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CLCL

Colgate-Palmolive Company

$CL·$74B·Household & Personal Products·Consumer Defensive
$92.98-1.2%YTD+17.8%1Y+6.6%
Mentions · last 7 days
2026-07-10: 286 posts2026-07-11: 87 posts2026-07-12: 216 posts2026-07-13: 456 posts2026-07-14: 326 posts2026-07-15: 380 posts2026-07-16: 295 posts2,067+6%
Price updated 5h ago·X counts updated 1d ago
CLCL
$CLColgate-Palmolive Company
$92.98-1.16%2.1k posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-17

The move is getting stronger, with heavier trading behind it.

Boring dividend king quietly outperforming the S&P while the tape leaves it alone.

Colgate-Palmolive is toothpaste, deodorant, dish soap, and Hill's pet food — a slow-growth global staple with 60+ years of consecutive dividend increases and the pricing power of a category duopoly (Colgate + Crest own most of the oral-care shelf).

Why the tape has quietly been working:

  • Growth is inflecting from the low base: Q1 revenue grew 8.4% YoY vs 1-2% in each of the prior three quarters — a real acceleration off pricing that finally stuck and a Hill's pet-food comparison that turned favorable.
  • Margins are already among the best in staples: operating margin at 21% and ROIC at 30% (a rarity in this category) — the compounding math works, the question is only what multiple deserves to be paid.
  • The multiple has caught up though: at 34x trailing earnings and 25x FY27 consensus EPS of $3.81, the stock is priced for the durable-compounder framing rather than for a rerate.
  • Insider action is nothing but small director awards — no notable selling and no notable buying, consistent with a boring compounder tape.
  • Note on chatter: the '$CL' X conversation is WTI crude-oil futures, not this equity — the war-premium war-headline discussion doesn't inform Colgate.

The forward view: the July 31 Q2 print is the referee. A beat with organic growth above 5% and margin stability keeps the sleeper-compounder story working; a slip back toward the +1% Q3-Q4 growth regime would question whether the Q1 was a one-quarter bounce. What breaks the story: Hill's pet-food weakness (a competitive category) or a foreign-currency hit that swallows the pricing gains.

Differs from X sentimentThe bullish/bearish X chatter tagged $CL is trading WTI crude futures — not this equity, no signal for CL-the-company. Our take on Colgate-the-company is independently constructive on the operating inflection.

What to watch: July 31 Q2 earnings, organic growth vs the 5% bar; a Hill's segment slip or a currency-driven miss would end the accelerating leg.

On the calendar: 2026-07-31 — Q2 2026 earnings

sentiment ticker mismatch

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment11 posts analyzed · as of 2026-07-17

CL chatter is almost entirely crude-oil futures trading rather than a Colgate discussion. The key macro data point: the IEA raised its 2026 oil supply forecast by 210,000 bpd, which reinforces oversupply pressure. Bulls flag oil looking tight on the 4-hour chart with a positive-shift confirmation earlier in the year that led to a 100%+ move and see a potential breakout setup, and traders play both sides via $USO with a bias toward volatility expansion. Bears flag a fifth-wave completion into supply as a bearish reversal setup targeting $77.94 from $84.67, and one poster explicitly holds off on longing over Trump-related weekend tweet risk. RWA-perp trader comps also flag $CL as a top-5 traded RWA. Sentiment is neutral tactical rather than directional.

Read the AI verdict + X sentiment for $CL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes Colgate toothpaste, Palmolive soap, and Hill's pet nutrition sold in 200+ countries; consumer staples with strong emerging market exposure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Household & Personal Products sits in its cycle right now — and what that implies for $CL.

Household & Personal Products · Consumer Defensive

No material change from last week — inflation-weary consumers sustain spend on trusted daily-use brands (Colgate, Pepsi) while trading down in discretionary categories.

What this means for $CL

Partial — Makes Colgate toothpaste, Palmolive soap, and Hill's pet nutrition sold in 200+ countries; consumer staples with strong emerging market exposure; the inflation-weary consumer loyalty to trusted daily-use brands is a secondary rather than primary near-term earnings catalyst.

Industry benchmark

7-name peer basket
-9.0%YTD
-34.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
34.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
30.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
21.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
475%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
60.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
55.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 1, 2026$0.97$0.94+2.9%
Q4 2025Jan 30, 2026$0.95$0.91+4.2%
Q3 2025Oct 31, 2025$0.91$0.89+2.4%
Q2 2025Aug 1, 2025$0.92$0.90+2.6%
Next earningsFri, Jul 31·consensus EPS $0.95

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.3B+8.4%60.6%21.7%$0.81$609.0M
Q4 FY25$5.2B+5.8%60.2%20.6%$-0.05$1.3B
Q3 FY25$5.1B+1.9%59.4%21.4%$0.91$1.1B
Q2 FY25$5.1B+1.0%60.1%21.1%$0.92$776.0M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$21.5B$21.1B – $21.8B$3.81$3.76 – $3.9415
FY27$22.2B$21.8B – $22.6B$4.04$3.95 – $4.2414
FY28$23.0B$23.0B – $23.0B$4.31$4.03 – $4.5412
FY29$23.7B$23.2B – $24.0B$4.59$4.48 – $4.6811
FY30$24.5B$24.0B – $24.8B$4.78$4.66 – $4.876

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.74%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+8.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 750.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.325-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 15Gregory MalcolmEVP and Controller2.3K sh$203KSellMay 7Sally MasseyChief People Officer8.6K sh$752KSellFeb 12Panagiotis TsourapasCOO15.0K sh$1.5MSellFeb 11Panagiotis TsourapasCOO35.0K sh$3.3MSellFeb 10John HazlinChief Growth Officer21.0K sh$2.0MSellFeb 6Gregory MalcolmEVP and Controller12.7K sh$1.2M
+ 34 other (22 awards · 8 inkinds · 4 exempts) in window

See when $CL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of CL securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at CL.

8-KShareholder voteMay 138-K — Item 5.07: Shareholder vote
AI summary

Colgate-Palmolive Company (CL) held its Annual Meeting of Stockholders on May 8, 2026, at which all ten nominated directors were elected, though with notably elevated opposition for John T. Cahill (55.6M against vs. ~5-17M for peers) and CEO Noel Wallace (39.3M against). PricewaterhouseCoopers LLP was ratified as auditor (647M for, 53M against), and executive compensation received advisory approval. The elevated against-votes for Cahill and Wallace are notable but did not prevent their election. This is a routine governance filing; the higher dissent on select directors may reflect shareholder concerns over past performance.

8-KRestructuring / exit costsMay 18-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs
AI summary

Colgate-Palmolive Company (CL) reported Q1 2026 earnings on May 1, 2026 via press release (Exhibit 99.1) and disclosed an expansion of its Strategic Growth and Productivity Program, with the Board approving an expansion on April 30, 2026 to the three-year program originally launched July 31, 2025. The expanded program continues initiatives across organizational rightsizing, supply chain optimization, and overhead reduction to support Colgate's 2030 strategy; the specific revised charge range for the expansion is not disclosed in the excerpt. The combined Items 2.02 and 2.05 disclosure signals ongoing restructuring alongside the earnings release. The restructuring expansion is material as it indicates continued margin improvement investment at Colgate.

8-KOfficer or director changeApr 98-K — Item 5.02: Officer or director change
AI summary

Colgate-Palmolive Company (CL) announced that Chief Legal Officer Jennifer M. Daniels (in the role since 2014) will retire in 2026, and the Board elected Betsy Fishbone, currently EVP and Deputy CLO, as her successor as CLO and Secretary, effective June 1, 2026. Simultaneously, Daniels was elected to a new Vice Chair role effective June 1, 2026 to facilitate an orderly leadership transition. This is a planned succession for the CLO position; the Vice Chair designation suggests an organized, non-disruptive handoff. Low-impact governance change for investors.

3New insider — initial holdingsMar 243
8-KOfficer or director changeMar 128-K — Item 5.02: Officer or director change
+ 14 other (3 proxys · 2 11-Ks · 2 13Gs · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Colgate-Palmolive Webcasts 2026 Second Quarter Earnings Conference Call July 31, 2026 – 8:30 a.m. ETbusinesswire.com·17h ago4 Dividend Kings Are Crushing the S&P 500 in 2026 and Still Have Big Upside Potential247wallst.com·4d agoStock Of A Great Dividend King Jumps 24%247wallst.com·8d agoMeet the Dividend King Stock That's Up 20% in 2026. Here's Why It Can Continue Outperforming the S&P 500 and Nasdaq-100 in the Second Half.fool.com·11d agoProcter & Gamble vs Colgate-Palmolive: Two Consumer Giants, Two Strategies, One Invests, Other Optimizes247wallst.com·14d ago

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