Household & personal products

12 companies · $176B combined revenue · $31.2B operating profit

The typical US-listed household & personal products company grew revenue 1.5% and earnings 1.5% in its latest year, at a 16.6% operating margin, and 5 of 12 earn a return on capital above 15%. Figures from each company's latest annual filing with the SEC, refreshed daily.

1.5%Median revenue growth
1.5%Median earnings growth
1.7%Median revenue growth, 3 yrs
6.6%Median earnings growth, 3 yrs
16.6%Median operating margin
14.4%Median ROCE

Growth engines: the 4 Cylinders

All four working: 0% of companies

A company's earnings per share can grow in only four ways: more sales, profits growing faster than sales (operating leverage), wider margins, and less debt. Each bar is the share of companies where that engine worked in their latest year.

  • Sales growth · Revenue up 10% or more8%
  • Operating leverage · Operating income growing faster than a growing revenue9%
  • Margin expansion · Operating margin up 1 point or more42%
  • Debt reduction · Debt down 5% or more, or net cash25%

Combined revenue · 10 companies reporting in US dollars

Revenue
$0$50B$100B$150B$200BFY22FY23FY24FY25

Combined operating margin

Operating margin
0%5%10%15%20%FY22FY23FY24FY25

All 12 companies

Median–1.5%1.5%16.6%14.4%0.81x
PGProcter & Gamble$87.0B3.3%▲0.5%▼22.7%▲22.5%▲0.54x▲
ULUnileverEUR 50.5B-3.8%▼57.2%▲17.9%▲18.5%▲1.68x▼
ECLEcolab$16.1B2.2%▲-1.7%▼17%▲14.3%▼0.83x▼
CLColgate Palmolive$20.4B1.4%▼-26.2%▼16.2%▼34.9%▲148x▼
HLNHaleonGBP 11.0B-1.8%▼13.9%▲21.9%▲8.7%▼0.52x▲
ELEstee Lauder Companies$15.0B5%▲–5.2%▼5.8%▼1.92x▼
KVUEKenvue$15.1B-2.1%▼42.7%▲16%▼11.4%▼0.79x▲
CHDChurch & Dwight$6.2B1.6%▲25.9%▲17.4%▲14.5%▲0.55x▲
CLXClorox$6.7B-5.4%▼-27.5%▼13.7%▼18.3%▲44x▼
ELFe.l.f. Beauty$1.6B24.6%▲-76.5%▼4.5%▼3.6%▼0.74x▲
IPARInterparfums$1.5B2.5%▲2.5%▲18.2%▲21.8%▲0.20x▲
COTYCOTY$5.8B-1.5%▼–-1.4%▼-1.1%▼1.02x▼

▲ better than the median, ▼ worse. n/a: the ratio doesn't apply to that kind of business (e.g. a bank's operating margin). Sort by any column. Figures from each company's latest 10-K (or 20-F/40-F).