Colgate-Palmolive (CL) Q4 2025 Earnings Transcript

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Friday, January 30, 2026 astatine 8:30 a.m. ET

• Chairman, President, and Chief Executive Officer — Noel Wallace

• Chief Financial Officer — Stanley Sutula

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Noel Wallace: Thanks, and bully morning, everyone, and acknowledgment for joining america contiguous arsenic we sermon our stronger-than-expected Q4 results, and much importantly, our outlook for 2026, which marks the opening of our caller 2030 strategy. I'll springiness immoderate little thoughts connected 2025 earlier heading into wherefore I'm excited for what 2026 could bring contempt a precise volatile situation arsenic we participate the year. We delivered integrated sales, nett sales, gross profit, basal concern net per stock and escaped currency travel maturation successful 2025 contempt lower-than-expected class maturation higher-than-anticipated earthy worldly ostentation and the interaction of higher tariffs.

I judge our quality to present dollar-based net per stock maturation successful a twelvemonth with that overmuch volatility is simply a motion that the flexibility and resilience we person built into our operating exemplary is moving efficaciously to thrust worth for our shareholders. Encouragingly, we are exiting the twelvemonth with improved momentum with integrated income maturation successful each 4 categories successful the 4th fourth and sequential betterment successful integrated income maturation versus the 3rd 4th successful each division, but North America. And we delivered humble measurement maturation successful Q4, excluding the interaction of some the Prime 100 acquisition and the planned exit of the backstage statement business.

Last year, we completed our 2025 strategy arsenic we added $5 cardinal successful sales, and this twelvemonth marks the modulation to our caller 23 strategy, which we judge provides the gathering blocks to accelerate alteration astatine our institution to proceed to thrust top-tier maturation and full shareholder return. The 5 cardinal areas wherever we're focused connected are: First, we person beardown brands with planetary reach. We judge this provides a competitory advantage. For example, the Colgate marque is the astir penetrated marque successful the satellite and this helps america thrust organisation for our portfolio, peculiarly successful emerging markets.

Second, we are accelerating our concern successful caller innovation models with further resources focused connected delivering much impactful science-based innovation crossed each terms tiers with greater concern successful cardinal strategical maturation markets. Next, we're harnessing the powerfulness of best-in-class omnichannel request procreation by adapting however the close products with contented and messages are delivered to the close radical astatine the moments that substance successful bid to thrust acquisition behavior. The extremity is to present consistency of this consumer-centric exemplary astir the satellite to physique marque spot and penetration.