Added to YB: 2025-12-10
Pitch date: 2025-10-13
CHD [bearish]
Church & Dwight Co., Inc.
-19.47%
current return
Author Info
No bio for this author
Company Info
Church & Dwight Co., Inc. develops, manufactures, and markets household, personal care, and specialty products.
Market Cap
$23.6B
Pitch Price
$86.42
Price Target
44.00 (-57%)
Dividend
1.23%
EV/EBITDA
17.88
P/E
33.08
EV/Sales
4.13
Sector
Household Products
Category
N/A
Church & Dwight Co., Inc. - $CHD (short)
CHD short: Premium 25x EPS multiple unsustainable as M&A algo breaks down. Key acquisitions (Vitafusion vitamins -20-30% rev, Batiste dry shampoo declining double digits, Hero acne patches weakening) face commoditization & Amazon competition. Core A&H under retailer/private label pressure. Negative US organic growth Q1/Q2. Target $3 EPS '26 vs consensus, 15x multiple = ~50% downside from $88.
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