Is Clorox’s (CLX) Glad Deal And ERP Reset Quietly Redefining Its Dividend Resilience?

Simply Wall St.01-13

In recent months, Clorox has continued its multiyear turnaround after past ERP-related shipment disruptions, while also moving to unwind the Glad joint venture with Procter & Gamble by early 2026 and ...

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Redefining Its Dividend Resilience?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-13 15:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/household/nyse-clx/clorox/news/is-cloroxs-clx-glad-deal-and-erp-reset-quietly-redefining-it><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In recent months, Clorox has continued its multiyear turnaround after past ERP-related shipment disruptions, while also moving to unwind the Glad joint venture with Procter & Gamble by early 2026 and ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/household/nyse-clx/clorox/news/is-cloroxs-clx-glad-deal-and-erp-reset-quietly-redefining-it\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999014575.USD","symbol_name":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) 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ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","CLX":"高乐氏","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC"},"translate_title":"高乐氏(CLX)的Glad交易和ERP重置是否正在悄然重新定义其股息弹性？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PG":0.9,"CLX.AU":1.5,"CLX":1.5},"content_text":"In recent months, Clorox has continued its multiyear turnaround after past ERP-related shipment disruptions, while also moving to unwind the Glad joint venture with Procter & Gamble by early 2026 and acquire P&G’s stake, maintaining access to certain trademarks through licensing. This combination of operational recovery efforts and structural portfolio change could reshape how Clorox balances efficiency, brand control, and long-term dividend support. We’ll now examine how Clorox’s ERP recovery and full ownership of Glad may influence its longer-term investment narrative and risk profile. AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.AdvertisementClorox Investment Narrative RecapTo own Clorox, you need to believe its brand strength and ERP modernization can offset sluggish category growth and intense price competition, while supporting a reliable dividend. The latest ERP recovery headlines and the plan to fully own Glad do not fundamentally change that near term, but they do keep execution risk front and center, especially around shipment stability, margin recovery, and the company’s ability to defend share against private label and discounted competitors. The January 2026 decision to unwind the Glad joint venture with Procter & Gamble and buy out P&G’s stake is the most relevant development here, because it intersects directly with Clorox’s push for ERP driven efficiencies and portfolio control. How smoothly Clorox integrates full Glad ownership into its already pressured supply chain, while continuing to license certain P&G trademarks, will likely influence whether ERP benefits show up as sustained margin improvement or get diluted by further execution hiccups. Yet even as Clorox leans on its dividend story, investors should be aware of the risk that heightened price competition and promotions in categories like Glad could... Read the full narrative on Clorox (it's free!)Clorox's narrative projects $7.0 billion revenue and $881.8 million earnings by 2028. This requires revenue to decline by 0.4% per year and an earnings increase of about $71.8 million from $810.0 million today.Uncover how Clorox's forecasts yield a $122.41 fair value, a 14% upside to its current price.Exploring Other PerspectivesCLX 1-Year Stock Price Chart Seven members of the Simply Wall St Community currently see Clorox’s fair value anywhere between about US$91 and US$214, underlining how far opinions can stretch. Set against this, the ERP rollout remains a key swing factor for margins and earnings resilience, so it is worth comparing several of these views before deciding how the story fits into your portfolio.Explore 7 other fair value estimates on Clorox - why the stock might be worth 15% less than the current price!Build Your Own Clorox NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Clorox research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.Our free Clorox research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Clorox's overall financial health at a glance.No Opportunity In Clorox?Opportunities like this don't last. These are today's most promising picks. Check them out now:Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 39 best rare earth metal stocks of the very few that mine this essential strategic resource.Uncover the next big thing with financially sound penny stocks that balance risk and reward.This technology could replace computers: discover 29 stocks that are working to make quantum computing a reality.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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