CL Colgate-Palmolive
Sector: Consumo base · 3 fundos · 3 cartas
Convicção fund × trimestre
Teses por gestor
ClearBridge Select Strategy Q4 2025 sair conv. starter
Saída completa da consumer products maker no contexto das doze saídas do trimestre alinhadas com sell discipline articulada.
consumer products maker Colgate-Palmolive
"produtora de bens de consumo Colgate-Palmolive"
Diamond Hill Large Cap Fund Q3 2025 manter conv. core
Consumer goods company. Faced consumer weakness — que broadly pressured o consumer packaged-goods space — e inventory destocking no trimestre, particularmente em online retailers, que turn pressured shares. Headwinds cíclicos vs estruturais com question mark sobre durabilidade da pressão.
Consumer goods company Colgate Palmolive faced consumer weakness — which has broadly pressured the consumer packaged-goods space — and inventory destocking in the quarter, particularly at online retailers, which in turn pressured shares.
"Consumer goods company Colgate-Palmolive enfrentou consumer weakness — que broadly pressured o consumer packaged-goods space — e inventory destocking no trimestre, particularmente em online retailers, que turn pressured shares."
Diamond Hill Select Fund Q3 2025 nova posição conv. core
Market leader em várias categorias across attractive end markets, como household goods, personal care e pet nutrition. As leading positions combinadas com a everyday-use nature dos seus products should benefit Colgate moving forward. Recent concerns em torno de consumer weakness e inventory destocking pressionaram o share price e permitiram iniciar posição.
Colgate-Palmolive is the market leader in several categories across attractive end markets, such as household goods, personal care and pet nutrition.
"Colgate-Palmolive é o market leader em várias categorias across attractive end markets, como household goods, personal care e pet nutrition."