The Clorox Company (CLX) Earnings Call Transcripts

The Clorox Company's Latest Earnings Call - Q4 FY2026

In the fourth quarter of fiscal year 2026, The Clorox Company reported revenues of $1.75 billion, reflecting a 3% year-over-year decline, while adjusted EPS was $1.00, missing expectations by $0.05. Management indicated that the outlook for fiscal year 2027 anticipates organic sales growth to be flat to slightly positive, driven by improved market share in key categories despite ongoing inflationary pressures. Notably, the company expects inflationary headwinds to exceed $200 million, impacting gross margins, which are projected at 42%.

Reported metrics

Guidance from management

Clorox expects organic sales growth to be flat to slightly positive for fiscal year 2027, with gross margins projected at 42%. The company anticipates inflationary pressures to exceed $200 million, impacting profitability in the first half of the year.

What management said

Yes, Bonnie, I can take that. The I mean it's -- at the end of the day, there's a lot of moving parts, especially with the transitory element on ERP. But if you look and the fact that we are comping a lower-than-usual incentive comp in the base year. But if you remove all those, essentially the main impact on the EPS is the lower gross margin. And what it is about 42%, it actually -- there's a little bit of movement ...

Yes. If you remember, Robert, we experienced most of those in the second quarter and the third quarter. There's a little bit of a range with it, but I would say it's under half of range. And then we definitely included that lapping in our gross margin guidance.

What analysts pressed on

Analysts expressed concerns regarding the wide EPS guidance range and the potential impact of inflation on margins. There was also discussion on how the promotional environment might affect sales and market share recovery in light of competitive pressures and consumer behavior shifts.

Main topics on the call

• Inflationary Pressures — Clorox expects inflation to exceed $200 million in fiscal year 2027, significantly impacting gross margins. CFO Luc Bellet stated, "inflation to be above $200 million...more than double our historical range."
• Market Share Gains — Management highlighted sequential improvements in market share, particularly in Home Care and Glad. CEO Linda Rendle noted, "we expect to continue to make progress throughout the course of the fiscal year on market share...
• GOJO Acquisition Performance — The GOJO acquisition is performing better than expected, contributing positively to adjusted EPS. Rendle remarked, "we continue to feel great about the synergies, about the opportunities to enhance growth."
• Promotional Environment — Management anticipates a return to pre-COVID promotional levels, with elevated promotions expected in fiscal year 2027. Rendle stated, "we expect a continued elevated promotional environment given the focus on value."

Read the full The Clorox Company transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 70 The Clorox Company earnings call transcripts on record, spanning February 4, 2020 to August 3, 2026. Based on this history, The Clorox Company reports quarterly. The most recent call on file is dated August 3, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CLX

Exchange

NYSE

Country

US

Sector

Consumer Staples

Industry

Household Products

Calls on record

70

First call

February 4, 2020

Most recent

August 3, 2026

Reporting cadence

quarterly