Church & Dwight (CHD) investor relations material

Strategic Growth Initiatives

• Targeting Arm & Hammer net sales growth from $2B to $3B, TheraBreath oral care from $1B to $1.5B, and international business from $1B to $2B by 2026, with a new category launch planned for 2027.

• Focused on acquiring and scaling high-growth, high-margin brands, leveraging internal manufacturing, logistics, and clear acquisition criteria for sustainable advantage.

• Power brands, representing over 75% of sales and profits, are central to growth, with ongoing investment in marketing and innovation.

• Digital transformation and AI adoption enhance marketing, R&D, and operational efficiency, with enterprise-wide training and projects.

• International M&A efforts have intensified, with local leaders accountable for deal flow and a robust pipeline in Europe and Asia.

Brand and Category Performance

• Arm & Hammer maintains industry-leading brand equity, #1 washload share, and expands into new segments with synergistic advertising and a good-better-best strategy.

• TheraBreath mouthwash and toothpaste show significant growth, achieving record market share, 12% household penetration, and driving 65% of toothpaste category growth.

• Hero brand expands across the acne lifecycle, is #1 in six core markets, and aims for more shelf space and household penetration.

• Touchland leads in premium hand sanitizer in the US, with rapid international expansion and substantial headroom for penetration and awareness growth.

• Miss Mouth’s stain remover is rapidly expanding distribution, driving 50% growth in the stain fighter category and 528% household penetration increase since 2022.

Innovation and Operational Excellence

• Shifted to a multi-source innovation model, with over 50% of new products identified through external and open innovation channels.

• Innovation pipeline is robust, contributing 1.5–2% incremental net sales and supporting premiumization strategies.

• Lean, asset-light operations and a focus on sustainability and fast decision-making underpin execution.