Colgate-Palmolive Stock Drops as Foreign Exchange Pressures Weigh on Revenue and Outlook

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Samiat

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Nov 12, 2024
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Colgate-Palmolive Stock Drops as Foreign Exchange Pressures Weigh on Revenue and Outlook

Key Takeaways:


  • Colgate-Palmolive's Q4 revenue was negatively impacted by unfavorable foreign exchange rates.
  • Sales declined in key markets, including Latin America and North America, missing analysts' revenue forecasts.
  • The company expects full-year 2025 revenue to remain flat due to ongoing foreign exchange challenges.
Colgate-Palmolive (CL) shares fell 5% on Friday after the company reported disappointing Q4 revenue results and issued weak guidance for 2025, citing foreign exchange headwinds.

The maker of Colgate toothpaste, dishwashing liquid, and Hill's pet food posted a slight revenue decline of 0.1% year-over-year to $4.94 billion, falling short of analysts' expectations of $4.98 billion (Visible Alpha). Adjusted earnings per share (EPS) came in at $0.91, surpassing forecasts.

Latin America Sales Decline Amid Forex Challenges

Foreign exchange impacts reduced revenue by 4.4%, significantly affecting Latin America, the company’s largest regional market, where sales dropped 7.2%. North American sales also declined by 1%. However, growth was recorded in Europe (+4.9%), Asia-Pacific (+3.7%), and Africa/Eurasia (+2.8%). Sales at Hill’s, which accounted for the largest share of Colgate’s total revenue, increased 2.3%.

CEO Noel Wallace stated that despite macroeconomic challenges, Colgate achieved its goals for 2024, including delivering industry-leading growth and maintaining flexibility in its profit and loss structure.

2025 Outlook

For 2025, Colgate expects revenue to remain "roughly flat" compared to 2024's $20.1 billion, factoring in a mid-single-digit negative impact from foreign exchange rates. This falls short of Visible Alpha's estimate of $20.3 billion.

Despite the day’s decline, Colgate-Palmolive shares remain slightly higher over the past year, reflecting resilience amid external pressures.