BUZZ-Street View: From cost pressures to clean execution, Colgate delivers

Colgate-Palmolive Company

Colgate-Palmolive Company

CL

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** Colgate-Palmolive CL.N on Friday said it expects about $300 million in additional raw material and logistics expenses for the year, joining a host of global companies flagging significant cost pressures from the Middle East conflict

** The company beat first‑quarter sales and profit expectations

** 22 analysts rate the stock "buy" on average; median price target $99 - data compiled by LSEG


MINTY FRESH EVEN IN SOUR MARKETS

** J.P. Morgan ("Overweight," PT: $96) believes that accelerating volumes in Asia-Pacific, strong results in Latin America, recovering U.S. market share and favorable forex tailwinds should keep CL a high-quality, relatively resilient compounder

** Jefferies ("Hold," PT: $88) says expanded productivity programs and Revenue Growth Management initiatives should help offset higher commodity costs, leaving the business in good shape despite a challenging backdrop

** Morgan Stanley ("Overweight," PT: $100) says CL is well-positioned long term, with strong pricing power, greater exposure to fast‑growing emerging markets, and North America near a bottom

** Morningstar (Fair Value: $88) says, despite intense competition and macroeconomic pressures, CL has delivered solid performance, driven by strong brands, deep retailer relationships, and disciplined cost control