CHD Stock Forecast & Price Target

Church & Dwight Co is projected to experience robust international growth, with an anticipated organic growth rate of 7-8% this year, significantly supported by the expansion of its brands overseas. Domestic consumer sales have also shown positive momentum, with a 2.7% increase driven by both higher volume and favorable price/mix, while international consumer sales increased by an impressive 9.6%. The company's forward-looking guidance for 2025 indicates a continued organic sales growth forecast of 3% to 4%, bolstered by volume growth, alongside expectations for improved gross margins due to enhanced productivity and a favorable product mix.

Church & Dwight Co. experienced significant challenges in its Vitamins, Minerals, and Supplements (VMS) business, particularly with Vitafusion sales declining by 16% while the overall gummy vitamin category showed modest growth of 2.3%. Additionally, following the fourth quarter earnings, the company lowered its forecasts for FY'25, expecting organic sales growth of just 3.3% and projecting 1Q25 organic sales growth of only 2.0%, which is below previous estimates and indicates a struggling consumer environment. Overall, the company's disappointing guidance suggests that its growth will be primarily volume-driven in a challenging economic landscape, further contributing to a negative outlook on its financial performance.