CHD Stock Forecast & Price Target

Church & Dwight Co. is experiencing strong business momentum, as evidenced by its continued share gains across most of its portfolio, which positions the company for above-category growth throughout the year. The firm's gross margin performance is robust, supported by factors such as productivity improvements, volume leverage, and momentum in higher-margin brands, allowing for high-quality earnings growth while facilitating reinvestment to enhance volume. Notably, in the first quarter, the company successfully increased market share in 9 of its 14 major brands, with 80% of its business reporting growth in volume share, underscoring its competitive strength in the marketplace.

Church & Dwight Co. faces a challenging outlook, as evidenced by a projected top-line compound annual growth rate (CAGR) of approximately 2% and profit margins peaking at around 19% through 2034, primarily due to competitive pressures leading to share erosion in its key brands. Additionally, the company has revised its full-year organic sales and earnings per share (EPS) guidance downward by 250 basis points and 6% respectively, indicating weaker performance expectations. Furthermore, guidance for 2025 has been lowered, reflecting anticipated slower sales growth, persistent retailer destocking effects, and ongoing tariff pressures that could significantly impact financial results.