Colgate-Palmolive (NYSE:CL) has set out a 2030 company plan focused on brands, product development, digital tools and supply chain efficiency. The plan comes alongside a turnaround in Latin America following earlier product issues in the region. The company is putting extra weight behind Hill’s pet nutrition and recent acquisitions, while its skin health unit faces weaker conditions, particularly in China.
For investors watching consumer staples, Colgate-Palmolive sits in the spotlight with its new 2030 roadmap and a current share price of $90.29. The company’s long record in oral care now sits alongside a stronger push into pet nutrition and selected personal care areas. Recent Latin America progress adds another piece to the story around how NYSE:CL is trying to balance mature cash generative categories with areas where it sees more room to grow.
Returns data show NYSE:CL up 4.2% over the past week, 14.3% over the past month and 16.2% year to date, with a 30.5% return over three years and 27.2% over five years. As you look ahead, the key question is whether the 2030 plan, Latin America recovery and Hill’s focus can offset ongoing weakness in skin health, especially in China, and how that mix might shape the risk and reward profile from here.
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NYSE:CL Earnings & Revenue Growth as at Jan 2026
How Colgate-Palmolive stacks up against its biggest competitors
Colgate-Palmolive’s 2030 plan and 2026 guidance tie together into a clear push to lean on core brands, pet nutrition and supply-chain efficiency while exiting lower return areas such as private label pet food. Management is calling for 1% to 4% organic sales growth and gross margin expansion in 2026, with higher advertising as a share of sales, which signals a willingness to spend behind brands to compete with peers like Procter & Gamble and Unilever even after taking a US$794m impairment in skin health that pushed the latest quarter into a US$37m loss.
How This Fits The Colgate-Palmolive Narrative
The new long-term roadmap lines up closely with the existing narrative that emphasizes emerging markets, premium oral care and digital tools to support more efficient growth. Latin America’s recovery and momentum at Hill’s pet nutrition support that storyline, while the reset in skin health, especially in China, shows management cutting back where category trends and pricing power look weaker.
Risks and Rewards On Display Guidance for net sales growth of 2% to 6% and gross margin expansion suggests the company sees room to build earnings power from its existing brand portfolio. Hill’s and the Prime100 acquisition give Colgate-Palmolive more exposure to pet nutrition, a category many investors view as attractive within consumer staples. The skin health impairment and lowered outlook, particularly in China, highlight execution risk in premium beauty where competitors and local brands are strong. Management itself describes 2026 as highly uncertain, and analysts have flagged that slower category growth and cautious consumers could keep a lid on volumes. What To Watch Next
From here, you may want to watch whether Latin America’s rebound and Hill’s volume trends stay intact, and how quickly the skin health business stabilizes after the impairment. If you want to see how different investors are framing these moving pieces and the long-term risk and reward trade off, check out community narratives on Colgate-Palmolive’s dedicated page.
This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
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Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
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