Colgate-Palmolive vs Crude Palm Oil: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Colgate-Palmolive Company (CL)

Q3 202631 Jul – 11 Sep 2026

▼2

Colgate beats on earnings but tariffs, weak volumes and index exit weigh

Q2 earnings beat, guidance raised, but tariff costs cloud outlook Colgate beat profit and sales estimates, with margins expanding and full-year earnings guidance raised. But management flagged rising tariff costs and raw materials, and the stock fell 1.8% on the day. The market is weighing solid results against cost pressures ahead.
This is the core earnings event that sets the tone for the period and explains the mixed price reaction.
U.S. volumes flat as shoppers switch to cheaper store brands Colgate's U.S. sales volumes were flat or falling as shoppers trade down to private-label and newer brands. This squeezes growth in its home market and pressures pricing power. It's a broad industry problem, but it directly limits how fast Colgate can grow.
This demand weakness is a key reason the stock struggles despite the earnings beat.
Removed from S&P 100 index, forcing some funds to sell Colgate is being dropped from the S&P 100 index, which means index-tracking funds must sell their shares. That creates mechanical selling pressure around the change date. It doesn't reflect the business itself, but it can push the price down in the short term.
This is a concrete, new event that adds selling pressure on the stock.
Exploring sale of Softsoap, Irish Spring and other personal care brands Colgate is reportedly working with Goldman Sachs to sell some mass-market personal care brands, potentially raising over $1 billion. Selling slower-growing brands could sharpen focus on core oral care, but it also means giving up revenue. The net effect on the stock is unclear.
This is a major strategic move that could reshape the company and is the latest news in the period.

August 202631 Jul – 11 Sep 2026

▼2

Colgate beats on earnings but tariffs, weak volumes and index exit weigh

Q2 earnings beat, guidance raised, but tariff costs cloud outlook Colgate beat profit and sales estimates, with margins expanding and full-year earnings guidance raised. But management flagged rising tariff costs and raw materials, and the stock fell 1.8% on the day. The market is weighing solid results against cost pressures ahead.
This is the core earnings event that sets the tone for the period and explains the mixed price reaction.
U.S. volumes flat as shoppers switch to cheaper store brands Colgate's U.S. sales volumes were flat or falling as shoppers trade down to private-label and newer brands. This squeezes growth in its home market and pressures pricing power. It's a broad industry problem, but it directly limits how fast Colgate can grow.
This demand weakness is a key reason the stock struggles despite the earnings beat.
Removed from S&P 100 index, forcing some funds to sell Colgate is being dropped from the S&P 100 index, which means index-tracking funds must sell their shares. That creates mechanical selling pressure around the change date. It doesn't reflect the business itself, but it can push the price down in the short term.
This is a concrete, new event that adds selling pressure on the stock.
Exploring sale of Softsoap, Irish Spring and other personal care brands Colgate is reportedly working with Goldman Sachs to sell some mass-market personal care brands, potentially raising over $1 billion. Selling slower-growing brands could sharpen focus on core oral care, but it also means giving up revenue. The net effect on the stock is unclear.
This is a major strategic move that could reshape the company and is the latest news in the period.

Latest31 Jul – 11 Sep 2026

▼2

Colgate beats on earnings but tariffs, weak volumes and index exit weigh

Q2 earnings beat, guidance raised, but tariff costs cloud outlook Colgate beat profit and sales estimates, with margins expanding and full-year earnings guidance raised. But management flagged rising tariff costs and raw materials, and the stock fell 1.8% on the day. The market is weighing solid results against cost pressures ahead.
This is the core earnings event that sets the tone for the period and explains the mixed price reaction.
U.S. volumes flat as shoppers switch to cheaper store brands Colgate's U.S. sales volumes were flat or falling as shoppers trade down to private-label and newer brands. This squeezes growth in its home market and pressures pricing power. It's a broad industry problem, but it directly limits how fast Colgate can grow.
This demand weakness is a key reason the stock struggles despite the earnings beat.
Removed from S&P 100 index, forcing some funds to sell Colgate is being dropped from the S&P 100 index, which means index-tracking funds must sell their shares. That creates mechanical selling pressure around the change date. It doesn't reflect the business itself, but it can push the price down in the short term.
This is a concrete, new event that adds selling pressure on the stock.
Exploring sale of Softsoap, Irish Spring and other personal care brands Colgate is reportedly working with Goldman Sachs to sell some mass-market personal care brands, potentially raising over $1 billion. Selling slower-growing brands could sharpen focus on core oral care, but it also means giving up revenue. The net effect on the stock is unclear.
This is a major strategic move that could reshape the company and is the latest news in the period.

Crude Palm Oil (PALMOIL.COMM)

Q3 20266 Aug – 2 Sep 2026

▲4

Palm oil climbs on festival demand, biofuel policy, and El Niño supply fears

India's festival buying spree lifts palm oil demand India's July vegetable oil imports hit a 10-month high, with palm oil jumping 50% to 733,000 tonnes as refiners stock up for the August-November festival season. This strong demand from the world's biggest buyer helps draw down stocks in Indonesia and Malaysia, supporting prices.
This is a major new demand event that directly tightens global palm oil inventories and pushes prices up.
Thailand's B20 subsidy and EV loan boost palm oil use Thailand's Finance Ministry will use a 200 billion baht loan to subsidize public vehicles switching to EVs and to support B20 fuel, which contains more palm oil. This policy increases domestic palm oil demand, helping farmers and supporting prices.
A new government policy that directly raises palm oil consumption, adding to demand-side price support.
Super El Niño threat could cut Southeast Asian palm output The probability of a super El Niño has risen to 95%, which would bring drought to Southeast Asian palm oil regions and lower production. Reduced supply would tighten the market and push prices higher, as traders factor in a weather premium.
A new supply-side risk that could significantly reduce palm oil output and drive prices up.
SMO expands capacity and sees strong Q3 on higher exports Thai palm oil producer SMO reported higher revenue and expects Q3 recovery from increased crude palm oil exports as exchange rates stabilize. It is also investing 130 million baht in a new palm kernel oil plant, signaling confidence in future demand and supporting market sentiment.
New company-level signals of rising exports and capacity expansion reinforce the positive demand outlook for palm oil.

August 20266 Aug – 2 Sep 2026

▲4

Palm oil climbs on festival demand, biofuel policy, and El Niño supply fears

India's festival buying spree lifts palm oil demand India's July vegetable oil imports hit a 10-month high, with palm oil jumping 50% to 733,000 tonnes as refiners stock up for the August-November festival season. This strong demand from the world's biggest buyer helps draw down stocks in Indonesia and Malaysia, supporting prices.
This is a major new demand event that directly tightens global palm oil inventories and pushes prices up.
Thailand's B20 subsidy and EV loan boost palm oil use Thailand's Finance Ministry will use a 200 billion baht loan to subsidize public vehicles switching to EVs and to support B20 fuel, which contains more palm oil. This policy increases domestic palm oil demand, helping farmers and supporting prices.
A new government policy that directly raises palm oil consumption, adding to demand-side price support.
Super El Niño threat could cut Southeast Asian palm output The probability of a super El Niño has risen to 95%, which would bring drought to Southeast Asian palm oil regions and lower production. Reduced supply would tighten the market and push prices higher, as traders factor in a weather premium.
A new supply-side risk that could significantly reduce palm oil output and drive prices up.
SMO expands capacity and sees strong Q3 on higher exports Thai palm oil producer SMO reported higher revenue and expects Q3 recovery from increased crude palm oil exports as exchange rates stabilize. It is also investing 130 million baht in a new palm kernel oil plant, signaling confidence in future demand and supporting market sentiment.
New company-level signals of rising exports and capacity expansion reinforce the positive demand outlook for palm oil.

Latest6 Aug – 2 Sep 2026

▲4

Palm oil climbs on festival demand, biofuel policy, and El Niño supply fears

India's festival buying spree lifts palm oil demand India's July vegetable oil imports hit a 10-month high, with palm oil jumping 50% to 733,000 tonnes as refiners stock up for the August-November festival season. This strong demand from the world's biggest buyer helps draw down stocks in Indonesia and Malaysia, supporting prices.
This is a major new demand event that directly tightens global palm oil inventories and pushes prices up.
Thailand's B20 subsidy and EV loan boost palm oil use Thailand's Finance Ministry will use a 200 billion baht loan to subsidize public vehicles switching to EVs and to support B20 fuel, which contains more palm oil. This policy increases domestic palm oil demand, helping farmers and supporting prices.
A new government policy that directly raises palm oil consumption, adding to demand-side price support.
Super El Niño threat could cut Southeast Asian palm output The probability of a super El Niño has risen to 95%, which would bring drought to Southeast Asian palm oil regions and lower production. Reduced supply would tighten the market and push prices higher, as traders factor in a weather premium.
A new supply-side risk that could significantly reduce palm oil output and drive prices up.
SMO expands capacity and sees strong Q3 on higher exports Thai palm oil producer SMO reported higher revenue and expects Q3 recovery from increased crude palm oil exports as exchange rates stabilize. It is also investing 130 million baht in a new palm kernel oil plant, signaling confidence in future demand and supporting market sentiment.
New company-level signals of rising exports and capacity expansion reinforce the positive demand outlook for palm oil.