The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Spectrum Brands (NYSE:SPB) and the rest of the household products stocks fared in Q4.
Household products stocks are generally stable investments, as many of the industry's products are essential for a comfortable and functional living space. Recently, there's been a growing emphasis on eco-friendly and sustainable offerings, reflecting the evolving consumer preferences for environmentally conscious options. These trends can be double-edged swords that benefit companies who innovate quickly to take advantage of them and hurt companies that don't invest enough to meet consumers where they want to be with regards to trends.
The 10 household products stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 2% while next quarter’s revenue guidance was in line.
While some household products stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 2.4% since the latest earnings results.
Spectrum Brands (NYSE:SPB)
A leader in multiple consumer product categories, Spectrum Brands (NYSE:SPB) is a diversified company with a portfolio of trusted brands spanning home appliances, garden care, personal care, and pet care.
Spectrum Brands reported revenues of $700.2 million, up 1.2% year on year. This print fell short of analysts’ expectations by 0.6%, but it was still a strong quarter for the company with a solid beat of analysts’ EBITDA estimates.
"We are pleased with the start of the year. The brand-focused investments we started making in 2024, and are continuing to make in 2025, are driving innovation in our products and consumer demand." said David Maura, Chairman and Chief Executive Officer of Spectrum Brands.
The stock is down 4.4% since reporting and currently trades at $79.22.
Is now the time to buy Spectrum Brands? Access our full analysis of the earnings results here, it’s free .
Best Q4: Central Garden & Pet (NASDAQ:CENT)
Enhancing the lives of both pets and homeowners, Central Garden & Pet (NASDAQ:CENT) is a leading producer and distributor of essential products for pet care, lawn and garden maintenance, and pest control.
Central Garden & Pet reported revenues of $656.4 million, up 3.5% year on year, outperforming analysts’ expectations by 4.4%. The business had an exceptional quarter with a solid beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.
However, the results were likely priced into the stock as it’s traded sideways since reporting. Shares currently sit at $37.21.
Is now the time to buy Central Garden & Pet? Access our full analysis of the earnings results here, it’s free .
Weakest Q4: Colgate-Palmolive (NYSE:CL)
Formed after the 1928 combination between toothpaste maker Colgate and soap maker Palmolive-Peet, Colgate-Palmolive (NYSE:CL) is a consumer products company that focuses on personal, household, and pet products.
Colgate-Palmolive reported revenues of $4.94 billion, flat year on year, falling short of analysts’ expectations by 0.6%. It was a slower quarter as it posted a miss of analysts’ EBITDA and organic revenue estimates.
Colgate-Palmolive delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 1.6% since the results and currently trades at $89.47.
Read our full analysis of Colgate-Palmolive’s results here.
Clorox (NYSE:CLX)
Founded in 1913 with bleach as the sole product offering, Clorox (NYSE:CLX) today is a consumer products giant whose product portfolio spans everything from bleach to skincare to salad dressing to kitty litter.
Clorox reported revenues of $1.69 billion, down 15.3% year on year. This print beat analysts’ expectations by 2.8%. Overall, it was a very strong quarter as it also produced a solid beat of analysts’ organic revenue and EBITDA estimates.
Clorox had the slowest revenue growth among its peers. The stock is down 2.2% since reporting and currently trades at $156.27.
Read our full, actionable report on Clorox here, it’s free.
Kimberly-Clark (NYSE:KMB)
Originally founded as a Wisconsin paper mill in 1872, Kimberly-Clark (NYSE:KMB) is now a household products powerhouse known for personal care and tissue products.
Kimberly-Clark reported revenues of $4.93 billion, flat year on year. This result surpassed analysts’ expectations by 1.6%. Taking a step back, it was a mixed quarter as it also produced a decent beat of analysts’ EBITDA estimates but a significant miss of analysts’ gross margin estimates.
The stock is up 5.6% since reporting and currently trades at $138.79.
Read our full, actionable report on Kimberly-Clark here, it’s free.
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