Fri, Oct. 2, 9:26 AM
- Amazon (NASDAQ:AMZN) will be the number two player in non-food consumables by 2018, according to a new report from Cowen & Company.
- The company is leveraging its powerful Prime platform to gain market share in the highly-competitive field by highlighting to consumers its advantages on pricing and delivery.
- Amazon's gains could come at the expense of store traffic for Wal-Mart (NYSE:WMT), Target (NYSE:TGT), and Walgreens (NASDAQ:WBA), notes Cowen.
- The Amazon Effect could also impact pricing in the personal care, household, pet, and baby products sectors - a wide swath of the consumer goods industry that impacts companies such as Procter & Gamble (NYSE:PG), Avon Products (NYSE:AVP), Revlon (NYSE:REV), Kimberly-Clark (NYSE:KMB), Carter's (NYSE:CRI), Colgate-Palmolive (NYSE:CL), Ulta Salon (NASDAQ:ULTA), Unilever (UN, UL), and Church & Dwight (NYSE:CHD) as they negotiate deals.
- Related ETFs: IYK, UGE, SZK
Tue, Aug. 4, 9:14 AM
- Church & Dwight (NYSE:CHD) reports organic sales growth of 5.1%, driven by strong volume growth of 4.5%, and favorable product mix and pricing of 0.6%.
- Consumer domestic sales increased 6.6% to $638.3M.
- Consumer international sales decreased 4.2% to $130.9M.
- Specialty products division sales grew 7% to $77.9M, driven by the recent acquisition of the Vi-COR business.
- Gross margin rate declined 10 bps to 44%.
- SG&A ratio improved 50 bps to 12.5%.
- Operating margin rate +70 bps to 17.8%.
- Q3 Guidance: Organic sales growth: ~+2.0%; Gross margin rate: expand Y/Y; Diluted EPS: $0.87 to $0.88.
- FY2015 Guidance: Organic sales growth: ~+3.0%; Gross margin rate: +25 bps to +35 bps; Market spending: ~12.5% of total sales; Operating margin rate: expand by 50 bps; Adjusted EPS: ~+7.0% to +9.0% growth; Cash from operations: in excess of $570M.
Tue, Aug. 4, 7:03 AM
Mon, Aug. 3, 5:30 PM
- ABMD, ADM, AET, AFSI, ALE, ALLT, ALR, AME, ANIP, ARCC, BLMN, BPI, BZH, CAS, CBT, CHD, CHTR, CIE, COH, CRCM, CRTO, CVS, DWRE, EIGI, ELOS, EMR, ETR, EXH, EXLP, EXPD, FRM, FUN, GEO, GLDD, GLT, H, HAR, HCN, HCP, HEP, HNT, HW, HYH, IIVI, INCY, K, KLIC, LPX, LRN, LXP, MDC, MGM, MLM, MNK, MNTA, MOS, MPW, NAO, NCLH, NGLS, NRG, [[NTi]], NWN, NYLD, ODP, OZM, PH, REGN, RHP, RRD, SABR, SCOR, SGNT, SMG, SNI, SRE, STE, STWD, TDG, TGH, TICC, TIME, UNT, USAK, VMC, VSH, VTG, WLK, WNR, WPC, WRES, ZTS
Tue, Jul. 28, 3:01 PM
Thu, May 7, 7:12 AM
Wed, May 6, 5:30 PM
- AAON, ACHN, ACRE, AEE, AGIO, AKRX, ALE, ALU, AMRC, APA, APO, ARCP, ARIA, AXAS, BABA, BDBD, BDX, CBB, CCC, CCOI, CDW, CECE, CHD, CNK, CNQ, CNSL, CONE, COT, COTY, CRIS, CSIQ, DFT, DNOW, DWRE, ENZY, FIG, FSYS, GLP, GOGO, GOLD, GSM, HII, HILL, HL, HPT, INSY, INXN, IRC, IT, KATE, LEAF, LIOX, LPI, LQDT, LXP, MFC, MGA, MITL, MMS, MPEL, MPW, MT, MWW, MZOR, NCLH, NICE, NJR, NRP, NXST, OGE, ONE, OWW, PCLN, PDCE, PGEM, PMC, PPL, PRFT, RDEN, REGN, RESI, REV, RFP, RGEN, RICE, RRD, RSTI, RWLK, SATS, SEAS, SFY, SNAK, SNI, SPH, SRPT, SSTK, STE, SUNE, TA, TAP, TDC, THS, TIME, TLM, TLP, TU, USAC, VC, VTG, WAC, WIN, WPG, WPP, WRES
Wed, May 6, 2:10 PM
Tue, Feb. 3, 9:02 AM
- Church & Dwight (NYSE:CHD) reports organic sales growth of 5.2%, driven by strong volume of 4.7%, and favorable product mix and pricing of 0.5%.
- Consumer domestic sales rose 4.7% to $652.2M.
- Consumer international sales increased 1.7% to $138.6%.
- Specialty products division sales grew 17.5% to $74.7M.
- Gross margin rate declined 20 bps to 45.0%.
- SG&A ratio improved 100 bps to 12.3%.
- Operating margin rate +130 bps to 18.9%.
- FQ1 Guidance: Organic sales growth: ~3.0%; Gross margin rate: flat; Diluted EPS: $0.78.
- FY2015 Guidance: Organic sales growth: ~2.0% to 3.0%; Gross margin rate: expand by 25 bps; Market spending: ~12.5% of total sales; Operating margin rate: expand by 50 bps; Adjusted EPS: ~7.0% to 9.0% growth; Diluted EPS: 5.0% to 7.0% growth.
Tue, Feb. 3, 7:05 AM
Mon, Feb. 2, 5:30 PM
Nov. 3, 2014, 7:25 AM
Nov. 3, 2014, 7:06 AM
Nov. 2, 2014, 5:30 PM
Sep. 21, 2014, 4:17 AM
- Just months before its recent C-suite shuffle, Clorox (NYSE:CLX) reportedly rebuffed a takeover offer from a rival.
- The spurned suitor valued Clorox at a 20% premium to its trading price.
- Logical suitors include Church & Dwight (NYSE:CHD), Procter & Gamble (NYSE:PG), Jarden (NYSE:JAH) and Unilever (UL, UN)
- In 2011 activist investor Carl Icahn offered $78/share for the company. Many believe the move was designed to tease out a strategic buyer. Shares closed Friday at $90.57.
Aug. 1, 2014, 5:33 AM
CHD vs. ETF Alternatives
Church & Dwight Company, Inc. develops, manufactures and markets household, personal care and specialty products. The Company has eight power brands, ARM & HAMMER, TROJAN, OXICLEAN, SPINBRUSH, FIRST RESPONSE, NAIR, ORAJEL & XTRA.
Other News & PR