Colgate-palmolive Company · NYSE:CL
Colgate-palmolive — Q2 2026 Earnings Presentation
40 slides from Colgate-palmolive's earnings presentation, Jul 31, 2026
Slide 1: 2Q 2026 Earnings Presentation
2Q 2026 EARNINGS PRESENTATION July 31, 2026
Slide 2: Notice for Investor Presentation
July 2026 Notice for Investor Presentation Please review the following second quarter 2026 earnings presentation in conjunction with our second quarter 2026 earnings press release, our second quarter 2026 prepared management remarks and additional information regarding our non-GAAP financial measures
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: 2Q 2026 Highlights
2Q 2026 Highlights ● Delivered strong results including growth in net sales and organic sales, and increases in Base Business gross profit, gross profit margin, operating profit, operating profit margin, net income and EPS, despite a very challenging operating environment ● Net sales increased 4.9%; Org
Slide 7: We delivered these strong results while continuing to invest
“We delivered these strong results while continuing to invest in the long-term health of our business with a 15% increase in advertising this quarter. Strong levels of investment will continue in the back half of the year as we execute against our 2030 strategy with a focus on premium, science-led i
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 2Q 2026: Org sales growth +2.4%, Org volume growth +0.8%, Pricing growth +1.6% 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: ● 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 roughly flat for the year (versus down previously). ● Advertising still expected to be up as
Slide 12: 2026 Guidance - Non-GAAP/Base Business
2026 Guidance - Non-GAAP/Base Business Based on current spot rates: ● 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 profit margin now expected to be roughly flat for the year (versus down previously). ● Adve
Slide 13: Delivered Record Free Cash Flow in 2025
Delivered Record Free Cash Flow in 2025 2Q 2026 YTD: $1.5 billion +18% 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 ○ $1.4 billion returned to shareholders in 2026 YTD through Q2 ● 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: Accelerating Whitening Adoption With Purple Range
Accelerating Whitening Adoption With Purple Range • Color corrects yellow tones* • Driving strong toothpaste share gains in key markets • Colgate Optic White Purple Serum - for a whitening boost when you need it *effect is temporary
Slide 18: Colgate Optic White Pro Series with ActivShine Technology
Colgate 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 19: Colgate Total Active Prevention Enamel Strength Toothpaste - U.S.
Colgate Total Active Prevention Enamel Strength Toothpaste - U.S. ● Reduces sensitivity and remineralizes to strengthen weak enamel ● Rehardens weak spots in enamel for strong, healthy teeth ● 2x more effective at fighting the root cause of many oral health problems* *like cavities and gingivitis via
Slide 20: hello whipped toothpaste
hello® whipped toothpaste ● Innovative Sensory Experience: Features a unique swirl-shaped, texture for a lush, velvety foaming "sensory glow-up," all while effectively fighting cavities and strengthening enamel ● Available in Mellow Mint Dream and Peppermint Stick
Slide 21: 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 22: Colgate Max Fresh Fruit Flavored Toothpaste For Adults
Colgate Max Fresh Fruit Flavored Toothpaste For Adults ● New fruit flavored toothpaste options for adults ● Freshness powered by ultrafreeze cooling technology ● Delicious fruit flavor, minty cool breath
Slide 23: elmex Sensitivity + Gum Care
elmex Sensitivity + Gum Care ● 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 24: elmex Long-Term Growth in Europe
elmex Long-Term Growth in Europe Fueled By Science-Driven Innovation Toothpaste SoM $ Source: Worldview through June 2026
Slide 25: meridol Fast Action - Europe
meridol Fast Action - 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 26: 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 June, Constant $
Slide 27: Colgate Total Active Prevention Interdental Cleaning Toothpaste - Mexico
Colgate Total Active Prevention Interdental Cleaning Toothpaste - Mexico ● Superior formula, with microparticles, that cleans deep between the teeth* ● Fights hidden bacteria in hard to reach places, preventing oral care problems** before they start ● Antibacterial protection for 24 hours*** *vs. no
Slide 28: 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 29: PCA SKIN MGF Age Renewal Cream For Estrogen-Depleted Skin
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 30: EltaMD UV Clear Blemish-Prone & Oil-Balancing SPF 46
EltaMD UV Clear Blemish-Prone & Oil-Balancing SPF 50 Professional mineral-based SPF that clinically corrects the look of blemishes ● Clinically proven to reduce visible blemishes by 65% ● Reduces visible excess oil & shine by 61% ● Reduces visible pore size by 25% ● Improves skin clarity by 34% 12-w
Slide 31: Palmolive Neutro Balance Mega Brand Growth in Mexico
Palmolive Neutro Balance Mega Brand Growth in Mexico ● Innovative product line with gentle formulas suitable for the whole family ● Bar soaps formulated with pro-hydration technology that leaves skin soft and hydrated ● Shower gels with cleansing technology and balanced pH formulas ● Dermatologist t
Slide 32: Sanex Skin Therapy Body Wash
Sanex Skin Therapy Body Wash ● Formula with patented Amino Acid complex ● Endorsed by dermatologists ● Premium positioning ● Now expanding to all Sanex markets Driving incremental share growth in the U.K. & France Source: Nielsen SOM, UK, France
Slide 33: Sanex Menopause Body Wash & Under Arm Protection
Sanex Menopause Body Wash & Under Arm Protection ● Our 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 34: 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 35: 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 36: 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 37: Hill's Science Diet Single Protein Dog Food Rolls - U.S.
Hill’s Science Diet Single Protein Dog Food Rolls - U.S. • Leveraged Prime100 acquisition to accelerate Hill’s U.S. entry into the fresh segment • Brings Hill’s science and veterinary trust into the fresh segment • Single animal protein provides triple benefits: digestion, coat & overall health • ”Sc
Slide 38: Hill's Prescription Diet Kidney + Sensitivities
Hill’s Prescription Diet Kidney + Sensitivities • Therapeutic nutrition to help slow the progression of kidney disease and reduce the risk of adverse food reactions for cats and adverse food reactions and environmental sensitivities for dogs • Nutrition clinically shown to help add years and enhance
Slide 39: Hill's Science Diet Core Wet Relaunch
Hill’s Science Diet Core Wet Relaunch New packaging and graphics to: ● Highlight our high quality ingredients ● Help consumers better visualize the food
Slide 40: Hill's Science Diet Expanding Wet Variety Packs
Hill’s Science Diet Expanding Wet Variety Packs ● Driving household acquisition and wet food trial by expanding our variety pack offerings ● Wet variety packs are the #1 driver of category growth
Colgate-Palmolive Company — Q2 2026 Earnings Presentation on 6ix