As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at household products stocks, starting with Church & Dwight (NYSE:CHD).
Household products stocks are generally stable investments, as many of the industry's products are essential for a comfortable and functional living space. Recently, there's been a growing emphasis on eco-friendly and sustainable offerings, reflecting the evolving consumer preferences for environmentally conscious options. These trends can be double-edged swords that benefit companies who innovate quickly to take advantage of them and hurt companies that don't invest enough to meet consumers where they want to be with regards to trends.
The 10 household products stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 2% while next quarter’s revenue guidance was in line.
While some household products stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 2.6% since the latest earnings results.
Weakest Q4: Church & Dwight (NYSE:CHD)
Best known for its Arm & Hammer baking soda, Church & Dwight (NYSE:CHD) is a household and personal care products company with a vast portfolio that spans laundry detergent to toothbrushes to hair removal creams.
Church & Dwight reported revenues of $1.58 billion, up 3.5% year on year. This print exceeded analysts’ expectations by 1.1%. Despite the top-line beat, it was still a mixed quarter for the company with a decent beat of analysts’ organic revenue estimates but EPS guidance for next quarter missing analysts’ expectations.
Matthew Farrell, Chief Executive Officer, commented, “We are thrilled to deliver another year of strong results. Our outstanding full year 2024 results reflect the strength of our brands, the success of our new products, and our continued focus on execution. Volume was the primary driver of organic growth, which we expect to continue in 2025. Marketing as a percentage of sales increased 50 basis points driving consumption and share gains. Global online sales grew to 21.4% of total consumer sales in 2024. Finally, the combination of strong sales, margin expansion, and efficient working capital management resulted in strong cash flow generation, with over $1.1 billion of cash from operations in 2024. The investments we have made behind our brands position the Company well for the future.
The stock is down 1.9% since reporting and currently trades at $105.02.
Read our full report on Church & Dwight here, it’s free.
Best Q4: Clorox (NYSE:CLX)
Founded in 1913 with bleach as the sole product offering, Clorox (NYSE:CLX) today is a consumer products giant whose product portfolio spans everything from bleach to skincare to salad dressing to kitty litter.
Clorox reported revenues of $1.69 billion, down 15.3% year on year, outperforming analysts’ expectations by 2.8%. The business had a very strong quarter with an impressive beat of analysts’ organic revenue and EBITDA estimates.
Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 7.7% since reporting. It currently trades at $147.50.
Is now the time to buy Clorox? Access our full analysis of the earnings results here, it’s free.
Central Garden & Pet (NASDAQ:CENT)
Enhancing the lives of both pets and homeowners, Central Garden & Pet (NASDAQ:CENT) is a leading producer and distributor of essential products for pet care, lawn and garden maintenance, and pest control.
Central Garden & Pet reported revenues of $656.4 million, up 3.5% year on year, exceeding analysts’ expectations by 4.4%. Its results were still good as it also locked in a solid beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.
Interestingly, the stock is up 7.8% since the results and currently trades at $39.99.
Read our full analysis of Central Garden & Pet’s results here.
Energizer (NYSE:ENR)
Masterminds behind the viral Energizer Bunny mascot, Energizer (NYSE:ENR) is one of the world's largest manufacturers of batteries.
Energizer reported revenues of $731.7 million, up 2.1% year on year. This print beat analysts’ expectations by 0.6%. Aside from that, it was a mixed quarter as it also produced a solid beat of analysts’ EBITDA estimates but a significant miss of analysts’ gross margin estimates.
The stock is down 5.3% since reporting and currently trades at $32.11.
Read our full, actionable report on Energizer here, it’s free.
Spectrum Brands (NYSE:SPB)
A leader in multiple consumer product categories, Spectrum Brands (NYSE:SPB) is a diversified company with a portfolio of trusted brands spanning home appliances, garden care, personal care, and pet care.
Spectrum Brands reported revenues of $700.2 million, up 1.2% year on year. This number lagged analysts' expectations by 0.6%. In spite of that, it was a strong quarter as it produced an impressive beat of analysts’ EBITDA estimates.
The stock is down 5.7% since reporting and currently trades at $78.12.
Read our full, actionable report on Spectrum Brands here, it’s free.
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