The Clorox Company (CLX) Earnings Call Transcripts

The Clorox Company's Latest Earnings Call - September 9, 2026

In the fiscal Q1 2027 earnings call, The Clorox Company (CLX:US) reported a revenue of $1.5 billion, which was inline with expectations but reflected a slight year-over-year decline. Adjusted EPS came in at $0.55, missing the consensus estimate by $0.10. Management provided guidance for organic sales growth of 3.5% to 4.5% for the full fiscal year, but highlighted challenges in Q1 due to inventory levels and inflationary pressures. The company is focused on innovation and margin recovery amidst a tough consumer environment.

Reported metrics

Guidance from management

Management maintained a full-year organic sales growth guidance of 3.5% to 4.5%, but indicated Q1 may see a decline due to inventory issues and inflationary pressures.

What management said

It is. The 1 thing I'd call out, and we've said this over and over again to our team we want to see a multiyear innovation playbook, and we feel good about that, but we want more. This is a category that is innovation driven even more so than others. And so we are pushing really hard to say, what does our innovation plan look like multiple years out and how do we back into that and ensure that we have the right value...

Yes, price mix would be net -- slightly up. right? And this is mainly driven by some of the targeted price increase that we're taking in Glad or as Linda mentioned, in some part of cleaning. And that's tempered by, of course, continued headwinds on from consumer value setting behavior and channel shifting as well as some targeted investments we're making to improve value equation in some more challenged businesses li...

What analysts pressed on

Analysts expressed concerns about the potential for a second-half weighted year in organic sales growth and the impact of inflation on margins. There were also questions regarding the effectiveness of the pricing strategy amidst competitive pressures.

Main topics on the call

• CEO Succession — Linda Rendle announced her decision to step down, with the Board actively searching for her successor. This leadership transition could impact investor sentiment and strategic direction.
• Acquisition of GOJO Industries — Clorox's acquisition of GOJO, known for its PURELL brand, is expected to enhance its health and hygiene platform. Linda Rendle stated, "We see new jobs to do in the B2B space" which could drive future growth.
• Organic Sales Growth Guidance — Management guided for organic sales growth of 3.5% to 4.5% for fiscal 2027, but noted Q1 is expected to be down due to inventory and merchandising issues. Luc Bellet emphasized, "Q1 is a bit of a unique situation".
• Inflationary Pressures — Clorox expects input cost inflation of over $200 million in fiscal 2027, significantly higher than historical averages. Luc Bellet noted, "The inflation this year is proving out to be much more persistent".

Read the full The Clorox 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 72 The Clorox Company earnings call transcripts on record, spanning February 4, 2020 to September 9, 2026. Based on this history, The Clorox 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

CLX

Exchange

NYSE

Country

US

Sector

Consumer Staples

Industry

Household Products

Calls on record

72

First call

February 4, 2020

Most recent

September 9, 2026

Reporting cadence

quarterly