CLX · Full Picture

CLOROX CO /DE/ — the full picture

Earnings window · 2026-07-17 to 2026-08-10 · anchored on the 10-K report

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

1. Guidance / Outlook · Guidance & outlookPriority 73
   +6.8% revenue; 2 forward row(s); quote_verified
   Fiscal 2027 net sales growth guidance: 13% to 14%.
2. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 71
   2 sources (news, sec_filing); 1 forward row(s); quote_verified
   Clorox completed an acquisition of GOJO that significantly boosts the company's fiscal 2027 net sales growth guidance.
3. Margin Drivers · Gross marginPriority 63
   1 forward row(s); quote_verified
   Clorox plans to offset over $200 million in supply-chain inflation.
4. Revenue Performance and Mix · Revenue growth & mixPriority 60
   -13.0% revenue (realized); quote_verified
   Q4 organic sales declined 13%.
5. Macroeconomic Consumer Pressure · Macroeconomic conditionsPriority 57
   1 forward row(s); quote_verified
   Clorox warned fiscal 2027 will be tough due to ongoing inflation and consumer focus on value, which will largely offset recent cost savings.
6. Market Demand Trends · Demand, orders & backlogPriority 50
   quote_verified
   Bank of America increased its Clorox stake by 6.1% in Q1 to 1.41 million shares valued at $145.7 million.
7. Dividend Increase · Buybacks & dividendsPriority 37
   1 forward row(s); quote_verified
   Clorox increased its quarterly dividend to $1.25.
8. Technology Transformation · Strategic & business-model shiftsPriority 34
   quote_verified
   During the first fiscal quarter of the fiscal year ended June 30, 2026, the Company began transitioning core U.S. operations to the new ERP system as part of the continuing phased implementation of its technology transformation.
9. Competition and Pricing Pressure · Competition & market sharePriority 27
   quote_verified
   TradingView reports the 12-month average price target for Clorox increased from $97.07 to $98.38 with individual forecasts ranging from $77 to $117 and a consensus rating from 22 analysts of "Hold" (2 Buy, 16 Hold, 4 Sell).

Threads by pillar

Revenue & Demand Priority 63 · 2 threads

• Revenue Performance and MixPriority 60 · News
• Market Demand TrendsPriority 50 · News

Costs & Margins Priority 63 · 1 thread

• Margin DriversPriority 63 · News

Capital & Balance Sheet Priority 37 · 1 thread

• Dividend IncreasePriority 37 · News

Strategy & Portfolio Priority 74 · 2 threads

• Acquisition / Partnership / DivestiturePriority 71 · News, Filing
• Technology TransformationPriority 34 · Filing

Guidance & Outlook Priority 73 · 1 thread

• Guidance / OutlookPriority 73 · News

Macro & Market Conditions Priority 59 · 2 threads

• Macroeconomic Consumer PressurePriority 57 · News
• Competition and Pricing PressurePriority 27 · News

Expected impact by metric