Owner Scorecard


← The groupings the Household Products table →

An industry chapter · Household Products

Household Products

10 members, CENT to UL, A to Z by ticker.

Gross profitability
median 31% — gross profit as a share of total assets, each member's median across its readable years; read on 10 of 10 members
Capital intensity
median 2.5% — capital expenditure as a share of revenue, each member's median across its readable years; read on 10 of 10 members
Net cash
0 of the 9 members with a readable debt line hold more cash and short-term investments than total debt

Figures describe the list as a group, from each member's own filed record; they name no member and form no rank. A member missing an input is absent from that median, never counted against the others.

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CENT Central Garden & Pet

Central Garden & Pet Company is a market leader in the U.S. pet and garden industries.

Owner earnings 2016–2025 $124M$70M$76M$173M$221M$171M($115M)$328M$352M$291M

Retained capital Retained $680M of earnings over 2016–2025; annual owner earnings grew $234M, $0.34 per $1 retained.

Balance sheet Modest net debt, $309M

CENTA Central Garden & Pet Company

Central Garden & Pet Company is a market leader in the U.S. pet and garden industries.

Owner earnings 2016–2025 $124M$70M$76M$173M$221M$171M($115M)$328M$352M$291M

Retained capital Retained $680M of earnings over 2016–2025; annual owner earnings grew $234M, $0.34 per $1 retained.

Balance sheet Modest net debt, $309M

CHD Church & Dwight Company Inc.

We develop, manufacture and market a broad range of consumer household and personal care products and specialty products focused on animal and food production, chemicals and cleaners.

Owner earnings 2016–2025 $606M$637M$703M$791M$891M$875M$706M$807M$976M$1.1B

Retained capital Retained $861M of earnings over 2016–2025; annual owner earnings grew $310M, $0.36 per $1 retained.

Balance sheet Modest net debt, $1.8B · buybacks at an average near $81.73 · dividend paid 10 of 10 yrs, never cut

CLX Clorox Co.

Revenue is led by Health and Wellness (40%) and Household (27%), with 2 more segments behind.

Owner earnings 2017–2026 $702M$782M$786M$1.4B$1.1B$535M$930M$483M$761M$405M

Retained capital Paid out $2.0B more than it earned over 2017–2026; annual owner earnings fell $207M.

Balance sheet Heavy net debt, $3.8B · buybacks at an average near $157 · dividend paid 10 of 10 yrs, never cut

ENR Energizer Holdings

Energizer, through its operating subsidiaries, is a global diversified household products leader in batteries, auto care and portable lights.

Owner earnings 2017–2025 $172M$205M$94M$311M$115M($77M)$338M$332M$63M

Retained capital Paid out $543M more than it earned over 2017–2025; annual owner earnings grew $87M.

Balance sheet Heavy net debt, $3.2B · buybacks at an average near $34.96 · dividend paid 9 of 9 yrs, never cut

KMB Kimberly-Clark Corp.

We are principally engaged in the manufacturing and marketing of a wide range of products made from natural or synthetic fibers and materials using advanced technologies in fibers, nonwovens and absorbency.

Owner earnings 2017–2025 $2.1B$2.1B$1.5B$2.5B$1.7B$1.9B$2.8B$2.5B$1.6B

Retained capital Paid out $356M more than it earned over 2017–2025; annual owner earnings grew $388M.

Balance sheet Meaningful net debt, $6.4B · dividend paid 9 of 9 yrs, never cut

PG Procter & Gamble Co.

Procter & Gamble makes and sells branded household and personal care products — the everyday goods people use to clean, groom, and care for themselves and their homes. It sells through retailers into many countries around the world, and earns its money on the steady, repeat purchase of those branded staples rather than on any single sale. The economics turn on moving a great many small, familiar items, day after day, at a price above what they cost to make.

Owner earnings 2017–2026 $9.4B$12.0B$11.9B$14.3B$15.6B$13.6B$13.8B$16.5B$15.0B$16.4B

Retained capital Paid out $22.2B more than it earned over 2017–2026; annual owner earnings grew $4.9B.

Balance sheet Modest net debt, $19.4B · dividend paid 10 of 10 yrs, never cut

REYN Reynolds Consumer Products Inc.

Revenue is led by Cooking products (34%) and Waste products (25%), with 2 more lines behind.

Owner earnings 2018–2025 $448M$294M$220M$201M$91M$540M$369M$316M

Retained capital Retained $1.2B of earnings over 2018–2025; annual owner earnings grew $88M, $0.07 per $1 retained.

Balance sheet Meaningful net debt, $1.4B · dividend paid 6 of 8 yrs, never cut

SCL Stepan

Stepan is one of the leading merchant producers of surfactants in the world.

Owner earnings 2016–2025 $137M$120M$84M$140M$153M($19M)$66M$70M$39M$25M

Retained capital Retained $590M of earnings over 2016–2025; annual owner earnings fell $69M, $-0.12 per $1 retained.

Balance sheet Heavy net debt, $494M · buybacks at an average near $91.41 · dividend paid 10 of 10 yrs, never cut

UL Unilever PLC

Revenue is led by Personal Care (26%) and Foods (26%), with 2 more segments behind.

Owner earnings 2016–2025 €5.2B€6.4B€6.0B€6.8B€8.2B€6.9B€5.8B€8.2B€8.1B€6.9B

Retained capital Retained €25.1B of earnings over 2016–2025; annual owner earnings grew €1.9B, €0.08 per €1 retained.

Balance sheet net position not read (debt under-captured) · dividend paid 10 of 10 yrs, never cut

The same shelf as one comparative table, every member a row and every column sortable: the Household Products table →

The same four lines for every member, in strict ticker order; a figure that could not be read renders as "not read," never as a mark against the record beside it. The header describes the list and names no member; the entries carry no ranking and form no score. What a chapter cannot carry — understanding of the business, and a price — is yours.