Kimberly-Clark Corp

Procter & Gamble (PG) posted stronger-than-expected third-quarter results on Tuesday, April 23.

Net sales in North America fell 5.0% in 1Q17, reflecting a strong decline in volumes coupled with lower pricing.

Lower pricing adversely impacted Procter & Gamble’s (PG) sales across product segments amid increased competitive activity.

Procter & Gamble (PG) has a market cap of $224.1 billion. PG rose by 0.35% to close at $82.84 per share on March 3, 2016.

Procter & Gamble (PG) is set to release its fiscal 3Q16 earnings before the Markets open on April 26, 2016. In fiscal 2Q16, P&G missed revenue estimates for the fifth consecutive quarter.

For distribution in the United States, Clorox (CLX) sells or markets its products primarily through mass retail outlets, e-commerce channels, wholesale distributors, and medical supply distributors.

P&G plans to focus on superior brands in the 10 product categories in its portfolio. It expects one-third of them to surpass $1 billion in annual sales.

The 1Q16 margins of consumer packaged goods (or CPG) companies sent strong signals. These companies have been investing heavily in innovative products and other growth initiatives.

Colgate-Palmolive (CL) posted net sales of $3.8 billion, a decline of about 2% on a YoY (year-over-year) basis, as unfavorable currency rates hurt the top line by 5%.

Colgate’s worldwide gross profit margin fell to 58.5% in 2014 from 58.6% in 2013.

The COVID-19 pandemic boosted Clorox’s sales. People started paying more attention to cleaning and sanitizing.

The defensive nature of Procter & Gamble stock and its strong dividends make it a good buy in a challenging market environment.

Clorox stock rose 4.1% on March 16, even though the US stock market crashed amid the coronavirus pandemic. JPMorgan Chase upgraded its rating.

Although Church & Dwight stock is trading in the green, it has lagged its peers and the broader markets. The stock didn’t repeat its 2018 performance.

Procter & Gamble stock has generated a significant amount of wealth for investors this year. The company boosted shareholders’ returns.

Colgate-Palmolive released its third-quarter earnings results today. The company’s performance was mixed, irking investors.

On September 23, Barclays analyst Lauren Lieberman upgraded Kimberly-Clark (KMB) stock and downgraded the Clorox Company (CLX) stock.

Procter & Gamble stock trades at 24.7x its fiscal 2020 estimated core EPS of $4.85. The stock trades at 23.2x its fiscal 2021 estimated core EPS of $5.17.

Church & Dwight (CHD) stock has risen 9.5% on a YTD (year-to-date) basis as of September 13. However, the stock lags its peers by a wide margin.

Procter & Gamble stock benefits from its strong organic sales. On average, the company’s organic sales have increased by 5% in the last four quarters.

Clorox stock (CLX) is down about 8% since the company posted its third quarter of fiscal 2019 earnings on May 1.

Clorox (CLX) posted net sales of $1.55 billion, which fell short of Wall Street’s estimate of $1.57 billion.

Clorox (CLX) posted net sales of $1.47 billion during the second quarter.

Procter & Gamble (PG) stock trades at 20.8x its estimated fiscal 2019 EPS of $4.41, which doesn’t look attractive.

Kimberly-Clark’s (KMB) Personal Care segment returned to growth in 4Q17. The segment’s top line increased 1.2% to $2.3 billion.

As of November 24, 2017, Colgate-Palmolive (CL) stock was trading at a forward PE multiple of 24.0x, which is higher than its peers.

The majority of analysts providing recommendations on Colgate-Palmolive (CL) stock maintain a neutral outlook.

Kimberly-Clark’s (KMB) 2016 net sales fell 2.0% due to declines in every segment.

CL’s organic sales in its North American segment remained flat in 4Q16. Volume gains in toothpaste were offset by a fall in toothbrushes and liquid hand soap.

Analysts expect Colgate-Palmolive (CL) to post revenue of $3.8 billion in 1Q17, which would represent a YoY (year-over-year) growth of 0.8%.

Ball Corporation (BLL) has a market cap of $13.9 billion. It fell 0.28% to close at $79.53 per share on October 26, 2016.

Energizer Holdings (ENR) has a market cap of $3.2 billion. It rose by 0.78% to close at $51.93 per share on August 1, 2016.

Kimberly-Clark (KMB) has a market cap of $47.7 billion. It fell by 0.23% to close at $132.28 per share on July 26, 2016.

Kimberly-Clark fell by 1.5% to close at $132.59 per share on July 25. The stock’s weekly, monthly, and YTD price movements were -1.9%, -1.0%, and 5.6%.

Consumer packaged goods (or CPG) companies are trading at higher valuations compared to the S&P 500 Index (IVV) (SPY) (VOO) and the Dow Jones Industrial Average (DIA).

Colgate’s (CL) Asia segment’s net revenue decreased 2.3% to $0.6 billion in 1Q16.

Since December 2015, FX (foreign exchange) headwinds have increased $0.3 billion after tax. That includes devaluations in Argentina, Russia, and Mexico.

Colgate-Palmolive’s global market share is ~45%. It is the leading toothpaste compared to Oral-B and Close-up, especially in emerging markets like India.

After a lawsuit was filed against Procter & Gamble (PG), or P&G, for its Old Spice deodorant, P&G’s stock price opened with a fall of 0.4% to $82.46 on March 24, 2016.

As of March 17, 2016, CPG companies were trading at higher valuations relative to the S&P 500 Index (SPY) and the Dow Jones Industrial Average (DIA).

Procter & Gamble is on a mission to trim brands that are holding back its overall financial performance.

Colgate’s (CL) revenue declined 7.5% to $3.9 billion in 4Q15. The reported revenue was negatively impacted by foreign exchange and divestitures.

CPG companies’ 3Q15 margins sent strong signals. They have been investing in innovative products and other growth initiatives. This is impacting their margins.

P&G alleges that Dollar Shave Club is violating Gillette’s intellectual property by selling its razors.

The Cleaning segment contributed 32.3% to the total consolidated sales of Clorox, the highest among all the segments. The increase was primarily due to higher volume growth.

Colgate’s funding-the-growth technique is the key component of the company’s financial strategy, according to comments by Ian Cook, the company’s CEO.

A strong market position and brand image are some of Colgate’s chief strengths. Colgate holds 44.4% of the global market share in toothpaste.

As the consumer staples (XLP) sector is highly competitive, Colgate faces local as well as global competition from various local and international players worldwide.

Procter & Gamble continues to look at large developing markets where it thinks it can win enough market share to take a leadership position.

Procter & Gamble aims to harness opportunities in developing countries like China, India, and Russia to enhance its market share as well as stabilize its top-line growth.