Equity Profile

CHD

Church & Dwight Co., Inc.

Consumer StaplesHousehold Products$23.3B

Jul31Fri

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Church & Dwight Co., Inc. (CHD) is a leading manufacturer of household products, known for brands like Arm & Hammer....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and market share in a competitive environment.

N/A

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

CHD Q2-2026 Earnings Preview

Context

Company Snapshot

Church & Dwight Co., Inc. (CHD) is a leading manufacturer of household products, known for brands like Arm & Hammer. As a part of the consumer staples sector, its performance is closely tied to consumer spending habits and trends in household product demand.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+6.81%

Avg Stock Reaction

+0.74%

Last Quarter Recap

In Q1 2026, Church & Dwight reported an EPS of $0.95, beating expectations by 1.71%. However, the stock saw a slight decline of 1.07% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations are mixed as the company has consistently beaten EPS estimates, but revenue figures remain uncertain. Investors will be watching closely for any signs of sustained growth.

Bull Case

The optimistic view hinges on continued strong performance in key product lines, potentially leading to higher-than-expected EPS and revenue growth.

Bear Case

On the downside, any indication of slowing sales growth or increased competition could lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to last quarter's $0.95?

Given the company's history of beating EPS estimates, any significant deviation could impact investor sentiment.

How is revenue growth trending in key product categories?

Understanding revenue trends is crucial for assessing the company's market position and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Church & Dwight to deliver strong EPS growth due to its brand strength and market position.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, suggesting a trend of strong performance.

Options pricing indicates a significant expected move, reflecting heightened investor interest and potential for volatility.

Key Risk

If the EPS comes in above $1.00, it could challenge the current cautious sentiment in the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around the company's ability to maintain its growth trajectory amidst market challenges.

Bull Confirmed If

An EPS of $1.00 or higher would confirm strong operational performance and growth.

Bear Confirmed If

An EPS below $0.90 would raise concerns about profitability and market competitiveness.

Pre-Earnings Positioning

Options Market

Implied Move

±9.57%

Historical Avg

±3.5%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±9.6% while CHD has averaged ±3.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

26.6%

Calls (2K)P/C Ratio: 0.83Puts (700)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich 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 +1.7% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Church & Dwight beats expectations, history suggests the stock could rise by around 0.74%, confirming strong operational momentum.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may experience muted movement as investors reassess growth prospects.

Miss

A miss could lead to a decline, with historical data suggesting an average drop of around 3.5% following such outcomes.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product launches or marketing strategies that could drive sales.
2Insights into cost management and pricing strategies amid inflationary pressures.
3Details on market share changes in key product categories.
4Management's outlook on consumer spending trends and economic conditions.
5Any commentary on supply chain challenges and their impact on operations.

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Company Snapshot

Church & Dwight Co., Inc. (CHD) is a leading manufacturer of household products, known for brands like Arm & Hammer....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and market share in a competitive environment.

N/A

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

CHD Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+6.81%

Avg Stock Reaction

+0.74%

Last Quarter Recap

In Q1 2026, Church & Dwight reported an EPS of $0.95, beating expectations by 1.71%. However, the stock saw a slight decline of 1.07% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations are mixed as the company has consistently beaten EPS estimates, but revenue figures remain uncertain. Investors will be watching closely for any signs of sustained growth.

Bull Case

The optimistic view hinges on continued strong performance in key product lines, potentially leading to higher-than-expected EPS and revenue growth.

Bear Case

On the downside, any indication of slowing sales growth or increased competition could lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to last quarter's $0.95?

Given the company's history of beating EPS estimates, any significant deviation could impact investor sentiment.

How is revenue growth trending in key product categories?

Understanding revenue trends is crucial for assessing the company's market position and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Church & Dwight to deliver strong EPS growth due to its brand strength and market position.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, suggesting a trend of strong performance.

Options pricing indicates a significant expected move, reflecting heightened investor interest and potential for volatility.

Key Risk

If the EPS comes in above $1.00, it could challenge the current cautious sentiment in the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around the company's ability to maintain its growth trajectory amidst market challenges.

Bull Confirmed If

An EPS of $1.00 or higher would confirm strong operational performance and growth.

Bear Confirmed If

An EPS below $0.90 would raise concerns about profitability and market competitiveness.

Pre-Earnings Positioning

Options Market

Implied Move

±9.57%

Historical Avg

±3.5%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±9.6% while CHD has averaged ±3.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

26.6%

Calls (2K)P/C Ratio: 0.83Puts (700)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich 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 Church & Dwight beats expectations, history suggests the stock could rise by around 0.74%, confirming strong operational momentum.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may experience muted movement as investors reassess growth prospects.

Miss

A miss could lead to a decline, with historical data suggesting an average drop of around 3.5% following such outcomes.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product launches or marketing strategies that could drive sales.
2Insights into cost management and pricing strategies amid inflationary pressures.
3Details on market share changes in key product categories.
4Management's outlook on consumer spending trends and economic conditions.
5Any commentary on supply chain challenges and their impact on operations.