$CL Colgate Tape Reports
Per Ticker.id: $CL Colgate Tape Reports — 1 podcast mention across 1 podcast (30 days), latest 2026-08-25 00:06 UTC.
Thanks for the call. Lastly, let's talk about packaged food companies. We're talking about the big names from ConAgra, General Mills, Smucker's, Pepsi, etc. North American or US volumes were flat to falling at all of these food companies. And even in household products like Colgate-Palmolive. Why? These consumers are trading down. And it's showing in these, in the Consumer Staple Index. Since early 2023, that index is up 14% where the S&P has nearly doubled. And so the old marketing playbook of having commercials does not work anymore. And the middle class and Gen Z especially are trading down. And the boomer generation that have, that grew up on Heinz ketchup, yeah, they're, they have a lot of money, but they're not spending a lot more at the grocery store. And we know you get older, some of them are passing away. At US brick-and-mortar retailers, they sold 9.3 billion fewer units of food and consumer packaged food in the past 12 months than 5 years ago. And there's a health aspect of this as well. People are shopping not in the middle of the store, on the outside of the store, either in the fresh food section or the freezer section, not in the packaged food section. And then the brands that are taking share are the up-and-coming ones. So that's really what's happening. There's a lot of smaller brands that are organic or just more interesting than, you know, your Prego's of the world. And the volume decline continues to accelerate. So people are trading down to store-bought brands. There's a health food aspect to this. And then there's just a marketing aspect that they can't— they don't, they don't— the mac and cheese commercials aren't working anymore. And so when you go look at these companies on the market, understand why their stocks are struggling. It's not a great value. It's a value trap. So be aware. Well, I'm Justin Klein, reminding you about KPP Financial's parallel investing. We make a trade for our clients, make the same trade for ourselves, same day, same price, same percentage, no front running, no special treatment. We invest right alongside our clients. We share the same risk and potential for success. You can learn more at investtalk.com. Please tell your friends and family about our free podcast downloads.
Justin Klein — InvestTalk · Regulation catches up to digital assets · 2026-08-25Rotation, rotation, rotation. There are times when the consumer packaged goods stocks roar higher for reasons that have nothing to do with the underlying companies. Procter, like all the consumer packaged goods plays, is a recession stock because its earnings tend to hold up during a slowing economy. Its stock roars when we get lousy economic data. If you buy these stocks because you believe in the business, but then they go higher as part of a sector rotation that has nothing to do with the business, You still got to win. The bank isn't going to tell you that they can't take that money because they don't accept profits from rotations. But you don't want to get caught with your pants down because the market suckered you into believing that Procter Gamble was going up based on the fundamentals when really it was benefiting from rotation into the whole consumer packaged goods stock sector. You know, the Colgate exchange. This is what I meant earlier about filtering out the signal from the noise. And it is hard to do.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/19/26 · 2026-08-19But this year is going to be different, right? First, though, let's do the numbers. Dow Industrials off 272 today, about a half percent, 53,459. The NASDAQ down 84 points, 0.3%, 26,644. The S&P 500 down 40 points, about 0.5%, 7,745. Mitchell was telling us about the state of the consumer economy. Well, here you go. Procter Gamble, maker of Bounty paper towels, Tide detergent, Pantene hair products, decreased 1%. Competitor Colgate-Palmolive, which owns Fabuloso cleaners, Hill's pet food, and— and I thought this was independent, actually— Tom's of Maine toothpaste declined 1.9% on the day. Newell Brands makes Graco baby products, Rubbermaid storage totes, and Sharpie markers, plunged 3.2% on the day. Sabri was telling us about China. The Chinese hotel conglomerate H World Group Limited reported earnings today. They're based in Shanghai, one of the world's biggest hotel chains, 1.3 million rooms. Their depository receipts soared 11.3% on the day. Bonds down Yield on the 10-year T-note rose 4.73%. More on bonds coming up at the end of the program. See how I teased that? More on bonds. Keeping you around. You're listening to Marketplace.
Kai Ryssdal — Marketplace · Consumer sentiment takes a tumble · 2026-08-17