Industry Newsconsumer packaged goodsvaluationcloroxerp implementation
Clorox Offers Compelling Recovery Valuation Opportunity
4.9
Jack Beiro's bullish thesis on The Clorox Company, published Feb. 3, 2026, argues CLX is undervalued at about $109.70 (Jan. 28), trading near 16x forward earnings. He attributes the selloff to a $580 million ERP failure causing a 17% organic sales decline but notes stabilization—92% fill rates and expected normalization by March 2026—supporting $134–145 intrinsic value and a 4.78% dividend yield.
Key Points
- 1Presents 16x forward valuation and $109.70 share price as of January 28, 2026
- 2Cites $580M ERP failure causing 17% organic sales decline and supply-chain disruptions
- 3Suggests recovery by March 2026 with 92% fill rates and $75–100M savings
Scoring Rationale
Moderate practical investment insight with specific price targets, limited by single-source thesis and narrow consumer-goods relevance.
Sources
Public references used for this report.
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