CHD
Market read
CHD accounts for 7.4% of the group's measured movement across 9.6 effective names. raw member direction is mixed; 7 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 4%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No material onset for CHD could be timestamped inside the aligned 5-minute window.
9 of 35 members in Packaged Foods & Beverages are active. 0 of 3 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 12 of 35 members or fewer.
Research brief
CHD accounts for 7.4% of the group's measured movement across 9.6 effective names. raw member direction is mixed; 7 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 4%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“These benefits were partially offset by inflation, including Middle East conflict-related commodity and transportation costs of $56.4, as well as higher SG&A expenses of $37.7 reflecting acquisition-related costs from Touchland and Miss Mouth's and higher mar…”10-Q · Jul 31, 2026 ↗
“As of October 1, 2025 (the date of the Company's last annual impairment test), the trade name’s carrying value was $ 644.7 , with fair value at 117 % of carrying value, down from 135 % in 2024, reflecting declining sales, rising competition, business exits, a…”10-Q · Jul 31, 2026 ↗
“As of October 1, 2025 (the date of the Company's last annual impairment test), the trade name’s carrying value was $ 644.7 , with fair value at 117 % of carrying value, down from 135 % in 2024, reflecting declining sales, rising competition, business exits, a…”10-Q · Jul 31, 2026 ↗
“SPD income from operations was $10.9 in the first quarter of 2026, a decrease of $1.9 compared to the first quarter of 2025 due to higher SG&A expenses of $2.3 and unfavorable manufacturing costs of $1.1, partially offset by favorable price/mix of $0.8, highe…”10-Q · May 1, 2026 ↗
Valuation discipline
Price/sales 3.7× · EV/sales 4.0×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for CHD. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-01 against the comparable filing from 2025-05-01.
No thresholded deterioration was identified.
“The increase in gross margin was primarily due to the impact of productivity programs of 150 bps, benefits of the Touchland Acquisition combined with the impact of business exits of 110 bps, favorable volume/price/mix of 50 bps and favorable foreign exchange of 10 bps, partially offset by the impact of higher manufacturing costs of 180 bps (including labor, inflation in commodities and transportation and higher tariffs, net of tariff mitigation actions).”
“The components of the net sales change were as follows: Three Months Ended March 31, Net Sales - SPD 2026 Product volumes sold 2.0 % Pricing/Product mix 1.1 % Net Sales increase 3.1 % Net sales increased in the three months ended March 31, 2026 primarily due to growth in our sodium bicarbonate and animal nutrition businesses.”
“These benefits were partially offset by higher SG&A expenses of $7.3 primarily due to the Touchland Acquisition, higher marketing expenses of $6.5 to support growth, and unfavorable price/mix of $3.3.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“CUSTOMERS AND ORDER BACKLOG In each of the years ended December 31, 2025, 2024 and 2023, net sales to our largest customer, Walmart Inc.”
“Our competitors in the Consumer Domestic and Consumer International segments include, among others, Procter & Gamble Company (“P&G”), The Clorox Company, Colgate-Palmolive Company, S.C.”
“Our competitors in the Consumer Domestic and Consumer International segments include, among others, Procter & Gamble Company (“P&G”), The Clorox Company, Colgate-Palmolive Company, S.C.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
CHD is currently a Participant in the organic co-movement group Packaged Foods & Beverages. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.