Here's What Hit Church & Dwight (CHD) in 2025

By Soumya Eswaran | January 13, 2026, 7:35 AM

Fundsmith, an investment management firm based in London, has released its annual 2025 investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The fund focuses on investing in equities globally. The T Class Accumulation shares where the firm invested returned 0.8% in 2025, compared to 12.8% for the MSCI World Index (‘Index’) in sterling with dividends reinvested. Since its inception, the fund has returned 1.7% p.a. more than the index. The fund attributed its underperformance during 2025 to index concentration, the growth of assets in Index Funds, and weakness in the dollar. In addition, please check the fund’s top five holdings to know its best picks in 2025.

 In its fourth-quarter 2025 investor letter, Fundsmith Equity Fund highlighted stocks such as Church & Dwight Co., Inc. (NYSE:CHD). Headquartered in Ewing, New Jersey, Church & Dwight Co., Inc. (NYSE:CHD) is a consumer goods company that focuses on household, personal care, and specialty products. On January 12, 2026, Church & Dwight Co., Inc. (NYSE:CHD) stock closed at $86.66 per share. One-month return of Church & Dwight Co., Inc. (NYSE:CHD) was 2.50%, and its shares lost 17.69% of their value over the last 52 weeks. Church & Dwight Co., Inc. (NYSE:CHD) has a market capitalization of $21.11 billion.

Fundsmith Equity Fund stated the following regarding Church & Dwight Co., Inc. (NYSE:CHD) in its fourth quarter 2025 investor letter:

"Church & Dwight Co., Inc. (NYSE:CHD), the consumer staples business, seems to be suffering from the fact that the mixed fortunes of different groups of consumers in the US economy, far from driving consumers towards its discount products, is instead impoverishing those consumers who naturally gravitate towards them."

Wells Fargo Reworks 2026 Staples Outlook, Cuts Church & Dwight (CHD) Target

Church & Dwight Co., Inc. (NYSE:CHD) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 44 hedge fund portfolios held Church & Dwight Co., Inc. (NYSE:CHD) at the end of the third quarter, up from 39 in the previous quarter. In Q3 2025, Church & Dwight Co., Inc. (NYSE:CHD) reported revenue was up 5% and organic sales were up 3.4%. While we acknowledge the potential of Church & Dwight Co., Inc. (NYSE:CHD) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Church & Dwight Co., Inc. (NYSE:CHD) and shared the list of best consumer staples dividend stocks to invest in. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.

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