$CL·8-K

COLGATE PALMOLIVE CO · Mar 17, 4:33 PM ET

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COLGATE PALMOLIVE CO 8-K

Research Summary

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Updated

Colgate-Palmolive Reorganizes Reporting Segments, Creates EMEA Segment

What Happened

  • Colgate-Palmolive Company filed an 8-K on March 17, 2026 announcing a change to its reportable operating segments, effective for the quarter ending March 31, 2026 (Q1 2026).
  • The Company is combining its Europe and Africa/Eurasia reportable segments (excluding Russia and Belarus) with its Skin Health business (previously reported within North America) to form a new "Europe, Middle East and Africa" reportable operating segment.
  • Russia and Belarus, previously included in the Africa/Eurasia segment, will now be reported within the Asia Pacific reportable operating segment. The company said this realignment did not affect its historical consolidated results of operations, financial position or cash flows and has recast historical geographic segment information to conform to the new structure.

Key Details

  • Filing date: March 17, 2026; change effective for quarter ending March 31, 2026.
  • New segment: Europe, Middle East & Africa = Europe + Africa/Eurasia (excl. Russia & Belarus) + Skin Health business.
  • Russia and Belarus will be reported under Asia Pacific going forward.
  • Company recast historical geographic segment information for comparability; consolidated financials were not changed.

Why It Matters

  • This changes how Colgate will present geographic and business-line results going forward, which affects how investors and analysts compare regional revenue and profitability over time.
  • Recasting historical segment data helps maintain comparability for quarterly results and revenue trends, but investors should note future segment disclosures (revenues, margins) will follow the new structure.
  • The move is part of Colgate’s Strategic Growth and Productivity Program and is intended to optimize scale and support growth in the Europe/EMEA region; it does not itself change consolidated earnings or cash flows.

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