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Campaigns / Spruce Point Capital → Church & Dwight Co., Inc.
Spruce Point Capital vs. Church & Dwight Co., Inc.

Church & Dwight Co., Inc. · CHD

1 deck published between 2019-09-05 and 2019-09-05 — 92 pages, 92 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2019-09-05 initial thesis

    2019 09 64e7a4cfc4950214996e74ae_chd_research_thesis_9 5 2019 compactado

    92pp · full_deck

    CHD trades at an all-time-high premium as a trade-war safe haven, but CEO Farrell's financial-engineering roll-up is cracking; 35-50% downside to $40-$52/share.