Colgate-Palmolive Co (NYSE:CL)

$ 92.33 +1.37 (+1.51%) Market Cap: 74.83 Bil Enterprise Value: 81.20 Bil PE Ratio: 26.08 PB Ratio: 205.18 GF Score: 80/100

Q1 2025 Colgate-Palmolive Co Earnings Call Transcript

Apr 25, 2025 / 12:30PM GMT

Release Date Price: $93.91 (+1.31%)

Transcript 10-Q8-K

Key Points

Positve

Colgate-Palmolive Co (CL) has built flexibility into its plans to navigate the volatile and uncertain market environment of 2025.
The company is focused on delivering value-added, science-based core innovation, such as the relaunch of Colgate Total and Hill's Science Diet with ActivBiome Technology.
Colgate-Palmolive Co (CL) has invested approximately $2 billion in its supply chain in the United States over the past five years, enhancing its ability to adapt to changing environments.
The company has a strong balance sheet with low levels of net debt and plans to drive significant cash flow to fund growth and productivity.
Colgate-Palmolive Co (CL) has seen strong profit growth in the first quarter despite market volatility, indicating effective management and strategy execution.

Negative

The company faces challenges from weaker consumer demand and macroeconomic uncertainty, impacting volume growth.
Tariffs announced since January are expected to have an incremental impact of roughly $200 million in 2025, posing a financial challenge.
There has been a slowdown in category growth, particularly in the US and other global markets, affecting overall sales performance.
Colgate-Palmolive Co (CL) is experiencing some trade down from super-premium to mid-tier products in North America, indicating consumer price sensitivity.
The company is exiting private label production, which will be a drag on volume growth in the short term.

Operator

Good morning. Welcome to today's Colgate Palmolive 2025 first-quarter conference call. This call is being recorded and is being simulcast live at www.colgatepalmolive.com. Now, for opening remarks, I'd like to turn this call over to Chief Investor Relations Officer and Executive Vice President, M&A, John Faucher.

John Faucher

Colgate-Palmolive Co - Chief Investor Relations Officer and Executive Vice President, M&A

Thanks, Betsy. Good morning, and welcome to our first quarter, 2025 earnings release conference call. This is John Faucher. Today's conference call will include forward-looking statements. Actual results could differ materially from these statements. Forward-looking statements inherently involve risks and uncertainties and are made on the basis of our views and assumptions at this time.

Please refer to the earnings press release and our most recent filings with the SEC, including our 2024 annual report on Form 10-K, and subsequent SEC filings, all available on

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