Colgate-Palmolive vs Henkel

10-Q Financial Filing Analysis for Colgate-Palmolive (2026-07-31)

Colgate-Palmolive reported second-quarter 2026 net sales of $5.361 billion, up 4.9% year-over-year, supported by 0.9% volume growth, 1.6% pricing gains, and a 2.4% favorable foreign exchange impact (organic sales growth reached 2.4%). GAAP operating profit declined 6.0% to $1.016 billion, weighed down by $129 million in pre-tax restructuring charges tied to the expanded Strategic Growth and Productivity Program. Excluding these charges, non-GAAP operating profit rose 5.0% to $1.145 billion with a 10 bps expansion in non-GAAP operating margin to 21.4%. Diluted earnings per share decreased to $0.86 on a GAAP basis (down from $0.91), while non-GAAP diluted EPS grew 8.0% to $0.99. Strong gross margin expansion (+140 bps to 61.5%) driven by funding-the-growth cost savings (280 bps) helped fund a 15% increase in advertising investment to $777 million. The company generated $1.742 billion in operating cash flow for the first six months of 2026 and continues to execute its $5.0 billion share repurchase program alongside regular dividend distributions.

• Q2 2026 net sales reached $5.361 billion (up 4.9% YoY; organic sales up 2.4%), with gross margin expanding 140 bps to 61.5%.
• GAAP operating profit was $1.016 billion and diluted EPS was $0.86, while non-GAAP operating profit rose 5% to $1.145 billion and non-GAAP diluted EPS reached $0.99.
• Cumulative pre-tax charges under the Strategic Growth and Productivity Program reached $318 million through June 30, 2026, targeting $200 million to $300 million in annualized savings.

Colgate-Palmolive Webcasts Fireside Chat at the Barclays 2026 Global Consumer Staples Conference

NEW YORK --(BUSINESS WIRE)--Aug. 27, 2026-- Colgate-Palmolive (NYSE:CL) Chairman, President and CEO, Noel Wallace, will participate in a fireside chat on Wednesday, September 9, 2026 at 8:15 a.m. ET at the Barclays 2026 Global Consumer Staples Conference.

Henkel celebrates 150 years with employees around the world

Henkel marks its 150th anniversary on September 26, 2026. Anniversary events for employees take place around the world. Around 18,000 guests expected at an employee festival at the headquarters in Germany. Additional day of vacation for all employees and attractive benefits through Henkel’s employee share program. Henkel expands its global “Researchers’ World” education initiative and plans additional STEM learning opportunities.

AI Helps Henkel Manage Creator Commerce at Scale

During a Brandweek 2026 panel co-hosted with TikTok, marketing leaders from Henkel and Boost Engine discussed how AI and agentic workflows are helping brands manage creator-led commerce at scale. Henkel's Pravana brand generated around 60,000 pieces of content this year, far exceeding traditional production volumes. Boost Engine uses AI for creator discovery, content analysis, and compliance review, augmenting human capabilities. Henkel is exploring TikTok-first launches and seeing success with TikTok Shop, which also appears to drive incremental sales across other channels. The panel highlighted a shift from manual reporting to strategic decision-making, as AI automates repetitive tasks.

• Henkel's Pravana brand generated ~60,000 content pieces this year vs 300-400 traditionally.
• Boost Engine uses AI and agentic workflows for creator discovery, outreach, and compliance.
• Henkel is exploring TikTok-first launches for new products.

Henkel showcases solutions at ALUMINIUM 2026 and SICAM

Henkel Adhesive Technologies will showcase resource-efficient pretreatment and finishing solutions at ALUMINIUM 2026, and new adhesive solutions for furniture and component manufacturers at SICAM.