Church & Dwight Co., Inc. (CHD) SEC Filings & Earnings Calls

Input cost inflation

“partially offset by the impact of higher manufacturing and logistics costs of 400 bps (including labor, commodities, tariffs and transportation costs)” · word for word

Tariff exposure

“partially offset by the impact of higher manufacturing and logistics costs of 400 bps (including labor, commodities, tariffs and transportation costs)” · word for word

Product line exit drag

“Exit of product lines (3) (7.4 %)” · word for word

Inflation and transportation cost increases partially offset margin gains, but were managed through productivity and mix.

“partially offset by higher inflation and recent transportation cost increases” · word for word

Tariff-related costs and phase II tariff refund benefits of ~$15M in H2 2026 create uncertainty.

“we now expect to receive approximately $15 million of phase II tariff refund benefits in the second half of the year” · word for word

Tariff cost pressure partially offset by productivity gains.

“higher inflation and tariff costs partially offset margin gains.”

Input cost inflation

“Higher manufacturing costs of 180 bps (including labor, inflation in commodities and transportation and higher tariffs, net of tariff mitigation actions).” · word for word

Tariff exposure

“Higher tariffs are explicitly mentioned as a component of higher manufacturing costs.”

Tariff and Trade Policy Risk

“In February 2025, President Trump announced new tariffs on imports from certain countries, including Canada, Mexico and China. The scope, duration and magnitude of these additional tariffs... have introduced significant uncertainty into the market and may affect the prices of and demand for our products.” · word for word

Supply Chain Disruption Risk

“We could experience material disruptions in production and other supply chain issues, largely because of shortages in supplier labor which continues to impact the availability of many raw and packaging materials, which continues to result in out-of-stock conditions.” · word for word

Labor Cost and Availability Risk

“Labor cost is one of the primary components in the cost of operating our business. If we face labor shortages and increased labor costs... our operating expenses could increase and our growth and results of operations could be adversely impacted.” · word for word

Brand Reputation Risk

“Our financial success is directly dependent on the reputation and success of our brands, particularly our power brands. ... The effectiveness of these brands could suffer if our marketing plans or product initiatives do not have the desired impact on a brand’s image or its ability to attract consumers.” · word for word

Cybersecurity and Data Privacy Risk

“We rely extensively on information technology systems... Increased information technology security threats and more sophisticated computer crime... pose a potential risk to the security of our information technology systems, networks, and services...” · word for word

Consumer demand slowdown in domestic market; organic sales decline of 0.1% in Q4 and 0.5% for full year.

“Consumer Domestic organic sales decreased 0.1%... domestic division declined 0.5% organically”

Inflation and tariff headwinds partially offset by productivity; ongoing cost pressure.

“inflation and tariffs after mitigation” · word for word

Portfolio transformation risk: exited VMS, FLAWLESS, SPINBRUSH, WATERPIK; execution risk in reallocating resources.

“we repositioned our portfolio by exiting our VMS, FLAWLESS, SPINBRUSH and WATERPIK showerhead businesses” · word for word

Execution risk on divestiture closing and realization of expected benefits.

“Transaction subject to customary closing conditions; forward-looking statements include risks.”

Tariff and manufacturing cost pressure

“The decline in gross margin was due primarily to the impact of higher manufacturing costs of 220 bps (including labor, commodities and tariffs, net of tariff mitigation actions)” · word for word

VMS business impairment and competition

“The impairment was due to a continued decline in market share and a deterioration in the financial performance for the VMS business, which includes the VITAFUSION and L'IL CRITTERS tradename, primarily due to significant product competition coming from new category entrants, including private label.” · word for word

Tariff cost pressure: higher manufacturing and tariff costs partially offset by mitigation efforts.

“Adjusted gross margin was offset by higher manufacturing and tariff costs net of mitigation efforts.”

Vitamin business strategic review: potential divestiture or restructuring risk.

“We are undertaking a strategic review of our vitamin business, including streamlining our supply chain to strengthen the core business, new JV/partnership opportunities, and divestiture options.” · word for word