Church & Dwight: 3 key takeaways for long-term investors. Personal care market share gains and value-tier momentum show how the company is winning across consumer segments despite industry headwinds. Key points. * Organic sales grew 5.1% in the third quarter of 2026. * Productivity gains offset $150 million of cost inflation in 2026. * Global e-commerce sales reached 25.9% of total consumer sales. * Motley Fool Issues First-Ever 9X Buy Alert" On its third quarter of 2026 earnings call, held on Oct. 30, 2026, Church & Dwight (CHD +1.16%) reported 5.1% organic sales growth, driven primarily by higher product volume. Its value-focused household staples and expanding personal care portfolio give it dependable pricing power in a choppy consumer market. Internal efficiency gains continue to widen margins even as cost inflation presses the broader industry. Three things management said stand out. 1. Record productivity shields margins from rising costs. Church & Dwight faces $150 million in cost inflation this year, but internal efficiency gains keep profit margins expanding. Operating productivity provides the business with a robust buffer against rising transportation and commodity costs. The Motley Fool, LLC is, first and foremost, going after productivity. And you just heard me say The Motley Fool, LLC had record productivity this year. The Motley Fool, LLC think The Motley Fool, LLC is going to have record productivity next year. - Rick Dierker, President and Chief Executive Officer High-margin personal care brands are expanding market share through product innovation and targeted distribution gains. Low household penetration rates in core specialty lines leave substantial room for long-term revenue growth. THERABREATH continues to contribute considerably to its overall performance as the brand gained 3.5 share points to reach a record share level of 26.8%, which further solidified its #2 position in total mouthwash. - Rick Dierker, President and Chief Executive Officer 3. Value tier laundry brands win stretched consumers. Cash-strapped shoppers are leaning heavily into value-oriented household staples as inflation limits household budgets. The company's core laundry line continues gaining retail market share despite elevated promotional activity across the category. However, ARM & HAMMER gained share as the value segment in laundry continues to be fit for purpose in this economic environment. - Rick Dierker, President and Chief Executive Officer Looking ahead. Volume-driven momentum across core divisions keeps performance well ahead of industry averages, even as transportation rates and raw material prices climb. The business relies on structural pricing discipline, supply chain efficiency, and international distribution wins to sustain its earnings trajectory. Against the backdrop of ongoing industry headwinds and uncertainty, its team has delivered 3 quarters of 5% plus profitable organic growth. - Lee McChesney, Chief Financial Officer Management focuses capital allocation on expanding high-margin brands and reinvesting in international channels to drive long-term compound growth. Its operating fundamentals continue to support volume growth, market share gains and gross margin expansion. - Rick Dierker, President and Chief Executive Officer Is Church & Dwight a smart long-term play. Before you buy stock in Church & Dwight, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now... and Church & Dwight wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of its recommendation, you'd have $334,793!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of its recommendation, you'd have $1,257,420!* Now, it's worth noting Stock Advisor's total average return is 874% - a market-crushing outperformance compared to 209% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. *Stock Advisor returns as of November 2, 2026.

Church & Dwight (NYSE: CHD) has appointed Jonathon J. Nudi to its board of directors, effective January 1, 2027. Nudi is chief executive officer of Masco Corporation and previously held senior leadership roles at General Mills. He is expected to join the audit committee and the compensation and human capital committee. The household products group has a market cap of about $25.1 billion. It recently raised earnings guidance and authorised a $1.0 billion share buyback. The company is pushing its health and wellness brands against rivals such as Procter & Gamble and Colgate-Palmolive. It is also dealing with higher selling, general and administrative costs and underperforming vitamin gummies.

Church & Dwight beats its own outlook again, and Arm & Hammer laundry does the heavy lifting. Net sales rose where the company had guided for a decline, and the board approved a new $1 billion buyback to go with it. Church & Dwight reported third-quarter net sales of $1.6 billion, up 1%, beating its own guidance of a 1% decline. Organic sales grew 5.1%, driven mostly by volume, and adjusted earnings per share came in at $0.92, up 13.6% and ahead of the company's own $0.89 outlook. The growth leaned on a specific set of brands: Arm & Hammer liquid laundry detergent and cat litter, Therabreath, and Waterpik carried the domestic business, while Therabreath, Batiste, Touchland, and OxiClean did the same internationally. Marketing expense actually fell as a share of sales, down 90 basis points to 11.9%, which makes the sales beat look even better on paper. The company raised its full-year guidance across nearly every metric and had its board approve a new $1 billion share repurchase program with no expiration date. For a portfolio built on toothpaste, cat litter, and pregnancy tests, outperforming your own conservative guidance for two quarters running is the unglamorous version of a hot streak, and Wall Street tends to reward it the same way. The Brand Briefing Liked this? Get five more every morning. The Brand Briefing: the stories moving brands, in your inbox at 7am your time. Free.