Financial PerformanceCHD reported softer than expected Q1 results and lowered its full year guidance due to the combined impact of tariffs, slower category growth due to macroeconomic uncertainty, and elevated input costs.
Guidance ReductionChurch & Dwight's business model and categories have not maintained the above-peer growth rate expected, leading to a reduction in 2025 guidance.
Market ConditionsManagement lowered guidance for U.S. category growth, indicating weakening conditions that may continue to worsen.