The Clorox Company (CLX) Consumer Analyst Group of New York Conference (CAGNY) 2025 (Transcript)

The Clorox Company (NYSE:CLX) Consumer Analyst Group of New York Conference (CAGNY) 2025 February 20, 2025 2:00 PM ET

Company Participants

Linda Rendle - Chair and Chief Executive Officer
Kevin Jacobsen - Executive Vice President and Chief Financial Officer
Luc Bellet - Treasurer and incoming Chief Financial Officer

Conference Call Participants

Unidentified Company Representative

Good afternoon. Next up, it is my pleasure to welcome Clorox back to the CAGNY stage. Please join me in thanking the company for their generous sponsorship of the break this morning. I had the pleasure of doing this introduction last year. And last year, I started my introduction by saying it's been an eventful few years for Clorox.

Very hard not to start the same way this morning. As we stand today, the company is nearing the end of a five-year period where it's executed on its digital transformation and streamlined its operating model, resulting in a more agile organization, prepared to deliver on both its top and bottom line commitments.

Execution has been strong. They've navigated category normalization post-COVID, record inflation, and even a malicious cyber-attack threatening their operations. In each instance, they've quite literally wiped those headwinds away. You'll get it. Demonstrating a capability to navigate through multiple challenges.

They're transforming into a stronger company. One that's well positioned to continue growing earnings and generating long-term shareholder value. One might say they're cleaning up. Too much fun.

Here with us today, we have Chair and CEO, Linda Rendle, EVP and CFO, Kevin Jacobsen; and Treasurer and incoming CFO, Luc Bellet. One quick note. CAGNY would like to extend a thank you and congratulations to Kevin, who recently announced his intent to retire on April 1, and has long been a supporter of this conference.

And we would also like to extend a congratulations