Is Church & Dwight Stock Underperforming the Dow?

Ewing, New Jersey-based Church & Dwight Co., Inc. (CHD) is a consumer packaged goods company that develops, manufactures, and markets household, personal care, and specialty products. Valued at a market cap of $24.1 billion, the company owns a diverse portfolio of brands, including Arm & Hammer, Trojan, OxiClean, First Response, Nair, Spinbrush, Orajel, Vitafusion, and Batiste to name a few.
Companies worth $10 billion or more are typically classified as “large-cap stocks,” and CHD fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the household & personal products industry. The company's strengths lie in its diversified portfolio of trusted, high-margin consumer brands, which enjoy strong brand loyalty and leading market positions in their respective categories. Its focus on essential, non-discretionary products ensures stable consumer demand and resilient cash flows even during economic downturns. Additionally, its growing presence in e-commerce and international markets further strengthens its long-term competitive positioning.
This household & personal products company has slipped 16% from its 52-week high of $116.46, reached on Mar. 10. Shares of CHD have fallen 10.4% over the past three months, lagging behind the Dow Jones Industrial Average’s ($DOWI) 2.5% return during the same time frame.

In the longer term, CHD has declined 9.2% over the past 52 weeks, underperforming DOWI’s 10.2% rise over the same time frame. Moreover, on a YTD basis, shares of CHD are down 6.6%, compared to DOWI’s slight loss.
To confirm its bearish trend, CHD has been trading below its 200-day and 50-day moving averages since early April.

On May 1, shares of Church & Dwight plunged 7% after its mixed Q1 earnings release. Due to slowing category growth in the U.S. markets and retailer inventory reductions, the company’s overall revenue declined 2.4% year-over-year to $1.5 billion, missing consensus estimates by 2.6%. On the earnings front, while its adjusted EPS of $0.91 declined 5.2% from the year-ago quarter, it came in 2.2% above Wall Street estimates. Adding to investor concerns, CHD lowered its full-year 2025 guidance, citing no recovery in retailer destocking from Q1, softer category growth for the remainder of the year, and tariff headwinds. The company now expects organic sales and adjusted EPS to grow up to 2% each.
Church & Dwight has also lagged behind its rival, Kimberly-Clark Corporation’s (KMB) 6.3% loss over the past 52 weeks and marginal decline on a YTD basis.
Despite CHD’s recent underperformance, analysts remain moderately optimistic about its prospects. The stock has a consensus rating of "Moderate Buy” from the 21 analysts covering it, and the mean price target of $105.17 suggests a 7.5% premium to its current price levels.
On the date of publication, Neharika Jain did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.