COLGATE PALMOLIVE CO

Colgate-Palmolive Q2 FY26 — Strong Top and Bottom Line Growth with Gross Margin Expansion

• Strength Achieved broad-based organic sales growth in 4 of 5 divisions and 3 of 4 categories.
• Watch US business performance was not satisfactory, impacted by heightened competition and retailer inventory reductions.

Colgate-Palmolive Q1 FY26 — Volume-led organic acceleration meets a step-up in input-cost inflation

• Strength Organic sales growth accelerated from Q4, with volume AND pricing growth in all 4 categories and 4 of 5 divisions (excluding the private-label pet-food exit), led by emerging markets
• Watch Full-year gross margin now guided DOWN year-over-year (previously guided up) on ~$300M of incremental raw-material and logistics costs since the Q4 call

Colgate-Palmolive Q4 FY25 — Strong Q4 momentum and 2030 strategy launch

• Strength Achieved organic sales growth in all four categories in Q4 FY25.
• Watch Experienced lower-than-expected category growth in FY25.

Colgate-Palmolive Q3 FY25 — Strategic Acceleration Amidst Global Headwinds

• Strength Hill's Pet Nutrition delivered 2.5% organic growth (ex-private label) in Q3 FY25, demonstrating broad-based strength across categories and gaining market share in strategic segments.
• Watch Global category growth slowed to approximately 2% in Q3 FY25 (down from 4-5% in 2024), with volumes flat and pricing at 2%, reflecting continuous consumer uncertainty.

Colgate-Palmolive Q2 FY25 — Organic Sales Growth and Productivity Initiatives

• Strength Organic sales growth accelerated by 60 basis points to 2.4% in Q2 FY25, excluding private label, driven by slightly positive volume.
• Watch Gross margin was down year-over-year due to greater anticipated raw material inflation (420 bps in Q2 FY25 vs. 140 bps in Q2 FY24) and tariffs.

Colgate-Palmolive Q1 FY25 — Navigating Volatility with Strategic Flexibility and Strong Profit Growth

• Strength Delivered strong profit growth in Q1 despite market volatility, demonstrating P&L and balance sheet strength.
• Watch Tariffs announced since Q4 earnings are expected to have an incremental gross impact of roughly $200 million in 2025.

Colgate-Palmolive Q4 FY24 — Strong Organic Growth and Margin Expansion

• Strength Achieved net sales of $20 billion in 2024, one year ahead of strategic plan ambition.
• Watch Experienced significant foreign exchange headwinds impacting both net sales and gross margin.