The Clorox Company
Key statistics
from XBRL data in SEC filingsAI briefing
from the latest 10-K, 10-Q and 8-K eventsClorox is a multinational consumer and professional products maker that completed its GOJO acquisition in April 2026, expanding its health and hygiene portfolio.
What they do
Clorox manufactures and markets branded consumer and professional products across cleaning, household, lifestyle, and international segments. Key brands include Clorox, Pine-Sol, Glad, Fresh Step, Kingsford, Hidden Valley, Brita, and Burt's Bees. It also sells professional products under CloroxPro, Clorox Healthcare, and Purell. The company operates in about 25 countries and sells in roughly 100 markets.
Revenue drivers
- Health and Wellness — U.S. cleaning, disinfecting, and professional products; includes Clorox, Pine-Sol, Liquid-Plumr, and CloroxPro/Healthcare; this segment benefits from the GOJO acquisition (Purell).
- Household — U.S. bags and wraps (Glad), cat litter (Fresh Step, Scoop Away), and grilling products (Kingsford).
- Lifestyle — U.S. food (Hidden Valley), water filtration (Brita), and natural personal care (Burt's Bees).
- International — Products sold outside the U.S., including Clorox, Poett, Pine-Sol, Glad, Ever Clean, and Brita brands.
Recent performance
For Q4 FY2026 (ended June 30, 2026), net sales decreased 2% to $1.95B, with GOJO adding about 10 points and organic sales down 13% due to ERP transition lapping. Gross margin fell 520 bps to 41.3%; diluted EPS dropped 50% to $1.34; adjusted EPS fell 42% to $1.66. For fiscal year 2026, net sales were $6.7B, down from $7.1B in FY2025, and diluted EPS decreased 26%.
Strategy
Clorox's IGNITE strategy focuses on accelerating innovation, improving consumer experiences, and evolving the portfolio. The company completed its U.S. ERP implementation, a five-year digital transformation, and acquired GOJO to strengthen its B2B health and hygiene platform. Management continues to invest in brands, digital capabilities, and productivity enhancements while navigating macroeconomic headwinds. The Glad venture agreement with P&G expired January 31, 2026, and the company purchased P&G's 20% interest.
Risks
- Macroeconomic pressure — Consumer spending remains pressured due to inflation and economic uncertainty, leading to category slowdowns and lower sales.
- Tariff exposure — U.S. trade policies and tariffs on imports, plus potential retaliatory measures, could increase costs and disrupt supply chains.
- ERP disruption — The ERP implementation caused shipment timing and operational disruptions that reduced organic sales and margins.
- GOJO integration — Acquisition-related costs, including inventory step-up and integration, have weighed on profitability and may continue to do so.
Outlook
Management expects the operating environment to remain challenging, with continued cost volatility and a value-seeking consumer. They anticipate returning to organic sales growth and aim to execute with discipline, leveraging improved execution and a stronger innovation pipeline. No specific quantitative guidance was provided in the excerpts.