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Clorox Investment Narrative Recap
To own Clorox, you need to believe its brand strength and ERP modernization can offset sluggish category growth and intense price competition, while supporting a reliable dividend. The latest ERP recovery headlines and the plan to fully own Glad do not fundamentally change that near term, but they do keep execution risk front and center, especially around shipment stability, margin recovery, and the company’s ability to defend share against private label and discounted competitors.
The January 2026 decision to unwind the Glad joint venture with Procter & Gamble and buy out P&G’s stake is the most relevant development here, because it intersects directly with Clorox’s push for ERP driven efficiencies and portfolio control. How smoothly Clorox integrates full Glad ownership into its already pressured supply chain, while continuing to license certain P&G trademarks, will likely influence whether ERP benefits show up as sustained margin improvement or get diluted by further execution hiccups.
Yet even as Clorox leans on its dividend story, investors should be aware of the risk that heightened price competition and promotions in categories like Glad could…
Read the full narrative on Clorox (it’s free!)
Clorox’s narrative projects $7.0 billion revenue and $881.8 million earnings by 2028. This requires revenue to decline by 0.4% per year and an earnings increase of about $71.8 million from $810.0 million today.
Uncover how Clorox’s forecasts yield a $122.41 fair value, a 14% upside to its current price.
Exploring Other Perspectives
CLX 1-Year Stock Price Chart
Seven members of the Simply Wall St Community currently see Clorox’s fair value anywhere between about US$91 and US$214, underlining how far opinions can stretch. Set against this, the ERP rollout remains a key swing factor for margins and earnings resilience, so it is worth comparing several of these views before deciding how the story fits into your portfolio.
Explore 7 other fair value estimates on Clorox – why the stock might be worth 15% less than the current price!
Build Your Own Clorox Narrative
Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
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