Logotype for Colgate-Palmolive Company

Colgate-Palmolive Company (CL) investor relations material

Colgate-Palmolive Company Morgan Stanley Global Consumer & Retail Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Colgate-Palmolive Company
Morgan Stanley Global Consumer & Retail Conference 2025 summary2 Dec, 2025

Strategic priorities and growth plans

  • Leading the 2030 strategic plan with a focus on building scalable capabilities and driving innovation across brands, emphasizing strong, trusted brands and real consumer insights.

  • Omni Demand Generation (ODG) is a core focus, adapting to a non-linear, omnichannel world and reorganizing workflows between marketing and sales for a unified brand experience.

  • Continued investment in data, digital analytics, and advanced tools to drive revenue growth management and marketing efficiency, with a tighter integration of cross-channel analytics.

  • Doubling down on science-led growth, perceivable superiority, and professional engagement, especially in oral, pet, and skin care.

  • Incremental innovation and targeting premium price points are key to future growth.

Resource allocation and productivity initiatives

  • The SGPP (Strategic Growth and Productivity Program) is a multi-year, structural initiative to fund strategic investments and drive bottom-line growth, balancing investment and profitability.

  • AI and automation are being leveraged to enhance productivity, streamline processes, and enable more efficient resource allocation.

  • Resource allocation is increasingly data-driven, focusing on high-potential category-country combinations, sub-brands, and emerging markets.

  • Investments are prioritized in areas like ODG, innovation, and functional capabilities, with a willingness to say no to good ideas to focus on great ones.

  • Exposure to emerging markets is seen as a long-term advantage, with best practices from advanced markets like China being scaled globally.

Market environment and financial outlook

  • Category growth is expected to remain subdued in the near term, with long-term expectations of 2%-4% growth and a company target of 3%-5% growth.

  • FX is currently favorable but not relied upon for growth; focus remains on controllable factors like productivity and emerging market opportunities.

  • Consumer environments vary by region: North America remains challenging, Europe is performing well, Africa and Asia show strong growth, and China is a leader in innovation and e-commerce.

  • Q4 is expected to show sequential improvement in organic sales and gross margins, with confidence in delivering low-single digit EPS growth.

AI's impact: productivity vs. top line growth?
SGPP: How does it differ from standard cost savings?
Hill's long-term growth despite category weakness?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Colgate-Palmolive Company earnings date

Logotype for Colgate-Palmolive Company
Q4 202530 Jan, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Colgate-Palmolive Company earnings date

Logotype for Colgate-Palmolive Company
Q4 202530 Jan, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Toothpaste, Soap, and More

Colgate-Palmolive is an American multinational producer and distributor of consumer products. Colgate-Palmolive is the result of a merger in 1927, its most recognizable products are various kinds of toothpaste and soaps sold under the names Colgate and Palmolive respectively. The company is headquartered in NYC and is listed on the NYSE, and its products are sold in all corners of the world.

A Historic Merger

The origins of the Colgate-Palmolive Company can be traced back to two separate companies in the 19th century. In 1806, in New York City, William Colgate initiated a small enterprise focused on starch, soap, and candle production. Over the subsequent years, the business, under the consistent guidance of the Colgate family, diversified and expanded its product line, with its toothpaste gaining notable recognition. Meanwhile, the B.J. Johnson Soap Company unveiled the Palmolive soap in 1898. This unique soap, a blend of palm and olive oils, quickly resonated with consumers and became a sought-after product. By the early 20th century, both Colgate and Palmolive had established themselves as significant players in the personal care market and the two companies merged in 1928. Today, the company operates in the same industry as companies like Procter & Gamble, Unilever, Henkel, and several others.

Colgate

Historically known for its toothpaste, Colgate's product range has expanded to include various oral care products such as toothbrushes, mouthwashes, and dental floss. Today, the brand offers a wide range of toothpaste with different qualities, from cavity protection to whitening and gum care. Alongside toothpaste, Colgate's product line encompasses manual and electric toothbrushes, designed for adults and children. The brand also produces dental floss, mouthwashes, and other specialized oral care items, such as toothpaste for sensitive teeth and treatments for conditions like gingivitis.

Palmolive

Palmolive is best known for its personal and household care products. Originating as a soap formulated from palm and olive oils, the brand's portfolio has diversified over time. In the personal care segment, Palmolive offers body washes, shampoos, conditioners, and hand soaps. The company also produces various types of dishwashing liquids and other household essentials.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage