Workflow
高露洁-棕榄(CL)
icon
搜索文档
3 Consumer Goods Stocks Defying Market Expectations
InvestorPlace· 2024-02-01 02:44
Consumer goods stocks belong to companies that make products used by consumers in their everyday lives. This category includes items such as food and beverages, household cleaners and hygiene products. Some cosmetics, alcohol, and tobacco items are also part of the group. Many consumer goods products are viewed as essential, or items that people are unable, or unwilling, to live without. And so, the essential nature of consumer goods makes them sound investments in both good times and bad. Consumers continu ...
TOM'S OF MAINE ANNOUNCES YEAR-TWO MEMBERS OF ITS AWARD-WINNING INCUBATOR PROGRAM
Prnewswire· 2024-01-30 22:00
KENNEBUNK, Maine, Jan. 30, 2024 /PRNewswire/ -- Tom's of Maine today announces the year two winners of its Incubator program, recognizing five leaders in the areas of sustainable farming, climate change and environmental justice. Continuing its commitment to resource the next generation of underrepresented leaders, the brand distributed $100,000 among these changemakers to help scale their environmental solutions for the greater good. "Today's young climate leaders need access to funding to address the pres ...
Yes, Colgate-Palmolive can clean its way to a fresh all-time high
MarketBeat· 2024-01-30 19:03
Key PointsColgate-Palmolive had a solid quarter in Q4 and issued favorable guidance for this year. Analysts are upping their targets, and at least one sees guidance improving as the year progresses. The stock offers relative value and may experience a price-multiple expansion over the next few years. 5 stocks we like better than Colgate-PalmoliveColgate-Palmolive NYSE: CL shares are trending higher within a range and have new highs in sight. The Q4 results, guidance and analysts' sentiment suggest it will s ...
Why Colgate-Palmolive (CL) is a Top Dividend Stock for Your Portfolio
Zacks Investment Research· 2024-01-30 01:46
Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.Cash flow can come from bond interest, interest from other types of investments, and of course, dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a met ...
Colgate-Palmolive Company (CL) Hits Fresh High: Is There Still Room to Run?
Zacks Investment Research· 2024-01-29 23:16
高盛公司业绩表现 - 高盛公司股票在过去一个月上涨了3.9%,达到了新的52周高点,表现出色[1] - 高盛公司在过去四个季度中均未错过盈利预期,最近一次财报显示,每股收益为0.87美元,超过了预期的0.85美元[2] - 预计高盛公司本财年每股收益为3.47美元,营收为200.2亿美元,同比分别增长7.43%和2.9%;下一财年预计每股收益为3.75美元,营收为210.2亿美元,同比增长8.03%和5%[3] 高盛公司评级和估值 - 高盛公司的价值评分为D,成长和动量评分分别为B,公司的综合评分为B[6] - 高盛公司目前的市盈率为23.9倍,高于同行业平均水平;现金流市盈率为21倍,高于同行业平均水平;PEG比率为3.2,未达到价值投资的最佳水平[7] - 高盛公司目前的Zacks排名为2(买入),得益于盈利预期的上升[8] 高盛公司投资建议 - 高盛公司符合我们的投资标准,建议投资者选择Zacks排名为1(强烈买入)或2(买入)以及价值评分为A或B的股票,因此高盛公司股票可能仍有进一步增长的潜力[9]
Colgate-Palmolive(CL) - 2023 Q4 - Earnings Call Transcript
2024-01-27 00:50
财务数据和关键指标变化 - 公司2023年第四季度和全年业绩强劲,连续第5年有机销售增长达到或超过3%-5%的长期目标范围 [6][7] - 公司2023年实现了收入、利润和现金流的平衡增长,毛利率和营业利润率均有所提升 [8] 各条业务线数据和关键指标变化 - 口腔护理业务在第四季度和全年表现强劲,在全球各地区的市场份额均有所提升 [12][13] - 宠物食品业务在第四季度实现高单位数的销售增长,剔除私有品牌退出的影响,并持续提升在主要零售渠道的市场份额 [26][27] 各个市场数据和关键指标变化 - 拉丁美洲市场连续3个季度实现双位数的销量增长,反映出该地区各大品类的需求回暖 [40][41] - 中国市场受整体经济放缓影响,公司业务也有所下滑,但长期看好该市场的发展前景 [56][57] - 印度市场2023年全年有9%的有机销售增长,公司对该市场保持乐观态度 [67][68] 公司战略和发展方向及行业竞争 - 公司将继续专注于提升广告投入的效率,同时加大数字化转型和供应链优化等方面的投资,为未来可持续增长奠定基础 [29][30][31] - 公司在定价和促销策略上更加平衡,将继续推动创新和品牌建设,以应对行业竞争 [22][23][24] 管理层对经营环境和未来前景的评论 - 管理层认为2024年仍将面临多重挑战,包括地缘政治动荡、汇率波动和消费者疲软等,但公司有信心在此环境下保持增长势头 [9][10] - 公司将继续保持收入、利润和现金流的平衡增长,并致力于实现持续稳定的每股收益增长 [9][32] 问答环节重要的提问和回答 问题1 **Dara Mohsenian 提问** 询问公司在口腔护理和宠物食品业务的市场份额表现及未来前景 [12][13][26][27] **Noel Wallace 回答** 公司在这两个业务线的市场份额表现良好,未来将继续通过创新、广告投放等措施来推动市场份额的进一步提升 [13][27] 问题2 **Bryan Spillane 提问** 询问公司在阿根廷市场的应对措施及未来规划 [16][17][18][19] **Noel Wallace 和 Stan Sutula 回答** 公司在阿根廷有多年应对高通胀环境的经验,将继续采取措施来管理风险,预计阿根廷业务不会对未来业绩产生重大影响 [17][18][19] 问题3 **Andrea Teixeira 提问** 询问公司在营销投入、供应链优化等方面的计划 [21][22][23][24] **Noel Wallace 和 Stan Sutula 回答** 公司将继续增加广告投入,同时通过供应链自动化、数据分析等措施来提升效率和节约成本 [22][23][24]
Colgate (CL) Q4 Earnings & Sales Beat Estimates, '24 View Issued
Zacks Investment Research· 2024-01-27 00:21
第四季度业绩 - 公司第四季度业绩高于预期,收入和利润均超过Zacks Consensus Estimate,并同比增长[1] - 销售额增长7%,超过Zacks Consensus Estimate,有机销售额也增长7%[3] - 毛利润同比增长14.6%,毛利率扩大至59.6%[5] - SG&A费用同比增长10.4%,占净销售额的比例扩大至36.4%[6] 区域销售表现 - 北美地区销售额同比增长3.5%,有机销售额提高3.5%[10] - 拉丁美洲地区销售额同比增长18%,有机销售额增长16.5%[11] - 欧洲地区销售额同比增长10%,有机销售额增长3.5%[12] - 亚太地区销售额同比增长0.5%,有机销售额提高1%[13] - 非洲/欧亚地区销售额同比下降4%,有机销售额增长17%[14] Hill's Pet Nutrition部门表现 - Hill's Pet Nutrition部门销售额同比增长5%,有机销售额提高4.5%[15] 未来展望 - 公司预计2024年净销售额增长1-4%,有机销售额增长3-5%[17] - 预计毛利率扩大,广告投资增加,调整后每股收益预计中高个位数增长[18]
Is ColgatePalmolive (CL) Outperforming Other Consumer Staples Stocks This Year?
Zacks Investment Research· 2024-01-26 23:41
Colgate-Palmolive公司表现 - Colgate-Palmolive是消费者必需品组的一员,目前在Zacks Sector Rank中排名第14位[2] - Colgate-Palmolive目前的Zacks Rank为2(买入),显示出潜在的市场表现优于整体市场的迹象[3] - Colgate-Palmolive今年迄今为止的表现比整个消费者必需品行业平均表现好,股价上涨了1.9%[5]
Colgate-Palmolive (CL) Reports Q4 Earnings: What Key Metrics Have to Say
Zacks Investment Research· 2024-01-26 23:31
For the quarter ended December 2023, Colgate-Palmolive (CL) reported revenue of $4.95 billion, up 6.9% over the same period last year. EPS came in at $0.87, compared to $0.77 in the year-ago quarter.The reported revenue represents a surprise of +1.06% over the Zacks Consensus Estimate of $4.9 billion. With the consensus EPS estimate being $0.85, the EPS surprise was +2.35%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...
Colgate-Palmolive(CL) - 2023 Q4 - Earnings Call Presentation
2024-01-26 23:10
业绩总结 - 公司在2023年第四季度取得了7.0%的净销售和有机销售增长,所有部门和四大类别的有机销售均增长[10] - 公司预计2024年净销售增长率为1%至4%,广告支出将增加,GAAP EPS预计将翻倍增长[12] - 公司预计2024年有机销售增长率将在长期目标范围内的3%至5%之间,Base Business EPS预计将增长中至高个位数[13] 未来展望 - 公司计划在2024年大力投资广告和能力,以支持创新并推动更平衡的有机销售增长[14] - 公司预计2024年原材料和包装材料成本将略有增加,主要受特殊产品和外汇汇率影响[15] - 公司正在努力抵消成本上涨,通过管理收入增长、强化资金增长节省、通过全球生产力计划节省成本,并在公司各个领域投资[17] 新产品和新技术研发 - Protex Oats是拉丁美洲排名第一的品种,也是第四大品种[34] - Soupline Hearts是一种新型的单位剂量形式的衣物柔软剂,比液体产品减少了72%的塑料包装[35]