Church & Dwight Co., Inc.
- Open
- 97.17
- Day high
- 97.69
- Day low
- 96.31
- Prev close
- 96.88
- Volume
- 181K
- Mkt cap
- $23.1B
- P/E (TTM)
- 32.1
- EPS (TTM)
- $3.04
- P/B
- 5.5
- P/S
- 3.7
- Yield
- 1.23%
- Per share
- $1.20
- ▼Insiders net selling -$4.7M over the last 3 months (0 open-market buys, 5 sales)
- 🏛Institutions mixed (13F)
Church & Dwight Co., Inc. (CHD) is a Consumer Defensive company listed on NYSE. The stock is down 1% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 5 sales (SEC Form 4).
Church & Dwight Co., Inc. (CHD) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 6 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
CHD earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 1, 2026 | $0.93 | $0.95 | +2.2% | $1.5B | +0.9% |
| Jan 30, 2026 | $0.84 | $0.86 | +2.4% | $1.6B | +13.0% |
| Oct 31, 2025 | $0.74 | $0.81 | +10.1% | $1.6B | +3.4% |
| Aug 1, 2025 | $0.86 | $0.94 | +9.7% | $1.5B | +1.3% |
| May 1, 2025 | $0.90 | $0.91 | +1.6% | $1.5B | -2.9% |
| Jan 31, 2025 | $0.77 | $0.77 | +0.0% | $1.6B | +1.1% |
| Nov 1, 2024 | $0.68 | $0.79 | +15.8% | $1.5B | +1.0% |
| Aug 2, 2024 | $0.84 | $0.93 | +10.7% | $1.5B | -0.0% |
| May 2, 2024 | $0.87 | $0.96 | +10.3% | $1.5B | +0.6% |
| Feb 2, 2024 | $0.65 | $0.65 | +0.0% | $1.5B | +1.0% |
| Nov 3, 2023 | $0.69 | $0.74 | +7.2% | $1.5B | +1.7% |
| Jul 28, 2023 | $0.79 | $0.89 | +12.7% | $1.5B | +2.3% |
CHD insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 26, 2026 | Raup Charles Rofficer: President US Domestic | Tax | 853 | $98.15 |
| Jun 17, 2026 | Linares Carlos G.officer: EVP Chief Tech&Global New Prod | Sell | 10,000 | $99.71 |
| Jun 17, 2026 | Linares Carlos G.officer: EVP Chief Tech&Global New Prod | Option | 10,000 | $50.28 |
| Jun 16, 2026 | Buchert Brian Dofficer: EVP of Strategy, M&A, and BP | Grant | 6 | — |
| Jun 16, 2026 | Dierker Richard Adirector, officer: President and CEO | Grant | 44 | — |
| Jun 12, 2026 | SHEARER ROBERT Kdirector | Option | 8,600 | $77.33 |
| Jun 12, 2026 | SHEARER ROBERT Kdirector | Sell | 8,600 | $97.97 |
| Jun 11, 2026 | Buchert Brian Dofficer: EVP of Strategy, M&A, and BP | Sell | 10,160 | $98.14 |
| Jun 11, 2026 | Saligram Ravichandra Krishnamurtydirector | Option | 12,960 | $49.62 |
| Jun 11, 2026 | Saligram Ravichandra Krishnamurtydirector | Sell | 12,960 | $98.00 |
| Jun 11, 2026 | Buchert Brian Dofficer: EVP of Strategy, M&A, and BP | Option | 10,160 | $49.62 |
| Jun 1, 2026 | Buchert Brian Dofficer: EVP of Strategy, M&A, and BP | Grant | 6 | — |
| Jun 1, 2026 | Dierker Richard Adirector, officer: President and CEO | Grant | 45 | — |
| May 18, 2026 | Buchert Brian Dofficer: EVP of Strategy, M&A, and BP | Grant | 6 | — |
| May 18, 2026 | Dierker Richard Adirector, officer: President and CEO | Grant | 46 | — |
Source: CHD SEC Form 4 filings, latest Jun 26, 2026. For informational purposes only — not investment advice.
See the full CHD insider & 13F page →Church & Dwight Co., Inc. company profile
Overview
Church & Dwight Co., Inc. (NYSE:CHD) is a leading American consumer products company founded in 1846 and headquartered in Ewing, New Jersey. The company has evolved from its origins as a baking soda manufacturer into a diversified household and personal care products conglomerate. Today, Church & Dwight operates through three main business segments and owns a portfolio of well-known consumer brands including ARM & HAMMER, TROJAN, OXICLEAN, and BATISTE, among others. The company has established itself as a significant player in the consumer defensive sector through strategic acquisitions and organic growth initiatives.
Business
Church & Dwight operates in the household and personal care products industry, manufacturing and marketing consumer goods that people use in their daily lives. The company's business is organized into three distinct segments that serve different markets and customer needs. The Consumer Domestic segment represents the largest portion of the business, focusing on household and personal care products sold primarily in the United States. This segment includes iconic brands like ARM & HAMMER for baking soda, laundry detergents, and cat litter; TROJAN for condoms and sexual wellness products; OXICLEAN for stain removal and cleaning solutions; BATISTE for dry shampoos; FIRST RESPONSE for pregnancy tests; NAIR for hair removal; and THERABREATH for oral care. These products are sold through traditional retail channels including supermarkets, mass merchandisers like Walmart and Target, drugstore chains, and increasingly through e-commerce platforms. The Consumer International segment markets similar household and personal care products in international markets, adapting the company's brand portfolio for global consumers. This segment has shown strong growth momentum, with brands like BATISTE dry shampoo performing particularly well in international markets. The Specialty Products Division serves industrial and agricultural customers with specialized chemical products. This includes animal nutrition products for livestock producers, such as MEGALAC (a rumen bypass fat supplement for dairy cows), BIO-CHLOR and FERMENTEN (health supplements for cattle), and CELMANAX (a yeast-based prebiotic). The division also produces sodium bicarbonate and other specialty chemicals for industrial applications. While smaller than the consumer segments, this division provides important diversification and serves as a technology platform for the company's expertise in sodium bicarbonate chemistry. The consumer segments collectively represent approximately 85-90% of total revenues, with the specialty products division accounting for the remaining 10-15%. The company's portfolio strategy focuses on what it calls "power brands" - 14 key brands that generate about 85% of revenues and profits, providing concentrated market leadership in their respective categories.
Revenue model
Church & Dwight generates revenue primarily through product sales across its three business segments, with different monetization approaches for each market segment. The consumer domestic and international segments sell branded household and personal care products through retail partnerships, earning revenue when retailers purchase inventory and when consumers make purchases. The company benefits from brand premium pricing, as many of its products command higher prices than generic alternatives due to strong brand recognition and perceived quality. The company's paying customers include major retailers like Walmart, Target, CVS, and Walgreens for consumer products, while the specialty products division sells directly to industrial customers, livestock producers, and distributors. E-commerce has become increasingly important, with online sales reaching 23% of global sales, including direct-to-consumer channels and partnerships with Amazon and other digital platforms. Several factors influence Church & Dwight's profit margins. Positive margin drivers include the company's focus on premium-priced branded products, successful innovation that commands higher prices, operational efficiency improvements, and the ability to implement price increases during inflationary periods. The company's strong market positions in categories like laundry detergent, cat litter, and sexual wellness products provide pricing power. Additionally, the company benefits from economies of scale in manufacturing and marketing across its brand portfolio. Margin pressures come from commodity cost inflation, particularly for raw materials and packaging, increased competition from private label products, promotional activity in retail channels, and tariff exposure on imported products. The company faces ongoing pressure to increase marketing spending to maintain brand strength, which currently runs at approximately 11-11.5% of sales. Currency fluctuations also impact international operations, while supply chain disruptions can increase costs and reduce efficiency. Consumer trade-down behavior during economic uncertainty can pressure premium product sales, though this sometimes benefits the company's value-positioned products like ARM & HAMMER laundry detergent.
Competitive moat
Church & Dwight's competitive moat is moderately strong but not insurmountable, built primarily on brand recognition, distribution relationships, and category leadership positions. The company's strongest moats exist in specific product categories where it has achieved dominant market positions through decades of brand building and innovation. The company's brand portfolio represents its primary competitive advantage, particularly in categories like cat litter (ARM & HAMMER), sexual wellness (TROJAN), and dry shampoo (BATISTE) where it holds leading market positions. These brands benefit from consumer loyalty, shelf space advantages at major retailers, and the ability to command premium pricing. The ARM & HAMMER brand, in particular, has become synonymous with baking soda-based cleaning products, creating strong consumer association and trust. Distribution relationships with major retailers provide another layer of competitive protection. The company's long-standing partnerships with chains like Walmart, Target, and CVS create barriers for new entrants who must compete for limited shelf space. The company's scale allows it to invest in marketing support, promotional programs, and innovation that smaller competitors cannot match. However, the moat faces several vulnerabilities. Private label competition is increasing across most categories, with retailers developing their own brands that often match Church & Dwight's product quality at lower prices. The company estimates private label exposure at about 12% weighted average across its portfolio, but this varies significantly by category. Additionally, the consumer products industry sees constant innovation from both established competitors like Procter & Gamble and Unilever, as well as emerging direct-to-consumer brands that can bypass traditional retail channels. The specialty products division has a narrower but potentially deeper moat through technical expertise in sodium bicarbonate chemistry and established relationships with industrial customers. However, this segment is smaller and more cyclical than the consumer business. Overall, Church & Dwight's moat is sufficient to maintain market leadership in several categories, but requires continuous investment in innovation, marketing, and operational efficiency to defend against competitive threats and changing consumer preferences.
Risks & safety
Church & Dwight demonstrates a solid margin of safety with strong financial fundamentals, though valuation metrics suggest limited upside at current levels. **Financial Strength:** - Cash position: $1.07 billion in cash and short-term investments as of Q1 2025 - Current ratio: 1.95x indicating strong liquidity - Free cash flow generation: $169 million in Q1 2025, with full-year 2024 free cash flow of $976 million - Debt-to-equity ratio: Moderate leverage with manageable debt levels - No immediate solvency concerns given strong cash generation and balance sheet position **Valuation Metrics:** - P/E ratio: 30.7x (Q1 2025) - elevated compared to historical averages - EV/EBITDA: 19.2x - relatively high for a mature consumer products company - Price-to-book ratio: 5.9x - reflects premium valuation - Graham number analysis suggests potential overvaluation at current levels **Other Considerations:** - Consistent dividend payments with a history of increases - Strong market positions in defensive consumer categories provide recession resilience - Tariff exposure being reduced from $190 million to approximately $40 million through strategic portfolio actions - Gummy vitamins business underperformance ($357 million write-down in 2024) represents a risk factor
Recent development
Over the past few years, Church & Dwight has pursued several key strategic initiatives focused on portfolio optimization, innovation acceleration, and operational efficiency. The company has been actively reshaping its brand portfolio through both acquisitions and divestitures, with recent moves to pursue strategic alternatives for underperforming businesses including Flawless, Spinbrush, and Waterpik showerhead operations, which collectively generate $150 million in net sales. Innovation has become a central growth driver, with new product launches contributing approximately 2% to incremental net sales. Notable successes include ARM & HAMMER's Deep Clean and Power Sheets in laundry detergent, BATISTE's Sweat and Touch Activated dry shampoo products, and THERABREATH's expansion in the mouthwash category where it has achieved the #2 market position. The HERO acne care brand has shown particularly strong performance with 13% consumption growth and significant market share gains. The company has significantly increased its marketing investment to 11-11.5% of sales, with 85% of advertising spend focused on digital channels. This reflects the company's adaptation to changing consumer media consumption patterns and its focus on supporting innovation with adequate marketing support. E-commerce expansion has been a major strategic priority, with online sales growing to represent 23% of global sales. This includes both partnerships with major platforms like Amazon and direct-to-consumer initiatives, helping the company reach consumers who increasingly prefer online shopping. However, the company faces ongoing challenges with its gummy vitamins business, which has experienced persistent declines and required a $357 million asset write-down in 2024. Management is implementing a turnaround strategy focused on product reformulation, new packaging, and targeted marketing investments, with stabilization expected in 2025. The company has also been working to reduce tariff exposure through supply chain optimization and the strategic portfolio actions mentioned above, reducing potential tariff impact from $190 million to approximately $40 million. This demonstrates proactive risk management in an uncertain trade environment.
CHD company profile · for informational purposes only — not investment advice.
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