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CLCL

Colgate-Palmolive Company

$CL·$75B·Household & Personal Products·Consumer Defensive
$90.75-0.2%YTD+17.2%1Y+8.8%
Mentions · last 7 days
2026-08-20: 79 posts2026-08-21: 44 posts2026-08-22: 19 posts2026-08-23: 20 posts392-1%
Price updated 1d ago·X counts updated 6d ago
CLCL
$CLColgate-Palmolive Company
$90.75-0.23%392 posts-1%
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 numbersCooling offAI verdict · as of 2026-08-28

Catching its breath after a run — could pick back up or fade from here.

Colgate beat and raised — but CEO Wallace's $30M cash-out at the exact top makes the setup harder to trust.

Colgate-Palmolive sells the toothpaste, deodorant, and pet food that end up in virtually every household — a classic consumer-defensive compounder with high margins and pricing power. The stock is up 17% YTD, near 66% of the 52-week range, and it just raised FY26 profit outlook after a Q2 beat and margin gains. Nothing to do with the crude-oil futures thread on X.

What's cutting each way:

  • The mechanics look strong: Q1 revenue was $5.32B growing 8% YoY at 22% operating margin, four straight EPS beats averaging 3.5%, TTM FCF yield of 5.3% — that combination is what earns the current 22x P/E premium in the staples group.
  • The August 21 outlook raise is real: Colgate raised its 2026 profit forecast after Q2 beat, and organic revenue growth held above peer averages — that's the reason the stock has held its position vs the KO/PEP softness in the group.
  • The counterweight is enormous and singular: CEO Noel Wallace exercised options at $72.29 and immediately sold three separate blocks — ~$14.9M, $14.8M, and $11.6M — plus director John Cahill's $389K sale on 8/7. That's $30M+ from the CEO in a single week, right after raising the profit outlook. Even for programmatic option exercise, the size and timing are unusual, and it's the load-bearing counter-signal here.

October 30 Q3 earnings — a Q3 beat plus continued FY26 margin expansion keeps the tape stable; the risk is a Q3 volume miss combined with any further insider sales pushing this back to fair value at ~$85.

What to watch: October 30 Q3 earnings — organic revenue growth trending above 6% plus FY26 margin expansion restart the tape; a soft North America volume trend combined with further Wallace-sized selling breaks the coil back down.

On the calendar: 2026-10-30 — Q3 2026 earnings

sentiment ticker confusion

X sentiment

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

Neutral sentiment40 posts analyzed · as of 2026-08-29

$CL chatter is almost entirely WTI crude-oil-futures technical trading (yellow-wedge patterns, TTrades fractal setups, VWAP/Fibonacci-Rocket ladders, one-touch swing wins). Some posters expect Trump peace-talks headlines to depress crude and others watch for a $93 break-up to become 'a big problem again.' There is no dominant directional consensus in the sample; the aggregate reads as range-bound consolidation being traded intraday by professional futures desks.

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; partial earnings exposure to household & personal products demand dynamics through its product portfolio.

Industry benchmark

12-name peer basket
-3.2%YTD
-16.0%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
Q2 2026Jul 31, 2026$0.99$0.95+4.5%
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%
Next earningsFri, Oct 30·consensus EPS $0.92

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$3.94 – $4.2315
FY28$23.0B$22.4B – $23.5B$4.34$3.69 – $4.7013
FY29$23.6B$23.1B – $24.0B$4.57$4.45 – $4.6612
FY30$24.5B$24.0B – $24.9B$4.78$4.66 – $4.896

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.0.6×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.65%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.-1.3%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.+3.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 747.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% 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.

Insider activity

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

Recent transactions

SellAug 24Panagiotis TsourapasCOO10.0K sh$920KSellAug 6John T CahillDirector4.2K sh$389KSellAug 5Noel R. WallaceCEO161.0K sh$14.9MSellAug 4Noel R. WallaceCEO161.0K sh$14.8MSellMay 15Gregory MalcolmEVP and Controller2.3K sh$203KSellMay 7Sally MasseyChief People Officer8.6K sh$752K
+ 19 other (15 awards · 3 exempts · 1 inkind) 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
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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 10-Qs · 2 11-Ks · 2 13Gs) in window

Recent news

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

Colgate-Palmolive Webcasts Fireside Chat at the Barclays 2026 Global Consumer Staples Conferencebusinesswire.com·3d agoAlgert Global LLC Sells 9,986 Shares of Colgate-Palmolive Company $CLdefenseworld.net·3d agoAllstate Corp Sells 29,541 Shares of Colgate-Palmolive Company $CLdefenseworld.net·6d agoAllworth Financial LP Cuts Holdings in Colgate-Palmolive Company $CLdefenseworld.net·8d agoColgate Raises 2026 Profit Outlook After Q2 Earnings Beat and Margin Gainszacks.com·9d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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