Q2 2025 Church & Dwight Co Inc Earnings Call Transcript
Key Points
- Church & Dwight Co Inc (CHD) reported organic sales growth of 0.1%, exceeding their outlook of minus 2% to flat.
- Adjusted EPS was $0.94, which was $0.09 higher than the company's $0.85 outlook.
- The company continues to drive both dollar and volume share gains across most of its brands, with a balanced portfolio of value and premium products.
- International sales grew by 5.3% in the quarter, with organic growth of 4.8%, driven by higher volume, price, and mix.
- The recent acquisition of Touchland, a fast-growing brand in the hand sanitizer category, is expected to contribute positively to the company's growth.
- Adjusted gross margin decreased by 40 basis points, impacted by inflation and tariffs.
- The Gummy vitamin business continues to be a drag on the company's organic growth, with consumption down around 25%.
- Organic sales in the US consumer business declined by 1%, with volume growth offset by a negative price mix.
- The Batiste brand experienced a consumption decline of almost 7% due to competitive price increases and supply issues.
- Retail destocking continued to impact volume growth, with a 100 basis point drag on net sales in Q2.
Good morning, ladies and gentlemen, and welcome to Church & Dwight second quarter 2025 earnings conference call. Before we begin, I've been asked to remind you that on this call, the company's management may make forward-looking statements regarding, among other things, the company's financial objectives and forecasts. These statements are subject to risks and uncertainties and other factors that are described in detail in the company's SEC filings.
I would now like to introduce your host for today's call, Mr. Richard Dierker, President and Chief Executive Officer of Church & Dwight. Please go ahead, sir.
All right. Thank you. Good morning, everyone. Thanks for joining the call. I'll begin with a review of Q2 results. I'll speak to the touch on closing, strategic actions and some thoughts on the macro environment. Then I'll turn the call over to Lee McChesney, our CFO. When Lee is done, we'll open the call up for questions.
First, I'll begin
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