Credit and interest ratesmixed · 3 filings
“The year-over-year change was mainly due to higher cash sourced from short term borrowings in the current nine month period.”10-Q · Apr 30, 2026 ↗
The Clorox Company
CLX
Market read
The Clorox Company's move is spreading beyond its market group.
CLX accounts for 7.9% of the group's measured movement across 8.1 effective names. all 10 measured members are falling in raw terms, but 10 of 10 session-normalized paths align to the downside. Capital-flow agreement is 18%, so confirmation is not yet clean. No verified headline preceded the measured group move.
MOVE ANATOMY
Session-normalized 5m pathsIs this move genuinely shared?
Role in the moveAligned contributor#8 of 10 by movement share
Group movement share7.9%Absolute path energy—not portfolio weight
Relative path-1.29%aligned
Effective breadth8.1 / 10broad
Relative alignment10/10downside path · 0 counter-moving
Capital-flow agreement18%not yet clean
SEQUENCE READ
MO moved materially before CLX. CLX crossed its material path threshold at 09:50 ET. FIZZ, PG, HSY followed.
EVIDENCE COVERAGE
5 of 10 members in Packaged Foods & Beverages are active. 0 of 7 disclosed connections are confirming.
What would change this read
Watch this read- At least 7 of 10 durable members become active together.
- Capital-flow agreement rises above 55%.
- SJM remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 3 of 10 members or fewer.
Research brief
The story so far
CLX accounts for 7.9% of the group's measured movement across 8.1 effective names. all 10 measured members are falling in raw terms, but 10 of 10 session-normalized paths align to the downside. Capital-flow agreement is 18%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- At least 7 of 10 durable members become active together.
- Capital-flow agreement rises above 55%.
- SJM remains aligned with the group in the next market snapshot.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations615
Usable filing statements86
Verified relationships6
Evidence supporting the case
- Net margin changed +7.5 percentage points in the latest annual period.
Evidence challenging the case
No qualifying adverse evidence was identified; that is not proof there is no downside.
Questions before a position
- P/E is 42% below the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 23% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 30, 2026
81.016m-21.8%12m-34.1%24m-50.2%
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-06-30$7.3B+9.2%—-0.3%
2022-06-30$7.1B-3.2%—-2.7%
2023-06-30$7.4B+4.0%—+0.2%
2024-06-30$7.1B-4.0%—+0.5%
2025-06-30$7.1B+0.2%—-0.4%
What management says matters
Persistent and emerging business drivers
Foreign exchangepositive · 2 filings
“The variance between volume and net sales was mainly due to favorable foreign exchange rates and favorable price mix.”10-Q · Apr 30, 2026 ↗
Macroeconomic conditionspositive · 1 filings
“6 Table of Contents partners, including China, particularly due to the imposition of tariffs by the U.S.”10-K · Aug 8, 2025 ↗
Tariffs and trade policypositive · 1 filings
“6 Table of Contents partners, including China, particularly due to the imposition of tariffs by the U.S.”10-K · Aug 8, 2025 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 1.4× · EV/sales 1.7×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
81.01-0.7% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 30 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 CLX. 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 CLX. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind CLX
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
PGThe Procter & Gamble CompanypartnerAug 4, 2025 ▾
“Glad Joint Venture Agreement The Company and The Clorox Company (Clorox) have jointly decided not to renew the Glad joint venture agreement.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
CLX 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
Theme membership history
No durable theme membership has been observed for this name yet.