Church & Dwight Co., Inc.

Church & Dwight Co., Inc. is an American consumer packaged goods company that develops, manufactures, and markets a broad portfolio of household and personal care products, generating $6.20 billion in revenue in fiscal 2025. Its brand roster is anchored by the 180-year-old ARM & HAMMER franchise, the center of gravity around which the company has assembled seven "power brands" — also including OxiClean, Batiste, Waterpik, TheraBreath, Hero, and Touchland — that together account for roughly 70% of sales and an outsized share of profits.

This is a story about a company that spent 2025 cleaning house. Church & Dwight exited its vitamin business, shut down Flawless and Spinbrush, and acquired fast-growing hand-sanitizer brand Touchland — all while absorbing tariff shocks that would have crippled a less productive organization. The portfolio that emerged is higher-growth, higher-margin, and concentrated on categories where the company already held number-one or number-two positions. The file turns on a single question: whether the growth initiatives laid out at the January 2026 Investor Day — expanding ARM & HAMMER from $2 billion to $3 billion, building TheraBreath into a $1.5 billion oral-care platform, and adding international M&A — can compound fast enough to sustain the premium multiple the market has long awarded this name.