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Colgate-Palmolive
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Updated Oct 30, 2026
Colgate-Palmolive Q3 2026: Broad-Based Organic Growth With Margin Expansion Despite $300M+ Cost Headwind and U.S. Share Recovery Still in Progress
Colgate-Palmolive delivered organic sales growth across all four categories and four of five divisions in Q3 2026, with gross margin expansion funded by 290+ basis points of productivity offset against material cost headwinds and 200 basis points of pricing. The cost environment — driven by resins, petrochemicals, pulp, and escalating logistics — is expected to peak in Q4 2026 and persist into early 2027, with full-year commodity inflation tracking to the original $300 million guidance range. The U.S. toothpaste turnaround remains a work in progress, with management explicitly characterizing it as a multi-quarter reset requiring premium innovation scaling, go-to-market restructuring, and stepped-up AI-driven omni-channel demand generation.
Tone: mixedRevenue
$20.4B
CL 10-K · FY 2025
Employees
33,600
Revenue FY2024
$20.1B
Founded
1806
Profile
CL 10-K Item 1 · Feb 23, 2026Colgate-Palmolive is a global consumer products company operating in two segments: Oral, Personal and Home Care, and Pet Nutrition. Its brands span toothpaste, toothbrushes, bar soaps, shower gels, deodorants, skin health, household cleaners, and specialty pet food sold in over 200 countries. The company holds global category leadership in toothpaste, manual toothbrushes, and liquid hand soap.
Read filing description ↓ Collapse description ↑
Colgate-Palmolive Company is a caring, innovative growth company united behind our purpose to reimagine a healthier future for all people, their pets and our planet. To achieve our business and financial objectives and deliver peer-leading performance and total shareholder return, we are focused on driving organic sales growth; delivering consistent, compounded earnings per share growth; achieving operational efficiencies; and driving growth in free cash flow along with the efficient use of our balance sheet. We do this by leveraging the global reach and penetration of our brands; building the incremental benefit of superior, science-based innovation supported by an agile and resilient supply chain; harnessing the power of best-in-class omni-channel demand generation; leading in capabilities such as data, analytics and artificial intelligence ('AI'); and evolving our high-impact, inclusive culture. Our products are marketed in over 200 countries and territories throughout the world. We operate in two product segments: Oral, Personal and Home Care; and Pet Nutrition. We are a leader in Oral Care with global leadership in the toothpaste and manual toothbrush categories according to market share data. We are a leader in many product categories of the Personal Care market with global leadership in liquid hand soap, according to market share data. Through our Hill's Pet Nutrition segment, we are a leader in specialty pet nutrition products for dogs and cats with products marketed in over 80 countries and territories worldwide. Sales of Oral, Personal and Home Care products accounted for 44%, 17% and 16%, respectively, of our total worldwide Net sales in 2025, with Pet Nutrition accounting for 23%.
Primary products
- Colgate toothpaste
- Darlie toothpaste
- elmex toothpaste
- hello toothpaste
- meridol toothpaste
- Sorriso toothpaste
Business segments
End markets
Geographies
Named customers
Our sales to Walmart, Inc. and its affiliates represented approximately 11% of our Net sales in 2025. No other customer represented more than 10% of our Net sales in 2025.
“We are a leader in Oral Care with global leadership in the toothpaste and manual toothbrush categories according to market share data.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Net sales increased to $20,382 million in 2025 from $20,101 million in 2024, with growth in Oral, Personal and Home Care partially offset by the skin health impairment context disclosed in the fourth quarter.
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