Keep away from Church & Dwight: Margins Contracting, Natural Development Slowing (NYSE:CHD)


NoDerog

Church & Dwight Co., Inc. (NYSE:CHD) has been a prime performing shopper merchandise firm, outperforming the S&P 500 prior to now decade by counting on its acquisition-led enterprise technique.

Nonetheless, it’s at present valued at 27.6x Fwd P/E with

CHD's power brands

Determine 1 – CHD’s energy manufacturers (CHD investor presentation)

CHD business mix

Determine 2 – CHD enterprise combine (CHD investor presentation)

CHD has grown through acquisitions

Determine 3 – CHD has grown by way of acquisitions (CHD investor presentation)

CHD's acquisition strategy

Determine 4 – CHD’s acquisition technique (CHD investor presentation)

CHD historical revenues and gross margins

Determine 5 – CHD historic revenues and gross margin (Creator created with information from roic.ai)

CHD historical operating profits and margin

Determine 6 – CHD historic working income and margin (Creator created with information from roic.ai)

CHD has massively outperformed the market

Determine 7 – CHD has massively outperformed the market (Searching for Alpha)

Consumer staple sector profit margins

Determine 8 – Client staple sector revenue margins are rolling over (yardeni.com)

Consumer staple sector valuations at multi-decade highs

Determine 9 – Client staple sector valuations at multi-decade highs (yardeni.com)

Consumers have been trading down

Determine 10 – Shoppers have been buying and selling down (CHD investor presentation)

CHD's vitamin business has been hard hit by the consumer slowdown

Determine 11 – CHD’s vitamin enterprise has been onerous hit by shopper slowdown (CHD investor presentation)

CHD's water floss business has been hit as well

Determine 12 – CHD’s water floss enterprise has been hit as nicely (CHD investor presentation)

CHD saw negative organic sales growth in Q3/2022

Determine 13 – CHD noticed detrimental natural gross sales development in Q3/2022 (CHD Q3/2022 earnings report)

CHD has underperformed the S&P in the past year

Determine 14 – CHD has underperformed the S&P prior to now yr (Searching for Alpha)

CHD continues to trade at a premium valuation

Determine 15 – CHD continues to commerce at a premium valuation (Searching for Alpha)

S&P 500 valuation multiple

Determine 16 – S&P 500 valuation a number of (wsj.com)

CHD has grown slower than its peers

Determine 17 – CHD has grown slower than its friends (Searching for Alpha)

Consumer sentiment survey showed sharp rebound in January

Determine 18 – College of Michigan Client Sentiment Survey confirmed sharp rebound in January (College of Michigan)



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