Subtext

Church & Dwight Co., Inc. CHD

SectorConsumer Staples
Transcripts41
Date range2015-05-07 – 2025-05-01
Calls charted41

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-22-11+0+11+222015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12015 Q1 · Overall: +19.52015 Q2 · Overall: +9.42015 Q3 · Overall: +13.12015 Q4 · Overall: +5.42016 Q1 · Overall: +5.72016 Q2 · Overall: +5.22016 Q3 · Overall: +2.12016 Q4 · Overall: +5.02017 Q1 · Overall: +7.42017 Q2 · Overall: +4.02017 Q3 · Overall: +4.62017 Q4 · Overall: +11.02018 Q1 · Overall: +9.42018 Q2 · Overall: +1.02018 Q3 · Overall: +4.72018 Q4 · Overall: +9.22019 Q1 · Overall: +3.62019 Q2 · Overall: +6.82019 Q3 · Overall: +3.52019 Q4 · Overall: +6.02020 Q1 · Overall: +4.52020 Q2 · Overall: +5.62020 Q3 · Overall: +4.52020 Q4 · Overall: +8.62021 Q1 · Overall: +2.22021 Q2 · Overall: -1.42021 Q3 · Overall: +4.22021 Q4 · Overall: +4.72022 Q1 · Overall: +3.22022 Q2 · Overall: +0.22022 Q3 · Overall: -2.52022 Q4 · Overall: +8.02023 Q1 · Overall: +9.22023 Q2 · Overall: +10.32023 Q3 · Overall: +5.82023 Q4 · Overall: +12.82024 Q1 · Overall: +1.52024 Q2 · Overall: +8.72024 Q3 · Overall: +11.42025 Q4 · Overall: +15.92025 Q1 · Overall: +7.2
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-33-17+0+17+332015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12015 Q1 · CEO: +28.92015 Q2 · CEO: +22.12015 Q3 · CEO: +23.12015 Q4 · CEO: +4.82016 Q1 · CEO: +6.42016 Q2 · CEO: +4.42016 Q3 · CEO: +8.02016 Q4 · CEO: +6.62017 Q1 · CEO: +8.22017 Q2 · CEO: +14.72017 Q3 · CEO: +6.32018 Q1 · CEO: +13.52018 Q2 · CEO: +2.72018 Q3 · CEO: +6.82019 Q1 · CEO: +3.42019 Q2 · CEO: +7.02019 Q3 · CEO: +10.12020 Q1 · CEO: +6.02020 Q2 · CEO: +6.22020 Q3 · CEO: +6.22021 Q1 · CEO: +4.62021 Q2 · CEO: -3.12021 Q3 · CEO: +10.62022 Q1 · CEO: +1.42022 Q3 · CEO: +0.82023 Q1 · CEO: +13.62023 Q2 · CEO: +9.82023 Q3 · CEO: +8.52024 Q2 · CEO: +11.92024 Q3 · CEO: +16.12025 Q1 · CEO: +9.22017 Q1 · CFO: +8.32017 Q2 · CFO: +0.92017 Q3 · CFO: +6.82018 Q1 · CFO: +9.12018 Q2 · CFO: -1.12018 Q3 · CFO: +4.12019 Q1 · CFO: +5.72019 Q2 · CFO: +7.02019 Q4 · CFO: +11.32020 Q1 · CFO: +3.52020 Q2 · CFO: +6.02020 Q4 · CFO: +0.02021 Q2 · CFO: +4.82021 Q3 · CFO: +8.52022 Q1 · CFO: +8.72022 Q2 · CFO: +3.12022 Q3 · CFO: +1.12023 Q1 · CFO: +8.12023 Q2 · CFO: +15.62023 Q3 · CFO: +12.92024 Q1 · CFO: +10.32024 Q2 · CFO: +8.82024 Q3 · CFO: +15.72025 Q1 · CFO: +10.0
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-37-18+0+18+372015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12015 Q1 · Prepared remarks: +17.32015 Q2 · Prepared remarks: +14.52015 Q3 · Prepared remarks: +18.92015 Q4 · Prepared remarks: +5.32016 Q1 · Prepared remarks: +6.32016 Q2 · Prepared remarks: +12.32016 Q3 · Prepared remarks: +3.12016 Q4 · Prepared remarks: +5.02017 Q1 · Prepared remarks: +15.92017 Q2 · Prepared remarks: +17.32017 Q3 · Prepared remarks: +16.02017 Q4 · Prepared remarks: +11.02018 Q1 · Prepared remarks: +12.02018 Q2 · Prepared remarks: +10.32018 Q3 · Prepared remarks: +8.22018 Q4 · Prepared remarks: +9.42019 Q1 · Prepared remarks: +9.02019 Q2 · Prepared remarks: +9.02019 Q3 · Prepared remarks: +11.02019 Q4 · Prepared remarks: +6.02020 Q1 · Prepared remarks: +2.92020 Q2 · Prepared remarks: +7.52020 Q3 · Prepared remarks: +9.42020 Q4 · Prepared remarks: +8.62021 Q1 · Prepared remarks: +10.52021 Q2 · Prepared remarks: +6.82021 Q3 · Prepared remarks: +12.22021 Q4 · Prepared remarks: +9.12022 Q1 · Prepared remarks: +12.02022 Q2 · Prepared remarks: +6.72022 Q3 · Prepared remarks: +7.12022 Q4 · Prepared remarks: +8.22023 Q1 · Prepared remarks: +21.22023 Q2 · Prepared remarks: +19.72023 Q3 · Prepared remarks: +15.42023 Q4 · Prepared remarks: +12.72024 Q1 · Prepared remarks: +31.82024 Q2 · Prepared remarks: +13.52024 Q3 · Prepared remarks: +17.42025 Q4 · Prepared remarks: +16.02025 Q1 · Prepared remarks: +7.52015 Q1 · Q&A responses: +25.52015 Q2 · Q&A responses: +12.02015 Q3 · Q&A responses: +13.02016 Q1 · Q&A responses: +7.72016 Q2 · Q&A responses: +1.72016 Q3 · Q&A responses: +7.92017 Q1 · Q&A responses: +5.92017 Q2 · Q&A responses: +3.12017 Q3 · Q&A responses: +2.22018 Q1 · Q&A responses: +11.82018 Q2 · Q&A responses: -3.32018 Q3 · Q&A responses: +4.72019 Q1 · Q&A responses: +4.42019 Q2 · Q&A responses: +8.42019 Q3 · Q&A responses: +4.62020 Q1 · Q&A responses: +6.52020 Q2 · Q&A responses: +6.12020 Q3 · Q&A responses: +1.92021 Q1 · Q&A responses: +0.92021 Q2 · Q&A responses: -4.12021 Q3 · Q&A responses: +8.32021 Q4 · Q&A responses: +1.12022 Q1 · Q&A responses: +2.02022 Q2 · Q&A responses: +0.62022 Q3 · Q&A responses: -2.62023 Q1 · Q&A responses: +5.42023 Q2 · Q&A responses: +7.32023 Q3 · Q&A responses: +7.22024 Q1 · Q&A responses: +3.02024 Q2 · Q&A responses: +8.72024 Q3 · Q&A responses: +15.42025 Q1 · Q&A responses: +10.0
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.51$2.66$3.812015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12015 Q1: $1.672015 Q2: $1.712015 Q3: $1.742015 Q4: $1.762016 Q1: $1.782016 Q2: $1.842016 Q3: $1.882016 Q4: $1.892017 Q1: $1.942017 Q2: $2.002017 Q3: $2.062017 Q4: $2.102018 Q1: $2.302018 Q2: $2.352018 Q3: $2.412018 Q4: $2.472019 Q1: $2.512019 Q2: $2.592019 Q3: $2.652019 Q4: $2.692020 Q1: $2.732020 Q2: $2.812020 Q3: $2.942020 Q4: $3.052021 Q1: $3.102021 Q2: $3.152021 Q3: $3.192021 Q4: $3.222022 Q1: $3.272022 Q2: $3.292022 Q3: $3.152022 Q4: $3.122023 Q1: $3.122023 Q2: $3.232023 Q3: $3.372023 Q4: $3.412024 Q1: $3.512024 Q2: $3.612024 Q3: $3.65

Forward P/E

20.2626.1532.042015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12015 Q1: 25.542015 Q2: 24.332015 Q3: 24.242015 Q4: 24.302016 Q1: 25.742016 Q2: 26.882016 Q3: 24.972016 Q4: 23.682017 Q1: 25.932017 Q2: 26.592017 Q3: 23.862017 Q4: 22.922018 Q1: 21.652018 Q2: 21.072018 Q3: 24.502018 Q4: 26.222019 Q1: 26.702019 Q2: 29.422019 Q3: 27.502019 Q4: 25.512020 Q1: 25.442020 Q2: 26.822020 Q3: 31.232020 Q4: 28.422021 Q1: 26.502021 Q2: 26.702021 Q3: 26.242021 Q4: 30.782022 Q1: 29.712022 Q2: 24.772022 Q3: 24.602022 Q4: 26.352023 Q1: 27.602023 Q2: 29.532023 Q3: 28.442023 Q4: 27.852024 Q1: 30.012024 Q2: 30.452024 Q3: 28.07

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q2 tone ↓ -10.1 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↓ -3.1 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↓ -3.4 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -8.4 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -5.6 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↓ -3.3 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -6.4 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↓ -3.5 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↑ +10.5 fwd EPS ↓ -0.03 Tone rose while the forward EPS estimate was cut.
  • 2023 Q3 tone ↓ -4.5 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -11.3 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-01+7.2——View →
2025 Q42025-01-31+15.9——View →
2024 Q32024-11-01+11.4$3.6528.1View →
2024 Q22024-08-02+8.7$3.6130.4View →
2024 Q12024-05-02+1.5$3.5130.0View →
2023 Q42024-02-02+12.8$3.4127.9View →
2023 Q32023-11-03+5.8$3.3728.4View →
2023 Q22023-07-28+10.3$3.2329.5View →