← The Clorox overview

The Clorox vs Procter & Gamble: why the prices moved differently

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

The Clorox Company (CLX)

Q3 2026
▼2▲1

Clorox's weak core profit and soft demand overshadow GOJO-driven sales growth

  • Fiscal 2026 profit slump Clorox's fiscal 2026 revenue fell 5.4% and earnings per share dropped 26%, with gross margin down 290 basis points on higher manufacturing and logistics costs. This weak profit picture weighs on the stock because it shows the company's core business is struggling.

    It is the latest hard evidence of the company's weak underlying profitability, directly pressuring the stock.

  • Soft consumer demand and inflation Management warned that inflation and value-seeking shoppers will challenge fiscal 2027, offsetting cost savings. Persistent cost inflation and soft demand could keep profits under pressure and limit the company's ability to invest in growth.

    It explains the ongoing demand and cost headwinds that are a key reason the stock is under pressure.

  • GOJO acquisition boosts sales Clorox expects its GOJO acquisition, maker of Purell, to add about 9.5 percentage points to fiscal 2027 sales growth and be accretive to earnings. This deal is a major reason revenue is projected to rise 13-14%, giving the stock a growth catalyst.

    It is the main positive force behind the sales growth outlook and a key support for the stock.

  • Earnings beat but guidance miss Clorox's Q2 revenue and earnings beat estimates, but its fiscal 2027 earnings guidance slightly missed expectations. The beat shows some resilience, but the soft outlook and concerns about muted category growth and market share keep a lid on the stock.

    It captures the mixed near-term signals that are driving investor sentiment and the stock's recent moves.

August 2026
▼2▲1

Clorox's weak core profit and soft demand overshadow GOJO-driven sales growth

  • Fiscal 2026 profit slump Clorox's fiscal 2026 revenue fell 5.4% and earnings per share dropped 26%, with gross margin down 290 basis points on higher manufacturing and logistics costs. This weak profit picture weighs on the stock because it shows the company's core business is struggling.

    It is the latest hard evidence of the company's weak underlying profitability, directly pressuring the stock.

  • Soft consumer demand and inflation Management warned that inflation and value-seeking shoppers will challenge fiscal 2027, offsetting cost savings. Persistent cost inflation and soft demand could keep profits under pressure and limit the company's ability to invest in growth.

    It explains the ongoing demand and cost headwinds that are a key reason the stock is under pressure.

  • GOJO acquisition boosts sales Clorox expects its GOJO acquisition, maker of Purell, to add about 9.5 percentage points to fiscal 2027 sales growth and be accretive to earnings. This deal is a major reason revenue is projected to rise 13-14%, giving the stock a growth catalyst.

    It is the main positive force behind the sales growth outlook and a key support for the stock.

  • Earnings beat but guidance miss Clorox's Q2 revenue and earnings beat estimates, but its fiscal 2027 earnings guidance slightly missed expectations. The beat shows some resilience, but the soft outlook and concerns about muted category growth and market share keep a lid on the stock.

    It captures the mixed near-term signals that are driving investor sentiment and the stock's recent moves.

Latest
▼2▲1

Clorox's weak core profit and soft demand overshadow GOJO-driven sales growth

  • Fiscal 2026 profit slump Clorox's fiscal 2026 revenue fell 5.4% and earnings per share dropped 26%, with gross margin down 290 basis points on higher manufacturing and logistics costs. This weak profit picture weighs on the stock because it shows the company's core business is struggling.

    It is the latest hard evidence of the company's weak underlying profitability, directly pressuring the stock.

  • Soft consumer demand and inflation Management warned that inflation and value-seeking shoppers will challenge fiscal 2027, offsetting cost savings. Persistent cost inflation and soft demand could keep profits under pressure and limit the company's ability to invest in growth.

    It explains the ongoing demand and cost headwinds that are a key reason the stock is under pressure.

  • GOJO acquisition boosts sales Clorox expects its GOJO acquisition, maker of Purell, to add about 9.5 percentage points to fiscal 2027 sales growth and be accretive to earnings. This deal is a major reason revenue is projected to rise 13-14%, giving the stock a growth catalyst.

    It is the main positive force behind the sales growth outlook and a key support for the stock.

  • Earnings beat but guidance miss Clorox's Q2 revenue and earnings beat estimates, but its fiscal 2027 earnings guidance slightly missed expectations. The beat shows some resilience, but the soft outlook and concerns about muted category growth and market share keep a lid on the stock.

    It captures the mixed near-term signals that are driving investor sentiment and the stock's recent moves.

Procter & Gamble Company (PG)

Q3 2026
▲2▼2

P&G hit by tariffs and weak sales, but cuts costs and expands wellness

  • Tariff and commodity headwinds P&G expects tariffs and higher raw material costs to reduce full-year profit by about $1 billion, or $0.56 per share, putting pressure on earnings.

    This is a major new financial headwind that directly impacts profitability.

  • Weak Q4 results and cautious guidance Q4 revenue missed estimates and net income fell to $3.04 billion from $3.62 billion. Fiscal 2027 guidance points to slower organic sales growth of 1–3%.

    This shows recent underperformance and a dimmer outlook, key drivers of investor sentiment.

  • Cost cuts and shareholder returns P&G is cutting 7,000 jobs and returning over $15 billion to shareholders, with a 2.9% dividend yield and a 70-year dividend streak.

    These actions aim to boost efficiency and reward shareholders, supporting the stock.

  • Wellness acquisition and beauty growth P&G agreed to buy Thorne for $3.8 billion to expand into wellness, while its beauty segment grew 11%, signaling strength in premium categories.

    This highlights strategic growth initiatives that could offset weaknesses elsewhere.

August 2026
▲3▼1

P&G buys Thorne for wellness push, but volumes stay flat

  • P&G buys Thorne for $3.8 billion P&G agreed to buy supplement maker Thorne for $3.8 billion in cash, expanding into vitamins and wellness. This gives P&G a faster-growing category and a way to reach younger shoppers, which supports the stock by adding a new source of future sales.

    The Thorne acquisition is the period's biggest new event and directly shapes P&G's growth story.

  • Beauty segment grows 11%, dividend streak hits 70 years P&G's beauty unit posted 11% sales growth and 7% organic growth on higher volumes, while the company extended its dividend increase streak to 70 years with $10 billion planned payouts. Strong beauty results and steady dividends make the stock more attractive to long-term holders.

    This shows which part of P&G is actually growing and reinforces the income appeal that supports the share price.

  • Analysts say P&G stock looks undervalued After the Thorne deal, valuation work put P&G's intrinsic value near $201 a share, about 29% above the recent $143 price, and its price-to-earnings ratio below a fair level. A cheaper-looking stock can draw buyers, though the same analysis flags mixed valuation checks and cost risks.

    It explains a fresh reason investors might bid the stock up, while noting the counterweight.

  • Big consumer brands lose volume as shoppers trade down P&G's sales volume failed to grow in the latest quarter, part of a broad slide at large packaged-goods makers as shoppers switch to cheaper store brands and newer rivals. Flat volumes limit how much P&G can grow without price increases, which pressures the stock.

    It is the main new negative force and a real counterweight to the acquisition and valuation optimism.

Latest
▲3▼1

P&G buys Thorne for wellness push, but volumes stay flat

  • P&G buys Thorne for $3.8 billion P&G agreed to buy supplement maker Thorne for $3.8 billion in cash, expanding into vitamins and wellness. This gives P&G a faster-growing category and a way to reach younger shoppers, which supports the stock by adding a new source of future sales.

    The Thorne acquisition is the period's biggest new event and directly shapes P&G's growth story.

  • Beauty segment grows 11%, dividend streak hits 70 years P&G's beauty unit posted 11% sales growth and 7% organic growth on higher volumes, while the company extended its dividend increase streak to 70 years with $10 billion planned payouts. Strong beauty results and steady dividends make the stock more attractive to long-term holders.

    This shows which part of P&G is actually growing and reinforces the income appeal that supports the share price.

  • Analysts say P&G stock looks undervalued After the Thorne deal, valuation work put P&G's intrinsic value near $201 a share, about 29% above the recent $143 price, and its price-to-earnings ratio below a fair level. A cheaper-looking stock can draw buyers, though the same analysis flags mixed valuation checks and cost risks.

    It explains a fresh reason investors might bid the stock up, while noting the counterweight.

  • Big consumer brands lose volume as shoppers trade down P&G's sales volume failed to grow in the latest quarter, part of a broad slide at large packaged-goods makers as shoppers switch to cheaper store brands and newer rivals. Flat volumes limit how much P&G can grow without price increases, which pressures the stock.

    It is the main new negative force and a real counterweight to the acquisition and valuation optimism.

July 2026
▼3

P&G's costs bite: tariff and commodity headwinds hit profit and guidance

  • Tariff and commodity costs squeeze profit P&G says tariffs and higher raw material and energy costs will cut full-year profit by about $1 billion, or $0.56 a share. That directly lowers expected earnings, which is why the stock fell after results.

    This is the core new force behind the price move: real cost headwinds hitting profit.

  • Fourth-quarter revenue missed and profit fell April–June sales of $21.2 billion came in below the $21.38 billion analysts expected, and net income dropped to $3.04 billion from $3.62 billion a year earlier. The miss and weaker profit pushed shares down over 3%.

    The earnings miss is the immediate trigger for the negative price reaction.

  • Fiscal 2027 guidance points to slower growth P&G guided fiscal 2027 organic sales growth of just 1% to 3% and core EPS of $6.89 to $7.11, a slower pace than before. Weak forward guidance makes investors less willing to pay up for the stock.

    Forward guidance shapes expectations and is a key reason the stock stays under pressure.

  • Cost cuts and dividend support, but consumer strain lingers P&G is cutting 7,000 office jobs to protect margins and still returns over $15 billion to shareholders, with a 2.9% dividend yield near five-year highs. But shoppers are pushing back on price hikes and lower-income households are stretched.

    This is the real counterweight: cost savings and shareholder returns offset some weakness, but demand is soft.

▼3

P&G's costs bite: tariff and commodity headwinds hit profit and guidance

  • Tariff and commodity costs squeeze profit P&G says tariffs and higher raw material and energy costs will cut full-year profit by about $1 billion, or $0.56 a share. That directly lowers expected earnings, which is why the stock fell after results.

    This is the core new force behind the price move: real cost headwinds hitting profit.

  • Fourth-quarter revenue missed and profit fell April–June sales of $21.2 billion came in below the $21.38 billion analysts expected, and net income dropped to $3.04 billion from $3.62 billion a year earlier. The miss and weaker profit pushed shares down over 3%.

    The earnings miss is the immediate trigger for the negative price reaction.

  • Fiscal 2027 guidance points to slower growth P&G guided fiscal 2027 organic sales growth of just 1% to 3% and core EPS of $6.89 to $7.11, a slower pace than before. Weak forward guidance makes investors less willing to pay up for the stock.

    Forward guidance shapes expectations and is a key reason the stock stays under pressure.

  • Cost cuts and dividend support, but consumer strain lingers P&G is cutting 7,000 office jobs to protect margins and still returns over $15 billion to shareholders, with a 2.9% dividend yield near five-year highs. But shoppers are pushing back on price hikes and lower-income households are stretched.

    This is the real counterweight: cost savings and shareholder returns offset some weakness, but demand is soft.

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