Church & Dwight Q1 Earnings Analysis Highlights Weak Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 17 2026
0mins
Source: Yahoo Finance
- Flat Revenue Performance: Church & Dwight (NYSE:CHD) reported Q1 revenues of $1.47 billion, flat year-over-year, exceeding analyst expectations by 0.7%, yet failing to meet EPS guidance, indicating pressure in a competitive market.
- Negative Market Reaction: Despite a slight revenue beat, Church & Dwight's stock has declined by 1.9% since the earnings report, currently trading at $95.19, reflecting investor concerns about future growth prospects.
- Innovation-Driven Growth: CEO Rick Dierker emphasized that the company's growth was primarily driven by strong innovation and distribution wins, maintaining a balanced portfolio of value and premium products despite a complex market environment.
- Overall Industry Trends: The household products sector performed well overall, with ten tracked companies reporting Q1 revenues exceeding analyst expectations by 2.7%, yet average share prices fell by 3.5%, indicating a cautious market outlook.
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Analyst Views on CHD
Wall Street analysts forecast CHD stock price to rise
16 Analyst Rating
10 Buy
4 Hold
2 Sell
Moderate Buy
Current: 97.630
Low
82.00
Averages
98.71
High
114.00
Current: 97.630
Low
82.00
Averages
98.71
High
114.00
About CHD
Church & Dwight Co., Inc. develops, manufactures and markets a range of consumer household and personal care products and specialty products focused on animal and food production, chemicals and cleaners. The Company’s segments include Consumer Domestic, Consumer International, and Specialty Products Division (SPD). The Consumer Domestic segment includes each of its seven power brands, as well as other brands and household and personal care products. The Consumer International segment markets a variety of personal care, household and over-the-counter products in international subsidiary markets, including Australia, Canada, France, Germany, Japan, Mexico, China and the United Kingdom. Its SPD segment focuses on sales to businesses and participates in three product areas: animal nutrition, specialty chemicals and commercial and professional. Its brands include ARM & HAMMER, TROJAN, OXICLEAN, FIRST RESPONSE, NAIR, ORAJEL, XTRA, BATISTE, WATERPIK, ZICAM, THERABREATH, HERO, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Church & Dwight Acquires Miss Mouth's Messy Eater Brand for $325M
- Acquisition Deal: Church & Dwight has acquired the Miss Mouth's Messy Eater brand for approximately $325 million, closing the deal on May 28, which signifies a strategic expansion into the children's cleaning products sector and is expected to enhance market share.
- Brand Performance: Miss Mouth's has become the #1 stain remover brand on Amazon, with net sales of about $80 million and EBITDA of $28 million over the past twelve months, demonstrating strong online sales and customer loyalty, with projected double-digit growth in the coming years.
- Market Positioning: The brand focuses on non-toxic 'everyday mess' solutions, particularly appealing to Millennial and Gen Z parents, aligning with Church & Dwight's acquisition strategy aimed at adding high-margin, asset-light top brands.
- Financial Impact: The deal is expected to be accretive to Church & Dwight's cash earnings in 2027, as Miss Mouth's net sales are anticipated to continue growing with expanded distribution and increased household penetration.
See More
Church & Dwight Executives to Attend Global Consumer Conference
- Executives at Conference: Church & Dwight's President and CEO Rick Dierker, CFO Lee McChesney, and EVP International Michael Read will participate in the dbAccess Global Consumer Conference on June 2, showcasing the company's leadership in the consumer market.
- Conference Timing: The event is scheduled for 6:00 a.m. EDT and 12:00 p.m. CEST, aimed at sharing company strategies and market outlook with investors, thereby enhancing transparency and investor confidence.
- Company Background: Founded in 1846, Church & Dwight is the leading U.S. producer of sodium bicarbonate, with a strong presence in personal care and household products under well-known brands like ARM & HAMMER® and TROJAN®, solidifying its market position.
- Diverse Brand Portfolio: The company also manufactures a variety of specialty products, including OXICLEAN®, FIRST RESPONSE®, and NAIR®, catering to diverse consumer needs and further strengthening its competitive edge in the market.
See More
Church & Dwight Q1 Earnings Analysis Highlights Weak Performance
- Flat Revenue Performance: Church & Dwight (NYSE:CHD) reported Q1 revenues of $1.47 billion, flat year-over-year, exceeding analyst expectations by 0.7%, yet failing to meet EPS guidance, indicating pressure in a competitive market.
- Negative Market Reaction: Despite a slight revenue beat, Church & Dwight's stock has declined by 1.9% since the earnings report, currently trading at $95.19, reflecting investor concerns about future growth prospects.
- Innovation-Driven Growth: CEO Rick Dierker emphasized that the company's growth was primarily driven by strong innovation and distribution wins, maintaining a balanced portfolio of value and premium products despite a complex market environment.
- Overall Industry Trends: The household products sector performed well overall, with ten tracked companies reporting Q1 revenues exceeding analyst expectations by 2.7%, yet average share prices fell by 3.5%, indicating a cautious market outlook.
See More
Church & Dwight Q1 2026 Results Exceed Expectations
- Performance Exceeds Expectations: Church & Dwight reported Q1 revenue of $1.47 billion, flat year-over-year but surpassing analyst expectations of $1.46 billion, demonstrating the company's resilience in a stable market.
- Profitability Improvement: The non-GAAP EPS of $0.95 exceeded the analyst forecast of $0.93, reflecting successful cost control and operational efficiency despite macroeconomic pressures.
- Innovation-Driven Growth: Strong performance in core brands like ARM & HAMMER and TheraBreath contributed to a 5% organic revenue growth, indicating that innovation and product optimization play a crucial role in a competitive market.
- Cautious Future Outlook: Management's Q2 EPS guidance of $0.88 is below the analyst estimate of $0.97, reflecting a cautious stance on commodity costs and macroeconomic uncertainties, emphasizing a commitment to offsetting cost pressures through productivity improvements.
See More
Church & Dwight Q1 2026 Earnings Call Highlights
- Sales Growth Overview: Church & Dwight reported a 0.2% increase in net sales for Q1 2026, with organic sales rising by 5%, highlighted by a 6.8% growth in ARM & HAMMER cat litter consumption, which boosted its market share to 24.6%, indicating strong brand performance in a competitive landscape.
- E-commerce Contribution: Online sales now account for approximately 24% of total consumer sales, positioning the company favorably in a rapidly evolving retail environment and reinforcing its market leadership in the consumer goods sector.
- Cost Pressure Mitigation: The company anticipates an incremental inflation pressure of $25 million to $30 million due to geopolitical uncertainties in the Middle East, with management emphasizing a strategy focused on productivity improvements rather than price increases to maintain competitiveness.
- Future Outlook: Church & Dwight expects organic growth of approximately 3% to 4% for 2026, despite projected declines in reported sales of 1% to 0.5%, with management reiterating confidence in their full-year outlook, reflecting a positive long-term strategy.
See More
CHURCH & DWIGHT STOCK RISES APPROXIMATELY 1.5% FOLLOWING STRONG Q1 RESULTS
- Company Performance: Church & Dwight's Q1 results exceeded expectations, leading to a 1.5% increase in shares.
- Market Reaction: The positive earnings report has boosted investor confidence, reflected in the rise of the company's stock price.
See More
Church & Dwight Acquires Miss Mouth's Messy Eater Brand for $325M
- Acquisition Deal: Church & Dwight has acquired the Miss Mouth's Messy Eater brand for approximately $325 million, closing the deal on May 28, which signifies a strategic expansion into the children's cleaning products sector and is expected to enhance market share.
- Brand Performance: Miss Mouth's has become the #1 stain remover brand on Amazon, with net sales of about $80 million and EBITDA of $28 million over the past twelve months, demonstrating strong online sales and customer loyalty, with projected double-digit growth in the coming years.
- Market Positioning: The brand focuses on non-toxic 'everyday mess' solutions, particularly appealing to Millennial and Gen Z parents, aligning with Church & Dwight's acquisition strategy aimed at adding high-margin, asset-light top brands.
- Financial Impact: The deal is expected to be accretive to Church & Dwight's cash earnings in 2027, as Miss Mouth's net sales are anticipated to continue growing with expanded distribution and increased household penetration.
See More
Church & Dwight Executives to Attend Global Consumer Conference
- Executives at Conference: Church & Dwight's President and CEO Rick Dierker, CFO Lee McChesney, and EVP International Michael Read will participate in the dbAccess Global Consumer Conference on June 2, showcasing the company's leadership in the consumer market.
- Conference Timing: The event is scheduled for 6:00 a.m. EDT and 12:00 p.m. CEST, aimed at sharing company strategies and market outlook with investors, thereby enhancing transparency and investor confidence.
- Company Background: Founded in 1846, Church & Dwight is the leading U.S. producer of sodium bicarbonate, with a strong presence in personal care and household products under well-known brands like ARM & HAMMER® and TROJAN®, solidifying its market position.
- Diverse Brand Portfolio: The company also manufactures a variety of specialty products, including OXICLEAN®, FIRST RESPONSE®, and NAIR®, catering to diverse consumer needs and further strengthening its competitive edge in the market.
See More
Church & Dwight Q1 Earnings Analysis Highlights Weak Performance
- Flat Revenue Performance: Church & Dwight (NYSE:CHD) reported Q1 revenues of $1.47 billion, flat year-over-year, exceeding analyst expectations by 0.7%, yet failing to meet EPS guidance, indicating pressure in a competitive market.
- Negative Market Reaction: Despite a slight revenue beat, Church & Dwight's stock has declined by 1.9% since the earnings report, currently trading at $95.19, reflecting investor concerns about future growth prospects.
- Innovation-Driven Growth: CEO Rick Dierker emphasized that the company's growth was primarily driven by strong innovation and distribution wins, maintaining a balanced portfolio of value and premium products despite a complex market environment.
- Overall Industry Trends: The household products sector performed well overall, with ten tracked companies reporting Q1 revenues exceeding analyst expectations by 2.7%, yet average share prices fell by 3.5%, indicating a cautious market outlook.
See More
Church & Dwight Q1 2026 Results Exceed Expectations
- Performance Exceeds Expectations: Church & Dwight reported Q1 revenue of $1.47 billion, flat year-over-year but surpassing analyst expectations of $1.46 billion, demonstrating the company's resilience in a stable market.
- Profitability Improvement: The non-GAAP EPS of $0.95 exceeded the analyst forecast of $0.93, reflecting successful cost control and operational efficiency despite macroeconomic pressures.
- Innovation-Driven Growth: Strong performance in core brands like ARM & HAMMER and TheraBreath contributed to a 5% organic revenue growth, indicating that innovation and product optimization play a crucial role in a competitive market.
- Cautious Future Outlook: Management's Q2 EPS guidance of $0.88 is below the analyst estimate of $0.97, reflecting a cautious stance on commodity costs and macroeconomic uncertainties, emphasizing a commitment to offsetting cost pressures through productivity improvements.
See More
Church & Dwight Q1 2026 Earnings Call Highlights
- Sales Growth Overview: Church & Dwight reported a 0.2% increase in net sales for Q1 2026, with organic sales rising by 5%, highlighted by a 6.8% growth in ARM & HAMMER cat litter consumption, which boosted its market share to 24.6%, indicating strong brand performance in a competitive landscape.
- E-commerce Contribution: Online sales now account for approximately 24% of total consumer sales, positioning the company favorably in a rapidly evolving retail environment and reinforcing its market leadership in the consumer goods sector.
- Cost Pressure Mitigation: The company anticipates an incremental inflation pressure of $25 million to $30 million due to geopolitical uncertainties in the Middle East, with management emphasizing a strategy focused on productivity improvements rather than price increases to maintain competitiveness.
- Future Outlook: Church & Dwight expects organic growth of approximately 3% to 4% for 2026, despite projected declines in reported sales of 1% to 0.5%, with management reiterating confidence in their full-year outlook, reflecting a positive long-term strategy.
See More
CHURCH & DWIGHT STOCK RISES APPROXIMATELY 1.5% FOLLOWING STRONG Q1 RESULTS
- Company Performance: Church & Dwight's Q1 results exceeded expectations, leading to a 1.5% increase in shares.
- Market Reaction: The positive earnings report has boosted investor confidence, reflected in the rise of the company's stock price.
See More
