Colgate-Palmolive vs The Clorox: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Colgate-Palmolive Company (CL)

Q3 202631 Jul – 11 Sep 2026

▼2

Colgate beats on earnings but tariffs, weak volumes and index exit weigh

Q2 earnings beat, guidance raised, but tariff costs cloud outlook Colgate beat profit and sales estimates, with margins expanding and full-year earnings guidance raised. But management flagged rising tariff costs and raw materials, and the stock fell 1.8% on the day. The market is weighing solid results against cost pressures ahead.
This is the core earnings event that sets the tone for the period and explains the mixed price reaction.
U.S. volumes flat as shoppers switch to cheaper store brands Colgate's U.S. sales volumes were flat or falling as shoppers trade down to private-label and newer brands. This squeezes growth in its home market and pressures pricing power. It's a broad industry problem, but it directly limits how fast Colgate can grow.
This demand weakness is a key reason the stock struggles despite the earnings beat.
Removed from S&P 100 index, forcing some funds to sell Colgate is being dropped from the S&P 100 index, which means index-tracking funds must sell their shares. That creates mechanical selling pressure around the change date. It doesn't reflect the business itself, but it can push the price down in the short term.
This is a concrete, new event that adds selling pressure on the stock.
Exploring sale of Softsoap, Irish Spring and other personal care brands Colgate is reportedly working with Goldman Sachs to sell some mass-market personal care brands, potentially raising over $1 billion. Selling slower-growing brands could sharpen focus on core oral care, but it also means giving up revenue. The net effect on the stock is unclear.
This is a major strategic move that could reshape the company and is the latest news in the period.

August 202631 Jul – 11 Sep 2026

▼2

Colgate beats on earnings but tariffs, weak volumes and index exit weigh

Q2 earnings beat, guidance raised, but tariff costs cloud outlook Colgate beat profit and sales estimates, with margins expanding and full-year earnings guidance raised. But management flagged rising tariff costs and raw materials, and the stock fell 1.8% on the day. The market is weighing solid results against cost pressures ahead.
This is the core earnings event that sets the tone for the period and explains the mixed price reaction.
U.S. volumes flat as shoppers switch to cheaper store brands Colgate's U.S. sales volumes were flat or falling as shoppers trade down to private-label and newer brands. This squeezes growth in its home market and pressures pricing power. It's a broad industry problem, but it directly limits how fast Colgate can grow.
This demand weakness is a key reason the stock struggles despite the earnings beat.
Removed from S&P 100 index, forcing some funds to sell Colgate is being dropped from the S&P 100 index, which means index-tracking funds must sell their shares. That creates mechanical selling pressure around the change date. It doesn't reflect the business itself, but it can push the price down in the short term.
This is a concrete, new event that adds selling pressure on the stock.
Exploring sale of Softsoap, Irish Spring and other personal care brands Colgate is reportedly working with Goldman Sachs to sell some mass-market personal care brands, potentially raising over $1 billion. Selling slower-growing brands could sharpen focus on core oral care, but it also means giving up revenue. The net effect on the stock is unclear.
This is a major strategic move that could reshape the company and is the latest news in the period.

Latest31 Jul – 11 Sep 2026

▼2

Colgate beats on earnings but tariffs, weak volumes and index exit weigh

Q2 earnings beat, guidance raised, but tariff costs cloud outlook Colgate beat profit and sales estimates, with margins expanding and full-year earnings guidance raised. But management flagged rising tariff costs and raw materials, and the stock fell 1.8% on the day. The market is weighing solid results against cost pressures ahead.
This is the core earnings event that sets the tone for the period and explains the mixed price reaction.
U.S. volumes flat as shoppers switch to cheaper store brands Colgate's U.S. sales volumes were flat or falling as shoppers trade down to private-label and newer brands. This squeezes growth in its home market and pressures pricing power. It's a broad industry problem, but it directly limits how fast Colgate can grow.
This demand weakness is a key reason the stock struggles despite the earnings beat.
Removed from S&P 100 index, forcing some funds to sell Colgate is being dropped from the S&P 100 index, which means index-tracking funds must sell their shares. That creates mechanical selling pressure around the change date. It doesn't reflect the business itself, but it can push the price down in the short term.
This is a concrete, new event that adds selling pressure on the stock.
Exploring sale of Softsoap, Irish Spring and other personal care brands Colgate is reportedly working with Goldman Sachs to sell some mass-market personal care brands, potentially raising over $1 billion. Selling slower-growing brands could sharpen focus on core oral care, but it also means giving up revenue. The net effect on the stock is unclear.
This is a major strategic move that could reshape the company and is the latest news in the period.

The Clorox Company (CLX)

Q3 202611 Jul – 3 Oct 2026

▼2▲1

Clorox's weak core profit and soft demand overshadow GOJO-driven sales growth

Fiscal 2026 profit slump Clorox's fiscal 2026 revenue fell 5.4% and earnings per share dropped 26%, with gross margin down 290 basis points on higher manufacturing and logistics costs. This weak profit picture weighs on the stock because it shows the company's core business is struggling.
It is the latest hard evidence of the company's weak underlying profitability, directly pressuring the stock.
Soft consumer demand and inflation Management warned that inflation and value-seeking shoppers will challenge fiscal 2027, offsetting cost savings. Persistent cost inflation and soft demand could keep profits under pressure and limit the company's ability to invest in growth.
It explains the ongoing demand and cost headwinds that are a key reason the stock is under pressure.
GOJO acquisition boosts sales Clorox expects its GOJO acquisition, maker of Purell, to add about 9.5 percentage points to fiscal 2027 sales growth and be accretive to earnings. This deal is a major reason revenue is projected to rise 13-14%, giving the stock a growth catalyst.
It is the main positive force behind the sales growth outlook and a key support for the stock.
Earnings beat but guidance miss Clorox's Q2 revenue and earnings beat estimates, but its fiscal 2027 earnings guidance slightly missed expectations. The beat shows some resilience, but the soft outlook and concerns about muted category growth and market share keep a lid on the stock.
It captures the mixed near-term signals that are driving investor sentiment and the stock's recent moves.

August 202611 Jul – 3 Oct 2026

▼2▲1

Clorox's weak core profit and soft demand overshadow GOJO-driven sales growth

Fiscal 2026 profit slump Clorox's fiscal 2026 revenue fell 5.4% and earnings per share dropped 26%, with gross margin down 290 basis points on higher manufacturing and logistics costs. This weak profit picture weighs on the stock because it shows the company's core business is struggling.
It is the latest hard evidence of the company's weak underlying profitability, directly pressuring the stock.
Soft consumer demand and inflation Management warned that inflation and value-seeking shoppers will challenge fiscal 2027, offsetting cost savings. Persistent cost inflation and soft demand could keep profits under pressure and limit the company's ability to invest in growth.
It explains the ongoing demand and cost headwinds that are a key reason the stock is under pressure.
GOJO acquisition boosts sales Clorox expects its GOJO acquisition, maker of Purell, to add about 9.5 percentage points to fiscal 2027 sales growth and be accretive to earnings. This deal is a major reason revenue is projected to rise 13-14%, giving the stock a growth catalyst.
It is the main positive force behind the sales growth outlook and a key support for the stock.
Earnings beat but guidance miss Clorox's Q2 revenue and earnings beat estimates, but its fiscal 2027 earnings guidance slightly missed expectations. The beat shows some resilience, but the soft outlook and concerns about muted category growth and market share keep a lid on the stock.
It captures the mixed near-term signals that are driving investor sentiment and the stock's recent moves.

Latest11 Jul – 3 Oct 2026

▼2▲1

Clorox's weak core profit and soft demand overshadow GOJO-driven sales growth

Fiscal 2026 profit slump Clorox's fiscal 2026 revenue fell 5.4% and earnings per share dropped 26%, with gross margin down 290 basis points on higher manufacturing and logistics costs. This weak profit picture weighs on the stock because it shows the company's core business is struggling.
It is the latest hard evidence of the company's weak underlying profitability, directly pressuring the stock.
Soft consumer demand and inflation Management warned that inflation and value-seeking shoppers will challenge fiscal 2027, offsetting cost savings. Persistent cost inflation and soft demand could keep profits under pressure and limit the company's ability to invest in growth.
It explains the ongoing demand and cost headwinds that are a key reason the stock is under pressure.
GOJO acquisition boosts sales Clorox expects its GOJO acquisition, maker of Purell, to add about 9.5 percentage points to fiscal 2027 sales growth and be accretive to earnings. This deal is a major reason revenue is projected to rise 13-14%, giving the stock a growth catalyst.
It is the main positive force behind the sales growth outlook and a key support for the stock.
Earnings beat but guidance miss Clorox's Q2 revenue and earnings beat estimates, but its fiscal 2027 earnings guidance slightly missed expectations. The beat shows some resilience, but the soft outlook and concerns about muted category growth and market share keep a lid on the stock.
It captures the mixed near-term signals that are driving investor sentiment and the stock's recent moves.