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Church & Dwight (CHD) investor relations material
Church & Dwight Consumer Analyst Group of New York Conference (CAGNY) 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Key achievements and strategic actions in 2025
Outpaced category growth across all business segments, with four of eight Power Brands gaining share and Hero and TheraBreath achieving double-digit global growth.
Successfully reduced tariff exposure from $190 million to $28 million through portfolio actions and supply chain moves.
Reshaped portfolio by divesting Spinbrush and the vitamin business, shutting down Flawless and Waterpik shower head operations, and acquiring Touchland, resulting in a stronger portfolio and leverage ratio of 1.5x.
Excluding divested businesses, achieved 3.5% consumption growth in 2025, providing a strong foundation for future performance.
Online sales and international business accelerated, with eCommerce representing 24% of global consumer net sales in 2025.
Business model, portfolio, and innovation
Operates a $6.2 billion business, with 75% of sales and profits from seven Power Brands and a balanced mix of household and personal care products.
Maintains low private label exposure, reduced from 12% to 5% after exiting the vitamin business, and e-commerce sales grew from 2% to 25% since 2016.
About half of annual growth is driven by innovation, with a focus on acquiring and scaling high-growth, high-margin brands.
M&A has driven $4 billion in sales growth since 2000, with Touchland acquisition further strengthening the portfolio.
Value tier products are gaining share, especially in laundry and cat litter.
Growth initiatives and brand strategies
Launched growth initiatives: expanding ARM & HAMMER from $2B to $3B, growing TheraBreath from $1B to $1.5B, and scaling international business from $1B to $2B, primarily through M&A.
ARM & HAMMER achieved all-time high market share in liquid laundry and cat litter, with growth pillars including core expansion, pricing, new categories, and in-house licensed brands.
TheraBreath targets significant runway in mouthwash and toothpaste, with 12% household penetration versus 65% for the category, and 89% of mouthwash buyers interested in toothpaste.
Hero is now the #1 acne patch brand in six core markets, expanding beyond patches to a broader product range.
Touchland is positioned for global expansion following strong domestic performance.
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