1 month ago
On Monday, Sept. 21, Sandisk (NASDAQ:SNDK) takes a spot in the S&P 100, a subset of the S&P 500 (SNPINDEX:^GSPC) made up of 100 of its largest blue-chip companies. Dell Technologies, Palo Alto Networks, and Arista Networks enter with it. The announcement came from S&P Dow Jones Indices on Sept. 4, and the changes take effect before Monday's open.
Four companies are leaving to make room: Nike (NYSE:NKE), Colgate-Palmolive, Simon Property Group, and Honeywell Aerospace.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The swap says a lot about how 2026 has gone. Sandisk shares have gained more than 600% this year, more than any other stock in the S&P 500.
Nike's stock, meanwhile, reached a 52-week low this week. And Sandisk, worth about $260 billion, is currently more than four times the size of the roughly $54 billion sportswear giant.
#sandisk #networks #four #Companies
Four companies are leaving to make room: Nike (NYSE:NKE), Colgate-Palmolive, Simon Property Group, and Honeywell Aerospace.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The swap says a lot about how 2026 has gone. Sandisk shares have gained more than 600% this year, more than any other stock in the S&P 500.
Nike's stock, meanwhile, reached a 52-week low this week. And Sandisk, worth about $260 billion, is currently more than four times the size of the roughly $54 billion sportswear giant.
#sandisk #networks #four #Companies
2 months ago
Colgate-Palmolive Company (NYSE:CL) is reportedly exploring the sale of several mass-market personal care brands, including Softsoap, Irish Spring and Speed Stick, in a portfolio reshaping effort that could generate more than $1 billion. The company is working with Goldman Sachs on the potential divestiture. Personal care accounted for roughly 17% of Colgate-Palmolive's 2025 net sales, or about $3.5 billion, while oral care remains the company's largest business.
The move comes as Colgate faces pressure in its North American business. Although the company recently reported a 4.9% increase in net sales, organic sales in North America declined 3%, highlighting competitive pressure in a mature market. The strategy is also consistent with a broader consumer-goods shift toward simplifying portfolios and concentrating capital on higher-growth categories. Unilever, Nestlé, and other major consumer companies have similarly been selling slower-growing or non-core businesses.
The biggest positive is that Colgate-Palmolive Company (NYSE:CL) could become a more focused and potentially higher-quality business. Selling brands that no longer fit its highest-priority growth areas would allow management to concentrate capital, marketing spending, and management attention on oral care, pet nutrition, and other businesses where Colgate has stronger competitive advantages. The company's decision would therefore be less about abandoning personal care altogether and more about improving the quality of the remaining portfolio.
A sale could also unlock meaningful shareholder value. If the divestitures generate more than $1 billion, Colgate would have additional capital that could be used for debt reduction, share repurchases, acquisitions, or investment behind its strongest brands. In a mature consumer-staples company, disciplined capital allocation can have an outsized impact on earnings growth and shareholder returns. There is also evidence that portfolio simplification is becoming increasingly attractive across the consumer-goods industry. The Wall Street Journal has highlighted how companies such as Unilever and Nestlé are shedding businesses that add complexity without providing sufficient growth. The underlying argument is that the benefits of owning a very broad portfolio have diminished as consumer preferences become more fragmented and smaller brands become better at responding to trends.
Most importantly, the divestiture could improve Colgate-Palmolive Company (NYSE:CL)'s strategic focus at a time when North American competition is challenging. Rather than allocating resources to defend slower-growing personal-care brands, management could direct investment toward categories and geographies with better long-term growth prospects. That could ultimately support margins and organic growth even if the immediate revenue base becomes smaller.
#personal #NYSE #Portfolio
The move comes as Colgate faces pressure in its North American business. Although the company recently reported a 4.9% increase in net sales, organic sales in North America declined 3%, highlighting competitive pressure in a mature market. The strategy is also consistent with a broader consumer-goods shift toward simplifying portfolios and concentrating capital on higher-growth categories. Unilever, Nestlé, and other major consumer companies have similarly been selling slower-growing or non-core businesses.
The biggest positive is that Colgate-Palmolive Company (NYSE:CL) could become a more focused and potentially higher-quality business. Selling brands that no longer fit its highest-priority growth areas would allow management to concentrate capital, marketing spending, and management attention on oral care, pet nutrition, and other businesses where Colgate has stronger competitive advantages. The company's decision would therefore be less about abandoning personal care altogether and more about improving the quality of the remaining portfolio.
A sale could also unlock meaningful shareholder value. If the divestitures generate more than $1 billion, Colgate would have additional capital that could be used for debt reduction, share repurchases, acquisitions, or investment behind its strongest brands. In a mature consumer-staples company, disciplined capital allocation can have an outsized impact on earnings growth and shareholder returns. There is also evidence that portfolio simplification is becoming increasingly attractive across the consumer-goods industry. The Wall Street Journal has highlighted how companies such as Unilever and Nestlé are shedding businesses that add complexity without providing sufficient growth. The underlying argument is that the benefits of owning a very broad portfolio have diminished as consumer preferences become more fragmented and smaller brands become better at responding to trends.
Most importantly, the divestiture could improve Colgate-Palmolive Company (NYSE:CL)'s strategic focus at a time when North American competition is challenging. Rather than allocating resources to defend slower-growing personal-care brands, management could direct investment toward categories and geographies with better long-term growth prospects. That could ultimately support margins and organic growth even if the immediate revenue base becomes smaller.
#personal #NYSE #Portfolio
2 months ago
Colgate-Palmolive Company (NYSE:CL) is reportedly exploring the sale of several mass-market personal care brands, including Softsoap, Irish Spring and Speed Stick, in a portfolio reshaping effort that could generate more than $1 billion. The company is working with Goldman Sachs on the potential divestiture. Personal care accounted for roughly 17% of Colgate-Palmolive's 2025 net sales, or about $3.5 billion, while oral care remains the company's largest business.
The move comes as Colgate faces pressure in its North American business. Although the company recently reported a 4.9% increase in net sales, organic sales in North America declined 3%, highlighting competitive pressure in a mature market. The strategy is also consistent with a broader consumer-goods shift toward simplifying portfolios and concentrating capital on higher-growth categories. Unilever, Nestlé, and other major consumer companies have similarly been selling slower-growing or non-core businesses.
The biggest positive is that Colgate-Palmolive Company (NYSE:CL) could become a more focused and potentially higher-quality business. Selling brands that no longer fit its highest-priority growth areas would allow management to concentrate capital, marketing spending, and management attention on oral care, pet nutrition, and other businesses where Colgate has stronger competitive advantages. The company's decision would therefore be less about abandoning personal care altogether and more about improving the quality of the remaining portfolio.
A sale could also unlock meaningful shareholder value. If the divestitures generate more than $1 billion, Colgate would have additional capital that could be used for debt reduction, share repurchases, acquisitions, or investment behind its strongest brands. In a mature consumer-staples company, disciplined capital allocation can have an outsized impact on earnings growth and shareholder returns. There is also evidence that portfolio simplification is becoming increasingly attractive across the consumer-goods industry. The Wall Street Journal has highlighted how companies such as Unilever and Nestlé are shedding businesses that add complexity without providing sufficient growth. The underlying argument is that the benefits of owning a very broad portfolio have diminished as consumer preferences become more fragmented and smaller brands become better at responding to trends.
Most importantly, the divestiture could improve Colgate-Palmolive Company (NYSE:CL)'s strategic focus at a time when North American competition is challenging. Rather than allocating resources to defend slower-growing personal-care brands, management could direct investment toward categories and geographies with better long-term growth prospects. That could ultimately support margins and organic growth even if the immediate revenue base becomes smaller.
#colgate #company #care
The move comes as Colgate faces pressure in its North American business. Although the company recently reported a 4.9% increase in net sales, organic sales in North America declined 3%, highlighting competitive pressure in a mature market. The strategy is also consistent with a broader consumer-goods shift toward simplifying portfolios and concentrating capital on higher-growth categories. Unilever, Nestlé, and other major consumer companies have similarly been selling slower-growing or non-core businesses.
The biggest positive is that Colgate-Palmolive Company (NYSE:CL) could become a more focused and potentially higher-quality business. Selling brands that no longer fit its highest-priority growth areas would allow management to concentrate capital, marketing spending, and management attention on oral care, pet nutrition, and other businesses where Colgate has stronger competitive advantages. The company's decision would therefore be less about abandoning personal care altogether and more about improving the quality of the remaining portfolio.
A sale could also unlock meaningful shareholder value. If the divestitures generate more than $1 billion, Colgate would have additional capital that could be used for debt reduction, share repurchases, acquisitions, or investment behind its strongest brands. In a mature consumer-staples company, disciplined capital allocation can have an outsized impact on earnings growth and shareholder returns. There is also evidence that portfolio simplification is becoming increasingly attractive across the consumer-goods industry. The Wall Street Journal has highlighted how companies such as Unilever and Nestlé are shedding businesses that add complexity without providing sufficient growth. The underlying argument is that the benefits of owning a very broad portfolio have diminished as consumer preferences become more fragmented and smaller brands become better at responding to trends.
Most importantly, the divestiture could improve Colgate-Palmolive Company (NYSE:CL)'s strategic focus at a time when North American competition is challenging. Rather than allocating resources to defend slower-growing personal-care brands, management could direct investment toward categories and geographies with better long-term growth prospects. That could ultimately support margins and organic growth even if the immediate revenue base becomes smaller.
#colgate #company #care
2 months ago
A major consumer company is considering a move that could put several familiar household brands on the market.
The move comes as the company reassesses parts of its portfolio and seeks to strengthen performance in a key market. If completed, the sale could reshape a personal care business that includes well-known products used by consumers for decades.
The potential sale follows a trend of other large companies reshaping their portfolios amid shifting consumer spending, rising costs, and intensifying competition.
Founded in 1806 in New York City, Colgate-Palmolive is an American multinational consumer products company that owns multiple familiar brands in oral health, pet health, personal care, and home care.
Colgate-Palmolive (CL) is exploring the potential sale of certain mass-market personal care brands, including Softsoap, Irish Spring, and Speed Stick, according to sources familiar with the matter cited by Reuters.
#care #palmolive
The move comes as the company reassesses parts of its portfolio and seeks to strengthen performance in a key market. If completed, the sale could reshape a personal care business that includes well-known products used by consumers for decades.
The potential sale follows a trend of other large companies reshaping their portfolios amid shifting consumer spending, rising costs, and intensifying competition.
Founded in 1806 in New York City, Colgate-Palmolive is an American multinational consumer products company that owns multiple familiar brands in oral health, pet health, personal care, and home care.
Colgate-Palmolive (CL) is exploring the potential sale of certain mass-market personal care brands, including Softsoap, Irish Spring, and Speed Stick, according to sources familiar with the matter cited by Reuters.
#care #palmolive
2 months ago
Colgate-Palmolive (CL) hired Goldman Sachs to explore selling Softsoap, Irish Spring, and Speed Stick as North America revenue fell 3% in Q2 2026.
Private equity leads as the likeliest buyer, with every named strategic acquirer blocked by scale gaps, leverage limits, or an active acquisition lock-up.
The real test is whether shedding mature brands resolves Colgate's self-described long-term North America turnaround or simply makes the company smaller.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Colgate-Palmolive didn't make the cut. Enter your email to see the names that beat CL. The report is free. Enter your email and see if any of your stocks made the cut.
Colgate-Palmolive (NYSE:CL) is reportedly shopping a slice of its portfolio that many investors forgot it still owned. Reuters reported on Friday, September 11, 2026, citing unnamed sources, that Colgate is exploring a sale of Softsoap, Irish Spring, and Speed Stick and has hired Goldman Sachs to run the process.
#palmolive #goldman #irish
Private equity leads as the likeliest buyer, with every named strategic acquirer blocked by scale gaps, leverage limits, or an active acquisition lock-up.
The real test is whether shedding mature brands resolves Colgate's self-described long-term North America turnaround or simply makes the company smaller.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Colgate-Palmolive didn't make the cut. Enter your email to see the names that beat CL. The report is free. Enter your email and see if any of your stocks made the cut.
Colgate-Palmolive (NYSE:CL) is reportedly shopping a slice of its portfolio that many investors forgot it still owned. Reuters reported on Friday, September 11, 2026, citing unnamed sources, that Colgate is exploring a sale of Softsoap, Irish Spring, and Speed Stick and has hired Goldman Sachs to run the process.
#palmolive #goldman #irish
2 months ago
PepsiCo's 54 consecutive dividend increases and Colgate-Palmolive's 61.5% gross margin show how essential, habitual products keep compounding through every market cycle.
3M's specified industrial materials lock customers in through full qualification requirements, delivering 5.4% organic growth and 24.9% operating margins in Q2 2026.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Boring works. Over a market cycle, essential-service businesses tend to keep selling toothpaste, chips, and industrial adhesives regardless of what the S&P 500 is doing on any given afternoon. Consider PepsiCo's own dividend record: management has committed to a 4% increase in the annualized dividend per share beginning with the June 2026 payment, which will represent the 54th consecutive annual increase. A streak that long spans every officially declared bear market since the mid-1970s. The three names below are held together by that same idea: durable demand, unglamorous products, and customers who do not easily leave.
PepsiCo (NASDAQ:PEP) sells convenient foods and beverages: Lay's, Doritos, Cheetos, Quaker, Tostitos, Pepsi, Gatorade, Mountain Dew, Aquafina, and Tropicana. These are low-ticket, habitual purchases. When households tightened budgets in 2008-2009 and again in 2020, they did not stop buying salty snacks or sports drinks; they traded down within the aisle, and PepsiCo's multi-tier portfolio caught them on the way. On the most recent call, CEO Ramon Laguarta described the international business plainly: "The truth is that all those markets have remained very resilient."
#consecutive
3M's specified industrial materials lock customers in through full qualification requirements, delivering 5.4% organic growth and 24.9% operating margins in Q2 2026.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Boring works. Over a market cycle, essential-service businesses tend to keep selling toothpaste, chips, and industrial adhesives regardless of what the S&P 500 is doing on any given afternoon. Consider PepsiCo's own dividend record: management has committed to a 4% increase in the annualized dividend per share beginning with the June 2026 payment, which will represent the 54th consecutive annual increase. A streak that long spans every officially declared bear market since the mid-1970s. The three names below are held together by that same idea: durable demand, unglamorous products, and customers who do not easily leave.
PepsiCo (NASDAQ:PEP) sells convenient foods and beverages: Lay's, Doritos, Cheetos, Quaker, Tostitos, Pepsi, Gatorade, Mountain Dew, Aquafina, and Tropicana. These are low-ticket, habitual purchases. When households tightened budgets in 2008-2009 and again in 2020, they did not stop buying salty snacks or sports drinks; they traded down within the aisle, and PepsiCo's multi-tier portfolio caught them on the way. On the most recent call, CEO Ramon Laguarta described the international business plainly: "The truth is that all those markets have remained very resilient."
#consecutive
3 months ago
New York-based Colgate-Palmolive Company (CL) manufactures and sells consumer products in the United States and internationally. The company has a market cap of $71.9 billion and operates through two segments: Oral, Personal and Home Care; and Pet Nutrition, and offers toothpaste, toothbrushes, mouthwash, bar and liquid hand soaps, shower gels, shampoos, conditioners, deodorants and antiperspirants, and other products.
CL shares have lagged behind the broader market over the past year, surging 7.6% compared to the S&P 500 Index's ($SPX) 21.8% surge. However, in 2026, the stock has grown by nearly 13.7%, outperforming the SPX's 11% rise.
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#products #market
CL shares have lagged behind the broader market over the past year, surging 7.6% compared to the S&P 500 Index's ($SPX) 21.8% surge. However, in 2026, the stock has grown by nearly 13.7%, outperforming the SPX's 11% rise.
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#products #market
3 months ago
New York-based Colgate-Palmolive Company (CL) manufactures and sells consumer products in the United States and internationally. The company has a market cap of $72.4 billion and operates through two segments: Oral, Personal and Home Care; and Pet Nutrition, and offers toothpaste, toothbrushes, mouthwash, bar and liquid hand soaps, shower gels, shampoos, conditioners, deodorants and antiperspirants, and other products.
CL is expected to release its Q2 2026 earnings on Friday, July 31, before the market opens. Ahead of the event, **** ysts expect the company's EPS to be $0.95 on a diluted basis, up 3.2% from $0.92 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market #palmolive #united #states
CL is expected to release its Q2 2026 earnings on Friday, July 31, before the market opens. Ahead of the event, **** ysts expect the company's EPS to be $0.95 on a diluted basis, up 3.2% from $0.92 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market #palmolive #united #states
4 months ago
P&G (PG) tops Colgate (CL) for dividend investors with 70 straight annual hikes, a 2.83% yield, and a cheaper 22x trailing P/E.
Colgate's North America sales fell 1.8% with volume off 3%, as private label competition erodes shelf ****** e for Speed Stick and core Colgate brands.
P&G absorbed $400 million in tariff drag while executing over $600 million in buybacks and maintaining 85% to 90% free cash flow productivity.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and P&G didn't make the cut. Grab the names FREE today.
Procter & Gamble (NYSE:PG) and Colgate-Palmolive (NYSE:CL) both just reported, and the earnings reports sharpened a debate dividend investors have been having for years.
Colgate's North America sales fell 1.8% with volume off 3%, as private label competition erodes shelf ****** e for Speed Stick and core Colgate brands.
P&G absorbed $400 million in tariff drag while executing over $600 million in buybacks and maintaining 85% to 90% free cash flow productivity.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and P&G didn't make the cut. Grab the names FREE today.
Procter & Gamble (NYSE:PG) and Colgate-Palmolive (NYSE:CL) both just reported, and the earnings reports sharpened a debate dividend investors have been having for years.
