Actualités

KMB cuts its 2026 outlook as China diaper disruption weighs on growth, while productivity and volume-mix gains offer some support.

KMB's 11.7% three-month gain reflects stronger productivity and volume-mix trends, but China and slower growth remain risks.

KMB's valuation discount and productivity gains support the case, but China disruption and slower category growth cloud its outlook.

Fifty-plus years of unbroken dividend raises sounds like a floor, but not every Dividend King deserves a permanent seat in your portfolio right now. Five do, and one of them is actually trading at a discount that long-term income investors rarely get handed.

The Wall Street Journal reported Thursday that the USS George Washington, based in Japan, is heading to the Middle East to relieve the Lincoln as part of a previously scheduled rotation. The George Washington transited the Strait of Malacca alongside guided-missile destroyers this week, according to open-source tracking data cited by the Journal.

BJ vs. CL: Which Stock Is the Better Value Option?

Despite cost pressures and spending volatility, CL, KMB, CHD and BJ are using strategic initiatives and operational efficiencies to drive growth.

Investing.com -- The United States expects oil supply disruptions from the US-Iran war to reach approximately 600,000 barrels per day through the end of next year as the conflict continues to restrict shipments through the Strait of Hormuz.

Colgate-Palmolive’s second quarter results were met with a cautious market response, as the company’s revenue matched Wall Street’s expectations while non-GAAP profit modestly exceeded consensus. Management attributed the quarter’s performance to continued strength in emerging markets, particularly in India, Brazil, Mexico, and China, as well as resilience in the Hill’s pet nutrition business. However, operating margin contraction and flat sales volumes reflected persistent competitive pressures

Cahill exercised stock options awarded in 2019, reducing his direct holdings by 13% while maintaining a $6.02 million total equity position.

Major packaged-goods firms, retailers and food makers are seeing substantial increases in overseas revenue that are outpacing slowing domestic sales.

Investing.com -- China’s producer price inflation eased more sharply than expected in July, while consumer inflation also slowed as weaker energy prices and soft domestic demand reduced price pressures, Reuters reported on Sunday, citing official data.

Investing.com -- Ukraine has agreed not to target certain non-Russian oil tankers or infrastructure used to export Kazakhstan’s crude through the Black Sea, Bloomberg reported, citing a U.S. official familiar with the private agreement.

Investing.com -- The United States expects Iran and Oman to reach an agreement soon that would restore commercial shipping through the Strait of Hormuz, Reuters reported exclusively on Friday, citing a U.S. official.

Investing.com -- US imports of Saudi Arabian oil fell to zero in July, marking the first time an entire month passed without such shipments since 1985, preliminary government data showed.

Investing.com -- Crude oil and condensate exports from Gulf countries remained largely unchanged in July, staying approximately 40% below pre-war levels, according to shipping data. The stability in export volumes has helped reduce concerns about more severe supply disruptions.

Colgate-Palmolive's (CL) Q2 results were positive, and visibility is improving for its organic sales

Investing.com - Futures linked to Canada’s commodity-heavy main stock index inched lower on Monday, as investors assessed modestly firmer gold prices and a decline in oil prices stemming from renewed hopes for a diplomatic resolution to fighting in the Middle East.

Investing.com -- Iran warned that fresh U.S. attacks could trigger retaliation against energy facilities across the Middle East, raising the risk of a wider conflict and further disruption to global oil and gas supplies, Reuters reported on Sunday.

Colgate-Palmolive stock has delivered a 30.8% return over the past five years, yet there is a split in what the valuation tools say today. The Discounted Cash Flow (DCF) intrinsic value estimate points to upside relative to the market price, while traditional market multiples suggest the shares are on the expensive side. Over the last 5 years Colgate-Palmolive has returned 30.8%, which points to a steady but not spectacular payoff for long term holders. The key support for the current...

Moby summary of Colgate-Palmolive Company's Q2 2026 earnings call

Colgate-Palmolive (CL) drew investor attention after releasing second quarter 2026 results, reporting sales of US$5.36b and net income of US$693m, while maintaining full year guidance for both net sales and earnings. See our latest analysis for Colgate-Palmolive. Colgate-Palmolive’s latest earnings and steady guidance come after a solid run in the stock, with a year to date share price return of 17.52% and a 1 year total shareholder return of 12.06%, while shorter term share price momentum...

Investing.com -- The closure of the Strait of Hormuz during the Iran war is prompting companies to raise prices on products including beer, paint, french fries and packaging as commodity and transport costs climb, the Wall Street Journal reported.

Investing.com -- President Donald Trump has ordered the U.S. military to launch a fresh attack against Iran that could begin as soon as this weekend and continue for several days, the Wall Street Journal reported, citing American officials.

Colgate-Palmolive Co (CL) delivered solid Q2 2026 results with emerging markets leading growth, but management remains cautious on guidance due to global volatility and US market softness.

CL's Q2 earnings beat as organic sales, productivity and margin gains offset higher brand investment, while Latin America led regional growth.

Colgate-Palmolive (NYSE:CL) said its second-quarter 2026 results reflected broad-based organic sales growth, gross-margin expansion and higher advertising spending, while executives outlined steps to improve performance in North America amid softer category trends and elevated competition. Chairman

Earnings Data Deluge

Despite some mid-week turbulence, we're trading fairly even with where we were as of mid-day Monday.

Although the revenue and EPS for Colgate-Palmolive (CL) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.