Clorox Offers Compelling Recovery Valuation Opportunity

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.