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Reflecting On Household Products Stocks’ Q1 Earnings: Colgate-Palmolive (NYSE:CL)

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CL Cover Image

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Colgate-Palmolive (NYSE: CL) and the rest of the household products stocks fared in Q1.

Household products stocks are generally stable investments, as many of the industry's products are essential for a comfortable and functional living space. Recently, there's been a growing emphasis on eco-friendly and sustainable offerings, reflecting the evolving consumer preferences for environmentally conscious options. These trends can be double-edged swords that benefit companies who innovate quickly to take advantage of them and hurt companies that don't invest enough to meet consumers where they want to be with regards to trends.

The 10 household products stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 2.7% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 3.3% on average since the latest earnings results.

Colgate-Palmolive (NYSE: CL)

Formed after the 1928 combination between toothpaste maker Colgate and soap maker Palmolive-Peet, Colgate-Palmolive (NYSE: CL) is a consumer products company that focuses on personal, household, and pet products.

Colgate-Palmolive reported revenues of $5.32 billion, up 8.4% year on year. This print exceeded analysts’ expectations by 1.8%. Overall, it was a satisfactory quarter for the company with a decent beat of analysts’ revenue estimates.

Colgate-Palmolive Company (NYSE: CL) today reported results for first quarter 2026. Noel Wallace, Chairman, President and Chief Executive Officer, commented on the Base Business first quarter results, “We delivered a strong start to 2026, with broad-based top and bottom-line growth. Net sales and organic sales grew in every category and in four of five divisions with a nice balance of volume and pricing growth. Gross profit margin increased sequentially versus fourth quarter 2025 and operating profit, net income, earnings per share and free cash flow all increased year over year along with an increase in advertising spending.

Colgate-Palmolive Total Revenue

Interestingly, the stock is up 5.5% since reporting and currently trades at $90.09.

Is now the time to buy Colgate-Palmolive? Access our full analysis of the earnings results here, it’s free.

Best Q1: Spectrum Brands (NYSE: SPB)

A leader in multiple consumer product categories, Spectrum Brands (NYSE: SPB) is a diversified company with a portfolio of trusted brands spanning home appliances, garden care, personal care, and pet care.

Spectrum Brands reported revenues of $708.9 million, up 4.9% year on year, outperforming analysts’ expectations by 4.4%. The business had a stunning quarter with an impressive beat of analysts’ EBITDA estimates.

Spectrum Brands Total Revenue

Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 4.5% since reporting. It currently trades at $81.20.

Is now the time to buy Spectrum Brands? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: Church & Dwight (NYSE: CHD)

Best known for its Arm & Hammer baking soda, Church & Dwight (NYSE: CHD) is a household and personal care products company with a vast portfolio that spans laundry detergent to toothbrushes to hair removal creams.

Church & Dwight reported revenues of $1.47 billion, flat year on year, exceeding analysts’ expectations by 0.7%. Still, it was a mixed quarter as it posted EPS guidance for next quarter missing analysts’ expectations.

Interestingly, the stock is up 1.2% since the results and currently trades at $98.18.

Read our full analysis of Church & Dwight’s results here.

Energizer (NYSE: ENR)

Masterminds behind the viral Energizer Bunny mascot, Energizer (NYSE: ENR) is one of the world's largest manufacturers of batteries.

Energizer reported revenues of $643.3 million, down 3% year on year. This result came in 3.4% below analysts’ expectations. Zooming out, it was a satisfactory quarter as it also recorded a beat of analysts’ EPS estimates but a miss of analysts’ revenue estimates.

Energizer had the weakest performance against analyst estimates and slowest revenue growth among its peers. The stock is flat since reporting and currently trades at $19.40.

Read our full, actionable report on Energizer here, it’s free.

Kimberly-Clark (NASDAQ: KMB)

Originally founded as a Wisconsin paper mill in 1872, Kimberly-Clark (NASDAQ: KMB) is now a household products powerhouse known for personal care and tissue products.

Kimberly-Clark reported revenues of $4.16 billion, up 2.7% year on year. This number beat analysts’ expectations by 1.6%. It was a strong quarter as it also produced a solid beat of analysts’ EBITDA estimates and a decent beat of analysts’ gross margin estimates.

The stock is up 3.5% since reporting and currently trades at $101.68.

Read our full, actionable report on Kimberly-Clark here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

StockStory’s analyst team — all seasoned professional investors — uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.

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