Linda Rendle

“Throughout fiscal year 2026, we operated in a dynamic environment marked by heightened value-seeking behavior, increased competitive activity, inflationary pressures, and ongoing macroeconomic uncertainty.”

“As we approached fiscal year 2026, we knew it would take a disciplined, phased approach. In the front half of the year, we intentionally focused on implementing and stabilizing our new ERP.”

“A good reminder that this presentation contains forward-looking statements. I know you take that as seriously as we do. And with that, let's get started. So today we want to talk about how we continue to position Clorox well, as Andrew highlighted, to continue to deliver long-term shareholder value.”

“Before we get into your questions, I want to take a moment to frame where we are in our transformation and how we're navigating a highly dynamic environment. We entered the year knowing the first half would be challenging given the volatile macroeconomic environment and the temporary impacts of our ERP implementation.”

“As Lisa mentioned, we are all grateful that you're able to join this afternoon's call. As you saw, we issued a press release announcing we've reached a definitive agreement to acquire Gojo Industries, the makers of the Purell brand, a leader that is synonymous with skin health and hygiene.”