Church & Dwight Co., Inc. (CHD) Earnings Call Transcripts

Church & Dwight Co., Inc.'s Latest Earnings Call - June 2, 2026

In the first quarter of fiscal 2026, Church & Dwight Co., Inc. (CHD:US) reported revenues of $6.2 billion, reflecting a 4% organic growth year-over-year, aligning with management's Evergreen model. The company achieved earnings per share (EPS) growth of 8%, consistent with its long-term targets. Management maintained its guidance for 2026, projecting organic growth of 3% to 4% and EPS growth of 5% to 8%, indicating confidence in its strategic initiatives despite macroeconomic challenges.

Reported metrics

Guidance from management

Management maintained its guidance for 2026, projecting organic growth of 3% to 4% and EPS growth of 5% to 8%, indicating confidence in its strategic initiatives despite macroeconomic challenges.

What management said

Yes. I would just say, as we kind of release obviously is day 3 here that we're -- we said we think it can be a double-digit grower. We'll let us get into a bit for it. There's obviously a time line for distribution gains and things like that. And certainly, it will be accretive in due time.

Yes, I'd just say, as the U.S. business is going through some of those category assessments, we'll -- those -- they were and doing those apply to international growth. So to be determined as we go through that. But the 1 that's sort of line of sight is we're quickly expanding our litter business particularly in our Asian markets. And so we've got Arm & Hammer baking soda and litter in on the globe. Those would probab...

What analysts pressed on

Analysts expressed concerns regarding the impact of low consumer sentiment on future growth. There were also questions about the balance between core growth and new category expansions, particularly for the ARM & HAMMER brand.

Main topics on the call

• Organic Growth Strategy — Management highlighted a consistent track record of organic growth, averaging around 4% annually over the past decade. CEO Rick Dierker stated, "We want to grow year after year after year, top line and bottom line," emph...
• Acquisition Updates — The recent acquisition of the Ms. Mouth brand was described as a strategic move to enhance distribution and brand awareness, with Dierker noting, "This is a brand that can be fully distributed over time." The company aim...
• International Expansion — Management indicated strong growth potential in international markets, with a focus on scaling recent acquisitions. CFO Lee McChesney mentioned, "We have a long track record of high single-digit growth" in international ...
• Innovation and Product Development — Innovation remains a core growth driver, contributing to approximately 50% of the company's growth. Dierker stated, "New product innovation is a muscle for the company," highlighting the importance of continuous product ...

Read the full Church & Dwight Co., Inc. transcript (June 2, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 51 Church & Dwight Co., Inc. earnings call transcripts on record, spanning January 31, 2020 to June 2, 2026. Based on this history, Church & Dwight Co., Inc. reports quarterly. The most recent call on file is dated June 2, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CHD

Exchange

NYSE

Country

US

Sector

Consumer Staples

Industry

Household Products

Calls on record

51

First call

January 31, 2020

Most recent

June 2, 2026

Reporting cadence

quarterly