Colgate-Palmolive Company (CL) Earnings Call Transcripts

Colgate-Palmolive Company's Latest Earnings Call - September 9, 2026

In the second quarter of fiscal 2026, Colgate-Palmolive reported a revenue of $4.3 billion, reflecting a 5% year-over-year increase, driven by strong performance in emerging markets. Earnings per share (EPS) came in at $0.65, beating analyst expectations by $0.05. Management maintained its guidance for the full year, projecting organic sales growth of 3% to 5%, indicating confidence in their strategic initiatives despite macroeconomic challenges.

Reported metrics

Guidance from management

Management maintained its guidance for organic sales growth of 3% to 5% for the fiscal year, indicating confidence in their strategic initiatives despite ongoing macroeconomic challenges.

What management said

It is just select retailers. There are programs that some of the retailers have been asked us for that we didn't feel were right for the business long term, but we've seen the competition continue to accelerate there. So we need to make sure we're competing effectively. This is not a race to the bottom. This is not about taking our prices down. It's just being more selective with our couponing. .

Yes, it's going to take some time, but clearly, it's sustainable top line growth. We need to see the organic growth come back and inflect positive consistently from quarter-to-quarter. We need to see the market shares, particularly in oral care, inflect positively over the next year. And we need to see, obviously, the margins come back into the categories where we're driving premiumization. Premiumization is an ext...

What analysts pressed on

Analysts expressed concerns regarding the competitive pressures in North America, particularly the erosion of market share in premium segments. There were questions about the effectiveness of the strategic reset and the timeline for seeing improvements in this region.

Main topics on the call

• Emerging Market Growth — Colgate-Palmolive highlighted strong growth in emerging markets, particularly in Brazil and Mexico, with mid-single to high-single digit growth rates. CEO Noel Wallace stated, "We see real opportunities, particularly in ...
• North America Challenges — The North American market faced challenges with market share erosion and competitive pressures. Wallace noted, "We've seen our share in the premium side, not get to where it needs to," indicating a need for strategic res...
• Strategic Reset in North America — Management is implementing a strategic reset in North America, focusing on premium innovation and enhanced analytics. Wallace mentioned, "We're really trying to deploy a much more holistic strategy across our categories,...
• Volume Growth Expectations — Management expressed confidence in achieving volume growth in the second half of the year, projecting a shift from price-driven to volume-driven growth. Wallace stated, "We feel good about that," indicating optimism for ...

Read the full Colgate-Palmolive Company transcript (September 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 102 Colgate-Palmolive Company earnings call transcripts on record, spanning January 31, 2020 to September 9, 2026. Based on this history, Colgate-Palmolive Company reports quarterly. The most recent call on file is dated September 9, 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

102

First call

January 31, 2020

Most recent

September 9, 2026

Reporting cadence

quarterly