The Clorox Company CLX
Email when the signal or risk changes · Sunday weekly brief
No card · No time limit on free tier · Upgrade when you need more
The news check keeps the assessment current.
General analysis — not personal advice.
Existing position should be reviewed given deteriorating fundamentals.
Lowered guidance, margin compression and higher leverage support the REDUCE signal.
Investors are predominantly negative after the weak organic growth and increased integration costs.
SELL is the call. Negative is the market mood. High risk means a lot can go wrong.
Latest change
- 5 Nov 2026 — Report shows strong sales growth but lowered full-year guidance following higher costs and margin pressure.
The full analysis is open. Follow the company free for the full change history — and email next time the picture changes.
Show all changes (2) — follow the company freeAbout the company
The Clorox Company manufactures and sells consumer products in cleaning, disinfection and personal care. The company has a broad portfolio including Clorox, Glad, Brita, Burt's Bees and the recently acquired Purell. Operations are in a mature phase with focus on margin stability and operational efficiency.
Bull case
Strong dividend and defensive brands provide some support if margins stabilize.
Bear case
High leverage, lowered outlook and integration risks limit upside over the medium term.
Why this signal
Lowered guidance, margin compression and higher leverage support the REDUCE signal.
Recent news
Q1 FY2027 results showed net sales of $1.91B (+33% YoY) and adjusted EPS of $1.55, well above estimates. However, the company lowered full-year guidance to the lower end of the $5.70–6.00 range due to higher input-cost inflation and margin pressure. GOJO integration drove much of the growth but long-term debt rose sharply.