Chief Executive Officer & Chairman, Clorox
Search every verified Linda Rendle interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Linda Rendle, chair and CEO of Clorox, discussed the company's performance during its first and third quarter fiscal year 2026 earnings calls. On the Q1 call in October 2025, Rendle described the launch of a new ERP system as a major milestone that strengthened the company's digital backbone, though she noted the transition presented challenges and caused more market share loss than anticipated, particularly in August. She stated that the company's outlook incorporated the realities of the implementation and that the company was focused on its demand creation plan to deliver superior value to consumers. Rendle also mentioned the divestiture of Clorox's business in Argentina and its vitamins, minerals, and supplements business, saying the latter had not contributed as anticipated. On the Q3 call in April 2026, Rendle said the company's third quarter results were mixed and fell short of expectations, with gross margin below expectations due to higher supply chain costs and delayed cost savings as the company prioritized stabilizing the ERP. She stated that with the ERP implementation now complete, the company is better positioned to convert innovation and investments into stronger results. Rendle expressed confidence in a recent acquisition, citing its strategic fit and the retention of the management team. She also noted that while the company is evaluating potential targeted pricing, it is approaching this with discipline and caution, as the consumer is under stress and the priority is driving improvements in value superiority.
“Our Q4 core and fiscal year 2025 performance was mixed with weaker than expected topline growth balanced by strong margin and earnings performance for the year. In the back half, our categories slowed when macroeconomic uncertainties picked up. While this largely stabilized in Q4, it has not yet normalized.”
“We're seeing in the front half of the year is continued sluggish categories and we've adjusted our plans which will take impact, you know, effect over time to address what we're seeing in consumer behavior. So, as they're going after larger sizes, we've adjusted our plan to to deal with that. You're going to see those...”
“We expect higher costs from tariff to be around $40 million. Now this is based on tariff announced as of today and of course assumed and also assume USMCA exemption for some of the imports that we have from Canada and Mexico. Now we expect to offset the impact through you know a broad range of mitigating actions you kn...”
“The dynamic that's going on, and I would highlight one word, it's uncertainty. And maybe I'd add volatility to that is that there's so many things uncertain right now for consumers uh as they see macroeconomic policy, trade, other things coming to light that they are making trade-offs based on the information that they...”
For more than a quarter century, the CED Distinguished Leadership Awards have been honoring business leaders and their ...
Almost 90% of US households use Clorox products, giving the company a unique window into consumer behavior during this ...
Almost 90% of US households use Clorox products, giving the company a unique window into consumer behavior during this ...
Learn how Clorox invested in technological innovation so it could continue delivering superior consumer experiences. Almost ...
If you wanna have it on Spotify: https://open.spotify.com/episode/6uyDaVXR9... Also available at Spotify for earnings Calls at BusinessCalls Podcast: https://open.spotify.com/show/6XbIp7s9vH54... Thanks for watching!
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