-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。コルゲート・パルモリーブ（CL）は、第1四半期に堅調な業績を発表しました。ベース事業の1株当たり利益（EPS）は7%増の0.97ドルとなり、市場予想を0.03ドル上回りました。純売上高は8.4%増の53億2,400万ドルとなり、市場予想を1億900万ドル上回りました。実質成長率は2.9%で、販売量と価格のバランスが取れた貢献を反映しています。また、為替変動も5.1%の追い風となりました。北米の低迷にもかかわらず、地域別の業績は好調と見ています。ラテンアメリカ（+5.4%）とアジア太平洋（+5.6%）を含む海外地域での力強い実質成長は、ポートフォリオの回復力を示しています。経営陣は通期業績見通しを維持しましたが、関税の影響と原材料費の上昇圧力を理由に、粗利益率の見通しを下方修正しました。累積費用が3億5000万ドルから5億5000万ドルと見積もられる拡大された戦略的成長・生産性向上プログラムは、経営陣の業務効率化への取り組みを示すものです。CLは売上高の80%以上を海外事業に投じており、確固たる市場シェアを有していることから、北米市場の逆風にもかかわらず、有利な立場にあると当社は考えています。株価は2026年度の市場予想の約23倍で取引されています。
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