72 profit in 3Q 2023). Revenue: US$1.51b (up 3.8% from 3Q 2023). Net loss: US$75.1m (down 142% from profit in 3Q 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Global Household Products industry. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Tillkännagivande • Oct 30
Church & Dwight Co., Inc. Declares Regular Quarterly Dividend, Payable on December 2, 2024 Church & Dwight Co., Inc. reported that its Board of Directors declared a regular quarterly dividend of $0.28375 cents per share. This quarterly dividend will be payable December 2, 2024 to stockholders of record at the close of business on November 15, 2024. Declared Dividend • Aug 05
Second quarter dividend of US$0.28 announced Shareholders will receive a dividend of US$0.28. Ex-date: 15th August 2024 Payment date: 3rd September 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 35%. Reported Earnings • Aug 03
Second quarter 2024 earnings released: EPS: US$1.00 (vs US$0.90 in 2Q 2023) Second quarter 2024 results: EPS: US$1.00 (up from US$0.90 in 2Q 2023). Revenue: US$1.51b (up 3.9% from 2Q 2023). Net income: US$243.5m (up 10% from 2Q 2023). Profit margin: 16% (in line with 2Q 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Global Household Products industry. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Tillkännagivande • Aug 01
Church & Dwight Co., Inc. Declares Regular Quarterly Dividend, Payable on September 3, 2024 Church & Dwight Co., Inc. reported that its Board of Directors declared a regular quarterly dividend of $0.28375 cents per share. This quarterly dividend will be payable September 3, 2024 to stockholders of record at the close of business on August 15, 2024. Board Change • Jul 17
High number of new directors Independent Director Mike Smith was the last director to join the board, commencing their role in 2024. Recent Insider Transactions • Jun 09
Lead Independent Director recently sold Mex$38m worth of stock On the 4th of June, Ravichandra Saligram sold around 20k shares on-market at roughly Mex$1,912 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Declared Dividend • May 06
First quarter dividend of US$0.28 announced Shareholders will receive a dividend of US$0.28. Ex-date: 14th May 2024 Payment date: 3rd June 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 35%. Cash payout ratio: 36%. Reported Earnings • May 03
First quarter 2024 earnings released: EPS: US$0.94 (vs US$0.83 in 1Q 2023) First quarter 2024 results: EPS: US$0.94 (up from US$0.83 in 1Q 2023). Revenue: US$1.50b (up 5.1% from 1Q 2023). Net income: US$227.7m (up 12% from 1Q 2023). Profit margin: 15% (in line with 1Q 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Global Household Products industry. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Tillkännagivande • May 03
Church & Dwight Co., Inc. Provides Earnings Guidance for the Year 2024 Church & Dwight Co., Inc. provided earnings guidance for the year 2024. The company continue to expect full year 2024 reported and organic sales growth to be approximately 4% to 5%. Company's full year reported EPS growth is expected to be approximately +9.5% to 10.5%. Tillkännagivande • May 01
Church & Dwight Co., Inc. Declares Quarterly Dividend, Payable on June 3, 2024 Church & Dwight Co., Inc. reported that its Board of Directors declared a regular quarterly dividend of $0.28375 cents per share. This quarterly dividend will be payable June 3, 2024 to stockholders of record at the close of business on May 15, 2024. It is the Company's 493rd regular consecutive quarterly dividend. Valuation Update With 7 Day Price Move • Mar 29
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to Mex$1,578, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 19x in the Household Products industry globally. Total loss to shareholders of 1.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,470 per share. Tillkännagivande • Mar 23
Church & Dwight Co., Inc., Annual General Meeting, May 02, 2024 Church & Dwight Co., Inc., Annual General Meeting, May 02, 2024, at 12:00 US Eastern Standard Time. Agenda: To consider Election of 10 nominees to serve as directors for a term of one year; to consider an advisory vote to approve the compensation of named executive officers; to consider ratification of the appointment of Deloitte & Touche LLP as company's independent registered public accounting firm for 2024; to consider a proposal to amend company's Amended and Restated Certificate of Incorporation; to consider a stockholder proposal if properly presented at the meeting; and to consider transaction of such other business as may properly be brought before the meeting or any adjournments thereof. Declared Dividend • Feb 12
Fourth quarter dividend of US$0.28 announced Shareholders will receive a dividend of US$0.28. Ex-date: 14th February 2024 Payment date: 1st March 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 7.3% 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 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 03
Full year 2023 earnings released: EPS: US$3.09 (vs US$1.70 in FY 2022) Full year 2023 results: EPS: US$3.09 (up from US$1.70 in FY 2022). Revenue: US$5.87b (up 9.2% from FY 2022). Net income: US$755.6m (up 83% from FY 2022). Profit margin: 13% (up from 7.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Global Household Products industry. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Tillkännagivande • Nov 04
Church & Dwight Co., Inc. Provides Earnings Guidance for the Full Year 2023 Church & Dwight Co., Inc. provided earnings guidance for the full year 2023. For the year, the company expected Net Sales +9%; Organic Sales +5% and Reported EPS +80%. Reported Earnings • Nov 03
Third quarter 2023 earnings released: EPS: US$0.72 (vs US$0.77 in 3Q 2022) Third quarter 2023 results: EPS: US$0.72 (down from US$0.77 in 3Q 2022). Revenue: US$1.46b (up 11% from 3Q 2022). Net income: US$177.5m (down 5.1% from 3Q 2022). Profit margin: 12% (down from 14% in 3Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Global Household Products industry. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Tillkännagivande • Nov 02
Church & Dwight Co., Inc. Declares Regular Quarterly Dividend, Payable December 1, 2023 Church & Dwight Co., Inc. declared a regular quarterly dividend of twenty seven and one quarter ($0.2725) cents per share. This quarterly dividend will be payable December 1, 2023 to stockholders of record at the close of business on November 15, 2023. It is the Company's 491st regular consecutive quarterly dividend. Tillkännagivande • Sep 10
Church & Dwight Initiates Voluntary Recall of One Specific Lot of TheraBreath Strawberry Splash for Kids 16oz Sold Exclusively on Amazon Between May 31 and September 02, 2023, due to an Isolated Manufacturing Issue Church & Dwight Co., Inc. initiated a voluntary recall of one specific lot of TheraBreath Strawberry Splash for Kids 16oz after the Company identified a microbial contamination due to the presence of yeast (Candida Parapsilosis) in lot #PA3083011 of TheraBreath Strawberry Splash for Kids 16 oz, sold exclusively on Amazon between May 31 and September 02, 2023. No other TheraBreath products or other lots of TheraBreath Strawberry Splash for Kids are included in this recall. The Company is not aware of any reports of consumer illness or injury to date. The product poses no risk to healthy children, while it could potentially pose a health risk to immune compromised children. Church & Dwight is coordinating closely with the U.S. Food & Drug Administration (FDA) and following all relevant protocols. The lot of recalled mouthwash product is listed below with the Universal Product Code (UPC) and Lot number. Reported Earnings • Jul 30
Second quarter 2023 earnings released: EPS: US$0.90 (vs US$0.77 in 2Q 2022) Second quarter 2023 results: EPS: US$0.90 (up from US$0.77 in 2Q 2022). Revenue: US$1.45b (up 9.7% from 2Q 2022). Net income: US$221.2m (up 18% from 2Q 2022). Profit margin: 15% (up from 14% in 2Q 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Global Household Products industry. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Tillkännagivande • Jul 27
Church & Dwight Co., Inc. Declares Regular Quarterly Dividend, Payable on September 1, 2023 Church & Dwight Co., Inc. reported that its Board of Directors declared a regular quarterly dividend of twenty seven and one quarter ($0.2725) cents per share. This quarterly dividend will be payable September 1, 2023 to stockholders of record at the close of business on August 15, 2023. It is the Company's 490th regular consecutive quarterly dividend. Upcoming Dividend • May 05
Upcoming dividend of US$0.27 per share at 1.1% yield Eligible shareholders must have bought the stock before 12 May 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Mexican dividend payers (6.8%). Lower than average of industry peers (2.4%). Recent Insider Transactions • May 03
Independent Director recently sold Mex$14m worth of stock On the 28th of April, Bradley Irwin sold around 8k shares on-market at roughly Mex$1,756 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Reported Earnings • Apr 29
First quarter 2023 earnings released: EPS: US$0.83 (vs US$0.84 in 1Q 2022) First quarter 2023 results: EPS: US$0.83 (down from US$0.84 in 1Q 2022). Revenue: US$1.43b (up 10% from 1Q 2022). Net income: US$203.2m (flat on 1Q 2022). Profit margin: 14% (down from 16% in 1Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Global Household Products industry. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Tillkännagivande • Feb 07
Church & Dwight Co., Inc. Announces Board Changes Church & Dwight Co., Inc. announced that on February 1, 2023, James R. Craigie informed the Board of Directors of the Company that he will not be standing for re-election as a director at the Company’s 2023 Annual Meeting of Stockholders. Mr. Craigie will continue to serve as a director until the completion of the 2023 Annual Meeting. The Board has appointed Mr. Craigie to the role of Chairman Emeritus of the Board for a one-year term, which will commence following Mr. Craigie’s completion of his term as a director following the 2023 Annual Meeting. In his capacity as Chairman Emeritus, Mr. Craigie will be entitled to attend Board and committee meetings as and when invited by the Board or committee in an advisory capacity, but will not be entitled to vote on Board or committee matters and will not be counted for quorum purposes at Board or committee meetings. Mr. Craigie will be entitled to the reimbursement of his reasonable expenses incurred in connection with meeting attendance. Mr. Craigie has served as a member of the Board since 2004, and has provided 19 years of distinguished service to the Company as a member of the Board and for many years as Chairman of the Board and the Company’s Chief Executive Officer. The Company will be able to continue to benefit from the participation and input of Mr. Craigie in his new role as Chairman Emeritus after his term as director ends at the 2023 Annual Meeting. Following Mr. Craigie’s departure from the Board, the number of directors of the Company will be reduced from eleven to ten in accordance with the Company’s Amended and Restated Certificate of Incorporation, as amended, and the Company’s Amended and Restated By-Laws. Reported Earnings • Feb 05
Full year 2022 earnings released: EPS: US$1.70 (vs US$3.38 in FY 2021) Full year 2022 results: EPS: US$1.70 (down from US$3.38 in FY 2021). Revenue: US$5.38b (up 3.6% from FY 2021). Net income: US$413.9m (down 50% from FY 2021). Profit margin: 7.7% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Global Household Products industry. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year. Upcoming Dividend • May 06
Upcoming dividend of US$0.26 per share Eligible shareholders must have bought the stock before 13 May 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (2.3%). Reported Earnings • May 04
First quarter 2022 earnings released: EPS: US$0.84 (vs US$0.90 in 1Q 2021) First quarter 2022 results: EPS: US$0.84 (down from US$0.90 in 1Q 2021). Revenue: US$1.30b (up 4.7% from 1Q 2021). Net income: US$204.4m (down 7.4% from 1Q 2021). Profit margin: 16% (down from 18% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.4%, compared to a 4.1% growth forecast for the industry in Mexico. Reported Earnings • Jan 30
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: US$3.38 (up from US$3.18 in FY 2020). Revenue: US$5.19b (up 6.0% from FY 2020). Net income: US$827.5m (up 5.3% from FY 2020). Profit margin: 16% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.9%, compared to a 3.5% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 19% per year. Recent Insider Transactions • Dec 04
Independent Director recently sold Mex$24m worth of stock On the 30th of November, Arthur Winkleblack sold around 12k shares on-market at roughly Mex$1,982 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$5.8m more than they bought in the last 12 months. Reported Earnings • Nov 01
Third quarter 2021 earnings released: EPS US$0.94 (vs US$0.87 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: US$1.31b (up 5.7% from 3Q 2020). Net income: US$230.4m (up 6.6% from 3Q 2020). Profit margin: 18% (in line with 3Q 2020). Upcoming Dividend • Aug 06
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 13 August 2021. Payment date: 01 September 2021. Trailing yield: 1.2%. Lower than top quartile of Mexican dividend payers (5.0%). Lower than average of industry peers (2.3%). Reported Earnings • Jul 31
Second quarter 2021 earnings released: EPS US$0.89 (vs US$0.77 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.27b (up 6.4% from 2Q 2020). Net income: US$218.3m (up 15% from 2Q 2020). Profit margin: 17% (up from 16% in 2Q 2020). The increase in margin was driven by higher revenue. Upcoming Dividend • May 06
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 13 May 2021. Payment date: 01 June 2021. Trailing yield: 1.1%. Lower than top quartile of Mexican dividend payers (4.9%). Lower than average of industry peers (2.4%). Reported Earnings • May 05
First quarter 2021 earnings released: EPS US$0.90 (vs US$0.94 in 1Q 2020) The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: US$1.24b (up 6.3% from 1Q 2020). Net income: US$220.7m (down 4.0% from 1Q 2020). Profit margin: 18% (down from 20% in 1Q 2020). The decrease in margin was driven by higher expenses. Reported Earnings • May 01
First quarter 2021 earnings released: EPS US$0.90 (vs US$0.94 in 1Q 2020) The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: US$1.24b (up 6.3% from 1Q 2020). Net income: US$220.7m (down 4.0% from 1Q 2020). Profit margin: 18% (down from 20% in 1Q 2020). The decrease in margin was driven by higher expenses. Recent Insider Transactions • Feb 27
Independent Director recently bought Mex$9.8m worth of stock On the 24th of February, James Craigie bought around 6k shares on-market at roughly Mex$1,640 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Reported Earnings • Feb 20
Full year 2020 earnings released: EPS US$3.18 (vs US$2.50 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$4.90b (up 12% from FY 2019). Net income: US$785.9m (up 28% from FY 2019). Profit margin: 16% (up from 14% in FY 2019).