Colgate-Palmolive Company (CL) Earnings Call Transcripts
Colgate-Palmolive Company's Latest Earnings Call - June 3, 2026
In the Q1 2026 earnings call for Colgate-Palmolive Company, management highlighted a mixed performance across regions, with Latin America showing resilience while North America faced challenges. Revenue for the quarter reached $4.2 billion, slightly below the $4.3 billion estimate, reflecting a 2% year-over-year decline. Earnings per share (EPS) were reported at $0.65, missing expectations by $0.05. Management maintained its guidance for 2026, targeting EPS growth in the range of $2.60 to $2.70 despite macroeconomic pressures.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $4.2B (miss) |
| EPS | $0.65 (miss) |
| Gross Margin | 38.5% (negative) |
| Operating Income | $800M (negative) |
| Net Income | $550M (negative) |
| Guidance for 2026 EPS | $2.60 - $2.70 (neutral) |
Guidance from management
Management maintained its EPS guidance for 2026 in the range of $2.60 to $2.70, indicating confidence in navigating current market challenges while focusing on innovation and premiumization strategies.
What analysts pressed on
Analysts expressed concerns regarding the slowing growth in North America and the potential impact of macroeconomic pressures on consumer spending. There were questions about the sustainability of Latin America's performance amid global uncertainties.
Main topics on the call
- Regional Performance Disparity — Latin America continues to be a stronghold for Colgate, with Shane Grant noting, "the fundamentals of that business are just mightily impressive, enormous brand strength market-leading household penetration." In contrast...
- Innovation and Premiumization Strategy — Management emphasized the importance of premiumization, stating, "the path back on that is premiumization, premiumization, premiumization." This strategy is aimed at enhancing product offerings in both North America and ...
- AI and Data Utilization — Colgate is leveraging AI to enhance operational efficiency, with Shane Grant mentioning a tool called "Promo AI" that optimizes pricing strategies. This technological investment is expected to yield significant benefits ...
- Cost Pressures and Flexibility — Management acknowledged rising costs due to raw materials and logistics but expressed confidence in their ability to manage these pressures, stating, "we have really focused on building that flexibility in the P&L over t...
Read the full Colgate-Palmolive Company transcript (June 3, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Colgate-Palmolive Company
Colgate-Palmolive Company (CL) is a publicly listed company in the Household Products industry, within the Consumer Staples sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 96 calls on record spanning January 31, 2020 to June 3, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 96 Colgate-Palmolive Company earnings call transcripts on record, spanning January 31, 2020 to June 3, 2026. Based on this history, Colgate-Palmolive Company reports quarterly. The most recent call on file is dated June 3, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- CL
- Exchange
- NYSE
- Country
- US
- Sector
- Consumer Staples
- Industry
- Household Products
- Calls on record
- 96
- First call
- January 31, 2020
- Most recent
- June 3, 2026
- Reporting cadence
- quarterly