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北京时间·🕒 发布 20:27:49时区推断·⟳ 抓取 20:29:38·⚡ 决策 07-31 20:32:39 +3m01s·87.8 天前
高露洁棕榄二季度EPS超预期但北美需求疲弱并重申全年销售指引
二季度净销售额为53.6亿美元，同比增长4.9%，基本符合LSEG预期；调整后EPS为0.99美元，高于0.95美元预期。
📄 原文Reuters↗ 原文
Colgate-Palmolive (CL.N) on Friday reaffirmed its annual sales forecast even after posting a quarterly rise as the toot…
不做 Colgate-Palmolive（CL.US）
财报正负混合：EPS超预期且盈利指引下限上调，但北美销量和有机销售下滑；未形成强多或强空催化，不做。
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研究档案
🔎 新鲜度:最早出现 2026-07-31 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 二季度净销售额为53.6亿美元，同比增长4.9%，基本符合LSEG预期；调整后EPS为0.99美元，高于0.95美元预期。
- 北美有机销售下降3%、销量下降3.9%，但公司仍维持全年净销售增长2%至6%，并把2026年调整后EPS增速下限上调至中个位数。
- 正负信息相互抵消，且属于例行财报披露，缺少足够明确的超预期方向来追多或做空。
主要风险
- 北美份额流失、零售商去库存和新增关税可能继续压制有机增长。
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原文全文
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Colgate-Palmolive (CL.N) on Friday reaffirmed its annual sales forecast even after posting a quarterly rise as the toothpaste maker continues to grapple with muted demand in North America, sending its shares down 2.5%.
Higher food and fuel prices tied to the Middle East conflict have hit lower-income shoppers hard, making it harder for U.S. consumer goods companies to meet demand across both budget and premium segments.
The company's North America organic sales fell 3% in the quarter, driven by a 3.9% drop in volumes, as slower category growth, market share losses, increased competition and inventory reductions at key retailers weighed on sales.
It, however, continues to expect annual net sales to grow 2% to 6%, and raised the base of its 2026 adjusted earnings forecast to mid-single-digit growth, up from its prior low- to mid-single-digit forecast.
Colgate, however, warned additional headwinds relative to the forecast, as new 10% and 12.5% tariffs imposed by the Trump administration are expected to more than offset the benefit from tariff refunds received in the second quarter.
Rival Procter & Gamble (PG.N) on Tuesday forecast slower revenue growth in fiscal 2027 after quarterly sales missed estimates and margins fell under a "very challenging geopolitical and economic environment".
Colgate-Palmolive posted a 4.9% rise in net sales to $5.36 billion for the three months ended June 30, in line with analysts' estimates, according to data compiled by LSEG.
Adjusted earnings per share of 99 cents surpassed analysts' estimate of 95 cents.
Higher food and fuel prices tied to the Middle East conflict have hit lower-income shoppers hard, making it harder for U.S. consumer goods companies to meet demand across both budget and premium segments.
The company's North America organic sales fell 3% in the quarter, driven by a 3.9% drop in volumes, as slower category growth, market share losses, increased competition and inventory reductions at key retailers weighed on sales.
It, however, continues to expect annual net sales to grow 2% to 6%, and raised the base of its 2026 adjusted earnings forecast to mid-single-digit growth, up from its prior low- to mid-single-digit forecast.
Colgate, however, warned additional headwinds relative to the forecast, as new 10% and 12.5% tariffs imposed by the Trump administration are expected to more than offset the benefit from tariff refunds received in the second quarter.
Rival Procter & Gamble (PG.N) on Tuesday forecast slower revenue growth in fiscal 2027 after quarterly sales missed estimates and margins fell under a "very challenging geopolitical and economic environment".
Colgate-Palmolive posted a 4.9% rise in net sales to $5.36 billion for the three months ended June 30, in line with analysts' estimates, according to data compiled by LSEG.
Adjusted earnings per share of 99 cents surpassed analysts' estimate of 95 cents.
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