Chair and CEO Linda Rendle on Q4 and FY26 performance and outlook
By Linda Rendle, Chair and Chief Executive Officer
Today we reported our fourth-quarter and fiscal year 2026 results.
Fiscal year 2026 was an important transition year for Clorox. While we continued to operate in a challenging consumer and macroeconomic environment, we also completed several foundational initiatives that strengthened our business and positioned us for improved execution and long-term value creation. We evolved our portfolio through the acquisition of GOJO Industries, completed our U.S. ERP implementation, and strengthened our innovation pipeline. Together, these actions have enhanced our capabilities, strengthened our portfolio and positioned us to create long-term value.
At the same time, we made meaningful progress improving execution and serving consumers in a rapidly evolving marketplace. Today’s consumers remain value-conscious, balancing affordability, convenience and performance in their purchasing decisions. Yet they continue to invest in products and experiences that address unmet needs and deliver trusted performance. By staying closely connected to these evolving preferences, we are identifying consumer trends, anticipating emerging needs, and translating those insights into innovation, superior experiences and stronger value propositions across our portfolio.
The majority of our business continues to perform at or above expectations. Our global health and hygiene portfolio, now including Purell, represents more than half of our net sales and continues to demonstrate the strength of our brands and category positions. The strong performance of Clorox Professional and Purell reinforces our confidence in the long-term strategic value of the GOJO acquisition. We are also encouraged by the performance of innovations such as Clorox PURE and Scentiva Cherry Blossom, which reflect consumers’ demand for wellness solutions and elevated cleaning experiences.
We are also seeing encouraging results in businesses where we have taken targeted actions to improve performance. Glad has regained market share through stronger innovation, brand investment and revenue growth management, while Hidden Valley Ranch delivered share growth supported by increased marketing investment and strong retail execution. While some areas of our business continue to face headwinds, we have a clear understanding of the actions required and remain confident in our plans to improve performance over time.
As we enter fiscal year 2027, our focus shifts from building foundational capabilities to fully realizing their benefits. We expect the operating environment to remain dynamic, with ongoing consumer and cost pressures, but we are confident in the stronger position we have built. With a modernized operating foundation, a more resilient portfolio, enhanced innovation capabilities and continued investments in superiority, we believe Clorox is well positioned to deliver more consistent growth and create long-term value.
Finally, I want to thank our teammates around the world for their commitment, resilience and focus throughout the year. Their dedication to serving consumers and customers every day has been instrumental to our progress and will continue to be a competitive advantage as we move forward.
