Stock Pulse
Church & Dwight (CHD) reported solid Q4 2024 earnings with 3.5% revenue growth driven by volume and pricing, and increased its dividend for the 29th consecutive year [2]. However, organic revenue growth is slowing (4.9% YoY) and lagging sector performance, with projected revenue growth for the next 12 months at a modest 3% [1]. Margins have also shrunk by 4.8 percentage points [1]. While CHD benefits from strong brand equity, e-commerce presence, and acquisitions [3], [4], it faces challenges with rising marketing expenses and price sensitivity [3]. The company is considered overvalued compared to its industry [1], [3], but has seen increased interest from hedge funds [2] and may benefit from a "rush to safety" amid market volatility [5]. Insider stock sales by the CEO occurred to cover tax obligations [6]. [7] details stock vesting and tax withholding by another executive.