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The Clorox Company

CLXintermediary

Clorox is a leading US household products company known for its eponymous cleaning brand, Glad trash bags, and Burt's Bees natural personal care line.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($7.4B)

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Health & Wellness (35%)
Household (30%)
Lifestyle (20%)
International (15%)

Segment Breakdown & Key Customers

Product Details

Clorox Cleaning30%

Clorox bleach, disinfecting wipes, and cleaning sprays

Glad22%

Trash bags, food wraps, and containers

Burt's Bees & Lifestyle28%

Natural personal care, Brita water filtration, Kingsford charcoal

Cat Litter & Other20%

Fresh Step and Scoop Away cat litters

Supply Chain Relationships

Key Customers

Walmart Inc.

Cleaning products and trash bags

Impact: High — ~26% of US sales

Costco Wholesale Corporation

Bulk cleaning and household products

Impact: Medium — club channel

Competitors

Procter & Gamble Company

Cleaning and household products

Impact: High — P&G is dominant competitor

Macro & Market Context

필수소비재Sector News

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

Upcoming Catalysts

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of The Clorox Company.

Company Info

Headquarters

Oakland, California, USA

Founded

1913

Employees

8,700+

Sector Overview — 필수소비재

Sector News

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

Key Themes

  • •원재료비 안정 → 대형 FMCG 마진 회복 (PG·MDLZ·KMB)
  • •사모라벨 강세 — 월마트·코스트코 자체브랜드 점유율 확대
  • •신흥국 프리미엄화 — Nestlé·Unilever 아시아 고마진 제품 확대

Upcoming Catalysts

  • ◆P&G·KO·PEP·WMT Q1 실적 (2026.04)
  • ◆미국 3월 PCE 물가 발표