The Clorox Company Q3 FY2026 earnings call

Linda mentioned approaching FY26 with disciplined phased approach, front half focused on ERP implementation with near-term disruption, back half on rebuilding momentum, innovation, and execution. ERP now complete, better positioned for future. Discussed progress in various businesses like cleaning, international, food, litter, and ongoing innovation efforts with some areas behind expectations but adjustments being made.

No specific absolute financial figures and revenue contribution% provided for each product segment in detail, but mentioned cleaning business as a strength, international performing strongly with GLAAD making progress, food returned to share growth but category weaker than expected, litter in early transformation with slower progress than expected.

ERP implementation complete, better positioned to convert innovation, investments, and distribution gains into value superiority. Focus on execution, delivering fundamentals, accelerating innovation performance, and setting up for FY27. Uncertainty around cost pressures and market dynamics but confidence in path forward with tools to manage costs.

Higher than expected supply chain costs, delayed cost savings due to ERP focus, uncertain impact of Middle East conflict on costs and consumer environment, potential challenges in litter transformation with on-shelf execution and velocity issues, competitive pressure in food category with deep discounting.

Structured as pairs like Q: Peter Grom's question on top-line trajectory and outlook, A: Linda's response on various business areas and progress; Q: Filippo Filorni's question on shelf space gains, A: Linda's response on shelf space progress and adjustments; Q: Andrea Teixeira's question on category contraction and RGM, A: Linda's response on category resilience, RGM actions; Q: Robert Moskow's question on pricing and inflation, A: Linda's response on pricing discipline and value superiority; Q: Anna Lazul's question on innovation and private label, A: Linda's response on innovation progress and private label stability; Q: Chris Carey's question on shipment vs consumption and portfolio review, A: Linda's response on portfolio work and business progress; Q: Javier Escalante's questions on price mix and GLAAD JV buyout, A: Linda's responses on price mix and JV evaluation; Q: Olivia Tong's question on balance of growth and profitability, A: Linda's response on balance and innovation focus; Q: Lauren Lieberman's question on ERP and shelf execution, A: Linda's and Luke's responses on ERP completion and shelf execution adjustments; Q: Stephen Powers's questions on gross margin and advertising, A: Linda's and Luke's responses on gross margin drivers and advertising; Q: Edward Lewis's question on value superiority and cost savings, A: Linda's responses on value superiority components and cost savings investments