CLColgate-Palmolive Company
AI adoption · Q1 2026 earnings call
Consumer StaplesPiloting
5
extracted from this call
3 / 5
operational, no hard numbers
Not disclosed
no breakout in this call
AI was mentioned briefly and incidentally on this call, primarily as one item in a list of capability investments (alongside data, analytics, and digital) and as a tool being used by Latin America operations. The most specific reference was to 'Promo AI' as a revenue growth management lever. No financial quantification of AI investments or outcomes was provided, and no analyst asked a dedicated AI question.
Adopter
See full leaderboard →33/ 100
51
stage: piloting · max spec: 3
0
no quantified disclosure
65
2 scopes
product_embeddedinternal_use
5 AI mentions from this call.
Extracted verbatim from the CL Q1 2026 earnings call transcript. Speaker, section, and specificity tier surfaced for each mention.
- T2Prepared remarks· CEO· Product-embedded AI
“We believe our efforts in RGM, Promo AI and funding the growth give us the ability to drive profit and EPS growth even in a period of significant cost inflation.”
— Noel Wallace, CL earnings callPromo AI - T2Q&A· CEO· Internal useYou flagged that even with the cost inflation headwinds, your plan to stay disciplined on brand spend. Clearly, a lot of your peers feel the same. But I'm wondering how your strategy and management of brand spend potentially pivots given the cost environment, looking for additional efficiencies, for example?
“we're spending significantly more time understanding ROI as more of our money moves into digital advertising.”
— Noel Wallace, CL earnings call - T2Q&A· CEO· Internal useYou flagged that even with the cost inflation headwinds, your plan to stay disciplined on brand spend. Clearly, a lot of your peers feel the same. But I'm wondering how your strategy and management of brand spend potentially pivots given the cost environment, looking for additional efficiencies, for example?
“that might include increased focus on social commerce or agentic commerce.”
— Noel Wallace, CL earnings call - T2Q&A· CEO· Internal useSo I was hoping to get some perspective on Latin America. Another strong volume quarter. Can you maybe just give us some more context on category growth and market share performance in the region?
“some of the work they're using AI for is excellent.”
— Noel Wallace, CL earnings call - T1Prepared remarks· CEO· Internal use
“We have built our capabilities in areas like innovation, data, analytics, digital, AI, and we'll continue to invest behind them and scale them across the organization.”
— Noel Wallace, CL earnings call
What management wouldn’t quantify.
Analyst questions where management declined to share a specific number. The pattern of refusals is often as informative as the disclosures.
- No quantification of AI investment levels (capex or opex) was provided.
- No revenue, margin, or productivity metrics were attributed to AI initiatives.
- Promo AI was named but not described in terms of deployment scope, user base, or measured outcomes.
- No analyst asked a dedicated AI question, so management was not pressed for specifics.
- The reference to Latin America using AI was entirely qualitative with no supporting metrics.
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