The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how household products stocks fared in Q2, starting with Procter & Gamble (NYSE: PG).
Household products stocks are generally stable investments, as many of the industry's products are essential for a comfortable and functional living space. Recently, there's been a growing emphasis on eco-friendly and sustainable offerings, reflecting the evolving consumer preferences for environmentally conscious options. These trends can be double-edged swords that benefit companies who innovate quickly to take advantage of them and hurt companies that don't invest enough to meet consumers where they want to be with regards to trends.
The 10 household products stocks we track reported a mixed Q2. As a group, revenues missed analysts’ consensus estimates by 0.6% while next quarter’s revenue guidance was 0.7% below.
In light of this news, share prices of the companies have held steady as they are up 2.8% on average since the latest earnings results.
Procter & Gamble (NYSE: PG)
Founded by candle maker William Procter and soap maker James Gamble, Proctor & Gamble (NYSE: PG) is a consumer products behemoth whose product portfolio spans everything from facial tissues to laundry detergent to feminine care to men’s grooming.
Procter & Gamble reported revenues of $20.89 billion, up 1.7% year on year. This print was in line with analysts’ expectations, and overall, it was a satisfactory quarter for the company with a solid beat of analysts’ EBITDA estimates but a slight miss of analysts’ gross margin estimates.
“We grew sales and profit in fiscal 2025 and returned high levels of cash to shareowners in a dynamic, difficult and volatile environment,” said Jon Moeller, Chairman of the Board, President and Chief Executive Officer.
The market was likely pricing in the results, and the stock is flat since reporting. It currently trades at $157.25.
Is now the time to buy Procter & Gamble? Access our full analysis of the earnings results here, it’s free.
Best Q2: Clorox (NYSE: CLX)
Founded in 1913 with bleach as the sole product offering, Clorox (NYSE: CLX) today is a consumer products giant whose product portfolio spans everything from bleach to skincare to salad dressing to kitty litter.
Clorox reported revenues of $1.99 billion, up 4.5% year on year, outperforming analysts’ expectations by 3.3%. The business had a very strong quarter with a solid beat of analysts’ EBITDA estimates and a solid beat of analysts’ organic revenue estimates.
Clorox scored the fastest revenue growth among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 5.4% since reporting. It currently trades at $118.50.
Is now the time to buy Clorox? Access our full analysis of the earnings results here, it’s free.
Slowest Q2: Spectrum Brands (NYSE: SPB)
A leader in multiple consumer product categories, Spectrum Brands (NYSE: SPB) is a diversified company with a portfolio of trusted brands spanning home appliances, garden care, personal care, and pet care.
Spectrum Brands reported revenues of $699.6 million, down 10.2% year on year, falling short of analysts’ expectations by 5.5%. It was a disappointing quarter as it posted a significant miss of analysts’ organic revenue estimates and a significant miss of analysts’ EBITDA estimates.
Spectrum Brands delivered the slowest revenue growth in the group. Interestingly, the stock is up 7.7% since the results and currently trades at $56.99.
Read our full analysis of Spectrum Brands’s results here.
Energizer (NYSE: ENR)
Masterminds behind the viral Energizer Bunny mascot, Energizer (NYSE: ENR) is one of the world's largest manufacturers of batteries.
Energizer reported revenues of $725.3 million, up 3.4% year on year. This number beat analysts’ expectations by 3.1%. Overall, it was a very strong quarter as it also logged a beat of analysts’ EPS estimates and a solid beat of analysts’ gross margin estimates.
The stock is up 24.5% since reporting and currently trades at $27.56.
Read our full, actionable report on Energizer here, it’s free.
Colgate-Palmolive (NYSE: CL)
Formed after the 1928 combination between toothpaste maker Colgate and soap maker Palmolive-Peet, Colgate-Palmolive (NYSE: CL) is a consumer products company that focuses on personal, household, and pet products.
Colgate-Palmolive reported revenues of $5.11 billion, up 1% year on year. This print surpassed analysts’ expectations by 1.5%. Aside from that, it was a satisfactory quarter as it also produced a narrow beat of analysts’ EBITDA estimates but gross margin in line with analysts’ estimates.
The stock is flat since reporting and currently trades at $84.03.
Read our full, actionable report on Colgate-Palmolive here, it’s free.
Market Update
The Fed’s interest rate hikes throughout 2022 and 2023 have successfully cooled post-pandemic inflation, bringing it closer to the 2% target. Inflationary pressures have eased without tipping the economy into a recession, suggesting a soft landing. This stability, paired with recent rate cuts (0.5% in September 2024 and 0.25% in November 2024), fueled a strong year for the stock market in 2024. The markets surged further after Donald Trump’s presidential victory in November, with major indices reaching record highs in the days following the election. Still, questions remain about the direction of economic policy, as potential tariffs and corporate tax changes add uncertainty for 2025.
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