Q3 2025 Colgate-Palmolive Co Earnings Call Transcript

Oct 31, 2025 / 12:30PM GMT

Release Date Price: €69.48

Transcript 10-Q8-K

Key Points

Positve

Colgate-Palmolive Co (CL) is executing its 2030 strategy to accelerate growth, focusing on innovation, omnichannel demand generation, and AI-driven efficiency.
The company maintains strong market shares in growing categories and has a diverse global footprint, with nearly 50% exposure to faster-growing emerging markets.
Colgate-Palmolive Co (CL) continues to generate strong cash flow, enabling investments in business growth and shareholder returns.
The company is leveraging AI and predictive analytics to enhance supply chain efficiency, improve service levels, and drive personalization at scale.
Despite a challenging environment, Colgate-Palmolive Co (CL) is committed to delivering organic sales growth, net sales growth, and dollar-based EPS growth.

Negative

Colgate-Palmolive Co (CL) faces a volatile operating environment with consumer uncertainty, tariffs, and high cost inflation impacting sales and profit growth.
The company experienced a decline in oral care sales in Latin America due to trade inventory replacement and formula changes, impacting gross margins.
Colgate-Palmolive Co (CL) is dealing with sluggish category growth in developed markets, with volumes remaining flat despite lower pricing.
The company is facing challenges in the Asia Pacific region, particularly in China, where competitive pressures and a shift to e-commerce are impacting performance.
Colgate-Palmolive Co (CL) is experiencing increased promotional activity and couponing in the US market, which could pressure margins.

Operator

Good morning. Welcome to today's Colgate Palmolive 3rd quarter 2025 earnings conference call.

This call is being recorded and is being simulcast live at www. Colgate Palmolive.com. Now for opening remarks, I'd like to turn this call over to Chief Investor Relations Officer and executive Vice President MNA John Fouche.

John Faucher

Colgate-Palmolive Co - Chief Investor Relations Officer and Executive Vice President, M&A

Thanks.

Good morning and welcome to our 3rd quarter 2025 earnings conference call.

Today's conference call will include forward-looking statements.

Actual results could differ materially from these statements. Please refer to our third quarter, 2025 earnings press release and related prepared materials and our most recent filings with the SEC, including our 2024 annual report on Form 10K and subsequent SEC filings, all available on Colgatealma's website for discussion of the factors that could cause actual results to differ materially from these statements.

Our remarks will also include a

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.