Linda Rendle on Tariff Impact
From Clorox Co ($CLX) Q4 2025 Earnings Call · · Castify Earnings Call
“We expect higher costs from tariff to be around $40 million. Now this is based on tariff announced as of today and of course assumed and also assume USMCA exemption for some of the imports that we have from Canada and Mexico. Now we expect to offset the impact through you know a broad range of mitigating actions you know that includes sourcing change sometimes reformulations productivity improvements but that will also include some level of strategic pricing although I would say it's fairly targeted and surgical and generally very modest in magnitude.”
On , Linda Rendle, Chief Executive Officer & Chairman at Clorox Co, spoke about Tariff Impact during Clorox Co ($CLX) Q4 2025 Earnings Call on Castify Earnings Call.
About Linda Rendle
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.