Citable filing context

CL filing events and research context

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CL's research view summarizes recent SEC filing context, starting with mda_quarterly from May 1, 2026.

CL filing events and research context
FiledItemContext
May 1, 2026mda_quarterlyThe Board authorized a new $5 billion share repurchase program on March 20, 2025, replacing the company's previous authorization. Alongside this program, the company performs ongoing repurchases to satisfy compensation and benefit program requirements. During the first quarter of 2026, Colgate-Palmolive repurchased a total of 3,386,850 shares at an average price of $90.28 per share. Monthly volume fluctuated, with 3,038 shares purchased in January, 975,160 in February, and 2,408,652 in March. Of the total quarterly volume, 3,095,656 shares were executed under publicly announced programs, while 291,194 shares were acquired to satisfy employee elections within compensation and benefit plans. As of March 31, 2026, approximately $3.809 billion remains available for purchase under the company's publicly announced repurchase programs.
Feb 23, 2026businessColgate-Palmolive operates globally across 200 countries and territories, organized into two primary segments: Oral, Personal and Home Care, and Pet Nutrition. In 2025, Oral Care remained the largest revenue driver at 44% of net sales, followed by Pet Nutrition at 23%, Personal Care at 17%, and Home Care at 16%. Key brands include Colgate, Palmolive, and Hill’s Science Diet. The company maintains a significant presence in emerging markets, which account for 45% of total net sales, and relies on Walmart for approximately 11% of its revenue. Strategic growth initiatives include the acquisition of Prime100 to enter the Australian fresh pet food market and the implementation of a three-year Strategic Growth and Productivity Program designed to optimize the global supply chain and reduce overhead. However, the company faces headwinds in its skin health reporting unit, specifically Filorga, which triggered a $582 million goodwill impairment in late 2025 due to weaker performance in China and lower category growth rates. Additionally, the company manages significant market risks related to foreign currency fluctuations and commodity price volatility for raw materials like resins and essential oils.
Feb 23, 2026mdaColgate-Palmolive’s 2025 net sales reached $20.38 billion, representing 1.4% growth driven by a 2.1% increase in pricing, which offset a 0.4% volume decline. The company operates through two primary segments: Oral, Personal and Home Care, and Pet Nutrition, the latter of which expanded into the Australian fresh pet food market via the Prime100 acquisition. Gross profit margins contracted to 60.1% as significant raw and packaging material cost increases (420 bps) outweighed savings from "funding-the-growth" initiatives (260 bps). Net income fell to $2.13 billion, heavily impacted by a $919 million pretax impairment charge related to the Filorga skin health business due to underperformance in China. To drive long-term value, the company launched a 2030 strategy and a Strategic Growth and Productivity Program, estimated to cost $200–$300 million pre-tax through 2028. Key financial risks include foreign currency volatility in hyper-inflationary markets like Argentina and Türkiye, geopolitical tensions affecting supply chains in Eurasia, and intensifying competition from private labels and AI-integrated omni-channel retail. The company maintains strong liquidity with $4.2 billion in cash flow from operations and a $5 billion share repurchase program.

Source: SEC EDGAR filing text and events; period May 1, 2026; filed May 1, 2026.

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