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Church & Dwight: ARM & HAMMER & the Value-Driven Sweet Spot—A High-Power Setup for Trade-Down Cycles!

Church & Dwight’s latest financial disclosures for the third quarter of 2025 reveal a mixed yet positive performance in a challenging economic environment. The macroeconomic backdrop was outlined as volatile, with consumer spending under pressure due to high borrowing costs and stretched household finances, despite low unemployment rates. Despite these headwinds, Church & Dwight reported impressive organic sales growth of 3.4%, surpassing a projected range of 1% to 2%. Earnings per share stood out at $0.81, exceeding their forecast of $0.72, indicating robust financial management and operational execution. The company’s brand portfolio appears to be performing strongly. Their recent acquisition, TOUCHLAND, is highlighted as notably surpassing expectations, establishing a solid growth trajectory in the hand sanitizer market. This acquisition complements their strategic mix of value and premium offerings, allowing them to attain market share gains in a period of overall category growth of around 2%.