Colgate-palmolive Company · NYSE:CL
Colgate-palmolive — Q4 2025 Earnings Presentation
34 slides from Colgate-palmolive's earnings presentation, Jan 30, 2026
Slide 1: 4Q & Full Year 2025 Earnings Presentation
4Q & Full Year 2025 EARNINGS PRESENTATION January 30, 2026
Slide 2: Notice for Investor Presentation
January 2026 Notice for Investor Presentation Please review the following fourth quarter and full year 2025 earnings presentation in conjunction with our fourth quarter and full year 2025 earnings press release, our fourth quarter and full year 2025 prepared management remarks and additional informa
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: Our 2025 performance highlights the resilience of our business model
“Our 2025 performance highlights the resilience of our business model and the strength of our brands. Through the successful execution of our 2025 strategy, we have grown our company significantly over the last five years despite many challenges. Our new 2030 strategy builds on that success. We have l
Slide 7: 4Q 2025 Highlights
4Q 2025 Highlights ● Growth accelerated versus 3Q in net sales, organic sales and Base Business EPS, despite a very challenging operating environment ● Net sales increased 5.8%; Organic sales* increased 2.2%, including a 0.9% negative impact from lower private label pet volume having exited that non
Slide 8: 2025 Highlights
2025 Highlights ● Delivered solid results, including increases in net sales, organic sales, Base Business net income and Base Business EPS, despite a very challenging operating environment ● Net sales increased 1.4%; Organic sales* increased 1.4%, including a 0.7% negative impact from lower private
Slide 9: 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 10: 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 11: Organic Sales Growth
Organic Sales Growth 4Q 2025: Org sales growth +2.2%, Org volume growth -0.5%, Pricing growth +2.7% Long- Term 2026 } Target Range 3-5% Guidance* Non-GAAP *2026 Guidance: 1% to 4%
Slide 12: 2026 Guidance - GAAP
2026 Guidance - GAAP Based on current spot rates and including the estimated impact of tariffs announced and finalized as of January 28, 2026: ● Net sales growth expected to be 2% to 6%, including a low-single-digit positive impact from foreign exchange ● Gross profit margin expected to be up for the
Slide 13: 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 January 28, 2026: ● Net sales growth expected to be 2% to 6%, including a low-single-digit positive impact from foreign exchange ● Organic sales growth expect
Slide 14: Delivered Record Free Cash Flow in 2025
Delivered Record Free Cash Flow in 2025 $ in billions Non-GAAP
Slide 15: 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 ○ $2.9 billion returned to shareholders in 2025
Slide 16: 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 17: 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 18: Science-led, Core and Premium Innovation
Science-led, Core and Premium Innovation
Slide 19: 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 20: elmex Long-Term Growth in Europe
elmex Long-Term Growth in Europe Fueled By Science-Driven Innovation Toothpaste SoM $ Source: Worldview through Nov. 2025
Slide 21: 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 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 Nov, Constant $
Slide 23: 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 24: 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 25: Colgate Harry Potter
Colgate HARRY POTTER™* Utilizing a popular license to engage positive brushing habits Wide array of new launches for all ages With National Displays FPO Kids Adults * All characters and elements © & ™ Warner Bros. Entertainment Inc. WB SHIELD: © & ™ WBEI. Publishing Rights © JKR. (s26)
Slide 26: 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 27: hello Whipped Toothpaste
hello® Whipped Toothpaste ● Innovative sensory experience ○ Unique swirl-shaped, velvety texture for a lush, foaming "sensory glow-up" while effectively fighting cavities and strengthening enamel ● Designed with Gen Z in mind ● Formula is vegan, cruelty-free, and contains no artificial sweeteners, flav
Slide 28: Protex Bar Soap Relaunch in South Africa
Protex Bar Soap Relaunch in South Africa ● 24-hour 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 Driving Strong Share Gains in South Africa Source:
Slide 29: Sanex Skin Therapy Body Wash
Sanex Skin Therapy Body Wash ● Formula with patented Amino Acid complex ● Endorsed by dermatologists ● Premium positioning Driving incremental share growth in France & the U.K. Source: Nielsen SOM, UK, France
Slide 30: Suavitel Refresher Fabric Rinse
Suavitel Refresher Fabric Rinse ● 4X odor action helps remove tough odors, leaves fabrics smelling fresh, helps rinse stubborn residue ● Fragrance with odor-fighting technology ● Safe on all fabrics, including activewear
Slide 31: Palmolive Dish EZ-Pump
Palmolive Dish EZ-Pump • Provides the trusted efficacy of our great formulas, while dispensing liquid with a single press • A more convenient, easier way to clean dishes
Slide 32: Fabuloso 3-in-1 Clean Spray
Fabuloso 3-in-1 Clean Spray ● 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 33: Hill's Science Diet Sensitive Stomach & Skin Relaunch
Hill’s Science Diet Sensitive Stomach & Skin Relaunch ● Science-backed nutrition providing triple benefits: • Immune system support • Gentle digestion • Healthy skin ● Enhanced packaging, claims & communications ● New salmon flavor
Slide 34: Hill's Prescription Diet New Options For Complex Cases
Hill’s Prescription Diet New Options For Complex Cases ● Therapeutic nutrition designed for pets with food sensitivities in addition to a chronic kidney condition
Colgate-Palmolive Company — Q4 2025 Earnings Presentation on 6ix