Subtext

Colgate-Palmolive Company CL

SectorConsumer Staples
Transcripts77
Date range2006-01-28 – 2025-04-25
Calls charted76

Sentiment timeline

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

-27-14+0+14+272005 Q42008 Q32011 Q22013 Q42016 Q22018 Q42021 Q22023 Q42005 Q4 · Overall: +6.42006 Q1 · Overall: +10.52006 Q2 · Overall: +9.62006 Q3 · Overall: +9.92006 Q4 · Overall: +8.52007 Q2 · Overall: +8.72007 Q3 · Overall: +5.12007 Q4 · Overall: +7.62008 Q1 · Overall: +6.32008 Q2 · Overall: +3.82008 Q3 · Overall: +4.22008 Q4 · Overall: +6.12009 Q1 · Overall: +2.02009 Q2 · Overall: +6.52009 Q4 · Overall: +9.62010 Q1 · Overall: +9.12010 Q2 · Overall: +0.92010 Q3 · Overall: +5.92010 Q4 · Overall: +11.02011 Q1 · Overall: +8.22011 Q2 · Overall: +9.92011 Q3 · Overall: +7.42011 Q4 · Overall: +10.22012 Q1 · Overall: +14.42012 Q2 · Overall: +9.52012 Q3 · Overall: +3.02012 Q4 · Overall: +5.82013 Q1 · Overall: +6.62013 Q2 · Overall: +12.22013 Q3 · Overall: +14.92013 Q4 · Overall: +8.22014 Q1 · Overall: +8.62014 Q2 · Overall: +6.62014 Q3 · Overall: +4.82014 Q4 · Overall: +12.52015 Q1 · Overall: +9.42015 Q2 · Overall: +8.22015 Q3 · Overall: +5.42015 Q4 · Overall: +6.82016 Q1 · Overall: +11.32016 Q2 · Overall: +7.72016 Q3 · Overall: +4.12016 Q4 · Overall: +5.42017 Q1 · Overall: +5.32017 Q2 · Overall: +4.32017 Q3 · Overall: +10.32017 Q4 · Overall: +9.22018 Q1 · Overall: +5.82018 Q2 · Overall: +5.52018 Q3 · Overall: -0.72018 Q4 · Overall: +12.42019 Q1 · Overall: +12.62019 Q2 · Overall: +14.42019 Q3 · Overall: +13.42019 Q4 · Overall: +16.92020 Q1 · Overall: +4.72020 Q2 · Overall: +7.02020 Q3 · Overall: +20.82020 Q4 · Overall: +12.52021 Q1 · Overall: +9.02021 Q2 · Overall: +11.42021 Q3 · Overall: +11.22021 Q4 · Overall: +12.02022 Q1 · Overall: +4.92022 Q2 · Overall: +15.42022 Q3 · Overall: +8.32022 Q4 · Overall: +11.62023 Q1 · Overall: +12.82023 Q2 · Overall: +15.02023 Q3 · Overall: +20.82023 Q4 · Overall: +18.62024 Q1 · Overall: +12.52024 Q2 · Overall: +23.82024 Q3 · Overall: +20.42024 Q4 · Overall: +21.52025 Q1 · Overall: +13.3
Overall

CEO vs CFO

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

-88-44+0+44+882005 Q42008 Q32011 Q22013 Q42016 Q22018 Q42021 Q22023 Q42005 Q4 · CEO: +41.72006 Q1 · CEO: -76.92006 Q2 · CEO: +5.92006 Q3 · CEO: +4.42006 Q4 · CEO: -0.22007 Q2 · CEO: +10.42007 Q3 · CEO: +5.62007 Q4 · CEO: +5.92008 Q1 · CEO: +8.72008 Q2 · CEO: +2.92008 Q3 · CEO: +0.42008 Q4 · CEO: +9.82009 Q1 · CEO: +2.32009 Q2 · CEO: +9.12009 Q4 · CEO: +3.52010 Q1 · CEO: +8.32010 Q2 · CEO: -1.52010 Q3 · CEO: +7.32010 Q4 · CEO: +12.02011 Q1 · CEO: +10.82011 Q2 · CEO: +13.12011 Q3 · CEO: +5.52011 Q4 · CEO: +12.32012 Q1 · CEO: +16.92012 Q2 · CEO: +12.42012 Q3 · CEO: +2.02012 Q4 · CEO: +10.22013 Q1 · CEO: +7.42013 Q2 · CEO: +17.12013 Q3 · CEO: +16.62013 Q4 · CEO: +5.32014 Q1 · CEO: +5.12014 Q2 · CEO: -2.22014 Q3 · CEO: -0.72014 Q4 · CEO: +7.52015 Q1 · CEO: +5.72015 Q2 · CEO: +1.02015 Q3 · CEO: +9.62015 Q4 · CEO: +3.12016 Q1 · CEO: +4.92016 Q2 · CEO: +2.92016 Q3 · CEO: +2.22016 Q4 · CEO: +7.52017 Q1 · CEO: +3.22017 Q2 · CEO: +5.92017 Q3 · CEO: +9.32017 Q4 · CEO: +13.22018 Q1 · CEO: +9.02018 Q2 · CEO: +8.12018 Q3 · CEO: +4.22018 Q4 · CEO: +10.92019 Q1 · CEO: +14.52019 Q2 · CEO: +13.52019 Q3 · CEO: +15.72019 Q4 · CEO: +19.72020 Q1 · CEO: +6.12020 Q2 · CEO: +8.02020 Q3 · CEO: +23.02020 Q4 · CEO: +16.82021 Q1 · CEO: +12.82021 Q2 · CEO: +17.52021 Q3 · CEO: +15.32021 Q4 · CEO: +18.52022 Q1 · CEO: +9.12022 Q2 · CEO: +21.12022 Q3 · CEO: +12.72022 Q4 · CEO: +17.72023 Q1 · CEO: +21.42023 Q2 · CEO: +19.72023 Q3 · CEO: +28.42023 Q4 · CEO: +22.72024 Q2 · CEO: +32.42024 Q3 · CEO: +28.42024 Q4 · CEO: +26.82025 Q1 · CEO: +20.72007 Q2 · CFO: -18.92008 Q2 · CFO: +13.22021 Q1 · CFO: +0.02021 Q3 · CFO: +9.92021 Q4 · CFO: +9.22022 Q1 · CFO: +5.92022 Q3 · CFO: +1.42022 Q4 · CFO: +8.62023 Q1 · CFO: +8.42023 Q2 · CFO: +15.22023 Q3 · CFO: +9.32023 Q4 · CFO: +15.72024 Q2 · CFO: +15.72024 Q3 · CFO: +27.72024 Q4 · CFO: +22.72025 Q1 · CFO: +7.9
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-39-20+0+20+392005 Q42008 Q32011 Q22013 Q42016 Q22018 Q42021 Q22023 Q42005 Q4 · Prepared remarks: +14.32006 Q1 · Prepared remarks: +17.92006 Q2 · Prepared remarks: +23.32006 Q3 · Prepared remarks: +20.92006 Q4 · Prepared remarks: +30.42007 Q2 · Prepared remarks: +33.92007 Q3 · Prepared remarks: +19.82007 Q4 · Prepared remarks: +17.22008 Q1 · Prepared remarks: +7.22008 Q2 · Prepared remarks: +20.32008 Q3 · Prepared remarks: +18.82008 Q4 · Prepared remarks: +17.12009 Q1 · Prepared remarks: +6.92009 Q2 · Prepared remarks: +18.12009 Q4 · Prepared remarks: +21.92010 Q1 · Prepared remarks: +9.62010 Q2 · Prepared remarks: +10.42010 Q3 · Prepared remarks: +16.52010 Q4 · Prepared remarks: +21.02011 Q1 · Prepared remarks: +21.62011 Q2 · Prepared remarks: +19.82011 Q3 · Prepared remarks: +21.22011 Q4 · Prepared remarks: +28.22012 Q1 · Prepared remarks: +26.92012 Q2 · Prepared remarks: +13.02012 Q3 · Prepared remarks: +26.02012 Q4 · Prepared remarks: +15.22013 Q1 · Prepared remarks: +20.12013 Q2 · Prepared remarks: +16.82013 Q3 · Prepared remarks: +26.72013 Q4 · Prepared remarks: +24.62014 Q1 · Prepared remarks: +18.32014 Q2 · Prepared remarks: +9.22014 Q3 · Prepared remarks: +25.42014 Q4 · Prepared remarks: +24.02015 Q1 · Prepared remarks: +33.12015 Q2 · Prepared remarks: +17.72015 Q3 · Prepared remarks: +33.02015 Q4 · Prepared remarks: +22.02016 Q1 · Prepared remarks: +19.12016 Q2 · Prepared remarks: +15.92016 Q3 · Prepared remarks: +11.32016 Q4 · Prepared remarks: +3.72017 Q1 · Prepared remarks: +14.92017 Q2 · Prepared remarks: +7.92017 Q3 · Prepared remarks: +18.72017 Q4 · Prepared remarks: +9.92018 Q1 · Prepared remarks: +15.52018 Q2 · Prepared remarks: +11.42018 Q3 · Prepared remarks: +7.12018 Q4 · Prepared remarks: +20.42019 Q1 · Prepared remarks: +13.72019 Q2 · Prepared remarks: +22.62019 Q3 · Prepared remarks: +15.52019 Q4 · Prepared remarks: +25.22020 Q1 · Prepared remarks: +2.02020 Q2 · Prepared remarks: +9.72020 Q3 · Prepared remarks: +27.02020 Q4 · Prepared remarks: +16.72021 Q1 · Prepared remarks: +13.12021 Q2 · Prepared remarks: +8.82021 Q3 · Prepared remarks: +11.72021 Q4 · Prepared remarks: +15.72022 Q1 · Prepared remarks: +5.22022 Q2 · Prepared remarks: +14.72022 Q3 · Prepared remarks: +10.42022 Q4 · Prepared remarks: +21.02023 Q1 · Prepared remarks: +7.92023 Q2 · Prepared remarks: +27.92023 Q3 · Prepared remarks: +20.32023 Q4 · Prepared remarks: +20.72024 Q1 · Prepared remarks: +22.12024 Q2 · Prepared remarks: +13.92024 Q3 · Prepared remarks: +21.72024 Q4 · Prepared remarks: +28.62025 Q1 · Prepared remarks: +8.72005 Q4 · Q&A responses: +4.42006 Q1 · Q&A responses: +6.92006 Q2 · Q&A responses: +5.52006 Q3 · Q&A responses: +6.62006 Q4 · Q&A responses: +4.02007 Q2 · Q&A responses: +9.02007 Q3 · Q&A responses: +3.12007 Q4 · Q&A responses: -2.12008 Q1 · Q&A responses: -2.92008 Q2 · Q&A responses: +2.12008 Q3 · Q&A responses: +0.72008 Q4 · Q&A responses: +3.82009 Q1 · Q&A responses: +0.82009 Q2 · Q&A responses: +2.72009 Q4 · Q&A responses: +4.12010 Q1 · Q&A responses: -17.22010 Q2 · Q&A responses: -2.92010 Q3 · Q&A responses: +3.72010 Q4 · Q&A responses: +9.42011 Q1 · Q&A responses: +4.92011 Q2 · Q&A responses: +10.72011 Q3 · Q&A responses: +2.32011 Q4 · Q&A responses: +6.12012 Q1 · Q&A responses: +14.72012 Q2 · Q&A responses: +9.52012 Q3 · Q&A responses: -1.32012 Q4 · Q&A responses: +7.72013 Q1 · Q&A responses: +5.32013 Q2 · Q&A responses: +14.92013 Q3 · Q&A responses: +13.32013 Q4 · Q&A responses: +3.02014 Q1 · Q&A responses: +3.92014 Q2 · Q&A responses: -1.02014 Q3 · Q&A responses: -4.92014 Q4 · Q&A responses: +7.42015 Q1 · Q&A responses: +2.42015 Q2 · Q&A responses: +1.92015 Q3 · Q&A responses: -4.12015 Q4 · Q&A responses: +3.12016 Q1 · Q&A responses: +2.52016 Q2 · Q&A responses: +3.32016 Q3 · Q&A responses: -1.82016 Q4 · Q&A responses: +12.42017 Q1 · Q&A responses: +0.22017 Q2 · Q&A responses: -0.22017 Q3 · Q&A responses: +5.82017 Q4 · Q&A responses: +0.02018 Q1 · Q&A responses: +5.62018 Q2 · Q&A responses: +5.92018 Q3 · Q&A responses: +2.02018 Q4 · Q&A responses: +10.22019 Q1 · Q&A responses: +13.42019 Q2 · Q&A responses: +13.12019 Q3 · Q&A responses: +13.12019 Q4 · Q&A responses: +16.52020 Q1 · Q&A responses: +9.82020 Q2 · Q&A responses: +7.72020 Q3 · Q&A responses: +19.22020 Q4 · Q&A responses: +15.92021 Q1 · Q&A responses: +11.12021 Q2 · Q&A responses: +21.82021 Q3 · Q&A responses: +6.52021 Q4 · Q&A responses: +13.82022 Q1 · Q&A responses: +8.82022 Q2 · Q&A responses: +21.62022 Q3 · Q&A responses: +11.32022 Q4 · Q&A responses: +14.92023 Q1 · Q&A responses: +19.32023 Q2 · Q&A responses: +17.32023 Q3 · Q&A responses: +26.22023 Q4 · Q&A responses: +21.12024 Q1 · Q&A responses: +21.12024 Q2 · Q&A responses: +32.62024 Q3 · Q&A responses: +25.72024 Q4 · Q&A responses: +25.32025 Q1 · Q&A responses: +19.9
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

$2.73$3.33$3.932005 Q42008 Q32011 Q22013 Q42016 Q22018 Q42021 Q22023 Q42014 Q1: $3.092014 Q2: $3.152014 Q3: $3.192014 Q4: $3.132015 Q1: $3.062015 Q2: $3.022015 Q3: $3.022015 Q4: $2.972016 Q1: $2.812016 Q2: $2.942016 Q3: $2.982016 Q4: $3.042017 Q1: $2.982017 Q2: $3.042017 Q3: $3.072017 Q4: $3.072018 Q1: $3.242018 Q2: $3.272018 Q3: $3.182018 Q4: $3.042019 Q1: $2.882019 Q2: $2.942019 Q3: $2.982019 Q4: $2.982020 Q1: $3.012020 Q2: $2.962020 Q3: $3.092020 Q4: $3.242021 Q1: $3.352021 Q2: $3.402021 Q3: $3.402021 Q4: $3.392022 Q1: $3.392022 Q2: $3.212022 Q3: $3.242022 Q4: $3.172023 Q1: $3.192023 Q2: $3.292023 Q3: $3.382023 Q4: $3.432024 Q1: $3.562024 Q2: $3.692024 Q3: $3.812024 Q4: $3.85

Forward P/E

18.6523.2027.752005 Q42008 Q32011 Q22013 Q42016 Q22018 Q42021 Q22023 Q42014 Q1: 20.532014 Q2: 21.852014 Q3: 20.472014 Q4: 21.942015 Q1: 22.312015 Q2: 21.992015 Q3: 20.922015 Q4: 23.012016 Q1: 24.402016 Q2: 24.392016 Q3: 24.152016 Q4: 21.682017 Q1: 24.792017 Q2: 24.922017 Q3: 23.342017 Q4: 23.892018 Q1: 21.592018 Q2: 19.282018 Q3: 21.342018 Q4: 20.362019 Q1: 23.122019 Q2: 25.052019 Q3: 23.722019 Q4: 22.912020 Q1: 22.512020 Q2: 24.942020 Q3: 24.912020 Q4: 26.252021 Q1: 22.662021 Q2: 24.142021 Q3: 22.692021 Q4: 24.412022 Q1: 22.182022 Q2: 23.142022 Q3: 23.492022 Q4: 25.032023 Q1: 22.902023 Q2: 22.962023 Q3: 21.552023 Q4: 23.152024 Q1: 25.062024 Q2: 26.332024 Q3: 27.122024 Q4: 24.09

Divergence watch ⚑

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

  • 2014 Q4 tone ↑ +7.7 fwd EPS ↓ -0.06 Tone rose while the forward EPS estimate was cut.
  • 2016 Q1 tone ↑ +4.4 fwd EPS ↓ -0.16 Tone rose while the forward EPS estimate was cut.
  • 2016 Q2 tone ↓ -3.5 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↓ -3.6 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -3.4 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↑ +13.0 fwd EPS ↓ -0.14 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +2.3 fwd EPS ↓ -0.05 Tone rose while the forward EPS estimate was cut.
  • 2020 Q4 tone ↓ -8.3 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -3.5 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↑ +10.5 fwd EPS ↓ -0.18 Tone rose while the forward EPS estimate was cut.
  • 2022 Q3 tone ↓ -7.1 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↑ +3.2 fwd EPS ↓ -0.07 Tone rose while the forward EPS estimate was cut.
  • 2023 Q4 tone ↓ -2.2 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -6.1 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -3.3 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-25+13.3——View →
2024 Q42025-01-31+21.5$3.8524.1View →
2024 Q32024-10-25+20.4$3.8127.1View →
2024 Q22024-07-26+23.8$3.6926.3View →
2024 Q12024-04-26+12.5$3.5625.1View →
2023 Q42024-01-26+18.6$3.4323.1View →
2023 Q32023-10-27+20.8$3.3821.6View →
2023 Q22023-07-28+15.0$3.2923.0View →