Colgate-Palmolive Company (CL) investor relations material

Leadership reflections and strategic direction

• New Americas COO reflects on first year, highlighting focus on health-driven purpose, transformation under the 2025 Strategy, and strong company culture.

• Emphasis on the evolution to the 2030 strategy, centering on categories, brands, and high-conviction category-country combinations.

• Omnichannel demand generation and stepped-up innovation intensity are key forward priorities.

• The company is leveraging its international footprint and agility to navigate a volatile environment.

Regional priorities and performance

• Latin America is described as a powerhouse with strong brands, execution, and experienced teams, showing resilience and premiumization progress.

• North America is targeted for organic sales growth improvement, with premiumization and innovation as main levers.

• Recent category slowdown in North America is being monitored, with strategies to serve both value and premium segments.

• Home care brands like Fabuloso and Suavitel are seen as growth engines, with a focus on rebuilding the innovation pipeline.

Innovation, capabilities, and best practices

• Core brand excellence and innovation tailored to socioeconomic diversity are central to both Americas regions.

• Revenue growth management, including tools like Promo AI, is enhancing pricing precision and outcomes.

• Best practices and capabilities, such as AI, data, and social commerce, are scaled globally through both structural and cultural mechanisms.

• AI is driving efficiency in marketing, innovation, and supply chain, with Promo AI delivering concrete results in pricing optimization.