Cascades tissue up,
packaging down 

"Tissue sales short of target"
Favorable price increases

Cascades the $5Bn in sales leading Canada based, tissue & packaging boardmaker reported soft sales growth in Q4'25. CEO Hugues Simon reported "Packaging results were within expectations,; but our tissue business fell short of targeted levels". Full analysis here, first

KP Tissue's roll
back maintains

Consumer and Business
market demand returns

KP Tissue ex-Kruger) the Canada based international tissuemaker recovered from a huge drop in demand in both consumer & business supply markets during Covid, boosted by volume of facial tissue in consumer markets at Kleenex's expense. We analyse ceoDino Bianco's Q4'25 report here, first

Unilever hygiene
sales picked up!

Personal, Home & Biz Care
strong gaining market share

Unilever the $50Bn+ hygiene, food & refreshments giant reported stronger growth in Q3'25. CEO Fernando Fernandez commented "We became a simpler, sharper, and faster delivering volume growth, positive mix and strong gross margin". Full analysis here, first 

Ecolab's pricing 
powers growth

Winning business from
new growth categories

Ecolab the $16Bn in sales, cleaning & hygiene supplier to the health care & food services market, reported a volume slowdown across main categories;  in Q4'25. CEO Chris Beck said "We are driving better-than-expected savings from our One Ecolab productivity initiatives" Full analysis here, first 

K-C sells UK
tissue assets

Northwood consolidates
hygiene making facilities

Kimberly Clark (K-C) has agreed to sell its 30,000-tonne tissue mill and National Distribution Centre in the UK to Northwood Hygiene. The move follows its sale of international Kleenex bisiness and massive investment into new health care categories via its Kenvue acquisition.  Great move for $700m in revenues Northwood? Full story here, first

Clorox: clogged!
Volume/prices flat

Complacent chems maker
claimed mkt share gains?

Clorox, the $7Bn in sales, cleaning brands giant, reported declining volumes and pricing again in Q2'26. Lack lustre ceo Linda Rendle said "in line with our expectations and reflect continued progress against our strategic priorities"?  Full analysis here, first 

Grainger maintains
growth consistency

Accelerates market share
by "Keeping World Working"

Grainger the $17Bn+ in sales, leading international broadline industrial & business supplier reported consistent sales momentum in Q4'25. "We delivered exceptional service and accelerating strength in the Endless Assortment segment" commented ceo DG MacPherson. Full analysis here, first 

Clorox clobbered
by safety penalty 

CEO hit by poor srvc, lost
share; 

SAP system failures

Cleaning giant Clorox's ceo Linda Rendle has had a horrible couple of years. Declining sales volumes, double-digit price increases, -30% market cap loss, poor customer service, lost market share and horrendous SAP system failures.  The straw that may break investor's patience is a new safety penalty, in spite of the GOJO acquisition distraction? Full analysis here, first...

K-C outpaces
soft hygiene mkt

Personal Care,Tissue+Pro
steady. Gained mkt share?

Kimberly-Clark (K-C) the $16Bn (post divesting internationalKleenex biz) global personal hygiene brandmaker, reported steady growth in Q4'25. Bullish CEO Mike Hsu commented on "We delivered innovation across the value spectrum,  share gain-led volume-plus-mix growth". Full report analysis here, first 

Clorox's cloudy
distraction deal?

Cleaning giant disguising
poor core performance?

Clorox the $6Bn in sales, cleaning brands giant, has acquired GOJO the Purell hygiene solutions maker. CEO Linda Rendle said "This acquisition scales our fastest growing segment – Health and Wellness". Big question over this extraordinary deal: Is this a convenient play to distract from poor execution eg. lost market share, customer service and SAP systems? Full analysis here, first