Colgate-palmolive Company · NYSE:CL
Colgate-palmolive — Q2 2025 Earnings Presentation
29 slides from Colgate-palmolive's earnings presentation, Aug 1, 2025
Slide 1: Colgate-Palmolive Company 2Q 2025 Earnings Presentation
COLGATE-PALMOLIVE COMPANY 2Q 2025 EARNINGS PRESENTATION AUGUST 1, 2025
Slide 2: Notice for Investor Presentation
August 2025 Notice for Investor Presentation Please review the following second quarter 2025 earnings 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 measur
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: Oral Care, Pet Nutrition, Personal Care, Home Care
ORAL CARE PET NUTRITION PERSONAL CARE HOME CARE
Slide 6: Quote from Noel Wallace
“I am pleased that Colgate-Palmolive people achieved another quarter of net sales, organic sales and earnings per share growth in the face of continued difficult market conditions worldwide, with organic sales growth improving sequentially versus the first quarter despite an even greater negative im
Slide 7: 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 8: Delivering Consistently Strong Organic Sales Growth
DELIVERING CONSISTENTLY STRONG ORGANIC SALES GROWTH Non-GAAP
Slide 9: New Productivity Program
NEW PRODUCTIVITY PROGRAM ● Announced a new three-year productivity program to drive future growth and support the Company’s 2030 strategy ● Includes initiatives to better align the Company’s organizational structure to support its strategic initiatives, optimize the Company’s global supply chain to
Slide 10: 2025 Guidance - GAAP
2025 Guidance - GAAP Based on current spot rates and including the estimated impact of tariffs announced and finalized as of July 31, 2025: ● Net sales growth still expected to be up low single digits, now including a flat to low-single-digit negative impact from foreign exchange ● Gross profit marg
Slide 11: 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 July 31, 2025: ● Organic sales growth now expected to be at the low end of 2% to 4%, including the impact over the course of 2025 of the planned exit from pr
Slide 12: Raw & Packaging Materials
RAW & PACKAGING MATERIALS ● 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 previous 2025 guidance, issued in April, included an incremental tariff i
Slide 13: 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 14: Driving Growth Through Science-Led, Core and Premium Innovation
DRIVING GROWTH THROUGH SCIENCE-LED, CORE AND PREMIUM INNOVATION
Slide 15: 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 16: 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 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 • Now adding Colgate Optic White Purple Serum to the range - for a whitening boost when you need it * effect is temporary
Slide 18: Miracle Repair Serum Toothpaste - China
MIRACLE REPAIR SERUM TOOTHPASTE - 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 19: 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 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: 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 22: Protex Bar Soap Relaunch - Latin America
PROTEX BAR SOAP RELAUNCH - Latin America • 12-hour antibacterial protection* to strengthen the skin’s antibacterial defenses • Enhanced package design and ad campaign highlighting Protex's leading efficacy • Driving penetration gains across key markets *After 2 weeks of daily use, increases antimicr
Slide 23: Palmolive Naturals Relaunch - Europe
PALMOLIVE NATURALS RELAUNCH - Europe • Nourishes skin • with Vitamin E • Fragrances inspired by nature • 95% natural origin formula Source: Nielsen
Slide 24: Sanex Derma Thérapie Launch
SANEX DERMA THÉRAPIE LAUNCH • Formula with patented Amino Acid complex • Endorsed by dermatologists • Premium positioning
Slide 25: 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 26: 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 27: 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 28: 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 29: New Therapeutic Products Help Address Key Concerns of "Silent Sufferers"
NEW THERAPEUTIC PRODUCTS HELP ADDRESS KEY CONCERNS OF “SILENT SUFFERERS” • Many health concerns are difficult to see • Pets suffer without support • Media campaign educates on early recognition and proactively raising concerns with your vet
Colgate-Palmolive Company — Q2 2025 Earnings Presentation on 6ix