“41 (Dollars in Millions Except Per Share Amounts) Hill ’ s Pet Nutrition 2025 2024 % Change Net sales $ 4,613 $ 4,483 2.9 % Operating profit $ 1,064 $ 965 10 % % of Net sales 23.1 % 21.5 % 160 bps Net sales for Hill’s Pet Nutrition increased 2.9% in 2025 to $…”10-K · Feb 23, 2026 ↗
Colgate-Palmolive Company
CL
Market read
Colgate-Palmolive Company's move is being confirmed by its market group.
CL accounts for 3.6% of the group's measured movement across 9.0 effective names. raw member direction is mixed; 10 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.
Is this move genuinely shared?
No material onset for CL could be timestamped inside the aligned 5-minute window.
13 of 35 members in Packaged Foods & Beverages are active. 0 of 2 disclosed connections are confirming.
- At least 23 of 35 durable members become active together.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as HELE begins moving with the group.
Invalidation: The live read weakens if participation falls to 12 of 35 members or fewer.
Research brief
The story so far
CL accounts for 3.6% of the group's measured movement across 9.0 effective names. raw member direction is mixed; 10 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 supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- At least 23 of 35 durable members become active together.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as HELE begins moving with the group.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating cash flow covered net income at 1.97x in the latest annual period.
- Material customer WMT most recently reported revenue +6.9% year over year.
- Operating margin changed -5.0 percentage points in the latest annual period.
- Net margin changed -3.9 percentage points in the latest annual period.
- P/E is 55% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 101% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
87.89Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“41 (Dollars in Millions Except Per Share Amounts) Hill ’ s Pet Nutrition 2025 2024 % Change Net sales $ 4,613 $ 4,483 2.9 % Operating profit $ 1,064 $ 965 10 % % of Net sales 23.1 % 21.5 % 160 bps Net sales for Hill’s Pet Nutrition increased 2.9% in 2025 to $…”10-K · Feb 23, 2026 ↗
“In 2025, Net income attributable to Colgate-Palmolive Company included goodwill and intangible assets impairment charges, charges resulting from the ERISA litigation matter and acquisition-related costs.”10-K · Feb 23, 2026 ↗
“Outlook Looking forward, we expect global macroeconomic, geopolitical and market conditions to remain challenging, including as a result of inflation, high interest rates, foreign currency volatility and developments in trade relations.”10-K · Feb 23, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 3.5× · EV/sales 3.8×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for CL. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
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.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for CL. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind CL
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
WMT11.0% of CLcustomerFeb 23, 2026 ▾
“Our sales to Walmart, Inc.”
Depended on by
PRPermian Resources CorporationpartnerFeb 26, 2026 ▾
“In connection with the merger (the “Colgate Merger”) with Colgate Energy Partners III, LLC (“Colgate”) and Colgate Energy Partners III MidCo, LLC (the “Colgate Unit holder”), the Compensation Committee of the Company’s Board of Directors (the “Compensation Co…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
CL 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. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.