Church & Dwight Company, Inc. (CHD) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Okay, so next up this afternoon, we're pleased to welcome Church and Dwight here today in his first presentation at our conference as CEO. Not his first presentation, but his first presentation as CEO of the company as Rick Durker. And we're also pleased to have CFO Lee McChasney, who's joined us, joined Church and Dwight in March, and also Chuck Raup, who runs the consumer domestic business. So the team's going to give a presentation. If there's some time for Q&A, we will do that. But generally speaking, the floor is yours. All right, thanks, Lauren. It's always good to be back in Boston. So here's our safe harbor statement. Please, if you have any questions, read that on our website. So the message today is we remain really confident in our future. We're living, and everyone is, in a volatile environment. We have a balanced portfolio. We're driving share gains on many of our brands. Our latest acquisition brings additional opportunities for growth. Online channels experiencing steady growth. A long track record of success there. Innovation remains a key growth driver, and we're seeing strong international performance, so we're confident about the strength of our Evergreen model as we look forward. For those of you who may not follow Church and Dwight every day, we're about a $6.1 billion company, 77% of our sales are in the US, 18% are national, and the rest is our SPD division. We have eight power brands. Those eight power brands represent 75% of our sales and profits. And we have a balanced portfolio. About half of our business is household. About half of it is personal care. And about 36% is value. And about 64% is premium. So really resilient in most any economic condition. But it all started back in 1846 with Arm & Hammer. And this was Dr. Church and Mr. John ...