# 콜게이트파몰리브 (CL)
> 구강·개인·홈케어와 Hill's 펫뉴트리션 제품을 글로벌 소매·도매·온라인 채널에 판매하며, Walmart가 FY2025 순매출의 약 11%를 차지했다. 원재료와 포장재를 외부에서 조달하고 Google Cloud와 SAP 같은 기업용 IT 서비스를 이용하며, 2025년 Prime100을 인수해 신선 펫푸드로 확장했다.
Canonical: https://valuechain.wiki/colgate-palmolive · Updated: 2026-09-11T19:22:01.345812+00:00 · Source: ValueChain.wiki (refined facts, cited)
**사업 분류**: 브랜드 소비재 (소비 브랜드·유통 · 대표)

**인용용 요약**: 밸류체인 그래프 기준 콜게이트파몰리브의 직접 연결 기업은 3곳(관계 기준 공급 1·매출 2)이고, 사슬을 2차까지 넓히면 64곳에 닿는다. 링크의 근거 출처는 6건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-09-11 기준).

## Financials & segments
- 총매출: FY2025 순매출 203억8200만달러
- 사업부문: 구강관리, 개인관리, 홈케어, 펫뉴트리션

## Annual stock return (as of 2026-09-04)
- 2021: +2.1%
- 2022: -5.4%
- 2023: +3.8%
- 2024: +16.6%
- 2025: -11%
- 2026 YTD: +14.4%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-09-04)
| Company | Chain | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 컴포트 시스템스 USA | lead3 | · | +89% | +17% | +79.6% | +106.9% | +120.9% | +72.8% |
| GE Vernova | lead3 | · | · | · | · | · | +99% | +54% |
| 셰브론 | lead3 | · | +46.2% | +58.5% | -13.6% | +1.3% | +10.1% | +40.7% |
| Equinix | lead3 | · | +20.3% | -21.1% | +25.4% | +19.5% | -16.9% | +37.3% |
| 엑슨모빌 | lead3 | · | +57.6% | +87.4% | -6.3% | +11.3% | +16% | +35.2% |
| 데본 에너지 | lead3 | · | +195.9% | +50.9% | -21.8% | -25.2% | +15% | +34.2% |
| 호스트 호텔스 앤 리조트 | lead3 | · | +18.9% | -4.6% | +27.6% | -5.5% | +7.2% | +30.5% |
| 다이아몬드백 에너지 | lead3 | · | +127.5% | +35.3% | +19.7% | +10.3% | -5.6% | +30% |
| 깃코만 | lead3 | · | +17.5% | -20% | +35.2% | -9.7% | -13.2% | +29.7% |
| 엠코 그룹 | lead3 | · | +39.9% | +16.8% | +46% | +111.3% | +35.1% | +29.2% |
| 윌리엄스 소노마 | lead3 | · | +68.6% | -30.5% | +80.2% | +86.6% | -2.1% | +28.7% |
| 패스널 | lead3 | · | +34.1% | -24.3% | +41.3% | +13.5% | +14% | +28.5% |
| Coca-Cola | lead3 | · | +11.4% | +10.6% | -4.4% | +8.9% | +15.6% | +27.7% |
| 비바 시스템스 | lead3 | · | -6.2% | -36.8% | +19.3% | +9.2% | +6.2% | +23.2% |
| 카디널 헬스 | lead3 | · | -0.4% | +54.1% | +34.1% | +19% | +76.3% | +21.1% |
| 화이자 | lead3 | · | +66.7% | -10.4% | -41.3% | -2.2% | +0.6% | +20.2% |
| Tempus AI | lead3 | · | · | · | · | · | +74.9% | +20.1% |
| 코카콜라 유로퍼시픽 파트너스 | lead3 | · | +15.6% | +2.3% | +24.5% | +18.4% | +21.2% | +16.2% |
| 포드 | lead3 | · | +137.5% | -42.2% | +15.8% | -13.1% | +42.3% | +15.3% |
| 맥케슨 | lead3 | · | +44.2% | +51.8% | +24.1% | +23.7% | +44.5% | +14.8% |
| 알파벳 (구글) | lead3 | · | +65.3% | -39.1% | +58.3% | +36% | +66% | +8.3% |
| 마이크로소프트 | lead3 | · | +52.5% | -28% | +58.2% | +12.9% | +15.6% | +4% |
| Mastercard Inc | lead3 | · | +1.2% | -2.7% | +23.4% | +24.2% | +9% | +2% |
| 얌! 브랜즈 | lead3 | · | +30.1% | -6% | +3.9% | +4.7% | +14.9% | +0.6% |
| Bank of America | lead3 | · | +49.6% | -23.8% | +4.8% | +33.9% | +28% | +0.3% |
| 랄프 로렌 | lead3 | · | +16.7% | -8.4% | +39.8% | +62.9% | +55% | -0.2% |
| PepsiCo | lead3 | · | +20.6% | +6.8% | -3.3% | -7.6% | -1.8% | -2.2% |
| HCA 헬스케어 | lead3 | · | +57.6% | -5.6% | +13.8% | +11.8% | +56.7% | -2.9% |
| 베랄토 | lead3 | · | · | · | · | +24.3% | -1.6% | -3.2% |
| 레스메드 | lead3 | · | +23.4% | -19.5% | -16.5% | +34.2% | +6.3% | -4.4% |
| 크로거 | lead3 | · | +45.4% | +0.4% | +5% | +36.9% | +4.3% | -4.6% |
| 태피스트리 | lead3 | · | +32.3% | -3.3% | +0.2% | +82.8% | +98.7% | -8.2% |
| 익스팬드 에너지 | lead3 | · | · | +62.3% | -14.8% | +33.2% | +14.4% | -9.7% |
| Shopify | lead3 | · | +21.7% | -74.8% | +124.4% | +36.5% | +51.4% | -9.9% |
| 홈디포 | lead3 | · | +59.5% | -22% | +12.8% | +15% | -9.3% | -13.7% |
| 아메리칸 익스프레스 | lead3 | · | +36.9% | -8.5% | +28.7% | +60.3% | +26% | -15.8% |
| 베리스크 애널리틱스 | lead3 | · | +10.9% | -22.3% | +36.2% | +16% | -18.2% | -16.5% |
| 도미노피자 | lead3 | · | +48.4% | -37.9% | +20.7% | +3.2% | +0.9% | -17.2% |
| 애보트 | lead3 | · | +30.5% | -20.7% | +2.3% | +4.8% | +12.9% | -19% |
| IBM | lead3 | · | +16.7% | +10.6% | +21.8% | +39.3% | +38.2% | -21.8% |
| 오티스 월드와이드 | lead3 | · | +30.4% | -8.8% | +16% | +5.2% | -4% | -23.2% |
| 코그니전트 | lead3 | · | +9.6% | -34.5% | +34.4% | +3.5% | +9.7% | -23.6% |
| 기아 | lead3 | · | +3.1% | -13.8% | +54% | +3.7% | +60.1% | -26.9% |
| 차터 커뮤니케이션스 | lead3 | · | -1.4% | -48% | +14.6% | -11.8% | -39.1% | -27.2% |
| 에퀴팩스 | lead3 | · | +52.8% | -33.1% | +28.2% | +3.7% | -14.2% | -32.2% |
| 앨라일람 | lead3 | +0% | +30.5% | +40.1% | -19.5% | +22.9% | +69% | -41.5% |
| 보스턴 사이언티픽 | lead3 | · | +18.2% | +8.9% | +24.9% | +54.5% | +6.8% | -55.2% |
| 트레이드 데스크 | lead3 | · | +14.4% | -51.1% | +60.5% | +63.3% | -67.7% | -68.2% |
| CrowdStrike | lead2 | · | -3.3% | -48.6% | +142.5% | +34% | +37% | +134.7% |
| 팔로알토 네트웍스 | lead2 | · | +56.7% | -24.8% | +111.3% | +23.4% | +1.2% | +127.4% |
| Datadog | lead2 | · | +80.9% | -58.7% | +65.1% | +17.7% | -4.8% | +115.6% |
| Snowflake | lead2 | · | +20.4% | -57.6% | +38.6% | -22.4% | +42.1% | +68.2% |
| Illumina | lead2 | · | +2.8% | -46.9% | -31.1% | -1.3% | -1.8% | +66.4% |
| Schrödinger | lead2 | · | -56% | -46.3% | +91.5% | -46.1% | -7.3% | +52.6% |
| 슐럼버거 | lead2 | · | +39.6% | +81.2% | -0.8% | -24.5% | +3.3% | +52.3% |
| Airbnb Inc | lead2 | · | · | -48.6% | +59.2% | -3.5% | +3.3% | +34.1% |
| 랩코프 | lead2 | · | +54.4% | -24.4% | +13.8% | +2.2% | +10.6% | +25.3% |
| 벡톤 디킨슨 | lead2 | · | +1.9% | +5.1% | -2.7% | -5.4% | -12.6% | +22.8% |
| 유나이티드헬스 그룹 | lead2 | · | +45.2% | +6.9% | +0.8% | -2.4% | -33.1% | +21.9% |
| 라이브 네이션 엔터테인먼트 | lead2 | · | +62.9% | -41.7% | +34.2% | +38.4% | +10% | +21.8% |
| 캐리어 글로벌 | lead2 | · | +45.3% | -22.7% | +41.5% | +20.3% | -21.8% | +14.3% |
| 워터스 | lead2 | · | +50.6% | -8.1% | -3.9% | +12.7% | +2.4% | +14.2% |
| 로크웰 오토메이션 | lead2 | · | +41.2% | -24.8% | +22.6% | -6.2% | +38.4% | +12.3% |
| 애질런트 테크놀로지스 | lead2 | · | +35.5% | -5.5% | -6.4% | -2.7% | +1.9% | +11.5% |
| 오토매틱 데이터 프로세싱 | lead2 | · | +42.6% | -1.3% | -0.2% | +28.4% | -10.2% | +9.6% |
| 힐튼 월드와이드 | lead2 | · | +40.2% | -18.7% | +44.7% | +36.1% | +16.5% | +8.5% |
| 3M | lead2 | · | +4.9% | -29.6% | -3.3% | +46.1% | +26.4% | +6.8% |
| 익스피디아 그룹 | lead2 | · | +36.5% | -51.5% | +73.3% | +22.8% | +53.3% | +5.8% |
| 허벨 | lead2 | · | +35.6% | +15.1% | +42.4% | +28.9% | +7.4% | +4.7% |
| MercadoLibre | lead2 | · | -19.5% | -37.2% | +85.7% | +8.2% | +18.5% | -1.8% |
| 도어대시 | lead2 | · | · | -67.2% | +102.6% | +69.6% | +35% | -6.5% |
| Disney | lead2 | · | -14.5% | -43.9% | +4.3% | +24.4% | +3.3% | -6.7% |
| Uber | lead2 | · | -17.8% | -41% | +149% | -2% | +35.5% | -7.3% |
| 로퍼 테크놀로지스 | lead2 | · | +14.7% | -11.6% | +26.9% | -4.1% | -13.8% | -7.9% |
| 워크데이 | lead2 | · | +14% | -38.7% | +65% | -6.5% | -16.8% | -8.8% |
| 액손 엔터프라이즈 | lead2 | · | +28.1% | +5.7% | +55.7% | +130.1% | -4.4% | -9.2% |
| 컨스텔레이션 브랜즈 | lead2 | · | +16.1% | -6.4% | +5.8% | -7.1% | -36% | -9.2% |
| 세일즈포스 | lead2 | · | +14.2% | -47.8% | +98.5% | +27.8% | -20.2% | -12.9% |
| GE 헬스케어 | lead2 | · | · | · | · | +1.3% | +5.1% | -15.9% |
| Netflix | lead2 | · | +11.4% | -51.1% | +65.1% | +83.1% | +5.2% | -16.5% |
| 스트라이커 | lead2 | · | +10.2% | -7.4% | +23.8% | +21.3% | -1.5% | -20.4% |
| 아이덱스 래버러토리스 | lead2 | · | +31.7% | -38% | +36.1% | -25.5% | +63.6% | -20.9% |
| 컴캐스트 | lead2 | · | -2.2% | -28.7% | +29.1% | -11.8% | -17.3% | -22.3% |
| 어도비 | lead2 | · | +13.4% | -40.7% | +77.3% | -25.5% | -21.3% | -23.9% |
| 오토데스크 | lead2 | · | -7.9% | -33.5% | +30.3% | +21.4% | +0.1% | -26.4% |
| Coupang | lead2 | · | · | -49.9% | +10.1% | +35.8% | +7.3% | -35.2% |
| 페어 아이작 | lead2 | · | -15.1% | +38% | +94.5% | +71% | -15.1% | -44.9% |
| 인튜이트 | lead2 | · | +70.3% | -39.1% | +61.8% | +1.2% | +6.1% | -53.7% |
| 코르테바 | lead2 | · | +23.6% | +25.6% | -17.5% | +20.2% | +18.9% | -80.1% |
| 아마존 | lead1 | · | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +12% |
| Walmart Inc | lead1 | · | +2% | -0.5% | +12.9% | +74% | +24.5% | +0.6% |
| 콜게이트파몰리브 | node | · | +2.1% | -5.4% | +3.8% | +16.6% | -11% | +14.4% |
| 알파벳 (구글) | benef1 | · | +65.3% | -39.1% | +58.3% | +36% | +66% | +8.3% |
| Marvell | benef2 | · | +84.6% | -57.5% | +63.7% | +83.8% | -22.8% | +163.4% |
| Intel | benef2 | · | +6.1% | -46.6% | +94.6% | -59.6% | +84% | +159.6% |
| Wiwynn | benef2 | · | +24.7% | -22.3% | +206.4% | +3.5% | +64.4% | +92.3% |
| 플렉스 | benef2 | · | +1.9% | +17.1% | +41.9% | +67.2% | +57.4% | +81.2% |
| GE Vernova | benef2 | · | · | · | · | · | +99% | +54% |
| Arista Networks | benef2 | · | +97.9% | -15.6% | +94.1% | +87.7% | +18.5% | +47.9% |
| TeraWulf | benef2 | · | +77.1% | -95.5% | +258.2% | +135.8% | +103% | +43.7% |
| 알칩 | benef2 | · | +14.3% | -8.7% | +365.1% | -18.9% | +0.8% | +40.1% |
| Eaton | benef2 | · | +46.7% | -7.2% | +56.2% | +39.5% | -2.8% | +36% |
| NVIDIA | benef2 | · | +125.5% | -50.3% | +239% | +171.2% | +38.9% | +23.2% |
| Quanta | benef2 | · | +22.2% | -12.8% | +254.5% | +12.7% | +8.9% | +21.2% |
| Foxconn | benef2 | · | -5.1% | +2.8% | +7.8% | +80.1% | +26.9% | +16.3% |
| Schneider Electric | benef2 | · | +25.9% | +1.6% | +25.8% | +36.1% | +0.5% | +11.7% |
| NextEra Energy | benef2 | · | +23.4% | -8.5% | -25.3% | +21.5% | +15.5% | +6.2% |
| 듀크 에너지 | benef2 | · | +19.1% | +2% | -1.6% | +15.6% | +12.7% | +5.3% |
| Broadcom | benef2 | · | +56.5% | -13.3% | +104.2% | +110.5% | +50.6% | +5% |
| 아메렌 | benef2 | · | +17.1% | +2.5% | -16.1% | +27.5% | +15.3% | +4.5% |
| 엑셀 에너지 | benef2 | · | +4.4% | +6.4% | -8.7% | +12.3% | +13.9% | +4.1% |
| Berkshire Hathaway | benef2 | · | +29% | +3.3% | +15.5% | +27.1% | +10.9% | +0.7% |
| 컴캐스트 | benef2 | · | -2.2% | -28.7% | +29.1% | -11.8% | -17.3% | -22.3% |
| AT&S | benef3 | · | +57.5% | -22% | -27.6% | -41.3% | +188.9% | +464.3% |
| 삼성전기 | benef3 | · | -11.8% | -18.5% | -1.4% | -2.5% | +110% | +402.2% |
| 난야PCB | benef3 | · | +110.6% | -46.7% | -0.5% | -38.3% | +188.2% | +280.5% |
| 워너브러더스 디스커버리 | benef3 | · | -21.8% | -59.7% | +20% | -24.9% | · | +262% |
| Micron Technology | benef3 | · | +24.2% | -45.9% | +71.9% | -1% | +240.2% | +256.4% |
| 유니마이크론 | benef3 | · | +133.5% | -30.2% | +35.2% | -19.7% | +175.7% | +236.2% |
| UMC | benef3 | · | +43.2% | -40.3% | +39.2% | -19% | +28.8% | +197.3% |
| ASE테크놀로지 | benef3 | · | +38.3% | -12.8% | +60.9% | +10.1% | +65.6% | +191.3% |
| 심텍 | benef3 | · | +119.6% | -34.6% | +12.4% | -63.3% | +392.9% | +185.6% |
| Nebius | benef3 | · | · | · | · | · | +202.2% | +170.5% |
| 미디어텍 | benef3 | · | +27.8% | -26.6% | +52.9% | +58.3% | +24.9% | +168.1% |
| 키옥시아 | benef3 | · | · | · | · | · | +1082.1% | +155% |
| Ibiden | benef3 | · | +30.4% | -19.6% | +51.6% | -38.6% | +261% | +149.3% |
| Arm Holdings | benef3 | · | · | · | · | +64.2% | -11.4% | +143.6% |
| Lumentum | benef3 | · | +11.6% | -50.7% | +0.5% | +60.1% | +339.1% | +139.1% |
| LG이노텍 | benef3 | · | +78.2% | -22% | -28.8% | -22.1% | +66.8% | +134.8% |
| Murata | benef3 | · | -14% | -11.7% | +24.7% | -16.5% | +29.9% | +131.5% |
| 섬코 | benef3 | · | -4.3% | -3.9% | +21.3% | -48.1% | +41.7% | +112.8% |
| Astera Labs | benef3 | · | · | · | · | · | +25.6% | +105.7% |
| 피에스케이 | benef3 | · | +22.7% | -19.6% | +14.2% | -2.6% | +228.2% | +105.7% |
| LG전자 | benef3 | · | -16.2% | -20.9% | -5.8% | -9.5% | +19.2% | +105.5% |
| GlobalWafers | benef3 | · | +26.9% | -29.9% | +14.3% | -39% | +48.9% | +98.1% |
| 어플라이드 머티어리얼즈 | benef3 | · | +83.6% | -37.5% | +68% | +1.1% | +59.6% | +98% |
| SK하이닉스 | benef3 | · | -0.4% | -25.6% | +53.9% | +48.6% | +361.1% | +85.3% |
| Teradyne | benef3 | · | +36.8% | -46.3% | +24.8% | +16.5% | +54.4% | +84.6% |
| Corning | benef3 | · | +5.9% | -11.6% | -1.2% | +60.6% | +87.8% | +77.2% |
| Coherent | benef3 | · | -10% | -48.6% | +24% | +117.6% | +94.8% | +69.4% |
| Entegris | benef3 | · | +44.6% | -52.5% | +83.5% | -17.1% | -14.6% | +65.1% |
| 삼성전자 | benef3 | · | -9% | -14.2% | +20.9% | -26.4% | +212.9% | +63.8% |
| Delta Electronics | benef3 | · | -3.4% | +10.4% | -0.3% | +59.2% | +183.8% | +61.9% |
| ASML | benef3 | · | +64.1% | -30.5% | +39.9% | -7.7% | +55.8% | +61.1% |
| Keysight | benef3 | · | +56.3% | -17.2% | -7% | +1% | +26.5% | +61% |
| 도쿄일렉트론 | benef3 | · | +40.4% | -14.5% | +89.8% | -4.4% | +61.6% | +57.4% |
| Monolithic Power | benef3 | · | +35.5% | -27.8% | +79.8% | -5.6% | +54.5% | +53.7% |
| KLA | benef3 | · | +68% | -11.2% | +56% | +9.4% | +94.5% | +53.3% |
| Analog Devices | benef3 | · | +21% | -4.9% | +23.4% | +8.8% | +29.8% | +51.1% |
| TSMC | benef3 | · | +12.1% | -36.7% | +42.3% | +92.6% | +55.9% | +50.3% |
| 위스트론 | benef3 | · | +7.9% | +9.7% | +272.7% | -1.6% | +22.7% | +49.7% |
| Quanta Services | benef3 | · | +59.5% | +24.6% | +51.7% | +46.6% | +33.7% | +48% |
| HPSP | benef3 | · | · | · | +216.5% | -30.4% | +54.7% | +38.9% |
| onsemi | benef3 | · | +107.5% | -8.2% | +33.9% | -24.5% | -14.1% | +37.4% |
| 페가트론 | benef3 | · | -5.9% | +0.6% | +35.3% | +21.2% | -23.8% | +34.5% |
| SCREEN Holdings | benef3 | · | +40.7% | -13.2% | +220.1% | -24.1% | +84.9% | +33.7% |
| Advantest | benef3 | · | +17% | -2.3% | +155.7% | +49.5% | +196% | +29.9% |
| Amphenol | benef3 | · | +34.9% | -12% | +31.5% | +41.3% | +96.1% | +29.8% |
| 버라이즌 | benef3 | · | -7.5% | -20% | +2.7% | +13.1% | +8.9% | +29.3% |
| Eoptolink | benef3 | · | -10.1% | -27.7% | +136.6% | +197% | +368.8% | +29.1% |
| Tokyo Ohka Kogyo | benef3 | · | -2.7% | -3% | +63.8% | +4.3% | +111.5% | +28.7% |
| InnoLight | benef3 | · | -30.7% | -18.3% | +253.7% | +12% | +468.1% | +25.6% |
| Williams | benef3 | · | +38.4% | +32.8% | +11.9% | +62.3% | +14.9% | +25.2% |
| ASM International | benef3 | · | +44.2% | +2.9% | +68.7% | +10.3% | +25.9% | +25% |
| Digital Realty | benef3 | · | +30.7% | -41% | +39.9% | +35.9% | -10.1% | +23.4% |
| 유나이티드헬스 그룹 | benef3 | · | +45.2% | +6.9% | +0.8% | -2.4% | -33.1% | +21.9% |
| 베리사인 | benef3 | · | +17.3% | -19.1% | +0.3% | +0.5% | +18.4% | +21.3% |
| ABB | benef3 | · | +23.9% | +7.3% | +18.9% | +39% | +36.1% | +18.4% |
| SK텔레콤 | benef3 | · | +7.9% | -12% | +15.8% | +15.5% | +37.5% | +18% |
| Apple | benef3 | · | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +18% |
| 미쓰비시상사 | benef3 | · | +52.5% | +15.9% | +84.1% | -0.3% | +70.2% | +14.7% |
| CoreWeave | benef3 | · | · | · | · | · | · | +14.6% |
| Linde | benef3 | · | +33.4% | -4.4% | +27.7% | +3.2% | +3.2% | +14.6% |
| 신에쓰화학 | benef3 | · | +6.3% | +3.1% | +57.8% | -15.6% | +7.6% | +13.8% |
| Cadence Design Systems | benef3 | · | +36.6% | -13.8% | +69.6% | +10.3% | +4% | +12.9% |
| Merck KGaA | benef3 | · | +42.2% | -0.4% | -19.1% | -2.5% | -12.7% | +12% |
| 아마존 | benef3 | · | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +12% |
| 이토추상사 | benef3 | · | +25.6% | +17.9% | +66.6% | +9.1% | +40.8% | +11.6% |
| BESI | benef3 | · | +33.7% | -6.1% | +121.8% | -9.3% | +35% | +9.8% |
| Synopsys | benef3 | · | +42.1% | -13.4% | +61.3% | -5.7% | -3.2% | +8.6% |
| KYEC | benef3 | · | +26.7% | -7.7% | +132.4% | +38.6% | +171% | +8.4% |
| 돗판인쇄 | benef3 | · | +49.3% | -2.1% | +99.1% | +8.1% | +10.7% | +7.2% |
| Recursion Pharmaceuticals | benef3 | · | · | -55% | +27.9% | -31.4% | -39.5% | +6.6% |
| 크래프트 하인즈 | benef3 | · | +8% | +18.2% | -5% | -13% | -16.3% | +6.1% |
| BlackRock | benef3 | · | +29.4% | -20.4% | +17.9% | +29.3% | +6.6% | +2.8% |
| Siemens Energy | benef3 | · | -35.4% | -2.7% | -27% | +314.2% | +149.9% | +1.8% |
| 니콘 | benef3 | · | +46.2% | +10.9% | +23.1% | +13.7% | +19.7% | -2.4% |
| TE Connectivity | benef3 | · | +35.1% | -27.7% | +24.6% | +3.5% | +61.1% | -3% |
| Cameco | benef3 | · | +63.2% | +4.3% | +90.5% | +19.5% | +78.4% | -3.7% |
| FANUC | benef3 | · | -16.5% | +4.4% | -8.1% | +15.6% | +37.7% | -4.5% |
| Disney | benef3 | · | -14.5% | -43.9% | +4.3% | +24.4% | +3.3% | -6.7% |
| Luxshare | benef3 | · | -11.9% | -30.2% | -21.2% | +58.8% | +29.3% | -7.4% |
| Lasertec | benef3 | · | +78.9% | +2.4% | +57% | -60.6% | +138.9% | -8.5% |
| 워크데이 | benef3 | · | +14% | -38.7% | +65% | -6.5% | -16.8% | -8.8% |
| Photronics | benef3 | · | +68.9% | -10.7% | +86.4% | -24.9% | +35.8% | -9% |
| Brookfield | benef3 | · | · | · | +45.6% | +39.7% | -0.2% | -9.7% |
| TKO 그룹 홀딩스 | benef3 | · | +3.6% | +39.9% | +23.9% | +74.2% | +48.9% | -10.3% |
| Fabrinet | benef3 | · | +52.7% | +8.2% | +48.4% | +15.5% | +107.1% | -10.5% |
| 폭스 | benef3 | · | +28.2% | -16.6% | -0.8% | +66.3% | +51.8% | -13.8% |
| 아메리칸 익스프레스 | benef3 | · | +36.9% | -8.5% | +28.7% | +60.3% | +26% | -15.8% |
| 닌텐도 | benef3 | · | -4.1% | +3.4% | +53.3% | +25.6% | -0.6% | -17.4% |
| Mobileye | benef3 | · | · | · | +23.6% | -54% | -47.6% | -18% |
| 퍼스트 솔라 | benef3 | · | -11.9% | +71.9% | +15% | +2.3% | +48.2% | -21.7% |
| BYD일렉트로닉스 | benef3 | · | -56.1% | +16% | -0.4% | +60.6% | -19.4% | -24.1% |
| 차터 커뮤니케이션스 | benef3 | · | -1.4% | -48% | +14.6% | -11.8% | -39.1% | -27.2% |
| Rigetti Computing | benef3 | · | · | -92.9% | +35.1% | +1449.2% | +45.2% | -31.4% |
| UBTech | benef3 | · | · | · | · | -21.6% | +95.4% | -38.8% |
| D-Wave Quantum | benef3 | · | · | -85.3% | -38.9% | +854.5% | +211.3% | -44.3% |

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 as of 2026-09-04)

## Money in · revenue from (2)
### Walmart Inc (high)  → /walmart.md
- metric: 매출 비중 11 percent · FY2025 · Walmart 및 계열사 매출이 콜게이트파몰리브 순매출에서 차지한 비중
- 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.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-23) https://www.sec.gov/Archives/edgar/data/21665/000002166526000006/cl-20251231.htm: "Walmart와 그 계열사에 대한 매출은 2025년 순매출의 약 11%였다."
- [confirms] Walmart Data Ventures (EN, analysis, published 2025-10-29) https://www.walmartdataventures.com/content/dam/walmartdataventures/images/inspire/25/casestudies/colgate/Inspire-2025-Case-Study_Colgate.pdf: "콜게이트파몰리브 팀은 Walmart에서 Tom's of Maine을 구매하는 고객을 자사 1차 데이터로 분석했다."

### 아마존 (mid)  → /amazon.md
- note: Amazon UK는 콜게이트를 자사 판매 채널의 공급 파트너로 명시했다. 상대별 매출액이나 비중은 공개되지 않았다.
- [confirms] Amazon UK (EN, news, published 2025-06-01) https://www.aboutamazon.co.uk/news/community/amazon-you-buy-we-donate: "Amazon은 콜게이트를 포함한 공급 파트너의 대상 제품이 Amazon.co.uk에서 판매된다고 설명했다."

## Money out · pays to (2)
### 알파벳 (구글) (high)  → /alphabet.md
- note: 콜게이트파몰리브는 Google Kubernetes Engine을 선호 관리 환경으로 채택했고 Cloud Run도 내부 애플리케이션에 사용한다. Google Cloud에 지급하는 금액은 공개되지 않았다.
- [confirms] Google Cloud Blog (EN, news, published 2023-07-13) https://cloud.google.com/blog/products/containers-kubernetes/colgate-uses-cloud-run-for-serverless-containers?hl=en: "콜게이트파몰리브는 Kubernetes를 사용하며 Google Kubernetes Engine을 선호 관리 방식으로 채택했다."

### SAP SE (high)
- note: SAP는 콜게이트파몰리브가 2024년 4분기에 RISE with SAP를 선택한 고객이라고 공시했다. 계약 금액은 공개되지 않았다.
- [confirms] SEC EDGAR (EN, filing, published 2025-01-29) https://www.sec.gov/Archives/edgar/data/1000184/000110465925006886/tm254685d1_ex99-1.htm: "SAP는 2024년 4분기 RISE with SAP 선택 고객 명단에 콜게이트파몰리브를 포함했다."

## Investments (1)
### Prime100 (high)
- metric: 금액 $301M · 2025 acquisition · Care TopCo Pty Ltd 및 Prime100 인수 현금 대가의 미 달러 환산액
- 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.
- [confirms] 초이스스탁US (KO, analysis, published 2026-04-29) https://www.choicestock.co.kr/stock/research_view/7595: "2025년 Prime100에 대한 전략적 M&A 추진을 통해 기존의 건식·습식 처방식 중심에서 냉장·신선 사료 시장으로 포트폴리오를 넓혔다."
- [confirms] SEC EDGAR (EN, filing, published 2026-02-23) https://www.sec.gov/Archives/edgar/data/21665/000002166526000006/cl-20251231.htm: "회사는 Prime100 보유사 Care TopCo를 현금 약 3억100만달러에 인수했다."

## 질문별 엔드포인트
- 누가 콜게이트파몰리브의 고객인가? 콜게이트파몰리브의 매출은 어디서 오는가? → https://valuechain.wiki/colgate-palmolive/customers.md
- 콜게이트파몰리브의 주요 공급사는 어디인가? 콜게이트파몰리브의 비용은 누구에게 가는가? → https://valuechain.wiki/colgate-palmolive/suppliers.md
- 콜게이트파몰리브 주가가 움직이면 누가 수혜를 보는가? 콜게이트파몰리브의 가치사슬 파급은 어디까지인가? → https://valuechain.wiki/colgate-palmolive/ripple.md
- 증권가가 보는 콜게이트파몰리브: 목표주가와 투자의견은? → https://valuechain.wiki/colgate-palmolive/consensus.md

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