| CHD |
Report |
Adjusted EPS (Q2 2026) |
IN-LINE |
pred ~$0.88-0.90 vs. cons $0.89 |
MEDIUM |
| CHD |
Report |
Organic Sales Growth (Q2 2026) |
BEAT |
pred ~3.5-4.0% vs. cons ~3.0% |
MEDIUM |
| CHD |
Report |
Adjusted Gross Margin Expansion (Q2 2026, bps) |
IN-LINE |
pred ~+50-60bps vs. cons/guide ~+50bps |
MEDIUM |
| CHD |
Guide |
FY2026 Adjusted EPS Growth Guidance |
UNCHANGED |
guide ~5-8% (~$3.71-$3.81) vs. cons ~$3.76 (FY2026) |
HIGH |
| CHD |
Guide |
FY2026 Organic Sales Growth Guidance |
UNCHANGED |
guide ~3-4% vs. cons ~3.5% (FY2026) |
HIGH |
| CHD |
Guide |
Middle East/Oil-Related Incremental Cost Inflation Estimate |
LOWER |
guide ~$30-40M vs. prior guide $25-30M (FY2026) |
MEDIUM |
| CHD |
Guide |
FY2026 Gross Margin Expansion Guidance |
UNCHANGED |
guide ~100bps vs. cons ~100bps (FY2026) |
MEDIUM |
| CHD |
Guide |
Touchland Full-Year Growth Commentary |
UNCHANGED |
guide ~10%+ (double-digit) vs. cons ~10% (FY2026) |
LOW |
| CHD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| CHD |
Return |
5-day cumulative residual |
-1.0% (FADE) |
Q2 results likely land close to management's unusually precise guide (EPS ~$0.88-0.90, organic ~3-4%, GM +50-60bps), leaving little room for a true beat given CHD's rich ~31x forward multiple, so an initial 'sell-the-news'/de-risking dip is likely on day 1 even if headline EPS tops consensus by a cent. Over the following days, reiteration of FY26 EPS growth (5-8%) and organic (3-4%) guidance, plus continued distribution-share gains and H2-weighted algorithm reassurance, should partially reverse the initial pullback as investors look through the noisy Middle East cost commentary (which is incremental, not guidance-breaking) toward the H2 acceleration story, producing a partial fade of the day-1 move rather than continued downside or a big follow-through rally. |
LOW |