Clorox Co
NYSE:CLX

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Clorox Co Logo
Clorox Co
NYSE:CLX
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Price: 104.9 USD -0.19% Market Closed
Market Cap: 12.8B USD

Clorox Co
Investor Relations

Clorox Co. began its journey over a century ago, establishing itself as a mainstay in American households with the launch of its flagship product, liquid bleach. Gradually expanding its portfolio, the company strategically diversified into various consumer goods categories, making a significant shift from being a single-product marvel to a diversified conglomerate. Today, Clorox operates through four main segments: Cleaning, Household, Lifestyle, and International, offering a range of products that go beyond just bleach, from natural cleaning agents to personal care items. This strategic expansion has allowed Clorox to sustain its growth by catering to evolving consumer preferences while maintaining its core focus on sanitation and hygiene.

The company generates revenue by leveraging its well-known brand names and investing heavily in research and development to stay ahead of market trends. Clorox's business model thrives on both organic growth through the development of innovative products and through strategic acquisitions that broaden its portfolio and geographic reach. Its competitive edge lies in robust marketing and distribution networks which ensure that its products enjoy significant shelf space in major retail outlets and penetrate emerging markets. Furthermore, Clorox has made strides in sustainability, aligning its corporate goals with consumer demand for environmentally friendly products, thereby enhancing its brand image and establishing long-term consumer loyalty. This adept mix of brand power, innovation, and strategic market penetration forms the backbone of Clorox’s financial success.

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Last Earnings Call
Fiscal Period
Q1 2026
Call Date
Nov 3, 2025
AI Summary
Q1 2026

ERP Milestone: Clorox successfully launched its new US ERP system, strengthening its digital backbone but causing temporary operational challenges and inventory disruptions in Q1.

Sales Outlook: Organic sales growth is expected to be negative low single digits in the front half and positive low single digits in the back half of the year, with Q2 continuing current consumption trends.

Margin Pressures: Gross margin outlook remains on track, but is guided toward the lower end of the range due to ERP-related costs and increased promotional and trade spending.

Category Growth: U.S. retail categories remain muted, with expectations of flat to 1% growth, but management is confident in back-half improvement driven by innovation and market share gains.

Competitive Environment: Promotional activity is up in some categories like trash and cat litter, but the overall competitive environment is described as rational.

Market Share: Q1 market share was negatively impacted by ERP-related out-of-stocks, but management expects recovery and share gains in the back half with new innovation launches.

Guidance Positioning: Full-year organic sales growth guidance is expected at the low end of the provided range; achieving the high end would require all key variables to outperform.

Key Financials
Organic Sales Growth
Negative low single digits (front half); Positive low single digits (back half)
Category Growth (U.S. Retail)
0% to 1%
Input Cost and Inflation Increase
$70 million
Tariff Headwind
$40 million
Total Cost Headwinds (Inflation + Tariffs)
$110 million
ERP-related Incremental Shipment Headwind
7.5 points negative sales headwind for FY26
EPS (Run Rate Baseline)
$5.95 (at low end of range) plus $0.90 for ERP transition
Earnings Call Recording
Other Earnings Calls

Management

Ms. Linda Rendle
CEO & Chairman
No Bio Available
Mr. Kevin B. Jacobsen
Executive VP & CFO
No Bio Available
Mr. Eric H. Reynolds
Executive VP and Chief Operating & Strategy Officer
No Bio Available
Ms. Angela C. Hilt
Executive VP, Chief Legal Officer & Corporate Secretary
No Bio Available
Ms. Kirsten M. Marriner
Executive VP and Chief People & Corporate Affairs Officer
No Bio Available
Ms. Laura E. Peck
VP, Chief Accounting Officer & Corporate Controller
No Bio Available
Ms. Chau Banks
Senior VP and Chief Information & Data Officer
No Bio Available
Ms. Lisah Burhan
Vice President of Investor Relations
No Bio Available
Mr. Eric Sean Schwartz
Senior VP & Chief Marketing Officer
No Bio Available
Mr. Erbie L. Foster Jr.
Chief Diversity Officer
No Bio Available

Contacts

Address
CALIFORNIA
Oakland
1221 Broadway, The Clorox Company
Contacts