Post-earnings recap
Reported
Mon, Nov 3, 2025
EPS actual
$0.85
EPS est.
$0.78
EPS surprise
+9.68%
1-day move
-2.95%
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Est. EPS
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Est. Rev
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Impl. Move
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Clorox's earnings report shows a solid EPS beat, but the stock fell 2.95% as investors reacted to concerns about market share losses and muted sales growth. The company is facing challenges from its ERP system implementation, which has impacted sales in the short term. Management is optimistic about future growth driven by new product innovations and expects improvements in organic sales later in the fiscal year.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.85 | N/A | +9.68% |
| Gross Margin Guidance | Lower end of the range | N/A | N/A |
| Organic Sales Growth (H1 FY2026) | Negative low single digits | N/A | N/A |
Management acknowledged challenges from the ERP system implementation but remains hopeful for improvement in the second half of the fiscal year. They are focusing on new product innovations to drive growth.
Initial disruptions from the ERP implementation led to market share losses, particularly in August.
We expect organic sales growth to improve in the second half of FY2026, excluding ERP impacts.
U.S. retail categories are expected to grow between 0% and 1% for the full year.