Industries
Household & Personal Care
All research in Household & Personal Care — 7 reports.
43/100
Unilever: Q2 Volume Grew 5.5%, the Strongest Quarter in More Than a Decade, but 47.43 Pounds Leaves No Margin of Safety
Unilever is the global branded consumer-goods group remaking itself into a beauty, personal care and home care pure play, with 78% of first-half turnover generated by 30 Power Brands. First-half 2026 underlying sales grew 4.8% on 4.2% volume and second-quarter volume of 5.5% was the strongest in more than a decade, but gross margin fell 70 basis points to 46.8%, underlying EPS rose only 2.4%, and the Foods combination with McCormick carries 400 to 500 million euros of stranded cost. Rating Hold: volume-led Power Brand growth is credible, yet 47.43 pounds already assumes a clean Foods separation and stable margins.
39/100
Haleon: Oral Health Supplied Over 90% of First-Half Organic Growth While the Rest of the Portfolio Grew 0.3%, and 3.633 Pounds Leaves No Margin of Safety
Haleon is the global pure-play consumer-health company demerged from GSK in 2022, selling therapeutic self-care brands such as Sensodyne, parodontax, Panadol, Voltaren and Centrum across roughly 170 markets. First-half 2026 revenue of 5.602 billion pounds grew 2.6% organically, but Oral Health alone supplied more than 90% of that growth while the other two-thirds of the portfolio advanced about 0.3%, and the top of full-year guidance would require 7.4% second-half growth against the second quarter's 3.1%. Rating Hold: an excellent oral-health franchise and a real margin programme, priced at 17.6 times forward earnings with no discount to the conservative fair-value range.
40/100
Estée Lauder: Premium Beauty Brand Equity Restoration Study
Revenue fell a cumulative -19% from FY2022 to FY2025 with an FY2025 operating loss of $785 million; the business is recovering through the first nine months of FY2026, but the $91.20 share price already sits near the optimistic valuation of $91/share — the fair buy range of $45-55 requires a 25%-35% margin of safety.
41/100
Kenvue Inc: In-Depth Value Investing Analysis
The world's largest pure-play consumer health company is being acquired by Kimberly-Clark; the consideration is $3.50 cash + 0.14625 KMB shares (about $18.15/share). Against the current price of $17.69 the spread is just 2.6%, with the upside locked in and the downside left open to standalone-company uncertainty. Rating Watch: a good business, but the stock today is a low-spread merger-event trade rather than a ten-year value holding with a clear margin of safety.
44/100
P&G Deep-Dive Value Research Report
A global consumer-staples leader whose five categories reach nearly 5 billion consumers, with textbook-quality financials and thick cash flows. At the current $144.44 the stock trades at a 21.1x P/E, and its owner-earnings yield of just 4.7% sits only marginally above the 10-year Treasury, leaving no visible margin of safety. Rating: Watch — a great business at a normal-to-slightly-rich price rather than an obviously cheap one.
44/100
Colgate-Palmolive: A Long-Term Value Investing Analysis
A global leader in oral care and pet nutrition, holding a 41.1% share of the global toothpaste market alongside the powerful Hill's brand. 2025 revenue reached $20.382 billion, but at $90.35 per share and roughly 35x PE the stock is expensive with no clear margin of safety. Rating Watch: a high-quality business now trading closer to fair value than to a bargain.
42/100
Church & Dwight Long-Term Value Investment Analysis
A U.S. leader in household and personal care, whose flagship ARM & HAMMER reaches 86% of American households. 2025 free cash flow was $1.093B and the P/E is 31.7x; the current $96.25 price sits near the lower edge of the fair-value band, leaving no obvious margin of safety. Rating Watch: a good company, but the price is not yet comfortable.