Colgate-palmolive Company · NYSE:CL
Colgate-palmolive — Barclays Global Consumer Staples Conference 2025
42 slides from Colgate-palmolive's conference presentation, Sep 3, 2025
Slide 1: Barclays Global Consumer Staples Conference
Barclays Global Consumer Staples Conference September 3, 2025 TEAM NAME © 2025 Colgate-Palmolive Company
Slide 2: Notice for Investor Presentation
September 2025 Notice for Investor Presentation Please review the following presentation in conjunction with our second quarter 2025 earnings press release, our second quarter 2025 prepared management remarks and additional information regarding our non-GAAP financial measures. Our presentation cont
Slide 3: Our Message Today
Our Message Today 1 Financial review and outlook 2 Our strategy is working to deliver consistent compounded top and bottom line growth 3 Our 2025 strategic plan is delivering on innovation and capabilities 4 We are working to accelerate change as we embark on our 2030 strategy
Slide 4: Financial review and outlook
01 Financial review and outlook
Slide 5: 2Q 2025 Highlights
2Q 2025 Highlights ● Delivered solid results, including net sales, organic sales and EPS growth, despite a challenging operating environment ● Net sales increased 1.0%; Organic sales* increased 1.8%, including a 0.6% negative impact from lower private label pet sales ● Organic sales increased sequen
Slide 6: New Productivity Program
New Productivity Program Program Announcement Key Initiatives Financial Projections Announced a new three-year Includes initiatives to optimize the Projected to result in cumulative productivity program to drive future Company’s global supply chain and pre-tax charges totaling between top and bottom
Slide 7: 2025 Outlook
2025 Outlook* ● Net sales growth expected to be up low single digits, including a flat to low-single-digit negative impact from foreign exchange ● Organic sales growth expected to be at the low end of 2% to 4%, including the impact over the course of 2025 of the planned exit from private label pet s
Slide 8: Our strategy is working to deliver consistent compounded top and bottom line growth
02 Our strategy is working to deliver consistent compounded top and bottom line growth
Slide 9: Delivering Consistently Strong Organic Sales Growth
Delivering Consistently Strong Organic Sales Growth } Target Range 3-5% Non-GAAP
Slide 10: Growth In All Four Categories
Growth In All Four Categories HILL’S HOME CARE PERSONAL CARE ORAL CARE Net Sales (in billions)
Slide 11: Growth Across Geographies
Growth Across Geographies In Both Developed and Emerging Markets
Slide 12: Increased Advertising Spending
Increased Advertising Spending Advertising as a % of sales
Slide 13: Driving Accelerated EPS Growth
Driving Accelerated EPS Growth Trailing 12 Months EPS +17% Non-GAAP
Slide 14: Delivered Record Free Cash Flow in 2024
Delivered Record Free Cash Flow in 2024 $ in billions +17% Non-GAAP
Slide 15: Our 2025 strategic plan is delivering on innovation and capabilities
03 Our 2025 strategic plan is delivering on innovation and capabilities
Slide 16: Our 2025 strategic plan
Our 2025 strategic plan is: Delivering Improving Science-Led, and Scaling Core And Capabilities Premium Including: Innovation Digital Across Price Data Tiers Creative RGM
Slide 17: Slide 17
Slide 18: elmex Long-Term Growth In Europe
elmex Long-Term Growth In Europe Fueled By Science Driven Innovation Toothpaste SoM $ Source: Worldview FY 2024
Slide 19: 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 Jul, Constant $
Slide 20: 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 21: 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 22: Colgate
Colgate | YY
Slide 23: 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 daily use, increases an
Slide 24: Slide 24
Slide 25: 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 26: 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 27: 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
Slide 28: Slide 28
Slide 29: Our 2025 strategic plan
Our 2025 strategic plan is: Delivering Improving Science-Led, and Scaling Core And Capabilities Premium Including: Innovation Digital Across Price Data Tiers Creative RGM
Slide 30: Revenue Growth Management
● Scaled our automated RGM diagnostic tool to cover 78% of net sales ● Prescriptive AI for Revenue Growth promotional calendars is expanding after a Management successful pilot ● 500+ data sources unified into a harmonized data foundation ● Driving meaningful price/mix growth
Slide 31: RGM Analytics Roadmap
RGM Analytics Roadmap A progressive and modular approach to maximize scalability Version 3 Next Gen - Prescriptive AI Version 2 Advanced - Predictive AI Advanced - Predictive AI Version 1 Core - Diagnostic and Core - Diagnostic and Core - Diagnostic and Descriptive Descriptive Descriptive Scaled glo
Slide 32: Promo.AI - Our Prescriptive AI Solution
Promo.AI - Our Prescriptive AI Solution ● End-to-end advanced trade promotion optimization tool ● AI optimizer computes 1 billion+ calendars and recommends the optimal calendar in 30 minutes ○ Flexibility to optimize for volume, gross profit, or net sales
Slide 33: Accelerating Change For 2030 To Unlock More Growth
04 Accelerating Change For 2030 To Unlock More Growth
Slide 34: Accelerating Change For 2030 To Unlock More Growth
Leverage the global reach and 1 penetration of our brands Build the incremental benefit of Accelerating Change 2 superior, science-based innovation For 2030 To Unlock 3 Harness the power of Best in Class Omni-Channel demand generation More Growth 4 Lead in capabilities like data, analytics and AI Ev
Slide 35: Best In Class Omni-Channel Demand Generation
Best In Class * effect is temporary Omni-Channel Demand Generation
Slide 36: Consumer Journeys Now Have Many Touchpoints
Shop View Online View banner ad print ad Consumer Watch tutorial Watch video on mobile Journeys Purchase through call center Download app Now Have Many Watch Blog YouTube ad Touchpoints Compare / Purchase shop online in store Post Read reviews reviews Purchase Like on via mobile View Facebook YouTub
Slide 37: A significant portion of Chinese consumers are Omni-Channel shoppers
A significant portion of Chinese consumers are Omni-Channel shoppers with attention spans increasingly shifting to digital
Slide 38: Consumer-centric strategy across Moments that Matter
We adopted a consumer-centric strategy across Moments that Matter to stimulate demand across online and offline channels Online (RED, Douyin, WeChat, Bilibili) Offline (Hyper/Super, Membership store, Mini-beauty, Discounters)
Slide 39: Working with Sam's Club, program along the consumer journey
Working with Sam’s Club, we executed a program with engaging content along the consumer journey Explore on RED – “Sam’s Discover Colgate pumps! Purchase in store Post-purchase Club Must-Buys” (or o2o) ratings & reviews Attention Consideration Purchase Loyalty optimization Ongoing Ongoing Optimizatio
Slide 40: Omni-Channel Learnings Being Scaled Globally
Paramount for success: Omni-Channel ● Consumer-centricity Learnings Being ● Omnichannel orchestration across key Scaled Globally touchpoints ● Strong cross-functional collaboration in execution
Slide 41: In Summary
In Summary ● Our Strategy Is Working To Deliver Consistent Compounded Top And Bottom Line Growth ● Our 2025 Strategic Plan Is Delivering: ○ Science-Led, Core And Premium Innovation Across Price Tiers ○ Improving And Scaling Capabilities Including: Digital, Data, Advertising & RGM ● We Are Accelerati
Slide 42: Thank You
(® Colgate-Palmolive Make More Smiles
Colgate-Palmolive Company — Barclays Global Consumer Staples Conference 2025 on 6ix