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Church & Dwight Buys Miss Mouth's to Strengthen Digital Fabric Care

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Key Takeaways

  • CHD acquires Miss Mouth's for about $325 million to expand its Fabric Care portfolio.
  • Miss Mouth's is the top stain remover brand on Amazon with strong repeat purchases.
  • CHD expects double-digit sales growth from the brand over the next several years.

Church & Dwight Company, Inc. (CHD - Free Report) has expanded its Fabric Care portfolio through the acquisition of the fast-growing Miss Mouth’s Messy Eater brand for approximately $325 million, with the transaction closing on May 28, 2026. The acquisition aligns closely with the company’s strategy of acquiring leading brands in proven categories that possess strong margins, asset-light business models and the ability to leverage Church & Dwight’s existing sales, distribution, innovation and operational capabilities.

Miss Mouth’s has established a strong market position through its fast-acting, non-toxic stain removal products, gaining significant traction among consumers seeking convenient cleaning solutions across multiple surfaces. The brand’s online sales hashave been a key driver of its success, helping it become the number one stain remover brand on Amazon. Strong customer loyalty and repeat purchases have supported rapid growth, while its success in e-commerce has facilitated expansion into multiple U.S. retail channels during the first half of fiscal 2026.

Management highlighted the brand’s strong appeal among Millennial and Gen Z parents, particularly those seeking safe, effective and eco-friendly cleaning products. The company believes Miss Mouth’s is well- positioned for digital and social media marketing, where authentic online reviews can continue to support gains in market share.

For the 12 months ended Dec. 31, 2025, Miss Mouth’s generated approximately $80 million in net sales and $28 million in EBITDA. Looking ahead, management expects the brand’s net sales to grow at a double-digit rate over the next couple of years, supported by broader distribution and rising household penetration. Despite already achieving leadership in e-commerce, household penetration remains in the low single digits compared with nearly 50% for the broader category, indicating a substantial growth runway.

While the acquisition is expected to be neutral to Church & Dwight’s 2026 earnings per share due to transition costs and acquisition-related expenses, management expects the transaction to become accretive to cash earnings in fiscal 2027. Overall, Miss Mouth’s adds a fast-growing brand with a strong e-commerce presence and expanding retail distribution to Church & Dwight’s Fabric Care portfolio.

The Zacks Rundown for CHD

Shares of CHD have gained 14.4% in the past six months against the industry’s decline of 3.9%. CHD currently carries a Zacks Rank #3 (Hold).

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From a valuation standpoint, CHD trades at a forward price-to-earnings ratio of 24.75, higher than the industry’s average of 17.51.

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The Zacks Consensus Estimate for CHD’s current and next fiscal year earnings implies year-over-year growth of 6.2% and 6.9%, respectively.

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