"The company noted a 40-50 basis point gross margin impact in Latin America from formula changes and product replacement in Colgate Total variants, following consumer complaints about mouth irritation in Q3 2025. Noel R. Wallace stated, "Categories were slightly weaker in North America in Q3 2025," citing ongoing consumer sluggishness and increased couponing. India's organic sales declined by mid-single digits in Q3 2025, attributed to GST-driven price reductions and trade disruptions, with the company also noting sluggish urban demand."
"Organic sales growth -- Management reported organic sales growth of approximately 1.2% year-to-date, and maintained guidance for full year 2025 organic sales growth in line with the year-to-date figure. Gross margin -- Year-to-date gross margin stood at 60.1%, with company guidance indicating full year gross margin will be "roughly in line" with the year-to-date margin of 60.1% and Q4 expected at "60% plus or minus.""
Organic sales growth was approximately 1.2% year-to-date with full-year 2025 guidance maintained near that level. Year-to-date gross margin stood at 60.1% and full-year gross margin guidance is roughly in line, with Q4 expected around 60%. Gross profit margin declined year-over-year in Q3, primarily driven by greater-than-anticipated raw materials inflation and negative impacts from lower fixed-cost leverage and tariffs. Latin America delivered 17% organic growth but experienced a 40-50 basis point gross margin hit from Colgate Total formula changes and product replacement after consumer complaints. India organic sales fell by mid-single digits due to GST-driven price reductions, trade disruptions, and weak urban demand. Hill's Pet Nutrition grew 2.5% excluding private-label exit. Advertising spend remains roughly at 2024 levels.
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