Church & Dwight Co., Inc. (CHD)

Church & Dwight's stock price has experienced some fluctuations and notable events in the past six months. The share price as of July 14, 2025, represented a decline of 4.06% from July 15, 2024. RBC Capital upgraded its outlook for Church & Dwight from Sector Perform to Outperform on June 2, 2025, and B of A Securities also upgraded its outlook from Neutral to Buy on April 15, 2025. The company exceeded its outlook with stronger-than-expected sales growth in Q4 2024, with full-year net sales increasing 4.1% to $6,107.1 million. The company declared a 4.0% increase in its quarterly dividend. Net sales decreased by 2.4% to $1,467.1 million in Q1 2025, falling below the company's outlook. Church & Dwight Co., Inc. issued a voluntary nationwide recall of Zicam® Cold Remedy Nasal Swabs, Zicam® Nasal AllClear Swabs, and Orajel™ Baby Teething Swabs due to microbial contamination. A Lead Independent Director notified of an intention to sell stock. The company announced it would be taking strategic actions for the Flawless, Spinbrush, and Waterpik showerhead businesses.

Demand for Church & Dwight Co., Inc.'s products generally exhibits some seasonality, with higher seasonal demand in the second and third quarters of the year. The company's diversified product portfolio helps balance seasonal sales dips and economic influences, contributing to the stock's resilience. In March 2020, the company experienced a significant increase in consumer demand for many of its products, indicating that certain product categories may experience increased demand during specific periods or in response to external factors.

Church & Dwight Co., Inc. is an American consumer goods company headquartered in Ewing, New Jersey, focusing on personal care, household products, and specialty products. Founded in 1846, it is a leading global producer of baking soda and a significant player in the consumer goods sector. Its portfolio includes well-known brands, with Arm & Hammer, Trojan, OxiClean, Vitafusion, Hero, and TheraBreath collectively constituting approximately 70% of its annual sales and profits. The company's "power brands," which represent about 85% of its revenues, also include Spinbrush, First Response, Nair, Orajel, Xtra, L'il Critters, Batiste, Waterpik, and Zicam. Major products include household products, personal care products, and specialty products.

Church & Dwight Co., Inc. operates globally, distributing its products through various channels. While the company has expanded its global reach, it still derives approximately 80% of its sales from its home market in the US. In 2022, approximately 17% of sales were derived from countries outside the United States. The company has subsidiary operations in seven countries: Canada, Mexico, the U.K., France, Germany, China, and Australia. It also exports products to over 130 other countries through its Global Markets Group using a broad network of third-party distributors.

Church & Dwight maintains a strong brand reputation due to its portfolio of well-established and trusted brands. The voluntary nationwide recall of certain products due to microbial contamination could have a negative impact on brand reputation. Church & Dwight has a long-standing commitment to sustainability, which positively contributes to their brand reputation. The company received public recognition, including Newsweek Magazine's America's Most Responsible Companies list, the EPA's Green Power Partnership-Top 100 list, Forbes Magazine's America's Best Midsize Employer Award, and inclusion in the FTSE4Good Index Series. The company's focus on product innovation and its commitment to providing high-quality products contribute positively to its brand reputation.

Church & Dwight Co., Inc. is largely controlled by institutional shareholders, who own approximately 84.96% to 89% of the company. Retail investors hold about 14.04% of the company, while insiders own less than 1% (approximately 1.01%). Major institutional owners include Vanguard Group Inc, BlackRock, Inc., and State Street Corp.