The Clorox Company expects fiscal 2027 inflation to exceed $200 million and targets free cash flow in the 11% to 13% range, executives said during the company's fourth-quarter fiscal 2026 earnings call. Executive VP and CFO Luc Bellet stated that inflation will be above $200 million, with the impact more pronounced in the first half of the year, and that the outlook assumes Brent crude oil at about $90 per barrel. CEO and Chairman Linda Rendle noted that categories are expected to remain muted amid value-seeking consumer behavior, but the company anticipates continued market share progress, citing turnarounds in Glad and Hidden Valley Ranch. Management highlighted early momentum for Clorox Purell and reiterated its commitment to the dividend, while acknowledging that the Litter business remains a persistent execution challenge. The CEO search is progressing as expected, and the company plans to use productivity and targeted pricing to navigate cost pressures.
The Clorox CompanyInflation over $200 million driven by higher input costs, with Brent at $90, pressures margins.