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Colgate-Palmolive supplies products for everyday needs such as brushing teeth, washing and household cleaning. Oral care, including Colgate toothpaste and toothbrushes, is its largest revenue category; personal and home care products, including Palmolive, add to sales. Retailers, wholesalers and distributors buy these products to resell to consumers. Together, these businesses generate most of the company’s revenue, and most sales come from outside the United States.
Hill’s Pet Nutrition provides a separate, substantial source of revenue by selling dog and cat food for everyday nutrition and therapeutic needs. Its brands include Hill’s Science Diet and Hill’s Prescription Diet. Authorized pet supply retailers, veterinarians and online retailers are its main sales channels.
The business depends on consumers choosing its brands and on retailers carrying and promoting them. Walmart and its affiliates are its largest customer and account for a meaningful share of sales. Colgate-Palmolive is increasingly dependent on key retailers, some with strong bargaining power and exclusive access to consumer data. Product rules also constrain which ingredients it can use and how it can label and advertise its products.
The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.
Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
Colgate-Palmolive’s results hinge on global oral-care demand and premium pet nutrition, where Nestlé and privately held Mars are important rivals missing from this list.
Procter & Gamble competes for oral-care shoppers through Crest and Oral-B, while its personal and household products also compete with Colgate-Palmolive’s other major product lines.
Haleon competes for consumers buying toothpaste and other oral-health products, making it a direct rival to Colgate-Palmolive’s largest product category. Watch its oral-health results rather than its broader consumer-health business for the clearest comparison.
Unilever competes with Colgate-Palmolive for consumers buying oral care, deodorants, skin and hair care, household cleaners and fabric conditioners. Its Personal Care and Home Care results offer a closer comparison than its food sales.
Church & Dwight competes with Colgate-Palmolive for shoppers buying oral-care products, household cleaners and fabric-care products through stores and online. Watch those consumer product lines, rather than its specialty products sold to businesses.
Kenvue competes with Colgate-Palmolive for consumers’ mouthwash and skin-health spending through Listerine and its skin-health brands. Listerine’s performance is the more focused comparison for Colgate-Palmolive’s mouthwash business than Kenvue’s total sales.
General Mills competes for pet owners’ food spending with natural pet foods that rival Colgate-Palmolive’s Hill’s everyday dog and cat nutrition products. Its North America Pet results offer a comparison for that part of Hill’s business, not its therapeutic foods.
Clorox competes for household-cleaning shoppers with Colgate-Palmolive’s Ajax, Fabuloso and other home-care products. Cleaning products accounted for 44% of Clorox’s consolidated net sales in fiscal 2026, making that line more relevant to watch than its total sales.
Procter & Gamble Company earningsPG
P&G's oral-care and home-care results will show whether shoppers are still spending on everyday products that compete with Colgate-Palmolive's.
Look at P&G's organic sales growth in oral care and home care, and whether it comes from volume or higher prices. Growth with volume holding up would point to steady demand for branded everyday products, a supportive backdrop for Colgate-Palmolive. Growth mainly from price increases while volume weakens would suggest shoppers are buying less or switching to cheaper options, putting Colgate-Palmolive's volume under pressure too.
Fed Interest Rate Decision
The Fed’s interest-rate decision signals whether borrowing costs across the economy are rising or falling, which can change what Colgate-Palmolive pays on debt that reprices or refinances.
Expected4.0%Last release4.0%
If it comes in above expectations
Higher rates can raise interest costs on debt that reprices or is refinanced, leaving less of Colgate-Palmolive’s cash flow available for its business and other cash needs.
If it comes in below expectations
Lower rates can reduce interest costs on debt that reprices or is refinanced, leaving more of Colgate-Palmolive’s cash flow available for its business and other cash needs.
Colgate-Palmolive Company earningsThis company
Colgate-Palmolive has relied more on price increases than volume growth, and this report will show whether shoppers still accept those prices and whether cost pressure is easing.
Read net selling price, volume and gross margin together. Higher prices with steadier volume and a recovering margin would show that shoppers accept the prices and cost savings are beginning to offset raw-material and packaging costs. If prices keep rising while volume falls and the margin does not recover, shoppers are under pressure and savings are not enough. The question is whether Colgate-Palmolive can protect profit without continuing to lose volume.
Clorox Company earningsCLX
Clorox's cleaning results will show how shoppers are buying household cleaners, the aisle where its products compete with Colgate-Palmolive's home-care products.
Read Clorox's cleaning sales alongside volume. Sales growth with volume holding up would show shoppers are still buying household cleaners, supporting demand for Colgate-Palmolive's cleaning products too. If sales growth relies mainly on higher prices while volume falls, shoppers may be cutting back or switching to cheaper products, a similar risk for Colgate-Palmolive.
General Mills, Inc. earningsGIS
General Mills' North America Pet results will show how pet owners are spending on everyday food, which competes with Hill's everyday dog and cat products.
Compare General Mills' North America Pet sales growth with Colgate-Palmolive's Hill's Pet Nutrition growth, remembering that Hill's also sells therapeutic foods, so the businesses are not a perfect match. Faster growth at General Mills would point to stronger competition in everyday pet food; faster Hill's growth would show its broader business holding up better, but would not by itself settle demand for everyday food.
