Investment Thesis
Church & Dwight markets household and personal care brands anchored by Arm & Hammer. Portfolio mix shifts, innovation, and disciplined M&A underpin steady EPS growth.
- Value + Premium Balance: Mainstream detergents complemented by premium vitamins and beauty.
- M&A Machine: Bolt-ons like Waterpik and TheraBreath add higher-growth adjacencies.
- Productivity: ARM & HAMMER supply chain and pricing actions offset inflation.