Church & Dwight (CHD) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Novem ...

Church & Dwight Co., Inc. (CHD) appears in a troubled spot. The company is facing challenges related to volatile consumer spending in the current environment. Increasing marketing expenditure and weakness in the gummy vitamins business are also a concern for the company's overall performance. These downsides are reflected in Church & Dwight's guidance for the third quarter and 2024. Reflecting the negative sentiment, the Zacks Consensus Estimate for the current quarter and full year has seen downward revisi ...

. ● . SEC Charges Independent Director and Ex-CEO of Church & Dwight With Concealing Close Friendship with Company Executive September 30, 2024 5:47 PM EDT | Source: Newsfile SEC Press Digest Washington, D.C.--(Newsfile Corp. - September 30, 2024) - The Securities and Exchange Commission today announced settled charges against James R. Craigie, a former CEO, Chairman, and board member of Church & Dwight Co. Inc., for violating proxy disclosure rules by standing for election as an independent director withou ...

Players in the Zacks Soap and Cleaning Materials industry continue to thrive on strong demand for consumer products and brands, cost-saving measures, and effective execution. Companies emphasizing operational transformation, growth in digital commerce, innovation and brand building have been succeeding despite macroeconomic challenges. Industry participants have benefited from strategic pricing actions, significantly boosting sales trends. The industry players are also benefiting from expansion into new mar ...

Church & Dwight Co., Inc. (CHD) is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 28.42, higher than the industry average of 23.72 and the S&P 500's 21.81. This inflated valuation suggests that the market is pricing in high growth expectations, but it also raises questions about whether the company can deliver results that justify such a premium. CHD's Value Score of D adds to these concerns. Image Source: Zacks Investment Research Shares of Church & Dwight have dipped 3.8% in the ...

Church & Dwight Co., Inc. (CHD) continues to solidify its market position through a strong brand portfolio and adept pricing strategies. Its focus on expanding online sales has aligned with shifting consumer behaviors. However, the company faces challenges, including rising marketing expenses and a slowdown in consumer spending, which affected second-quarter 2024 results. Currency fluctuations pose a risk to the company's performance. Shares of the company have risen 7.9% in the past year compared with the ...

Investors in Church & Dwight Co., Inc. (CHD) need to pay close attention to the stock based on moves in the options market lately. That is because the Nov 15, 2024 $45.00 Put had some of the highest implied volatility of all equity options today. What is Implied Volatility? Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It c ...

文章核心观点 - 公司目前面临一些不确定性,未来能否实现2024财年的有机销售增长指引存在疑问[5][6][7] - 公司近期创新产品表现良好,有助于推动销量增长,但实际消费率仍存在不确定性[7] - 公司估值相对同行较高,如果无法实现指引,股价可能存在下行风险[8] 公司概况 - 公司主要从事家居、个人护理和专业产品的研发、制造和销售,在全球范围内运营,90%收入来自美国市场[3] - 公司主要业务分为三大板块:家用消费品(国内和国际)以及专业产品[3] 财务表现 - 2024年第二季度,公司有机销售增长4.7%,其中国际消费品板块增长9.3%,国内消费品板块增长3.8%,专业产品板块增长3.9%[4] - 公司毛利率为45.4%,EBIT利润率为20.9%,每股收益为0.93美元[4] 未来展望 - 公司2024财年有机销售增长指引已从4-5%下调至4%,主要由于6-7月份主要品类销量增长放缓至2%,低于前5个月的4.5%[6] - 未来能否实现全年指引存在不确定性,主要受宏观环境和新产品实际消费率影响[6][7] - 公司近期创新产品表现良好,有助于推动销量增长,但实际消费率仍存在不确定性,如需持续促销可能会影响毛利率[7]

文章核心观点 - 公司在最近一个季度的收入和利润都超出了分析师的预期 [5] - 公司的毛利率有所改善,但这主要是由于一项有利的关税裁决和返还,可持续性存疑 [12] - 公司预计全年收入和有机增长将保持在3.5%和4%左右的水平 [15] - 公司保持了稳定的股息支付和股票回购,对于追求股息和股息增长的投资者具有吸引力 [16][17][20] 公司表现 - 公司收入同比增长4.1%,主要得益于国际消费者和家庭产品业务的强劲表现 [9] - 公司有机销售增长4.7%,体现了价格上涨和需求强劲 [10][11] - 公司预计全年收入和有机增长将保持在3.5%和4%左右的水平 [15] 盈利能力 - 公司毛利率同比扩大320个基点,但这主要是由于一项有利的关税裁决和返还,可持续性存疑 [12] - 从更长远来看,公司的盈利能力并没有明显改善,呈现平稳甚至略有下降的趋势 [12][13] 回报股东 - 公司连续19年增加派息,当前年化派息为1.14美元,收益率为1.13% [17][19] - 公司还定期进行股票回购,为股东创造价值 [20][21] - 根据预计的经营现金流,公司的股息和回购政策被认为是安全和可持续的 [22] 估值 - 公司股价相对行业和自身历史水平都处于较高的溢价水平 [30][32] - 与同行业公司相比,公司的增长和盈利能力并不突出,难以支撑如此高的估值 [39][40] 总结 - 综合来看,公司当前的股价并不具有吸引力,未来的相对表现可能会继续弱于大盘 [54][58] - 公司的股息和回购政策可能会吸引一些追求稳定收益的投资者 [56]

For the quarter ended June 2024, Church & Dwight (CHD) reported revenue of $1.51 billion, up 3.9% over the same period last year. EPS came in at $0.93, compared to $0.92 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $1.51 billion, representing a surprise of +0.21%. The company delivered an EPS surprise of +10.71%, with the consensus EPS estimate being $0.84. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stree ...