# Clorox Co Moat

Status: published. Policy: company-analysis-1.

Clorox has a limited intangible-asset moat supported by its branded portfolio, reported fiscal 2025 market-share gains and Glad’s continuing exclusive, royalty-free core intellectual property licenses. These advantages do not establish broad pricing power or exceptional durability. Fiscal 2026 brought competitive pressure, missed operating expectations and margin erosion. Shipment timing explains much of the sales decline, so it should not all be attributed to lost consumer demand.

## intangible_assets

The branded portfolio and Glad’s exclusive core intellectual property licenses provide a current, limited differentiation advantage. Fiscal 2025 overall market-share gains offer operating support for brand competitiveness; the licenses establish contractual protection for specified Glad products. Neither establishes portfolio-wide pricing dominance.

Durability: Glad retained its exclusive, royalty-free licenses after the purchase of P&G’s interest. Brand durability requires continued product relevance, advertising and successful execution. The supplied evidence supports a narrow advantage but does not establish its duration or exceptional resilience.

Risks: Lower-priced private labels, competing advertised brands and retailer bargaining power constrain differentiation and price realization. Fiscal 2026 competitive activity and operational shortcomings demonstrate pressure. The economic contribution, remaining duration and technological substitutability of Glad’s licensed intellectual property are undisclosed.

Invalidation: The assessment would fail if sustained market-share and underlying consumer-volume losses persisted after ERP inventory effects normalized, if maintaining demand required persistent concessions that eliminated brand premiums, or if Glad’s exclusive licenses ceased to protect economically relevant product differentiation.

Competitors: Not established
- [https://www.sec.gov/Archives/edgar/data/21076/000002107625000039/clx-20250630.htm](https://www.sec.gov/Archives/edgar/data/21076/000002107625000039/clx-20250630.htm) · 2025-08-08
- [https://www.sec.gov/Archives/edgar/data/21076/000002107626000019/clx-20260331.htm](https://www.sec.gov/Archives/edgar/data/21076/000002107626000019/clx-20260331.htm) · 2026-04-30
- [https://www.sec.gov/Archives/edgar/data/21076/000155278126000516/e26316_clx-def14a.htm](https://www.sec.gov/Archives/edgar/data/21076/000155278126000516/e26316_clx-def14a.htm) · 2026-10-07

[JSON](https://beanvest.com/stock/clx/moat.json)