Description
Colgate-Palmolive’s 2030 Reset—Can Execution Deliver Durable Growth and Margin Resilience?
Colgate-Palmolive Company exited 2025 with results that reflected resilience in a volatile operating environment, supported by brand strength, geographic diversification, and disciplined execution, while also highlighting several structural and cyclical challenges that continue to shape the investment outlook. The company delivered growth in organic sales, net sales, gross profit, base business earnings per share, and free cash flow despite slower category growth, higher raw material inflation, and tariff-related pressures. Sequential improvement in organic sales across most divisions in the fourth quarter and modest underlying volume growth indicated improved momentum heading into 2026, although performance remained uneven by region and category. A key positive was the contribution from emerging markets, which continued to outpace developed markets, supported by brand penetration, pricing power, and improved volume trends in regions such as Latin America, Asia, and parts of Africa and Eurasia.
