Equity Profile

CL

Colgate-Palmolive Company

Consumer StaplesHousehold Products$70.9B

Jul31Fri

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Colgate-Palmolive Company (CL) is a leading global consumer products company known for its household and personal care products, including oral care, personal care, home care, and pet nutrition. With a market cap of $72 billion, it plays a critical role in the consumer staples sector, which is often seen as a safe haven during economic fluctuations.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and is closely watched by investors.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales, which is crucial for maintaining market share.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

CL Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+41.09%

Avg Stock Reaction

+0.50%

Last Quarter Recap

In Q1-2026, Colgate-Palmolive reported an EPS of $0.97, beating estimates by 2.21%. The stock reacted positively, gaining 2.23% the following day.

Management Promises & Guidance

Focus on innovation in product lines.
Commitment to sustainability initiatives.
Plans to expand in emerging markets.

Expectations

Wall Street Expectations

Overall expectations for Colgate-Palmolive's upcoming earnings are cautiously optimistic, given its history of beating EPS estimates. However, investors are keen to see how the company navigates inflationary pressures and competition.

Bull Case

If Colgate-Palmolive continues its trend of beating EPS estimates and shows strong revenue growth, it could signal robust demand for its products, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance due to rising costs or market share losses, it could lead to a decline in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's strong track record of beating EPS estimates, this figure will be crucial for investor sentiment.

How is Colgate-Palmolive addressing rising costs and competition?

Understanding the company's strategy to manage these challenges will be key to assessing its future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Colgate-Palmolive's ability to manage costs and maintain market share, especially in the oral care segment.

Supporting Evidence

The company has a strong history of beating EPS estimates, which could continue this quarter.

Options pricing suggests a lower expected move than historical averages, indicating potential for a surprise.

Recent product innovations may drive unexpected sales growth.

Key Risk

If the EPS comes in below $0.90, it could significantly shift investor sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Colgate-Palmolive can maintain its growth trajectory amid rising costs and competitive pressures.

Bull Confirmed If

An EPS of $1.00 or higher would confirm the bull case, indicating strong demand and cost management.

Bear Confirmed If

An EPS below $0.90 would confirm the bear case, suggesting potential issues with profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±1.76%

Historical Avg

±2.8%

Pricing cheap

The options market is pricing a modest move in either direction, suggesting uncertainty around the earnings report.

Options are pricing ±1.8% while CL has averaged ±2.8% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.3%

30d HV

22.3%

Calls (144K)P/C Ratio: 0.60Puts (49K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options pricing cheap in Consumer Staples

n=30

Fade rate: 9 of 27 (33%)

This setup has occurred 30 times across Consumer Staples in the last 2 years. 18 of 27 (67%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.7%, with a raw directional average of +1.6% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Colgate-Palmolive beats expectations, history suggests a potential stock increase of around 0.50%, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns suggesting an average drop of around 2.62%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on product innovation and new launches.
2Insights into cost management strategies.
3Any commentary on market share trends in oral care.
4Details on sustainability initiatives and their impact on costs.
5Guidance on revenue growth expectations for the upcoming quarters.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and is closely watched by investors.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales, which is crucial for maintaining market share.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

CL Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+41.09%

Avg Stock Reaction

+0.50%

Last Quarter Recap

In Q1-2026, Colgate-Palmolive reported an EPS of $0.97, beating estimates by 2.21%. The stock reacted positively, gaining 2.23% the following day.

Management Promises & Guidance

Focus on innovation in product lines.
Commitment to sustainability initiatives.
Plans to expand in emerging markets.

Expectations

Wall Street Expectations

Bull Case

If Colgate-Palmolive continues its trend of beating EPS estimates and shows strong revenue growth, it could signal robust demand for its products, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance due to rising costs or market share losses, it could lead to a decline in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's strong track record of beating EPS estimates, this figure will be crucial for investor sentiment.

How is Colgate-Palmolive addressing rising costs and competition?

Understanding the company's strategy to manage these challenges will be key to assessing its future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Colgate-Palmolive's ability to manage costs and maintain market share, especially in the oral care segment.

Supporting Evidence

The company has a strong history of beating EPS estimates, which could continue this quarter.

Options pricing suggests a lower expected move than historical averages, indicating potential for a surprise.

Recent product innovations may drive unexpected sales growth.

Key Risk

If the EPS comes in below $0.90, it could significantly shift investor sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Colgate-Palmolive can maintain its growth trajectory amid rising costs and competitive pressures.

Bull Confirmed If

An EPS of $1.00 or higher would confirm the bull case, indicating strong demand and cost management.

Bear Confirmed If

An EPS below $0.90 would confirm the bear case, suggesting potential issues with profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±1.76%

Historical Avg

±2.8%

Pricing cheap

The options market is pricing a modest move in either direction, suggesting uncertainty around the earnings report.

Options are pricing ±1.8% while CL has averaged ±2.8% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.3%

30d HV

22.3%

Calls (144K)P/C Ratio: 0.60Puts (49K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options pricing cheap in Consumer Staples

n=30

Fade rate: 9 of 27 (33%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Colgate-Palmolive beats expectations, history suggests a potential stock increase of around 0.50%, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns suggesting an average drop of around 2.62%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on product innovation and new launches.
2Insights into cost management strategies.
3Any commentary on market share trends in oral care.
4Details on sustainability initiatives and their impact on costs.
5Guidance on revenue growth expectations for the upcoming quarters.