Analyst Consensus ?
ConsensusHold45 ratings
Bullish1840.0%
Neutral2555.6%
Bearish24.4%
Colgate-Palmolive Company · CL · FY2024 Q3 · Calendar Q4 2024
Colgate-Palmolive pairs broad volume growth with margin expansion
The supplied analysis supports a constructive operating picture: broad volume growth, margin expansion, premiumization, innovation, and Hill's expansion provide support for continued earnings progress. The thesis remains conditional on pricing discipline, category demand, FX, and competitive dynamics.
Reported Before market openNYSEConsumer Defensive
$73.87B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.91
Consensus $0.89
EPS surprise
+2.2%
Reported versus consensus
Reported revenue
$5.03B
Consensus $5.01B
Revenue surprise
+0.5%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-4.1%
Event window
SPY move
-0.0%
Same window
Abnormal move
-4.1%
Stock minus SPY
Volume
1.9×
Versus trailing sessions
Subsequent drift
-0.7%
Up to 20 sessions
CLSPY benchmark
Ask FN2 about CL FY2024 Q3
Transcript, numbers and history already loaded
Why did CL fall 4.1% after beating EPS estimates in FY2024 Q3?What changed in CL's guidance and outlook in FY2024 Q3?Give me the bull and bear case for CL after FY2024 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the supplied prior-quarter analysis, the current call placed greater emphasis on volume growth across all divisions, Hill's wet-food expansion, new manufacturing capacity, and a larger innovation pipeline. The analysis also identified pricing softness in North America, shipment timing, e-commerce pull-back, and skin-care competition as more prominent concerns.
Guidance delta
No new guidance was provided in the supplied analysis; the call emphasized innovation, capacity, and investment priorities.
Key takeaways
- Volume growth across all six divisions offset pricing softness, particularly in North America.
- Gross-margin expansion supported continued investment in advertising and innovation.
- Hill's pet expansion, premiumization, and new product launches were highlighted as growth drivers.
- Market-share gains in Europe and emerging markets supported management's confident tone.
Management priorities
- Advance the 2025–2026 innovation pipeline and premiumization initiatives.
- Expand Hill's wet-food offering and global pet-market share.
- Use AI-driven analytics to improve advertising and promotion efficiency.
- Leverage additional manufacturing capacity for supply-chain flexibility.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$92.67Previous close
$76Low
$93.66Average
$121High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 16, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Oct 5, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Sep 21, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Sep 8, 2026 |
| UBS | Buy | Buy | Maintain | Aug 3, 2026 |
| TD Cowen | Hold | Hold | Maintain | Aug 3, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Aug 3, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Aug 3, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Jul 21, 2026 |
| Citigroup | Buy | Buy | Maintain | Jul 14, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Apr 23, 2026 |
| Rothschild& Co | Buy | Neutral | Upgrade | Apr 21, 2026 |
| Rothschild & Co | Buy | Neutral | Upgrade | Apr 21, 2026 |
| B of A Securities | Buy | Buy | Maintain | Apr 10, 2026 |
| Deutsche Bank | Buy | Hold | Upgrade | Mar 30, 2026 |
| Jefferies | Hold | Hold | Maintain | Feb 2, 2026 |
| Argus Research | Hold | Buy | Downgrade | Dec 11, 2025 |
| Raymond James | Outperform | Outperform | Maintain | Oct 20, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | Oct 2, 2025 |
| Stifel | Hold | Hold | Maintain | Feb 3, 2025 |
| Bernstein | Market Perform | Market Perform | Maintain | Jul 30, 2024 |
| HSBC | Hold | Buy | Downgrade | Jul 26, 2024 |
| Wolfe Research | Perform | Peer Perform | Maintain | Nov 22, 2022 |
| Credit Suisse | Outperform | Outperform | Maintain | Oct 18, 2022 |
| Atlantic Equities | Neutral | Overweight | Downgrade | May 3, 2022 |
| Redburn Partners | Neutral | Neutral | Maintain | Dec 16, 2021 |
| Berenberg | Hold | Sell | Upgrade | Jan 26, 2021 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | May 15, 2020 |
| Bank of America | Neutral | Buy | Downgrade | Dec 19, 2019 |
| Macquarie | Neutral | Neutral | Maintain | Apr 29, 2019 |
| Argus | Buy | Buy | Maintain | Oct 30, 2018 |
| Stifel Nicolaus | Hold | Hold | Maintain | Jul 23, 2018 |
| B. Riley FBR | Neutral | Neutral | Maintain | May 5, 2018 |
| Societe Generale | Sell | Hold | Downgrade | Nov 29, 2017 |
| KeyBanc | Equal Weight | Sector Weight | Maintain | Sep 9, 2016 |
| Exane BNP Paribas | Neutral | Outperform | Downgrade | Jul 29, 2016 |
| Sterne Agee CRT | Neutral | Buy | Downgrade | Feb 26, 2016 |
| Sterne Agee | Neutral | Buy | Downgrade | Feb 26, 2016 |
| B. Riley Securities | Neutral | Neutral | Maintain | Feb 1, 2016 |
| B. Riley | Neutral | Neutral | Maintain | Feb 1, 2016 |
| Canaccord Genuity | Hold | Sell | Upgrade | Jun 18, 2015 |
| BMO Capital | Outperform | Market Perform | Upgrade | Jun 10, 2014 |
| FirstEnergy Capital | Perform | Market Perform | Maintain | Nov 20, 2013 |
| Nomura | Reduce | Neutral | Downgrade | Jul 30, 2013 |
| Tigress Financial | Neutral | Neutral | Maintain | Feb 25, 2013 |
| Batlivala & Karani | Outperform | Underperform | Upgrade | Sep 21, 2012 |
Named analyst price targets
Upside is calculated against the persisted previous close $92.67. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $106 | $94.14 | +14.4% | Oct 15, 2026 |
| Piper Sandler | Analyst unavailable | $95 | $87.47 | +2.5% | Sep 21, 2026 |
| RBC Capital | Nik Modi | $104 | $91.67 | +12.2% | Aug 3, 2026 |
| Deutsche Bank | Analyst unavailable | $101 | $91.31 | +9.0% | Aug 3, 2026 |
| Morgan Stanley | Analyst unavailable | $104 | $92.4 | +12.2% | Aug 3, 2026 |
| UBS | Analyst unavailable | $109 | $92.29 | +17.6% | Aug 3, 2026 |
| Wells Fargo | Chris Carey | $95 | $95.03 | +2.5% | Jul 8, 2026 |
| Bernstein | Cristian Rios | $96 | $89.39 | +3.6% | Jun 11, 2026 |
| UBS | Analyst unavailable | $100 | $85.5 | +7.9% | May 4, 2026 |
| Deutsche Bank | Steve Powers | $99 | $85.78 | +6.8% | May 4, 2026 |
| Redburn Partners | Analyst unavailable | $100 | $83.53 | +7.9% | Apr 21, 2026 |
| Barclays | Lauren Lieberman | $79 | $83.94 | -14.8% | Apr 14, 2026 |
| RBC Capital | Analyst unavailable | $102 | $86.04 | +10.1% | Apr 9, 2026 |
| Piper Sandler | Analyst unavailable | $92 | $85.55 | -0.7% | Apr 8, 2026 |
| Wells Fargo | Chris Carey | $92 | $85.55 | -0.7% | Apr 8, 2026 |
| Goldman Sachs | Bonnie Herzog | $100 | $95.09 | +7.9% | Feb 20, 2026 |
| Redburn Partners | Analyst unavailable | $93 | $96.17 | +0.4% | Feb 13, 2026 |
| Barclays | Lauren Lieberman | $88 | $91.89 | -5.0% | Feb 3, 2026 |
| Morgan Stanley | Dara Mohsenian | $100 | $90.29 | +7.9% | Feb 2, 2026 |
| Wells Fargo | Analyst unavailable | $94 | $90.29 | +1.4% | Feb 1, 2026 |
| Goldman Sachs | Bonnie Herzog | $94 | $90.29 | +1.4% | Jan 31, 2026 |
| Piper Sandler | Analyst unavailable | $96 | $89.45 | +3.6% | Jan 30, 2026 |
| Barclays | Lauren Lieberman | $83 | $84.32 | -10.4% | Jan 16, 2026 |
| UBS | Peter Grom | $93 | $83.27 | +0.4% | Jan 14, 2026 |
| Wells Fargo | Analyst unavailable | $86 | $81.93 | -7.2% | Jan 13, 2026 |
| Piper Sandler | Analyst unavailable | $88 | $77.2 | -5.0% | Jan 6, 2026 |
| Jefferies | Analyst unavailable | $85 | $78.95 | -8.3% | Dec 16, 2025 |
| RBC Capital | Analyst unavailable | $88 | $76.11 | -5.0% | Dec 9, 2025 |
| Evercore ISI | Robert Ottenstein | $94 | $75.62 | +1.4% | Nov 3, 2025 |
| Morgan Stanley | Dara Mohsenian | $87 | $76.57 | -6.1% | Nov 3, 2025 |
| Deutsche Bank | Analyst unavailable | $86 | $77.81 | -7.2% | Oct 10, 2025 |
| UBS | Analyst unavailable | $92 | $78.64 | -0.7% | Oct 8, 2025 |
| Piper Sandler | Analyst unavailable | $84 | $78.31 | -9.4% | Oct 3, 2025 |
| Barclays | Lauren Lieberman | $82 | $79.94 | -11.5% | Oct 1, 2025 |
| Morgan Stanley | Analyst unavailable | $96 | $83.36 | +3.6% | Aug 4, 2025 |
| Barclays | Analyst unavailable | $89 | $93.19 | -4.0% | Mar 27, 2025 |
| Piper Sandler | Korinne Wolfmeyer | $121 | $103.31 | +30.6% | Sep 23, 2024 |
| Wells Fargo | Chris Carey | $100 | $105.73 | +7.9% | Sep 16, 2024 |
| Stifel Nicolaus | Mark Astrachan | $105 | $98.08 | +13.3% | Jul 22, 2024 |
| Morgan Stanley | Dara Mohsenian | $103 | $93.3 | +11.1% | May 28, 2024 |
| Argus Research | Chris Graja | $107 | $94.57 | +15.5% | May 15, 2024 |
| Deutsche Bank | Steve Powers | $98 | $90.12 | +5.8% | Apr 29, 2024 |
| Stifel Nicolaus | Mark Astrachan | $95 | $91.01 | +2.5% | Apr 29, 2024 |
| Stifel Nicolaus | Mark Astrachan | $94 | $87.65 | +1.4% | Apr 10, 2024 |
| Evercore ISI | Robert Ottenstein | $96 | $87.88 | +3.6% | Apr 8, 2024 |
| Raymond James | Olivia Tong | $91 | $83.72 | -1.8% | Jan 29, 2024 |
| Wells Fargo | Chris Casey | $81 | $75.62 | -12.6% | Jul 28, 2023 |
| J.P. Morgan | Analyst unavailable | $86 | $77.61 | -7.2% | Jan 13, 2023 |
| Barclays | Analyst unavailable | $80 | $78.02 | -13.7% | Jan 3, 2023 |
| Deutsche Bank | Analyst unavailable | $87 | $77.05 | -6.1% | Dec 6, 2022 |
| Credit Suisse | Kaumil Gajrawala | $85 | $72.82 | -8.3% | Oct 18, 2022 |
| Wells Fargo | Analyst unavailable | $75 | $70.25 | -19.1% | Oct 3, 2022 |
| Wells Fargo | Chris Carey | $80 | $80.43 | -13.7% | Aug 8, 2022 |
| Barclays | Analyst unavailable | $74 | $81.1 | -20.1% | Aug 2, 2022 |
| UBS | Analyst unavailable | $90 | $80.22 | -2.9% | Aug 1, 2022 |
| J.P. Morgan | Analyst unavailable | $78 | $75.52 | -15.8% | Jul 21, 2022 |
| Barclays | Analyst unavailable | $71 | $75.13 | -23.4% | May 23, 2022 |
| Barclays | Analyst unavailable | $77 | $75.18 | -16.9% | May 3, 2022 |
| Atlantic Equities | Analyst unavailable | $80 | $75.18 | -13.7% | May 3, 2022 |
| Deutsche Bank | Analyst unavailable | $88 | $75.37 | -5.0% | May 2, 2022 |
| Morgan Stanley | Analyst unavailable | $82 | $77.06 | -11.5% | May 2, 2022 |
| J.P. Morgan | Andrea Faria Teixeira | $79 | $77.05 | -14.8% | Apr 30, 2022 |
| Goldman Sachs | Jason English | $95 | $76.42 | +2.5% | Apr 3, 2022 |
| Citigroup | Wendy Nicholson | $86 | $82.45 | -7.2% | Jan 31, 2022 |
| Wells Fargo | Christopher Carey | $76 | $82.45 | -18.0% | Jan 31, 2022 |
| Credit Suisse | Kaumil Gajrawala | $90 | $82.45 | -2.9% | Jan 31, 2022 |
| Jefferies | Kevin Grundy | $89 | $84.76 | -4.0% | Jan 5, 2022 |
| Bank of America Securities | Bryan Spillane | $80 | $73.57 | -13.7% | Oct 5, 2021 |
| UBS | Peter Grom | $89 | $73.57 | -4.0% | Oct 5, 2021 |
| Stifel Nicolaus | Mark Astrachan | $88 | $78.63 | -5.0% | Aug 2, 2021 |
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Start freeCompany context
Snapshot as of publicationOperating globally, Colgate-Palmolive Company and its affiliated entities are engaged in the production and distribution of a diverse range of consumer goods. Its operations are structured into two primary divisions: Oral, Personal and Home Care, and Pet Nutrition. The Oral, Personal and Home Care division encompasses a broad array of offerings, spanning oral hygiene (e.g., toothpastes, toothbrushes, mouthwashes), personal care (e.g., bar and liquid soaps, shower gels, shampoos, conditioners, deodorants, antiperspirants, skin health items), and home care solutions (e.g., dishwashing detergents, fabric conditioners, household cleaners).…
Historical context
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2024-11-10T18:38:36.707185+00:00
- Polygon adjusted daily market bars · 2026-10-16T09:20:41.116674+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-16T09:20:41.113796+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-16. For educational purposes only; not investment advice.