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The Clorox Company
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Latest analysis
Updated Nov 2, 2026
Clorox Q1 FY27: Market share gains offset by $240M commodity inflation; guidance maintained with back-half recovery bet.
Clorox delivered better-than-expected Q1 results driven by market share gains across Home Care, Brita, and Hidden Valley, alongside strong execution after ERP stabilization. However, input cost inflation widened to $240 million for the full year—$40 million above prior guidance and 2.5x historical average—forcing the company to lean heavily on productivity and targeted pricing to defend margins. Management guides full-year organic sales growth of 3.5% to 4.5% (effectively flat to +1% excluding ERP benefits) with margin recovery concentrated in H2, contingent on innovation launches, RGM execution, and consumer trade-down stabilization.
Tone: cautiousRevenue
$7.1B
CLX 10-K · FY 2025
Employees
9,200
Revenue (prior FY)
$7.1B
Founded
1913
Profile
CLX 10-K Item 1 · Aug 7, 2026The Clorox Company is a multinational manufacturer and marketer of consumer and professional products, operating across four reportable segments: Health and Wellness, Household, Lifestyle, and International. The company sells products in approximately 95 markets through mass retailers, e-commerce, distributors, and B2B channels including healthcare and institutional markets. Over 80% of net sales are generated from brands holding the No. 1 or No. 2 market share position in their respective categories.
Read filing description ↓ Collapse description ↑
The Clorox Company is a leading multinational manufacturer and marketer of consumer and professional products with fiscal year 2026 net sales of $6.7 billion and about 9,200 employees worldwide as of June 30, 2026. The Company has operations in approximately 25 countries or territories and sells its products in approximately 95 markets, primarily through mass retailers; grocery outlets; warehouse clubs; dollar stores; home hardware centers; drug, pet and military stores; third-party and owned e-commerce channels; and distributors. Clorox markets some of the most trusted and recognized consumer brand names, including Clorox cleaning and disinfecting products; Pine-Sol cleaner; Liquid-Plumr clog removers; Poett home care products; Glad bags and wraps; Fresh Step cat litter; Kingsford grilling products; Hidden Valley dressings, dips, seasonings and sauces; Brita water-filtration products; and Burt's Bees natural personal care products. The Company also markets industry-leading products and technologies for professional customers, including those sold under the Purell, CloroxPro and Clorox Healthcare brand names. Over 80% of the Company's sales are generated from brands that hold the No. 1 or No. 2 market share positions in their categories. In April 2026, the Company completed the acquisition of GOJO Industries, Inc., expanding its product portfolio to include the Purell brand and GOJO's health and hygiene solutions. The acquisition strengthens Clorox's presence in business-to-business channels, including healthcare and other institutional markets, through an established distribution network and a large installed base of dispensing systems that drive recurring demand. The Company's IGNITE strategy accelerates innovation in key areas of the business to drive growth and deliver value for all Company stakeholders.
Primary products
- Clorox cleaning and disinfecting products
- Pine-Sol cleaner
- Liquid-Plumr clog removers
- Poett home care products
- Glad bags and wraps
- Fresh Step cat litter
Business segments
End markets
Geographies
Named customers
Net sales to the Company's largest customer, Walmart Stores, Inc. and its affiliates, were 26%, 27% and 25% of consolidated net sales for each of the fiscal years ended June 30, 2026, 2025 and 2024, respectively, and occurred across all of the Company's reportable segments.
Named competitors
“Over 80% of the Company's sales are generated from brands that hold the No. 1 or No. 2 market share positions in their categories.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Net sales declined in fiscal year 2026, driven by category slowdowns from macroeconomic uncertainty and a timing impact from ERP system implementation that pulled certain sales into the prior fiscal year.
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