Colgate-palmolive Company · NYSE:CL
Colgate-palmolive — Q1 2025 Earnings Presentation
27 slides from Colgate-palmolive's earnings presentation, Apr 25, 2025
Slide 1: Colgate-Palmolive Company 1Q 2025 Earnings Presentation
COLGATE-PALMOLIVE COMPANY 1Q 2025 EARNINGS PRESENTATION APRIL 25, 2025
Slide 2: Notice for Investor Presentation
April 2025 Notice for Investor Presentation Please review the following first quarter 2025 earnings presentation in conjunction with our first quarter 2025 earnings press release, our first quarter 2025 prepared management remarks and additional information regarding our non-GAAP financial measures, inc
Slide 3: Colgate-Palmolive
COLGATE-PALMOLIVE 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 Core Categories
TIGHTLY FOCUSED ON FOUR ATTRACTIVE CORE CATEGORIES
Slide 5: Personal Care Home Care
PERSONAL CARE HOME CARE
Slide 6: CEO quote on organic sales and EPS growth
“Colgate-Palmolive people delivered another quarter of organic sales and earnings per share growth in the face of very difficult market conditions worldwide. The positive organic sales growth, in a period of slowing category growth in many markets, is a testament to the strength of our brands and ou
Slide 7: 1Q 2025 Highlights
1Q 2025 HIGHLIGHTS ● Delivered solid results despite a challenging operating environment ● Net sales decreased 3.1%, including a 4.4% headwind from foreign exchange ● Organic sales* increased 1.4%, including a 0.4% negative impact from lower private label pet volume ● GAAP and Base Business* Gross p
Slide 8: Delivering Consistently Strong Organic Sales Growth
DELIVERING CONSISTENTLY STRONG ORGANIC SALES GROWTH Non-GAAP
Slide 9: 2025 Guidance - GAAP
2025 Guidance - GAAP Based on current spot rates and including the estimated impact of tariffs announced and in effect as of April 24, 2025: ● Net sales growth now expected to be up low single digits, including a low-single-digit negative impact from foreign exchange ● Gross profit margin now expect
Slide 10: 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 in effect as of April 24, 2025: ● Organic sales growth now expected to be 2% to 4%, including the impact of the planned exit from private label pet nutrition over the course
Slide 11: Raw & Packaging Materials
RAW & PACKAGING MATERIALS ● On an underlying basis*, we expect raw and packaging material costs to increase modestly in 2025, driven by slightly higher commodity prices and the impact of transactional foreign exchange. ● Our initial 2025 guidance, which we provided on January 31, 2025, did not inclu
Slide 12: 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 ● Generating strong operating cash flow to fund dividends and share repurchases
Slide 13: Driving Growth Through Science-Led, Core and Premium Innovation
DRIVING GROWTH THROUGH SCIENCE-LED, CORE AND PREMIUM INNOVATION
Slide 14: Colgate's "Chair to Sink" Whitening Portfolio
COLGATE’S “CHAIR TO SINK” WHITENING PORTFOLIO MOUTHWASH TOOTHBRUSH TOOTHPASTE OVERNIGHT PEN EXPRESS PEN COMFORT FIT LED PROFESSIONAL PROFESSIONAL TAKE-HOME IN-OFFICE $4-10 $20 $25 $50 ~$200 ~$350 EVERYDAY AT HOME WHITENING PROFESSIONAL
Slide 15: Next Generation of the Optic White Overnight Pen
NEXT GENERATION OF THE OPTIC WHITE OVERNIGHT PEN Same powerful whitening performance powered by hydrogen peroxide – now designed with a sleek, easy-to-use applicator for precision and convenience ● Eliminates priming New wand ● Automatic dosing applicator ● Smooth application
Slide 16: Accelerating Whitening Adoption with Purple Range in Asia
ACCELERATING WHITENING ADOPTION WITH PURPLE RANGE IN ASIA • 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 17: Colgate Total Active Prevention Global Rollout
COLGATE TOTAL ACTIVE PREVENTION GLOBAL ROLLOUT Through clinically proven and potent efficacy, preventing oral health problems before they start* *helps prevent oral health problems like cavities and gingivitis
Slide 18: Colgate Strong Teeth Relaunch in India
COLGATE STRONG TEETH RELAUNCH IN INDIA ● #1 sub-brand 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 19: 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 20: EltaMD UV Skin Recovery Is More Than SPF
EltaMD UV SKIN RECOVERY IS MORE THAN SPF ● Lightweight, 100% mineral SPF 50 featuring our patented Skin Barrier Repair Technology, AAComplex ● Clinically proven to alleviate symptoms of skin sensitivity, like visible redness, a weakened skin barrier, dryness and roughness* ● 52% reduction in visible
Slide 21: Innovation to Drive Body Wash Growth in Brazil
INNOVATION TO DRIVE BODY WASH GROWTH IN BRAZIL ● Hyper hydration* CP BW $SOM - Drug & Pharma for protected 13.2% 13.0% and soft skin 0.8% SERUM ● Strong digital, 12.4% influencer and in store support Pre-Launch Last Read Aug ‘24 March ‘25 *Deeply hydrates the skin Source: Nielsen Scan - Monthly data
Slide 22: Sanex Derma Thérapie Launch
SANEX DERMA THÉRAPIE LAUNCH • Formula with patented Amino Acid complex • Endorsed by dermatologists • Premium positioning
Slide 23: Palmolive Naturals Relaunch - Europe
PALMOLIVE NATURALS RELAUNCH - Europe • Nourishes skin with Vitamin E • Fragrances inspired by nature • 95% natural origin ingredients Source: Nielsen
Slide 24: Suavitel Complete Elevating Product Performance - Mexico
SUAVITEL COMPLETE ELEVATING PRODUCT PERFORMANCE - MEXICO • Upgraded formula with improved color protection and a powerful fragrance system to support rewearing clothes maintaining its freshness between washes* • New winning claim - “Ultra fresh all day” • Driving premiumization in the category *Does
Slide 25: 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 26: Expanding Cat Wet Portfolio
EXPANDING CAT WET PORTFOLIO • New wet flavors meet cat parent desire for more flavors and variety • Leverages greater capacity from newly commissioned Tonganoxie wet plant
Slide 27: New Therapeutic Products Address Key Conditions of Silent Sufferers
NEW THERAPEUTIC PRODUCTS ADDRESS KEY CONDITIONS OF “SILENT SUFFERERS” ● Many health conditions are difficult to see ● Pets suffer without support ● Media campaign educates on early recognition and proactively asking your Vet
Colgate-Palmolive Company — Q1 2025 Earnings Presentation on 6ix