$CLX

Clorox (CLX) reports Q1 2027 earnings on Nov 2, with shares at $87.52 and a 5.7% dividend yield. Last quarter, revenue beat estimates but fell 2% YoY, with gross margin contracting 520 bps. Health and Wellness grew 16%, while other segments declined. Analysts expect Q1 EPS of $1.07 and revenue of $1.88B. Management faces pressure to maintain margins and cash flow to support the dividend.

Clorox (CLX) shares are near a 52-week low, down 27% over the past year. Organic sales fell 8% in fiscal 2026, with expected improvement in fiscal 2027. The company's debt doubled to $5.1 billion, and its dividend payout ratio is 103%. CEO Linda Rendle anticipates continued challenges. The stock trades at 15 times fiscal 2027 earnings estimates, but analysts suggest waiting to buy shares.

Clorox (CLX) stock may move 5.5% on Nov. 2 earnings, per options data from Bloomberg. Past earnings moves often exceeded implied ranges, with actual changes ranging from -10.1% to +9.5%.

Clorox CMO Eric Schwartz discussed the company's shift from traditional campaigns to systems of continuous relevance at the ANA Masters of Marketing conference. The approach, powered by AI and human insight, aims to keep up with fast-moving online culture. Examples include Pine-Sol's social media strategy and Brita's Gen Z-focused content. Clorox reported increased engagement and efficiency from these efforts.

Clorox (CLX) offers a higher dividend yield (5.89%) than Colgate-Palmolive (CL) (2.27%), but its financial health raises concerns. Clorox's stock fell 22.44% in the past year, increasing its yield, while Colgate's rose 23.55%. Clorox's dividend payout ratio is thin, and its gross margin and cash flow have declined. Colgate shows stronger financials, with rising margins and free cash flow, and a longer dividend growth track record. Analysts prefer Colgate for its stability and growth prospects.

Clorox (CLX) and Kimberly-Clark (KMB) are compared for their dividend payouts. CLX offers a 6.2% yield, but its dividends exceeded free cash flow in fiscal 2026. KMB yields 5.4%, with dividends covered by free cash flow. CLX's net debt increased post-acquisition, while KMB faces China-related sales challenges. Both companies' dividend policies and financial health are analyzed.

JPMorgan reduced its price target for Clorox from $95 to $83. Barclays also lowered its target to $80 from $84. Clorox's stock is currently trading at $87.09, up 1.03% in pre-market. These changes may impact investor sentiment and trading activity.

Five consumer goods stocks trading near 52-week lows are highlighted for their dividends. PepsiCo (PEP) is under pressure from Elliott Management, Hershey (HSY) benefits from lower cocoa prices, General Mills (GIS) maintains a long dividend streak, Clorox (CLX) faces cash flow concerns, and Kraft Heinz (KHC) is in a turnaround phase. Each offers a high yield but comes with risks.

Clorox (NYSE:CLX) reported a 5% decline in net sales to $6.72B and a 26% drop in EPS to $4.81 for FY2026, with gross margin falling 290bps to 42.3%. Operating cash flow decreased 38% to $612M. The company projects FY2027 organic sales growth of 3.5-4.5% and EPS growth of 3-8%. CLX trades at a forward P/E of 14.95, offering a 5.8% dividend yield, but faces challenges in sustaining profitability and growth.

UBS lowered its price target for Clorox (CLX) from $105 to $91, maintaining a neutral rating. Morgan Stanley also reduced its target to $87 from $97. Clorox's stock is down 13.79% year-to-date.