The Clorox Company (CLX) Boston Global Staples Conference 2026 summary

CEO succession and leadership transition

• CEO succession process is underway with a comprehensive search; current leadership remains focused on strategy and priorities until a successor is named.

• Fiscal year 2026 was marked by volatility and transition, including the completion of a major ERP implementation and the acquisition of GOJO Industries.

Business performance and category trends

• Entering fiscal 2027 in a stronger position due to sequential improvements in 2026, but consumer stress and muted categories persist.

• All categories are impacted by value-conscious consumers, with club and mass channels seeing increased activity; cat litter and pro/international categories are outperforming.

• Innovation and premiumization are driving growth, with consumers willing to pay for superior value across categories.

Financial outlook and guidance

• Organic sales growth for fiscal 2027 is expected at 3.5%-4.5%, mainly due to lapping ERP transition; underlying organic growth is flat to slightly up, with Q1 softness expected.

• Category growth and market share trends are expected to remain consistent, with momentum from innovation and commercial execution.