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NYSE · Consumer Discretionary

CHURCH & DWIGHT CO INC CHD

Church & Dwight is an American consumer goods company that specializes in home care and personal care products. Its seven main brands contribute more than 75% of sales. The company promotes growth through brand innovation, marketing and acquisition of high-growth brands, and the proportion of online sales has increased to approximately 25%. Investment analysis can focus on its core brand expansion strategy, M&A integration capabilities and organic growth resilience.

Sources Company earnings and call materials quartr.com
Package Goods/Cosmetics

Company profile

Business mix

  • There are two major sectors: home care (Arm & Hammer, OxiClean, etc.) and personal care (TheraBreath, Hero, Trojan, etc.), with products covering value and high-end positioning.
  • The seven main brands contributed more than 75% of sales and profits, and online sales increased from 2% in 2016 to about 25%, reflecting the agility of channel transformation.

Current key questions

  • Although the gross profit margin increased, the increase in marketing and SG&A expenses caused the adjusted operating profit to remain flat year-on-year (US$302.6 million). Cost control and growth investment need to be balanced.
  • The merger-driven growth strategy has brought high-growth brands (such as Touchland, Miss Mouth), but whether integration and expansion can continue to generate synergy is the key.
  • When the company sets medium- and long-term goals (such as Arm & Hammer revenue increasing from 2 billion to 3 billion U.S. dollars and international business doubling), it needs to pay attention to the impact of macroeconomic fluctuations and changes in consumption power on the achievement of goals.
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 31.88 FCF 4.65% Buyback 2.24%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Fundsmith Terry Smith 4.8% $619.8M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $17.1M Estimated from net reduced shares
Net share change / base shares -2.7% -182,781 / 6,824,289
Fundsmith Terry Smith 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.4% 13F value change -$60.5M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -1.0% 13F value change -$31.2M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -1.3% 13F value change +$55.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 6,824,289 Last 3 periods -182,781 (-2.7%) Total shares 6,641,508 Value $619.8M

Recent mentions

No public mentions.