Colgate-Palmolive vs Procter & Gamble: 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.

Procter & Gamble Company (PG)

Q3 202612 Jul – 19 Aug 2026

▲2▼2

P&G hit by tariffs and weak sales, but cuts costs and expands wellness

Tariff and commodity headwinds P&G expects tariffs and higher raw material costs to reduce full-year profit by about $1 billion, or $0.56 per share, putting pressure on earnings.
This is a major new financial headwind that directly impacts profitability.
Weak Q4 results and cautious guidance Q4 revenue missed estimates and net income fell to $3.04 billion from $3.62 billion. Fiscal 2027 guidance points to slower organic sales growth of 1–3%.
This shows recent underperformance and a dimmer outlook, key drivers of investor sentiment.
Cost cuts and shareholder returns P&G is cutting 7,000 jobs and returning over $15 billion to shareholders, with a 2.9% dividend yield and a 70-year dividend streak.
These actions aim to boost efficiency and reward shareholders, supporting the stock.
Wellness acquisition and beauty growth P&G agreed to buy Thorne for $3.8 billion to expand into wellness, while its beauty segment grew 11%, signaling strength in premium categories.
This highlights strategic growth initiatives that could offset weaknesses elsewhere.

August 20264 Aug – 19 Aug 2026

▲3▼1

P&G buys Thorne for wellness push, but volumes stay flat

P&G buys Thorne for $3.8 billion P&G agreed to buy supplement maker Thorne for $3.8 billion in cash, expanding into vitamins and wellness. This gives P&G a faster-growing category and a way to reach younger shoppers, which supports the stock by adding a new source of future sales.
The Thorne acquisition is the period's biggest new event and directly shapes P&G's growth story.
Beauty segment grows 11%, dividend streak hits 70 years P&G's beauty unit posted 11% sales growth and 7% organic growth on higher volumes, while the company extended its dividend increase streak to 70 years with $10 billion planned payouts. Strong beauty results and steady dividends make the stock more attractive to long-term holders.
This shows which part of P&G is actually growing and reinforces the income appeal that supports the share price.
Analysts say P&G stock looks undervalued After the Thorne deal, valuation work put P&G's intrinsic value near $201 a share, about 29% above the recent $143 price, and its price-to-earnings ratio below a fair level. A cheaper-looking stock can draw buyers, though the same analysis flags mixed valuation checks and cost risks.
It explains a fresh reason investors might bid the stock up, while noting the counterweight.
Big consumer brands lose volume as shoppers trade down P&G's sales volume failed to grow in the latest quarter, part of a broad slide at large packaged-goods makers as shoppers switch to cheaper store brands and newer rivals. Flat volumes limit how much P&G can grow without price increases, which pressures the stock.
It is the main new negative force and a real counterweight to the acquisition and valuation optimism.

Latest4 Aug – 19 Aug 2026

▲3▼1

P&G buys Thorne for wellness push, but volumes stay flat

P&G buys Thorne for $3.8 billion P&G agreed to buy supplement maker Thorne for $3.8 billion in cash, expanding into vitamins and wellness. This gives P&G a faster-growing category and a way to reach younger shoppers, which supports the stock by adding a new source of future sales.
The Thorne acquisition is the period's biggest new event and directly shapes P&G's growth story.
Beauty segment grows 11%, dividend streak hits 70 years P&G's beauty unit posted 11% sales growth and 7% organic growth on higher volumes, while the company extended its dividend increase streak to 70 years with $10 billion planned payouts. Strong beauty results and steady dividends make the stock more attractive to long-term holders.
This shows which part of P&G is actually growing and reinforces the income appeal that supports the share price.
Analysts say P&G stock looks undervalued After the Thorne deal, valuation work put P&G's intrinsic value near $201 a share, about 29% above the recent $143 price, and its price-to-earnings ratio below a fair level. A cheaper-looking stock can draw buyers, though the same analysis flags mixed valuation checks and cost risks.
It explains a fresh reason investors might bid the stock up, while noting the counterweight.
Big consumer brands lose volume as shoppers trade down P&G's sales volume failed to grow in the latest quarter, part of a broad slide at large packaged-goods makers as shoppers switch to cheaper store brands and newer rivals. Flat volumes limit how much P&G can grow without price increases, which pressures the stock.
It is the main new negative force and a real counterweight to the acquisition and valuation optimism.

July 202612 Jul – 31 Jul 2026

▼3

P&G's costs bite: tariff and commodity headwinds hit profit and guidance

Tariff and commodity costs squeeze profit P&G says tariffs and higher raw material and energy costs will cut full-year profit by about $1 billion, or $0.56 a share. That directly lowers expected earnings, which is why the stock fell after results.
This is the core new force behind the price move: real cost headwinds hitting profit.
Fourth-quarter revenue missed and profit fell April–June sales of $21.2 billion came in below the $21.38 billion analysts expected, and net income dropped to $3.04 billion from $3.62 billion a year earlier. The miss and weaker profit pushed shares down over 3%.
The earnings miss is the immediate trigger for the negative price reaction.
Fiscal 2027 guidance points to slower growth P&G guided fiscal 2027 organic sales growth of just 1% to 3% and core EPS of $6.89 to $7.11, a slower pace than before. Weak forward guidance makes investors less willing to pay up for the stock.
Forward guidance shapes expectations and is a key reason the stock stays under pressure.
Cost cuts and dividend support, but consumer strain lingers P&G is cutting 7,000 office jobs to protect margins and still returns over $15 billion to shareholders, with a 2.9% dividend yield near five-year highs. But shoppers are pushing back on price hikes and lower-income households are stretched.
This is the real counterweight: cost savings and shareholder returns offset some weakness, but demand is soft.

12 Jul – 31 Jul 2026

▼3

P&G's costs bite: tariff and commodity headwinds hit profit and guidance

Tariff and commodity costs squeeze profit P&G says tariffs and higher raw material and energy costs will cut full-year profit by about $1 billion, or $0.56 a share. That directly lowers expected earnings, which is why the stock fell after results.
This is the core new force behind the price move: real cost headwinds hitting profit.
Fourth-quarter revenue missed and profit fell April–June sales of $21.2 billion came in below the $21.38 billion analysts expected, and net income dropped to $3.04 billion from $3.62 billion a year earlier. The miss and weaker profit pushed shares down over 3%.
The earnings miss is the immediate trigger for the negative price reaction.
Fiscal 2027 guidance points to slower growth P&G guided fiscal 2027 organic sales growth of just 1% to 3% and core EPS of $6.89 to $7.11, a slower pace than before. Weak forward guidance makes investors less willing to pay up for the stock.
Forward guidance shapes expectations and is a key reason the stock stays under pressure.
Cost cuts and dividend support, but consumer strain lingers P&G is cutting 7,000 office jobs to protect margins and still returns over $15 billion to shareholders, with a 2.9% dividend yield near five-year highs. But shoppers are pushing back on price hikes and lower-income households are stretched.
This is the real counterweight: cost savings and shareholder returns offset some weakness, but demand is soft.