Brian Logan/iStock Editorial via Getty Images Introduction The last time I covered Colgate-Palmolive ( CL ), I reiterated their Buy rating despite the stock jumping since initiating coverage, highlighted the beginning of their new 5-year plan, strong earnings with record cash flow and solid guidance, with the valuation still offering a solid margin of safety. After an overall solid start to 2026 a...
Brian Logan/iStock Editorial via Getty Images Introduction The last time I covered Colgate-Palmolive ( CL ), I reiterated their Buy rating despite the stock jumping since initiating coverage, highlighted the beginning of their new 5-year plan, strong earnings with record cash flow and solid guidance, with the valuation still offering a solid margin of safety. After an overall solid start to 2026 and the valuation adjusting to the new risks rising from the Iran conflict, CL remains a Buy, backed by a strong business that’s also a Dividend King whose yield got more attractive following the stock’s decline and their recent hike. Solid Start to 2026 Colgate-Palmolive IR CL reported an overall good Q1, beating the market’s top- and bottom-line estimates by a bit, with an 8.4% increase in net sales, or 2.9% organic, including a 0.6% headwind from lower private label pet food sales as they exited that business, as well as a 28% increase in FCF ($0.6 billion in Q1 after a record ~$3.63 billion in 2025), advancing on their long-term targets under the 2030 plan and navigating the currently tough environment well. The quarter was marked by double-digit growth rates in net sales in LATAM and EMEA (14.8% and 11.9%, respectively), as well as 8.9% growth in Asia Pacific and 6.7% for Hill's Pet Nutrition, with North America being down only 1.8%, although 5.1% of the 8.4% total increase came from positive FX effects, 2.2% from pricing, and only 1.1% from volumes, which is not that bad in this environment. For 2026, CL maintained its sales growth expectations of 2% to 6% (1% to 4% organic) alongside low- to mid-single-digit growth in EPS, while expecting their gross profit margin would fall compared to the previously expected growth due to higher material costs, while expecting CAPEX to reach about 3% of net sales. Colgate-Palmolive IR Financially, based on CL’s latest report , we can see an overall solid position, with current assets covering the current liabilities and a good amoun...
The Infocomm Media Development Authority (IMDA) and Tencent today jointly launched "Beyond the Screen: Healthy Digital Play", a new digital wellbeing campaign that encourages healthy digital habits by bringing families into the conversation and strengthening real-world connection through healthy gameplay.
The Infocomm Media Development Authority (IMDA) and Tencent today jointly launched "Beyond the Screen: Healthy Digital Play", a new digital wellbeing campaign that encourages healthy digital habits by bringing families into the conversation and strengthening real-world connection through healthy gameplay.