Analyst Consensus ?
ConsensusHold45 ratings
Bullish1840.0%
Neutral2555.6%
Bearish24.4%
Colgate-Palmolive Company · CL · FY2025 Q1 · Calendar Q2 2025
Colgate-Palmolive Maintains Outlook Amid Tariff and Demand Risks
The supplied analysis supports a cautiously constructive operating thesis: brand strength, innovation, pricing tools, and supply-chain flexibility may support resilience, but tariff costs, consumer softness, private-label exit, and commodity inflation remain material offsets.
Reported Before market openNYSEConsumer Defensive
$67.42B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.87
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $4.88B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+1.3%
Event window
SPY move
+0.7%
Same window
Abnormal move
+0.6%
Stock minus SPY
Volume
1.6×
Versus trailing sessions
Subsequent drift
-1.4%
Up to 20 sessions
CLSPY benchmark
Ask FN2 about CL FY2025 Q1
Transcript, numbers and history already loaded
What drove CL's +1.3% move after FY2025 Q1 earnings?What changed in CL's guidance and outlook in FY2025 Q1?Give me the bull and bear case for CL after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the current analysis puts greater emphasis on a disclosed incremental tariff impact, the planned private-label exit, signs of improving European and emerging-market volumes, and continued AI-enabled pricing and productivity efforts.
Guidance delta
Maintained: management's analysis indicates guidance sentiment was maintained, while tariff mitigation and productivity remain important to the outlook.
Key takeaways
- Management highlighted brand strength, supply-chain flexibility, and innovation as supports in a volatile environment.
- Tariff exposure was described as mitigated through productivity, alternative sourcing, and revenue-growth management.
- The Colgate Total and Hill's Science Diet innovation launches remain central to the growth discussion.
- Advertising is expected to remain flat as a percentage of sales, with emphasis on return on investment.
Management priorities
- Accelerate core innovation launches.
- Expand AI and data analytics for pricing and promotion optimization.
- Continue US supply-chain investments and capacity expansion.
- Focus advertising on return on investment while pursuing premium-price growth.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$84.26Current
$76Low
$93.75Average
$121High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 3, 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 |
|---|---|---|---|---|
| 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 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Jul 8, 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 current price $84.26. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Piper Sandler | Analyst unavailable | $95 | $87.47 | +12.7% | Sep 21, 2026 |
| RBC Capital | Nik Modi | $104 | $91.67 | +23.4% | Aug 3, 2026 |
| Deutsche Bank | Analyst unavailable | $101 | $91.31 | +19.9% | Aug 3, 2026 |
| Morgan Stanley | Analyst unavailable | $104 | $92.4 | +23.4% | Aug 3, 2026 |
| UBS | Analyst unavailable | $109 | $92.29 | +29.4% | Aug 3, 2026 |
| Wells Fargo | Chris Carey | $95 | $95.03 | +12.7% | Jul 8, 2026 |
| Bernstein | Cristian Rios | $96 | $89.39 | +13.9% | Jun 11, 2026 |
| UBS | Analyst unavailable | $100 | $85.5 | +18.7% | May 4, 2026 |
| Deutsche Bank | Steve Powers | $99 | $85.78 | +17.5% | May 4, 2026 |
| Redburn Partners | Analyst unavailable | $100 | $83.53 | +18.7% | Apr 21, 2026 |
| Barclays | Lauren Lieberman | $79 | $83.94 | -6.2% | Apr 14, 2026 |
| RBC Capital | Analyst unavailable | $102 | $86.04 | +21.1% | Apr 9, 2026 |
| Piper Sandler | Analyst unavailable | $92 | $85.55 | +9.2% | Apr 8, 2026 |
| Wells Fargo | Chris Carey | $92 | $85.55 | +9.2% | Apr 8, 2026 |
| Goldman Sachs | Bonnie Herzog | $100 | $95.09 | +18.7% | Feb 20, 2026 |
| Redburn Partners | Analyst unavailable | $93 | $96.17 | +10.4% | Feb 13, 2026 |
| Barclays | Lauren Lieberman | $88 | $91.89 | +4.4% | Feb 3, 2026 |
| Morgan Stanley | Dara Mohsenian | $100 | $90.29 | +18.7% | Feb 2, 2026 |
| Wells Fargo | Analyst unavailable | $94 | $90.29 | +11.6% | Feb 1, 2026 |
| Goldman Sachs | Bonnie Herzog | $94 | $90.29 | +11.6% | Jan 31, 2026 |
| Piper Sandler | Analyst unavailable | $96 | $89.45 | +13.9% | Jan 30, 2026 |
| Barclays | Lauren Lieberman | $83 | $84.32 | -1.5% | Jan 16, 2026 |
| UBS | Peter Grom | $93 | $83.27 | +10.4% | Jan 14, 2026 |
| Wells Fargo | Analyst unavailable | $86 | $81.93 | +2.1% | Jan 13, 2026 |
| Piper Sandler | Analyst unavailable | $88 | $77.2 | +4.4% | Jan 6, 2026 |
| Jefferies | Analyst unavailable | $85 | $78.95 | +0.9% | Dec 16, 2025 |
| RBC Capital | Analyst unavailable | $88 | $76.11 | +4.4% | Dec 9, 2025 |
| Evercore ISI | Robert Ottenstein | $94 | $75.62 | +11.6% | Nov 3, 2025 |
| Morgan Stanley | Dara Mohsenian | $87 | $76.57 | +3.3% | Nov 3, 2025 |
| Deutsche Bank | Analyst unavailable | $86 | $77.81 | +2.1% | Oct 10, 2025 |
| UBS | Analyst unavailable | $92 | $78.64 | +9.2% | Oct 8, 2025 |
| Piper Sandler | Analyst unavailable | $84 | $78.31 | -0.3% | Oct 3, 2025 |
| Barclays | Lauren Lieberman | $82 | $79.94 | -2.7% | Oct 1, 2025 |
| Morgan Stanley | Analyst unavailable | $96 | $83.36 | +13.9% | Aug 4, 2025 |
| Barclays | Analyst unavailable | $89 | $93.19 | +5.6% | Mar 27, 2025 |
| Piper Sandler | Korinne Wolfmeyer | $121 | $103.31 | +43.6% | Sep 23, 2024 |
| Wells Fargo | Chris Carey | $100 | $105.73 | +18.7% | Sep 16, 2024 |
| Stifel Nicolaus | Mark Astrachan | $105 | $98.08 | +24.6% | Jul 22, 2024 |
| Morgan Stanley | Dara Mohsenian | $103 | $93.3 | +22.2% | May 28, 2024 |
| Argus Research | Chris Graja | $107 | $94.57 | +27.0% | May 15, 2024 |
| Deutsche Bank | Steve Powers | $98 | $90.12 | +16.3% | Apr 29, 2024 |
| Stifel Nicolaus | Mark Astrachan | $95 | $91.01 | +12.7% | Apr 29, 2024 |
| Stifel Nicolaus | Mark Astrachan | $94 | $87.65 | +11.6% | Apr 10, 2024 |
| Evercore ISI | Robert Ottenstein | $96 | $87.88 | +13.9% | Apr 8, 2024 |
| Raymond James | Olivia Tong | $91 | $83.72 | +8.0% | Jan 29, 2024 |
| Wells Fargo | Chris Casey | $81 | $75.62 | -3.9% | Jul 28, 2023 |
| J.P. Morgan | Analyst unavailable | $86 | $77.61 | +2.1% | Jan 13, 2023 |
| Barclays | Analyst unavailable | $80 | $78.02 | -5.1% | Jan 3, 2023 |
| Deutsche Bank | Analyst unavailable | $87 | $77.05 | +3.3% | Dec 6, 2022 |
| Credit Suisse | Kaumil Gajrawala | $85 | $72.82 | +0.9% | Oct 18, 2022 |
| Wells Fargo | Analyst unavailable | $75 | $70.25 | -11.0% | Oct 3, 2022 |
| Wells Fargo | Chris Carey | $80 | $80.43 | -5.1% | Aug 8, 2022 |
| Barclays | Analyst unavailable | $74 | $81.1 | -12.2% | Aug 2, 2022 |
| UBS | Analyst unavailable | $90 | $80.22 | +6.8% | Aug 1, 2022 |
| J.P. Morgan | Analyst unavailable | $78 | $75.52 | -7.4% | Jul 21, 2022 |
| Barclays | Analyst unavailable | $71 | $75.13 | -15.7% | May 23, 2022 |
| Barclays | Analyst unavailable | $77 | $75.18 | -8.6% | May 3, 2022 |
| Atlantic Equities | Analyst unavailable | $80 | $75.18 | -5.1% | May 3, 2022 |
| Deutsche Bank | Analyst unavailable | $88 | $75.37 | +4.4% | May 2, 2022 |
| Morgan Stanley | Analyst unavailable | $82 | $77.06 | -2.7% | May 2, 2022 |
| J.P. Morgan | Andrea Faria Teixeira | $79 | $77.05 | -6.2% | Apr 30, 2022 |
| Goldman Sachs | Jason English | $95 | $76.42 | +12.7% | Apr 3, 2022 |
| Citigroup | Wendy Nicholson | $86 | $82.45 | +2.1% | Jan 31, 2022 |
| Wells Fargo | Christopher Carey | $76 | $82.45 | -9.8% | Jan 31, 2022 |
| Credit Suisse | Kaumil Gajrawala | $90 | $82.45 | +6.8% | Jan 31, 2022 |
| Jefferies | Kevin Grundy | $89 | $84.76 | +5.6% | Jan 5, 2022 |
| Bank of America Securities | Bryan Spillane | $80 | $73.57 | -5.1% | Oct 5, 2021 |
| UBS | Peter Grom | $89 | $73.57 | +5.6% | Oct 5, 2021 |
| Stifel Nicolaus | Mark Astrachan | $88 | $78.63 | +4.4% | 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
All CL earningsConsumer Defensive peers this season
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| MKC McCormick & Company, Incorporated | FY2026 Q3 · Calendar Q4 2026 | +13.9% | -4.9% | McCormick reports strong Q3 growth while U.S. volumes remain soft |
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| COST Costco Wholesale Corporation | FY2026 Q4 · Calendar Q3 2026 | +3.2% | +2.9% | Costco’s growth broadens as warehouses and digital sales accelerate |
| GIS General Mills, Inc. | FY2027 Q1 · Calendar Q3 2026 | +4.6% | +1.0% | General Mills leans on mix, innovation and e-commerce amid pressure |
| KR The Kroger Co. | FY2026 Q2 · Calendar Q3 2026 | +2.8% | +2.7% | Kroger: Strong digital growth offsets softer sales outlook |
| CPB Campbell Soup Company | FY2026 Q4 · Calendar Q3 2026 | +1.1% | -7.0% | Campbell’s leans on savings and innovation amid pressured demand |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the CL recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-04-11T00:04:52.040594+00:00
- Polygon adjusted daily market bars · 2026-10-03T08:26:02.646754+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-03T08:26:02.643724+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 2026-10-03. For educational purposes only; not investment advice.