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Household Products Stocks Q1 In Review: WD-40 (NASDAQ:WDFC) Vs Peers

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WDFC Cover Image

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the household products industry, including WD-40 (NASDAQ: WDFC) and its peers.

Household products stocks are generally stable investments, as many of the industry's products are essential for a comfortable and functional living space. Recently, there's been a growing emphasis on eco-friendly and sustainable offerings, reflecting the evolving consumer preferences for environmentally conscious options. These trends can be double-edged swords that benefit companies who innovate quickly to take advantage of them and hurt companies that don't invest enough to meet consumers where they want to be with regards to trends.

The 10 household products stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 2.7% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results.

WD-40 (NASDAQ: WDFC)

Short for “Water Displacement perfected on the 40th try”, WD-40 (NASDAQ: WDFC) is a renowned American consumer goods company known for its iconic and versatile spray, WD-40 Multi-Use Product.

WD-40 reported revenues of $161.7 million, up 10.7% year on year. This print exceeded analysts’ expectations by 4.7%. Overall, it was a strong quarter for the company with an impressive beat of analysts’ EBITDA and revenue estimates.

WD-40 Total Revenue

WD-40 scored the fastest revenue growth of the whole group. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 9% since reporting and currently trades at $202.90.

We think WD-40 is a good business, but is it a buy today? Read our full report here, it’s free.

Best Q1: Spectrum Brands (NYSE: SPB)

A leader in multiple consumer product categories, Spectrum Brands (NYSE: SPB) is a diversified company with a portfolio of trusted brands spanning home appliances, garden care, personal care, and pet care.

Spectrum Brands reported revenues of $708.9 million, up 4.9% year on year, outperforming analysts’ expectations by 4.4%. The business had a stunning quarter with a solid beat of analysts’ EBITDA estimates.

Spectrum Brands Total Revenue

Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 4.3% since reporting. It currently trades at $81.40.

Is now the time to buy Spectrum Brands? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: Church & Dwight (NYSE: CHD)

Best known for its Arm & Hammer baking soda, Church & Dwight (NYSE: CHD) is a household and personal care products company with a vast portfolio that spans laundry detergent to toothbrushes to hair removal creams.

Church & Dwight reported revenues of $1.47 billion, flat year on year, exceeding analysts’ expectations by 0.7%. Still, it was a mixed quarter as it posted EPS guidance for next quarter missing analysts’ expectations.

As expected, the stock is down 1.6% since the results and currently trades at $95.48.

Read our full analysis of Church & Dwight’s results here.

Central Garden & Pet (NASDAQ: CENT)

Enhancing the lives of both pets and homeowners, Central Garden & Pet (NASDAQ: CENT) is a leading producer and distributor of essential products for pet care, lawn and garden maintenance, and pest control.

Central Garden & Pet reported revenues of $906.2 million, up 8.7% year on year. This number topped analysts’ expectations by 6.4%. It was a strong quarter as it also recorded an impressive beat of analysts’ EBITDA and revenue estimates.

The stock is up 8.4% since reporting and currently trades at $39.94.

Read our full, actionable report on Central Garden & Pet here, it’s free.

Colgate-Palmolive (NYSE: CL)

Formed after the 1928 combination between toothpaste maker Colgate and soap maker Palmolive-Peet, Colgate-Palmolive (NYSE: CL) is a consumer products company that focuses on personal, household, and pet products.

Colgate-Palmolive reported revenues of $5.32 billion, up 8.4% year on year. This print surpassed analysts’ expectations by 1.8%. Overall, it was a satisfactory quarter as it also produced a decent beat of analysts’ revenue estimates.

The stock is flat since reporting and currently trades at $86.02.

Read our full, actionable report on Colgate-Palmolive here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

StockStory’s analyst team — all seasoned professional investors — uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.

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