Net sales for Church & Dwight Co., Inc. rose 5% in Q3 2025 to $1.585 billion.

Organic sales increased 3.4% driven by volume growth of 4.0% partially offset by negative pricing and mix of 0.6%.

“In a challenging environment, we are pleased to deliver another quarter of strong results,” said CEO Rick Dierker. “We continue to drive both dollar and volume share gains across most of our brands. Our balanced portfolio of value and premium products and our relentless focus on innovation continue to position us well for the future. We also were encouraged with our first quarter of ownership of Touchland, as our results exceeded our initial expectations.”

Solid Organic Growth

In the third quarter, all three of the company’s businesses delivered solid organic growth. The Domestic Division grew 2.3% organically with four of its eight power brands growing share, officials said. Moreover, the International Division organic growth was 7.7%, driven by broad based share gains across our subsidiaries and the Global Markets Group. Its Specialty Products Division also had a strong quarter with organic sales growth of 4.2%. With the momentum of higher sales, company officials also increased its marketing investment as a percentage of sales by 50 basis points versus prior year, helping to further drive consumption and share gains across its brands. Momentum in e-commerce also continued with global online sales representing 23% of total consumer sales in the third quarter versus 21% last year. The combination of sales growth, earnings growth and working capital improvements resulted in strong cash flow in the third quarter. As a result, the company expects approximately $1.2 billion of cash from operations this year.

“Reported EPS was $0.75, compared to a loss of $0.31 last year, which reflects the strong quarterly results and the comparison to prior-year that included the impact of the VMS brand valuation adjustment,” added Dierker. “Adjusted earnings per share was $0.81, an increase of 2.5%. Third quarter Adjusted EPS exceeded the Company’s outlook of $0.72 primarily from the higher-than-expected volume and gross margin results.”

The company said it continues to remain on track with its strategic decisions to exit the Flawless, Spinbrush and Waterpik showerhead businesses by early 2026. As noted in its second-quarter earnings call, it is undertaking a strategic review of its vitamin business, including streamlining its supply chain to strengthen the core business, new JV/partnership opportunities and divestiture options.

Third Quarter Review

Consumer Domestic net sales were $1.2 billion, a $48.9 million or 4.2% increase. Organic sales increased 2.3% due to higher volume (3.7%) partially offset by price and product mix (1.4%). Growth was led by Therabreath mouthwash, Hero acne products, partially offset by declines in the vitamin business and Waterpik flossers.

Consumer International net sales were $290.1 million, a $22.4 million or 8.4% increase. Organic sales increased 7.7% due to a combination of higher volume (+5.9%) and price and product mix (+1.8%). Growth was led by the Hero, Therabreath and Batiste brands and was broad-based across many of our international markets.

Specialty Products net sales were $75.8 million, a $3.7 million or 5.1% increase. Organic sales increased 4.2% due to positive price and product mix (2.5%) and higher volume (1.7%).

Outlook for 2025

Company officials expect higher 2025 reported sales growth of approximately 1.5% (previously midpoint of 1.0%) which primarily reflects the strong momentum from its Touchland brand, which more than offsets lower sales from the strategic business exits.

“We continue to drive progress with tariff mitigation through supply chain and targeted pricing actions,” said Dierker.

The company’s 2025 expected tariff impact is now a headwind of approximately $25 million (previously $30 million) and on a 12-month basis, the current tariff impact has been reduced to $25 million (previously $60 million).