Colgate-palmolive Company · NYSE:CL
Colgate-palmolive — Q3 2025 Earnings Presentation
31 slides from Colgate-palmolive's earnings presentation, Oct 31, 2025
Slide 1: 3Q 2025 Earnings Presentation
3Q 2025 EARNINGS PRESENTATION October 31, 2025
Slide 2: Notice for Investor Presentation
October 2025 Notice for Investor Presentation Please review the following third quarter 2025 earnings presentation in conjunction with our third quarter 2025 earnings press release, our third quarter 2025 prepared management remarks and additional information regarding our non-GAAP financial measures
Slide 3: We are a $20.1B global consumer products company
We are a $20.1B global consumer products company with ~34,000 diverse and dedicated people 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: CEO quote on the 2030 strategy
“As we transition to our new 2030 strategy and deploy our previously announced Strategic Growth and Productivity Program, we are well positioned to reaccelerate growth despite uncertainty in global markets and lower worldwide category growth. The 2030 strategy is our blueprint for adapting to the ch
Slide 7: 3Q 2025 Highlights
3Q 2025 Highlights ● Delivered solid results, including net sales and organic sales growth, despite a very challenging operating environment ● Net sales increased 2.0%; Organic sales* increased 0.4%, led by oral care, including a 0.8% negative impact from lower private label pet sales having exited
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 high global reach incremental power of best capabilities like 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 Program Announcement Key Initiatives Financial Projections On August 1, 2025, announced a new Includes initiatives to optimize the Projected to result in cumulative three-year productivity program to Company’s global supply chain
Slide 10: Organic Sales Growth
Organic Sales Growth 3Q 2025: Org sales growth +0.4%, Org vol -1.9%, Price +2.3% Target } Range 3-5% 2025 Guidance* Non-GAAP *2025 Guidance: 1% to 2%, roughly in line with year-to-date organic sales growth of 1.2%
Slide 11: 2025 Guidance - GAAP
2025 Guidance - GAAP Based on current spot rates and including the estimated impact of tariffs announced and finalized as of October 29, 2025: ● Net sales growth still expected to be up low single digits, including a flat to low-single-digit negative impact from foreign exchange ● Gross profit margin n
Slide 12: 2025 Guidance - Non-GAAP/Base Business
2025 Guidance - Non-GAAP/Base Business Based on current spot rates and including the estimated impact of tariffs announced and finalized as of October 29, 2025: ● Organic sales growth now expected to be 1% to 2%, roughly in line with year-to-date organic sales growth of 1.2%, versus at the low end of
Slide 13: Raw & Packaging Material Costs
Raw & Packaging Material Costs ● Our expectations for underlying raw and packaging material cost inflation (excluding incremental tariffs) have risen given continued increases for fats and oils, particularly palm kernel oil.* ● Our current expectation for tariffs in 2025, based on tariffs announced a
Slide 14: Driving Operating Leverage & Cash Flow
Driving Operating Leverage & Cash Flow ● Revenue growth management aiding pricing as inflationary pricing recedes ● Driving strong funding-the-growth savings ● Strategic Growth and Productivity Program to provide incremental savings to support growth ● Generating strong operating cash flow to fund div
Slide 15: Delivered Record Free Cash Flow in 2024
Delivered Record Free Cash Flow in 2024 3Q 2025 YTD: $2.4 billion $ in billions +17% Non-GAAP
Slide 16: Capital Allocation Strategy
Capital Allocation Strategy ● Investing for growth through advertising, R&D and capital expenditures ● M&A aligned with our strategy ● Returning value to shareholders through dividends and share repurchases ○ $2.1 billion returned to shareholders year to date
Slide 17: Consistent Dividend Growth
Consistent Dividend Growth 62 Consecutive Years Of Dividend Increases 130 Consecutive Years Of Dividend Payments $28.5 Billion Cash Returned to Shareholders Last 10 Years Dividends Paid Per Share As of December 31, 2024
Slide 18: Accelerating Change As We Start Our 2030 Strategy
Accelerating Change As We Start Our 2030 Strategy Adjusting to a more challenging operating environment ● Driving the growth of our global portfolio through best in class Omni-Channel Demand Generation (ODG) ● Accelerating the rate and incremental benefit of our science-based innovation ● Leveraging
Slide 19: Science-led, Core and Premium Innovation
Science-led, Core and Premium Innovation
Slide 20: elmex Sensitivity + Gum
elmex Sensitivity + Gum ● Innovation strengthening our presence in the sensitivity segment ● elmex is now the #1 toothpaste brand recommended by dentists for sensitivity in Germany Source: Based on BRMO dentist study conducted in the relevant market
Slide 21: elmex Long-Term Growth in Europe
elmex Long-Term Growth in Europe Fueled By Science-Driven Innovation Toothpaste SoM $ Source: Worldview through Sept 2025
Slide 22: 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 2025 Sept, Constant $
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: Miracle Repair Serum Toothpaste in China
Miracle Repair Serum Toothpaste in China ● Serum-infused toothpaste with breakthrough “Gum Revital Technology” ● Featuring dual ingredients amino acid + antioxidant Vitamin C ● Locks in the “collagen power” of gums and helps prevent gum collagen loss
Slide 25: Colgate Strong Teeth Relaunch in India
Colgate Strong Teeth Relaunch in India ● Strengthened with a new formulation in 2025 ● Calcium Boost + Arginine technology gives 2x stronger teeth* ● Supported with a high impact, multi-touch-point relaunch campaign *vs. regular fluoride toothpaste
Slide 26: Protex Bar Soap Relaunch
Protex Bar Soap Relaunch ● 24-hour anti-germ protection* to strengthen the skin’s natural defenses ● Enhanced package design and ad campaign to highlight Protex’s efficacy and breakthrough technology ● Driving significant penetration gains across key markets *After 2 weeks of twice daily use, increase
Slide 27: Sanex Skin Therapy Body Wash
Sanex Skin Therapy Body Wash ● Formula with patented Amino Acid complex ● Endorsed by dermatologists ● Premium positioning
Slide 28: Suavitel Superior Care Fabric Conditioner Relaunch in Latin America
Suavitel Superior Care Fabric Conditioner Relaunch in Latin America ● New fragrance technology ● Millions of fragrance capsules ● 100% more fragrance and duration* ● Driving volume and penetration for our best-selling variant * versus Suavitel Aroma de Lilas, Suavitel Baby and Suavitel Campo de Flor
Slide 29: Soupline Infinite Freshness Unlocking Growth In Premium Concentration
Soupline Infinite Freshness Unlocking Growth In Premium Concentration ● 4x More Longer Lasting Freshness* ● Ultra concentrated formula and our Just Washed Fragrance Technology delivers unbeatable freshness and softness *vs Soupline Soft & Care
Slide 30: Science Diet Core Lifestage Portfolio Relaunch
Science Diet Core Lifestage Portfolio Relaunch ● Upgraded with ActivBiome+ Multi-Benefit, a blend of prebiotic fibers and antioxidants that support digestion, immune system and organ health ● Strong media support with new leading claim ‘Supports long, healthy lives’
Slide 31: Prescription Diet New Options For Complex Cases
Prescription Diet New Options For Complex Cases ● Multi-Organ: Therapeutic nutrition for complex multi-organ support in pets with conflicting nutritional needs ● Cognitive + Mobility: Therapeutic nutrition for pets to help support mind & mobility
Colgate-Palmolive Company — Q3 2025 Earnings Presentation on 6ix