-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
Colgate-Palmolive (CL) delivered solid Q1 results with Base Business EPS advancing 7% to $0.97, $0.03 above consensus estimates. Net sales increased 8.4% to $5.324B, $109M above estimates with organic growth of 2.9% reflecting balanced volume and pricing contributions, while FX provided a 5.1% tailwind. We view the geographic performance as encouraging despite North America weakness, with strong organic growth internationally including Latin America (+5.4%) and Asia Pacific (+5.6%) demonstrating portfolio resilience. Management maintained full-year guidance ranges but revised gross margin guidance lower, citing tariff impacts and input cost pressures. The expanded Strategic Growth and Productivity Program with cumulative charges now estimated at $350M-$550M signals management's commitment to operational efficiency. We believe CL's international exposure (>80% of sales) and solid market share positions it favorably despite North America headwinds, with shares trading around 23x FY 26 consensus estimates.