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EDA","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null},{"slug":"jsr","name":"JSR","name_en":"JSR Corporation","tier":3,"returns_yearly":null},{"slug":"shinko","name":"신코덴키","name_en":"Shinko Electric Industries","tier":3,"returns_yearly":null}],"analysis":"글로벌 구강·펫케어 기업. 2026년 +14.4%다. 수요단(평균 +4.4%)·본주(+14.4%)·공급단(평균 +8.3%)이 비슷한 보폭이다. 전파가 한 바퀴 돈 동조 국면이라, 다음 구간은 사슬 방향보다 개별 실적이 가른다. 연결 노드 중 가장 앞선 곳은 아마존(+12%), 가장 처진 곳은 월마트(-3.2%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Colgate-Palmolive Company operates across Global oral and pet care. It is +14.4% in 2026. Demand side (avg +4.4%), the stock (+14.4%) and supply side (avg +8.3%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is Amazon (+12%) and the furthest behind is Walmart Inc (-3.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It procures raw and packaging materials externally, uses enterprise technology from Google Cloud and SAP, and expanded into fresh pet food by acquiring Prime100 in 2025.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Prime100","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-23","basis":"Care TopCo Pty Ltd 및 Prime100 인수 현금 대가의 미 달러 환산액","value":301000000,"period":"2025 acquisition","basis_en":"U.S. dollar equivalent cash consideration for the acquisition of Care TopCo Pty Ltd and Prime100","qualifier":"approximately"},"note":"콜게이트파몰리브는 2025년 4월 30일 Prime100 보유사 Care TopCo Pty Ltd를 현금 약 3억100만달러에 인수했다. 이 거래로 Hill's 펫뉴트리션은 호주 신선 펫푸드 시장에 진입했다.","note_en":"Colgate-Palmolive acquired Care TopCo Pty Ltd, owner of Prime100, on April 30, 2025 for about $301 million in cash. The deal gave Hill's Pet Nutrition entry into Australia's fresh pet food market.","sources":[{"stance":"confirms","publisher":"초이스스탁US","publisher_en":"ChoiceStock US","kind":"analysis","lang":"ko","published_at":"2026-04-29","url":"https://www.choicestock.co.kr/stock/research_view/7595","title":"[분석] 63년 배당 귀족주 콜게이트파몰리브(CL), 치약을 넘어 반려동물까지","title_en":"[Analysis] Colgate-Palmolive, a 63-Year Dividend Aristocrat, Expands Beyond Toothpaste into Pet Care","excerpt":"2025년 Prime100에 대한 전략적 M&A 추진을 통해 기존의 건식·습식 처방식 중심에서 냉장·신선 사료 시장으로 포트폴리오를 넓혔다.","excerpt_en":"The 2025 Prime100 acquisition expanded the portfolio from dry and wet prescription diets into refrigerated and fresh pet food."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-23","url":"https://www.sec.gov/Archives/edgar/data/21665/000002166526000006/cl-20251231.htm","title":"COLGATE PALMOLIVE CO 10-K (2026-02-23)","title_en":"COLGATE PALMOLIVE CO 10-K (2026-02-23)","excerpt":"회사는 Prime100 보유사 Care TopCo를 현금 약 3억100만달러에 인수했다.","excerpt_en":"Cash consideration of AU $471 (approximately $301)."}]},{"direction":"revenue","counterparty":"Walmart Inc","counterparty_slug":"walmart","confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2026-02-23","basis":"Walmart 및 계열사 매출이 콜게이트파몰리브 순매출에서 차지한 비중","value":11,"period":"FY2025","basis_en":"Share of Colgate-Palmolive net sales generated from Walmart and its affiliates","qualifier":"approximately"},"note":"Walmart와 그 계열사는 FY2025 순매출의 약 11%를 차지한 최대 공개 고객이다. Walmart의 자사 데이터 분석 사례도 콜게이트파몰리브 브랜드가 Walmart 매장과 온라인에서 판매되고 있음을 확인한다.","note_en":"Walmart and its affiliates were Colgate-Palmolive's largest disclosed customer, accounting for about 11% of FY2025 net sales. Walmart's own data case study also confirms that Colgate-Palmolive brands are sold through Walmart stores and online.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-23","url":"https://www.sec.gov/Archives/edgar/data/21665/000002166526000006/cl-20251231.htm","title":"COLGATE PALMOLIVE CO 10-K (2026-02-23)","title_en":"COLGATE PALMOLIVE CO 10-K (2026-02-23)","excerpt":"Walmart와 그 계열사에 대한 매출은 2025년 순매출의 약 11%였다.","excerpt_en":"Our sales to Walmart, Inc. and its affiliates represented approximately 11% of our Net sales in 2025."},{"stance":"confirms","publisher":"Walmart Data Ventures","publisher_en":"Walmart Data Ventures","kind":"analysis","lang":"en","published_at":"2025-10-29","url":"https://www.walmartdataventures.com/content/dam/walmartdataventures/images/inspire/25/casestudies/colgate/Inspire-2025-Case-Study_Colgate.pdf","title":"Looking Closer: Unlocking Opportunity for Tom's of Maine at Walmart","title_en":"Looking Closer: Unlocking Opportunity for Tom's of Maine at Walmart","excerpt":"콜게이트파몰리브 팀은 Walmart에서 Tom's of Maine을 구매하는 고객을 자사 1차 데이터로 분석했다.","excerpt_en":"The Colgate-Palmolive team started with a simple question: Who are the Walmart shoppers purchasing Tom's of Maine?"}]},{"direction":"cost","counterparty":"알파벳 (구글)","counterparty_slug":"alphabet","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2023-07-13","basis":"Google Cloud 관리형 컨테이너 및 서버리스 서비스 이용액","value":null,"period":"2023","basis_en":"Spending on Google Cloud managed container and serverless services","qualifier":"confirmed_no_disclosed_value"},"note":"콜게이트파몰리브는 Google Kubernetes Engine을 선호 관리 환경으로 채택했고 Cloud Run도 내부 애플리케이션에 사용한다. Google Cloud에 지급하는 금액은 공개되지 않았다.","note_en":"Colgate-Palmolive adopted Google Kubernetes Engine as its preferred managed environment and also uses Cloud Run for internal applications. Its spending on Google Cloud has not been disclosed.","sources":[{"stance":"confirms","publisher":"Google Cloud Blog","publisher_en":"Google Cloud Blog","kind":"news","lang":"en","published_at":"2023-07-13","url":"https://cloud.google.com/blog/products/containers-kubernetes/colgate-uses-cloud-run-for-serverless-containers?hl=en","title":"Managed containers: An enterprise standard at Colgate-Palmolive","title_en":"Managed containers: An enterprise standard at Colgate-Palmolive","excerpt":"콜게이트파몰리브는 Kubernetes를 사용하며 Google Kubernetes Engine을 선호 관리 방식으로 채택했다.","excerpt_en":"At Colgate-Palmolive, we rely on Kubernetes and have embraced Google Kubernetes Engine as our preferred way to manage it."}]},{"direction":"cost","counterparty":"SAP SE","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2025-01-29","basis":"RISE with SAP 기업용 클라우드 계약 금액","value":null,"period":"Q4 2024","basis_en":"Contract value for RISE with SAP enterprise cloud services","qualifier":"confirmed_no_disclosed_value"},"note":"SAP는 콜게이트파몰리브가 2024년 4분기에 RISE with SAP를 선택한 고객이라고 공시했다. 계약 금액은 공개되지 않았다.","note_en":"SAP disclosed Colgate-Palmolive as a customer that selected RISE with SAP in the fourth quarter of 2024. The contract value was not disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-01-29","url":"https://www.sec.gov/Archives/edgar/data/1000184/000110465925006886/tm254685d1_ex99-1.htm","title":"SAP Announces Q4 and FY 2024 Results","title_en":"SAP Announces Q4 and FY 2024 Results","excerpt":"SAP는 2024년 4분기 RISE with SAP 선택 고객 명단에 콜게이트파몰리브를 포함했다.","excerpt_en":"Customers continued to choose ‘RISE with SAP.’ These customers included Colgate-Palmolive."}]},{"direction":"revenue","counterparty":"아마존","counterparty_slug":"amazon","confidence":"mid","metric":{"type":"revenue_share","unit":"percent","as_of":"2025-06-01","basis":"Amazon 판매 채널을 통한 콜게이트파몰리브 매출 비중","value":null,"period":"2025","basis_en":"Share of Colgate-Palmolive revenue generated through Amazon's retail channel","qualifier":"confirmed_no_disclosed_value"},"note":"Amazon UK는 콜게이트를 자사 판매 채널의 공급 파트너로 명시했다. 상대별 매출액이나 비중은 공개되지 않았다.","note_en":"Amazon UK identifies Colgate as a supplier partner in its retail channel. Revenue attributable to Amazon has not been disclosed.","sources":[{"stance":"confirms","publisher":"Amazon UK","publisher_en":"Amazon UK","kind":"news","lang":"en","published_at":"2025-06-01","url":"https://www.aboutamazon.co.uk/news/community/amazon-you-buy-we-donate","title":"Buy two eligible products and Amazon will donate a third to charity through ‘You Buy. We Donate’","title_en":"Buy two eligible products and Amazon will donate a third to charity through ‘You Buy. We Donate’","excerpt":"Amazon은 콜게이트를 포함한 공급 파트너의 대상 제품이 Amazon.co.uk에서 판매된다고 설명했다.","excerpt_en":"Amazon and its supplier partners, including Colgate, will donate a third item at no additional cost to shoppers."}]}]}