Colgate-palmolive Company · NYSE:CL
Colgate-palmolive — Q1 2026 Earnings Presentation
35 slides from Colgate-palmolive's earnings presentation, May 1, 2026
Slide 1: 1Q 2026 Earnings Presentation
1Q 2026 EARNINGS PRESENTATION May 1, 2026
Slide 2: Notice for Investor Presentation
May 2026 Notice for Investor Presentation Please review the following first quarter 2026 earnings presentation in conjunction with our first quarter 2026 earnings press release, our first quarter 2026 prepared management remarks and additional information regarding our non-GAAP financial measures, inclu
Slide 3: We are a $20.4B global consumer products company
We are a $20.4B global consumer products company with a diverse and dedicated team serving over 200 countries and territories. As a caring, innovative growth company, we are united behind our purpose: reimagining a healthier future for all people, their pets and our planet.
Slide 4: Tightly Focused on Four Attractive Growing Core Categories
Tightly Focused on Four Attractive Growing Core Categories
Slide 5: Pet Nutrition, Oral Care, Home Care, Personal Care
Pet Nutrition Home Care Oral Care Personal Care
Slide 6: 1Q 2026 Highlights
1Q 2026 Highlights ● Growth accelerated versus 4Q25 in Net sales, Organic sales, volume and Base Business operating profit, net income and EPS, despite a very challenging operating environment ● Net sales increased 8.4%; Organic sales* increased 2.9%, including a 0.6% negative impact from lower priva
Slide 7: CEO quote on resilience and 2030 strategy
“These results underscore the resilience of our business model as we are able to execute against our long-term strategy while delivering strong results in a difficult operating environment. While we expect the volatile macroeconomic conditions and slower category growth to continue in 2026, we are al
Slide 8: Accelerating Change for 2030 to Unlock More Growth
Accelerating Change for 2030 to Unlock More Growth Leverage the Build the Harness the Lead in Evolve our global reach incremental power of best capabilities like high-impact, and penetration benefit of in class data, analytics inclusive of our brands superior, omni-channel and AI culture science-base
Slide 9: Strategic Growth and Productivity Program
Strategic Growth and Productivity Program Supporting Our 2030 Strategy Key Initiatives Financial Projections Includes initiatives to optimize the Projected to result in cumulative Company’s global supply chain and to pre-tax charges totaling between better align the Company’s $350 and $550 million o
Slide 10: Organic Sales Growth
Organic Sales Growth 1Q 2026: Org sales growth +2.9%, Org volume growth +0.6%, Pricing growth +2.2% Long- Term 2026 } Target Range 3-5% Guidance* Non-GAAP *2026 Guidance: 1% to 4%
Slide 11: 2026 Guidance - GAAP
2026 Guidance - GAAP Based on current spot rates and including the estimated impact of tariffs announced and finalized as of April 29, 2026: ● Net sales growth still expected to be 2% to 6%, including a low-single-digit positive impact from foreign exchange ● Gross profit margin now expected to be dow
Slide 12: 2026 Guidance - Non-GAAP/Base Business
2026 Guidance - Non-GAAP/Base Business Based on current spot rates and including the estimated impact of tariffs announced and finalized as of April 29, 2026: ● Organic sales growth still expected to be 1% to 4%. This includes the impact from our exit from the private label pet food business. ● Gross
Slide 13: Delivered Record Free Cash Flow in 2025
Delivered Record Free Cash Flow in 2025 1Q 2026 YTD: $0.6 billion +28% YOY $ in billions Non-GAAP
Slide 14: Capital Allocation Strategy
Capital Allocation Strategy ● Investing for growth and productivity through capital expenditures ● Returning value to shareholders through dividends and share repurchases ○ $0.7 billion returned to shareholders in 2026 year to date ● M&A aligned with our strategy
Slide 15: Consistent Dividend Growth
Consistent Dividend Growth 63 Consecutive Years Of Dividend Increases 131 Consecutive Years Of Dividend Payments $28.5 Billion Cash Returned to Shareholders Last 10 Years Dividends Paid Per Share As of December 31, 2025
Slide 16: Science-led, Core and Premium Innovation
Science-led, Core and Premium Innovation
Slide 17: elmex Sensitivity + Gum
elmex Sensitivity + Gum ● Innovation strengthening our presence in the sensitivity segment ● elmex is the #1 toothpaste brand recommended by dentists for sensitivity in Germany Source: Based on BRMO dentist study conducted in the relevant market
Slide 18: elmex Long-Term Growth in Europe
elmex Long-Term Growth in Europe Fueled By Science-Driven Innovation Toothpaste SoM $ Source: Worldview through March 2026
Slide 19: elmex Sensitive In Office Varnish in Europe
elmex Sensitive In Office Varnish in Europe • 5% fluoride varnish for the treatment of dental sensitivity • Applied in chair by the dental professional • Sensitivity relief for a comfortable dental visit during teeth whitening or cleaning procedures
Slide 20: New meridol Fast Action in Europe
New meridol Fast Action in Europe • Fast soothing feeling on irritated and sensitive gums* • #1 gum care toothpaste brand in Germany * 2 weeks consumer study, 155 subjects, Germany 2025, showed fast results within a few days Source: Nielsen value share YTD Nov 2025, Germany
Slide 21: Driving CP Toothpaste Share
Driving CP Toothpaste Share Europe share now at an all-time high C-P Comp 1 Comp 2 Comp 3 Source: Worldview MM 2026 Mar, Constant $
Slide 22: Optic White Pro Series with ActivShine Technology
Optic White Pro Series with ActivShine Technology • Clinically proven formula with 5% hydrogen peroxide level • Now with ActivShine Technology to brighten & polish the enamel surface, revealing a next-level shine • Removes 15 years of deep-set stains* *when brushing twice daily for 2 weeks
Slide 23: Accelerating Whitening Adoption With Purple Range
Accelerating Whitening Adoption With Purple Range • Color corrects yellow tones* • Driving strong toothpaste share gains in key markets • Now adding Colgate Optic White Purple Serum to the range - for a whitening boost when you need it * effect is temporary
Slide 24: hello whipped toothpaste
hello® whipped toothpaste ● Innovative Sensory Experience: Features a unique swirl-shaped, velvety texture for a lush, foaming "sensory glow-up," all while effectively fighting cavities and strengthening enamel ● Available in Mellow Mint Dream and Peppermint Stick
Slide 25: Colgate Total Active Prevention Enamel Strength Toothpaste
Colgate Total Active Prevention Enamel Strength Toothpaste ● Prevents enamel erosion ● Actively remineralizes enamel to strengthen teeth ● 3x more effective at fighting plaque, a root cause of many oral issues* * vs. non-antibacterial toothpaste after 3 months of twice-daily use
Slide 26: Colgate Harry Potter
Colgate HARRY POTTER™* Utilizing a popular license to engage positive brushing habits Wide array of new launches for all ages Kids Adults * All characters and elements © & ™ Warner Bros. Entertainment Inc. WB SHIELD: © & ™ WBEI. Publishing Rights © JKR. (s26)
Slide 27: Darlie Magnificent White Toothpaste
Darlie Magnificent White Toothpaste ● Unique dual chamber Inner Chamber: tube design Professional-grade Active Oxygen Essence, ● Able to reverse 18 years of effectively fights surface stubborn stains in just three stains days ● Used together with Darlie Outer Chamber: Blue Light toothbrush to get Whit
Slide 28: PCA SKIN MGF Age Renewal Cream
PCA SKIN MGF Age Renewal Cream For Estrogen-Depleted Skin ● Micro Growth Factor Technology penetrates 10x deeper than traditional growth factors* to help support collagen production for visibly lifted, fuller and firmer skin ● Improves thinning skin by 33%** ● Formulated for the needs of menopausal s
Slide 29: Sanex Menopause Body Wash & Under Arm Protection
Sanex Menopause Body Wash & Under Arm Protection ● 1st hygiene regimen addressing women’s perimenopausal and menopausal needs in Europe ● Certified by GenM, the trusted symbol for menopause-friendly products ● Recommended by dermatologists Deodorants help women feel protected against hot flushes.
Slide 30: Colgate Max Fresh Fruit Flavored Toothpaste For Adults
Colgate Max Fresh Fruit Flavored Toothpaste For Adults ● New non-mint centered toothpaste options for adults ● Freshness powered by ultrafreeze cooling technology ● Delicious fruit flavor, minty cool breath
Slide 31: Suavitel Refresher Fabric Rinse
Suavitel Refresher Fabric Rinse ● 4X odor action helps remove tough odors, leaves fabrics smelling fresh, helps rinse stubborn residue, and has a fragrance with odor-fighting technology ● Safe on all fabrics, including activewear
Slide 32: Palmolive Dish EZ-Pump
Palmolive Dish EZ-Pump • Provides the trusted efficacy of our best formulas, while dispensing liquid with a single press • A more convenient, easier way to clean dishes
Slide 33: Fabuloso 3-in-1 Clean Spray Cleaners
Fabuloso 3-in-1 Clean Spray Cleaners ● Combines the iconic Fabuloso fragrances you love with the sparkling clean you need, in one easy spray ● Long lasting freshness, instantly cuts grease & grime, removes stains
Slide 34: Hill's Science Diet Core Wet Relaunch
Hill’s Science Diet Core Wet Relaunch New packaging and graphics to: ● Highlight our high quality ingredients ● Deliver improved taste perception
Slide 35: Hill's Prescription Diet Metabolic + Mobility Feline
Hill’s Prescription Diet Metabolic + Mobility Feline • Therapeutic nutrition to support obese or overweight cats with compromised mobility • Clinically shown to improve cats' ability to run, jump and play in as little as 1 month
Colgate-Palmolive Company — Q1 2026 Earnings Presentation on 6ix