B+
Bull case
0%
Probability
Target price
$112.00
+20.6% vs current
CHD
Church DwightCNYSE / Household & Personal Products
Last Price
At close
2026-06-03
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
1%
Probability
Target price
$105.00
+13.0% vs current
B-
Bear case
0%
Probability
Target price
$88.00
-5.3% vs current
AI sentiment snapshot
Latest data as of 2026-05-04
Recent news sentiment (30D)
+0.3
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+57.3
Score
AI commentary
Post-earnings tone is mildly positive but not euphoric. Primary and major-news coverage centered on a Q1 beat, margin expansion, and a maintained FY outlook, yet the immediate market reaction appears mixed: Benzinga reported shares down 1.31% intraday on May 1, 2026 even as earnings topped expectations, and the anchor close on May 1 was $96.02. That suggests investors balanced the Q1 beat against a more constrained Q2 EPS outlook and ongoing tariff/transport commentary. Delayed analyst revision evidence is still thin by May 4, 2026, which keeps this in a moderate-conviction monitoring bucket rather than a strong post-earnings upgrade.
RankAlpha Sentiment Codex - 2026-05-04
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-01eventQ1 beat versus company outlook with FY outlook maintainedMedium impact
Church & Dwight reported Q1 2026 net sales of $1.469 billion, organic sales growth of 5.0%, adjusted gross margin of 46.4%, and adjusted EPS of $0.95, beating its own Q1 outlook for a 1% sales decline, 3% organic growth, and $0.92 adjusted EPS, while maintaining full-year organic growth of 3% to 4% and adjusted EPS growth of 5% to 8% [#8-K-2026-05-01].
2026-08-01catalystQ2 guide tempers the post-earnings setupMedium impact
Management guided Q2 organic sales growth of about 3%, a reported sales decline of about 1% from prior portfolio actions, roughly 50 bps of gross-margin expansion, and adjusted EPS of $0.88 as higher marketing, SG&A, and Touchland amortization more than offset margin gains; this leaves little room for execution slippage in the next quarter [#8-K-2026-05-01].
2026-12-31catalystVolume-led brand momentum and portfolio reshaping support the medium-term caseMedium impact
Q1 growth was volume-led across all three divisions, with cited strength in THERABREATH, ARM & HAMMER cat litter, HERO, OXICLEAN, and Touchland contribution, while 2025 business exits and the vitamin divestiture simplify the portfolio; sustained share gains and innovation are needed to keep FY organic growth within the 3% to 4% target range [#8-K-2026-05-01] [#10-Q-2026-05-01].
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-04 • Updated nightlySource: Internal modelMethodology