Clorox Company Quarterly Financial Report, September 2025

These sources provide an overview of The Clorox Company's fiscal year 2026 first quarter performance and related forward-looking statements. The earnings call transcript, featuring CEO Linda Rendle and CFO Luc Bellet, discusses the successful but challenging launch of a new ERP system in the U.S., which led to temporary market share loss and disruptions in demand fulfillment. Financial documents confirm a 19% decrease in net sales to $1.43 billion for the quarter, largely attributed to lower volume resulting from the ERP transition and a prior-year shipment pull-forward. Management maintains confidence in reinvigorating category growth in the second half of the year through robust innovation and increased brand investments, while also providing details on the expected impact of inflation, a decrease in price/mix, and the upcoming expiration and required purchase of P&G's 20% interest in the Glad venture in January 2026.

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