Clorox (CLX) Q4 2026 Earnings Call Transcript

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DATE

Monday, Aug. 3, 2026, astatine 5 p.m. ET

CALL PARTICIPANTS

• Vice President of Investor Relations - Lisah Burhan

• Chair and Chief Executive Officer - Linda Rendle

• Chief Financial Officer - Luc Bellet

Full Conference Call Transcript

Operator: Good day, ladies and gentlemen, and invited to The Clorox Company Fourth Quarter Fiscal Year 2026 Earnings Release Conference Call. [Operator Instructions] As a reminder, this telephone is being recorded. I would present similar to present your big for today's league call, Ms. Lisah Burhan, Vice President of Investor Relations for The Clorox Company. Ms. Burhan, you whitethorn statesman your conference.

Lisah Burhan: Thank you, Jen. Good afternoon, and convey you for joining us. On the telephone with maine contiguous are Linda Rendle, our Chair and CEO; and Luc Bellet, our CFO. Please enactment besides that our net merchandise and prepared remarks are disposable connected our website astatine thecloroxcompany.com. Linda volition stock a fewer opening comments, and past we'll instrumentality your questions. During this call, we whitethorn marque forward-looking statements, including astir our fiscal twelvemonth 2027 outlook. These statements are based connected management's existent expectations but whitethorn disagree from existent results oregon outcome. In addition, we whitethorn notation to definite non-GAAP fiscal measures.

Please notation to the forward-looking statements section, which identifies assorted factors that could impact specified forward-looking statements, which person been filed with the SEC. In addition, delight notation to the non-GAAP fiscal accusation conception of our net merchandise and the supplemental fiscal docket successful the Investor Relations conception of our website for a reconciliation of non-GAAP fiscal measures to the astir comparable GAAP measures. I volition crook it implicit to Linda.

Linda Rendle: Thank you for joining america today. Throughout fiscal twelvemonth 2026, we operated successful a dynamic situation marked by heightened value-seeking behavior, accrued competitory activity, inflationary pressures and ongoing macroeconomic uncertainty. We moved with urgency connected incremental short- and medium-term actions to amended service consumers and vie much efficaciously successful this environment. That enactment is focused connected advancing superiority successful cardinal categories by sharpening our merchandise experiences, strengthening our terms battalion architecture, improving our promotion effectiveness, expanding the interaction of our brand-building investments and ensuring we are contiguous wherever consumers take to shop.

At the aforesaid time, we took beardown actions to beforehand our semipermanent strategy portion continuing the always-on translation enactment that is strengthening our capabilities, improving productivity and positioning the concern for much accordant profitable growth. While the bulk of our businesses are performing astatine oregon supra expectations, we person taken decisive actions to amended successful the areas that are not yet delivering what we expect. We are encouraged by the sequential betterment and the advancement we are making. As we look astatine fiscal twelvemonth 2027, we're assured successful our strategy and the stronger instauration we've built.