Church & Dwight

CHD’s portfolio consists mostly of non-discretionary or habitual products with recurring purchase patterns across laundry, oral care, shave and depilatories, diagnostics, and household cleaning. The company’s evergreen model targets steady organic growth, incremental gross margin gains, and sustained brand investment around 11 percent of sales.

E-commerce penetration reached about 21 percent in 2024 and 23 percent in 2025 Q3, aiding channel resilience and data-driven execution. 2024 net sales were about 6.1 billion with organic growth of 4.6 percent, and 2025 guidance remains positive despite mix changes and exits.

Geographic diversification is improving though still U.S.-weighted, and the business avoids high macro cyclicality seen in durables or travel. Risks to predictability include tariff policy, retailer inventory cycles, and category-specific volatility, but portfolio actions in 2025 reduce known headwinds.