Bank of America Securities analyst Anna Lizzul has reiterated their bullish stance on CHD stock, giving a Buy rating yesterday.
Anna Lizzul’s rating is based on several strategic factors despite the current challenges faced by Church & Dwight. The company reported weaker than expected first-quarter results and adjusted its full-year guidance downward due to tariffs, slower category growth, and higher input costs. However, Lizzul maintains a positive outlook, anticipating that the company’s strategic initiatives, such as the review of Flawless, Spinbrush, and Waterpik, will lead to improved volumes and market share in the latter half of the year.
Additionally, Church & Dwight’s financial position remains strong with over $1 billion in cash, which is expected to facilitate strategic acquisitions in 2025. Although the company has reduced its 2025 guidance, Lizzul believes that the anticipated improvements in organic sales and market share gains justify a Buy rating. The lowered price objective to $120 reflects a 30x P/E ratio, considered a suitable premium given the company’s consistent market share gains and minimal tariff impact compared to peers.
According to TipRanks, Lizzul is a 3-star analyst with an average return of 2.1% and a 53.25% success rate.