DailyIQ
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Sector:Consumer DefensiveAll sectors
Last updated 24 minutes ago

CHD·Church & Dwight Co., Inc.

$.
-. (-.%)
High
$98.01
Open
$97.32
Market Cap
23.17B
52W High
$106.04
Low
$96.29
P. Close
$97.63
P/E
31.61
52W Low
$81.33
Fwd P/E
24.31
Mean Target
$102.16
Technical Score (1D)
55
BUY
News Sentiment
72
BULLISH
Church & Dwight has acquired the Miss Mouth’s Messy Eater® brand for approximately $325 million. This digitally native stain remover brand generated roughly $80 million in net sales and $28 million in EBITDA for the twelve months ending December 31, 2025. The acquisition is expected to strengthen CHD's Fabric Care portfolio, particularly with Millennial and Gen Z consumers. This move signals a strategic expansion into a growing segment of the consumer goods market. Investors will be watching for how effectively this new brand is integrated and contributes to overall revenue growth in the coming quarters.
Earnings Summary
Church & Dwight is a consumer staples company specializing in household and personal care products, operating in the Consumer Defensive sector's Household & Personal Products industry. The company boasts a diverse portfolio of trusted brands, including ARM & HAMMER, TROJAN, OXICLEAN, and L'IL CRITTERS, serving consumers through extensive retail and online distribution networks. In its recent quarterly performance, Church & Dwight demonstrated a consistent pattern of beating EPS estimates, achieving 0.95 in Q1 2026 against an estimate of 0.95326, and 0.81 in Q3 2025 versus an estimate of 0.73681. Revenue has also shown strength, with Q1 2026 revenue at $1.469 billion, slightly below the estimate of $1.492 billion, and Q4 2025 revenue at $1.644 billion, beating the estimate of $1.454 billion. The company has a strong track record of meeting or exceeding analyst expectations, having beaten EPS estimates in Q4 2024 (0.77 vs 0.76679), Q1 2025 (0.91 vs 0.8973), Q2 2025 (0.94 vs 0.85834), and Q3 2025 (0.81 vs 0.73681), with Q1 2026 EPS being a slight miss. Recent news indicates that while Q1 sales were flat year-over-year, organic revenue growth of 5% was driven by volume, outperforming category averages, supported by core brands and e-commerce execution. However, Q2 adjusted EPS guidance fell short of expectations, raising near-term profitability concerns. Investors will be monitoring management's commentary on the Q2 guidance miss and the sustainability of volume-driven growth, as well as any further insider transactions following a recent director's share sale.

EPS

EstBeatMiss
$0.70$0.77$0.85$0.92$0.99Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.89 - -
Q1'26$0.95$0.95-0.3%
Q4'25$0.93$0.86-7.2%
Q3'25$0.74$0.81+9.9%
Q2'25$0.86$0.94+9.5%
Q1'25$0.90$0.91+1.4%

Revenue

EstBeatMiss
$1.4B$1.5B$1.5B$1.6B$1.7BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.5B - -
Q1'26$1.5B$1.5B-1.6%
Q4'25$1.5B$1.6B+13.0%
Q3'25 - $1.6B -
Q2'25 - $1.5B -
Q1'25 - $1.5B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

CHD Stock Snapshot

CHD is currently trading at $96.97, giving Church & Dwight Co., Inc. a market cap of 23.17B and a P/E ratio of 31.6. Today's range spans $96.29–$98.01, with shares opening at $97.32 and moving down $0.66 (0.7%) from the prior close. DailyIQ's technical score sits at 55/100 (HOLD) with a news sentiment reading of 72/100.

Over the past year CHD has traded between $81.33 and $106.04 - the current price is +19.2% off the 52-week low and -8.6% from the high. 27 analysts cover the stock with a Hold consensus and a mean 12-month target of $102.16 (range $74.00–$115.00), implying upside of +5.4%.

CHD is in a holding pattern - 55/100 technical score, HOLD signal, price at $96.97 (in the middle of its 52-week range), sentiment bullish at 72/100. (P/E: 31.6) At 23.17B in Consumer Defensive market cap, HOLD phases like this are where the thesis is re-evaluated and position sizing decisions get made by both longs and shorts. Annual range: $81.33–$106.04. The next catalyst, not the current setup, determines the exit from this range.

Portfolio construction in Consumer Defensive often uses large-cap names like CHD as tactical swing positions during neutral phases: cheap enough to overweight, liquid enough to exit quickly, and large enough to provide meaningful sector beta. The current 55/100 (HOLD) at $96.97 (in the middle of its 52-week range) and bullish sentiment (72/100) frame the position as a catalyst play within the $81.33–$106.04 annual range rather than a directional bet.