Consumer Staples·Household Products·$67.9B
Colgate-Palmolive Co (CL) is a leading consumer staples company known for its household products, including oral care, personal care, and home care items. With a market cap of $67 billion, it plays a significant role in the consumer goods sector, which is influenced by trends in consumer spending and brand loyalty.
EPS
Earnings per share is a key indicator of the company's profitability and is closely watched by investors.
Revenue
Total revenue reflects the company's sales performance and market demand for its products.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+41.42%
Avg Stock Reaction
+0.46%
In Q4-2025, Colgate-Palmolive reported an EPS of $0.95, beating expectations by 4.05%. The stock reacted positively, gaining nearly 6% the following day.
Management Promises & Guidance
Analysts are generally optimistic, expecting Colgate-Palmolive to maintain its strong earnings performance this quarter. The consensus EPS estimate reflects a solid outlook amidst a competitive market.
Bull Case
If the company can exceed the EPS estimate and show strong revenue growth, it may signal robust demand for its products, leading to further stock appreciation.
Bear Case
Conversely, any signs of declining sales or increased costs could raise concerns about profitability, potentially leading to a negative market reaction.
EPS
$0.94Earnings per share is a key indicator of the company's profitability and is closely watched by investors.
Revenue
$5.2BTotal revenue reflects the company's sales performance and market demand for its products.
The print will turn on these two things.
Q1
Will the EPS exceed the consensus estimate of $0.94?
A beat on EPS would reinforce the company's strong performance and could lead to a positive stock reaction.
Q2
What is the revenue outlook for the quarter compared to the $5.2 billion consensus?
Revenue performance is critical for assessing overall business health and market demand.
Why consensus could be wrong
The consensus may underestimate the impact of Colgate-Palmolive's recent product innovations and cost management strategies, which could drive stronger-than-expected results.
Supporting Evidence
The company has consistently beaten EPS estimates in recent quarters.
Options pricing indicates a higher expected move than historical averages suggest.
Management's focus on emerging markets may yield unexpected revenue growth.
Key Risk
If revenue significantly exceeds $5.3 billion, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
The debate centers around whether Colgate-Palmolive can sustain its growth in a challenging economic environment.
Bull Confirmed If
An EPS of $0.95 or higher, along with revenue exceeding $5.3 billion, would confirm the bull case.
Bear Confirmed If
An EPS below $0.92 or revenue falling short of $5.1 billion would confirm the bear case.
Implied Move
±5.2%
Historical Avg
±2.8%
The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.
Options are pricing ±3.9% while CL has averaged ±2.8% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Colgate-Palmolive beats expectations, history suggests the stock could rise by about 0.5% on the first day, confirming strong market demand.
In-Line / Cautious
If results are in line with expectations, the stock may see muted movement as investors await further commentary from management.
Miss
A miss could lead to a decline, with historical patterns suggesting a potential drop of around 0.4%.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
ROBINHOOD MKTS INC Class A
Apr 28, 2026