Street View: Church & Dwight sees steady demand as consumers seek value

Church & Dwight

03/11/2025 16:33

Church & Dwight CHD.N on Friday raised its annual forecasts, after beating quarterly estimates on strong demand for household essential items and easing tariff costs

** Average rating of 23 analysts is "hold"; median PT is $100 - data compiled by LSEG

CONSUMERS SHIFT TO VALUE

** William Blair ("outperform"): co well-positioned to navigate macroeconomic pressures, supported by balanced portfolio of premium and value products in key categories

** Morgan Stanley ("equal-weight," PT: $100): co outperformed peers with solid organic sales growth, likely to exceed "conservative" Q4 forecasts

** JP Morgan ("underweight," PT: $92): incremental productivity gains, higher-margin Touchstone acquisition to largely offset tariff impact, elevated input costs, unfavorable pricing in 2025

** BofA ("buy," PT: $105): CHD benefits from consumer trade-down trends and volume, market share gains in in laundry, cat litter categories

** Jefferies ("hold," PT: $97): while recent results exceeded expectations, slower macroeconomic backdrop could limit revenue, earnings growth over next 12 months

** Co appears to be moving past retail destocking, but weak U.S. household, personal care consumption trends remain weak

 (Reporting by Sanskriti Shekhar in Bengaluru)

 ((Sanskriti.Shekhar@thomsonreuters.com))