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RBCによると、チャーチ＆ドワイトは第1四半期に「目覚ましい」業績を記録、取引量がオーガニック成長を牽引

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-- RBCキャピタル・マーケッツは月曜日のレポートで、チャーチ＆ドワイト（CHD）が第1四半期に「目覚ましい」業績を発表したと述べた。堅調な販売量が家庭用品およびパーソナルケア製品のオーガニック売上高の増加を支えたという。 レポートによると、オーガニック売上高は5%増加した。これは、販売量が5.3%増加したことと、前年同期の小売店在庫削減との比較が容易になったことが要因となっている。 業界全体でコストが懸念される中、チャーチ＆ドワイトの経営陣は逆風を相殺するために生産性向上を計画しており、消費者の予算が逼迫していることを考慮して価格を引き上げるつもりはないという。 RBCは「これは、この環境下で売上高の勢いを維持するための正しい判断であり、同社のバリューポートフォリオとイノベーションの強さを示すものだ」と述べている。 アーム＆ハンマーやオキシクリーンなどを製造するチャーチ＆ドワイトは、中東紛争後のコスト上昇見通しにもかかわらず、主要指標のガイダンスを再確認したとレポートは伝えている。 RBCはチャーチ＆ドワイト株の目標株価を112ドルから114ドルに引き上げ、投資判断を「アウトパフォーム」に据え置いた。

Price: $93.26, Change: $-2.76, Percent Change: -2.87%

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