Church & Dwight Company, Inc. (CHD) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

to Church and White's third quarter 2025 earnings conference call. Before we begin, I have been asked to remind you that on this call, the company's management may make forward-looking statements regarding, among other things, the company's financial objectives and forecasts. These statements are subject to risks and uncertainties and other factors that are described in detail in the company's SEC filings. I would now like to introduce your host for today's call, Mr. Rick Durker. President and Chief Executive Officer of Church and Blight. Please go ahead, sir. All right. Thank you. Good morning, everyone. Thanks for joining the call. I'll begin with some thoughts on the macro environment and then review of our great Q3 results. Then I'll turn the call over to Lee McChesney, our CFO, and then when Lee is done, we'll open it up for questions. Starting with the broader environment, conditions remain volatile and the consumer backdrop remains mixed. Promotional intensity is elevated in some categories and household finances are stretched as high borrowing costs and delinquencies weigh on discretionary spending, including big ticket items like cars and housing. However, there is relatively low unemployment and higher price personal care categories continue to do well. Against that mixed backdrop, our categories are growing at around 2%, which was pretty consistent with what happened in Q2 as well. We're performing better than that because of our great brands. Our portfolio, with its balance of value and premium offerings, continue to gain both dollar and volume share. Our innovation is performing well, and all in all, our brands are made for environments like this. On to the Q3 results. We had a fantastic quarter in a tough environment. Organic sales grew 3.4%, exceeding ...