Church & Dwight: a Playbook for Volume Growth

What Actually Drives Volume Growth When Staples Stall

The fiscal landscape for Church & Dwight Co., Inc. during the concluding months of 2025 and the opening of 2026 represents a pivotal juncture in the company’s century-and-a-half-old history. As the organisation released its fourth-quarter and full-year results on 30 January 2026, the central narrative focused on a deliberate, aggressive portfolio transformation to exit slower-growing, capital-intensive businesses and concentrate on higher-growth, higher-margin Power Brands. This strategic realignment unfolded against a mixed consumer and macroeconomic backdrop, marked by stable but cautious consumption and elevated promotional intensity across the consumer packaged goods sector. Taken together, the financial disclosures, executive commentary, and market reaction suggest that Church & Dwight is navigating a clear bifurcation in consumer behaviour, balancing a value-led core with premium innovation to defend and extend market share in a volatile global economy.

The company’s decision to exit the vitamins, minerals, and supplements business, along with planned divestitures of the Flawless, Spinbrush, and Waterpik showerhead lines, signals a shift towards a leaner, more agile operating model. This reorientation is intended to improve future organic growth by concentrating resources on categories where the company holds clear competitive advantages. While reported results for 2025 were weighed down by these structural changes, the performance of the continuing business points to an organisation that remains resilient and positioned to outperform the wider industry.