Q1 2026 Colgate-Palmolive Co Earnings Call Transcript

May 01, 2026 / 12:00PM GMT

Release Date Price: €68.72

Transcript 10-Q8-K

Key Points

Positve

Colgate-Palmolive Co (CL) reported strong top and bottom line growth, with organic sales growth accelerating from the previous quarter.
Emerging markets led sales growth, with significant contributions from regions like Asia Pacific and Latin America.
The company is investing in innovation, data, analytics, digital, and AI to enhance capabilities and drive market share improvement.
Colgate-Palmolive Co (CL) announced a strategic growth and productivity program with an annualized savings target of $200 million to $300 million, focusing on 2027 and 2028.
The Hill's Pet Nutrition segment showed impressive performance, with solid organic growth and strong execution in innovation and market share gains.

Negative

Significant increases in raw material and packaging costs have led to a reduced expectation for gross margin for the year.
North America continues to lag in volume/mix, with interventions in place but requiring time for improvement.
The company faces a challenging cost inflation environment, with an additional $300 million impact from raw materials and logistics.
Gross margins are expected to be pressured due to higher raw material costs and tariffs, particularly impacting North America.
The company is navigating a competitive environment with increased couponing and promotional activities from competitors.

Operator

Good morning. Welcome to today's Colgate-Palmolive first quarter 2026 earnings conference call. This call is being recorded and is being simulcast live at www.colgatepalmolive.com. Now for opening remarks, I'd like to turn this call over to Executive Vice President, Investor Relations, Claire Ross.

Claire Ross

Colgate-Palmolive Co - Executive Vice President, Investor Relations

Thank you, Drew. Good morning, and welcome to our first quarter 2026 earnings release conference call. This is Clay Ross, Executive Vice President, Investor Relations. Today's conference call will include forward-looking statements. Actual results could differ materially from these statements. Forward-looking statements inherently involve risks and uncertainties and are made on the basis of our views and assumptions at this time.

Please refer to the earnings press release and our most recent filings with the SEC, including our 2025 annual report on Form 10-K and subsequent SEC filings, all available on our

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