The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how household products stocks fared in Q1, starting with Spectrum Brands (NYSE: SPB).

Household products stocks are generally stable investments, as many of the industry's products are essential for a comfortable and functional living space. Recently, there's been a growing emphasis on eco-friendly and sustainable offerings, reflecting the evolving consumer preferences for environmentally conscious options. These trends can be double-edged swords that benefit companies who innovate quickly to take advantage of them and hurt companies that don't invest enough to meet consumers where they want to be with regards to trends.

The 10 household products stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 2.7% while next quarter’s revenue guidance was in line.

While some household products stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 2.6% since the latest earnings results.

Best Q1: Spectrum Brands (NYSE: SPB)

A leader in multiple consumer product categories, Spectrum Brands (NYSE: SPB) is a diversified company with a portfolio of trusted brands spanning home appliances, garden care, personal care, and pet care.

Spectrum Brands reported revenues of $708.9 million, up 4.9% year on year. This print exceeded analysts’ expectations by 4.4%. Overall, it was a stunning quarter for the company with an impressive beat of analysts’ EBITDA estimates.

Unsurprisingly, the stock is down 5.2% since reporting and currently trades at $80.63.

Is now the time to buy Spectrum Brands? Access our full analysis of the earnings results here, it’s free.

Reynolds (NASDAQ: REYN)

Best known for its aluminum foil, Reynolds (NASDAQ: REYN) is a household products company whose products focus on food storage, cooking, and waste.

Reynolds reported revenues of $877 million, up 7.2% year on year, outperforming analysts’ expectations by 6.6%. The business had a very strong quarter with an impressive beat of analysts’ EBITDA and organic revenue estimates.

Reynolds achieved the biggest analyst estimates beat among its peers. The market seems content with the results as the stock is up 2% since reporting. It currently trades at $21.72.

Is now the time to buy Reynolds? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: Church & Dwight (NYSE: CHD)

Best known for its Arm & Hammer baking soda, Church & Dwight (NYSE: CHD) is a household and personal care products company with a vast portfolio that spans laundry detergent to toothbrushes to hair removal creams.

Church & Dwight reported revenues of $1.47 billion, flat year on year, exceeding analysts’ expectations by 0.7%. Still, it was a mixed quarter as it posted EPS guidance for next quarter missing analysts’ expectations.

As expected, the stock is down 3.6% since the results and currently trades at $93.53.

Read our full analysis of Church & Dwight’s results here.

Colgate-Palmolive (NYSE: CL)

Formed after the 1928 combination between toothpaste maker Colgate and soap maker Palmolive-Peet, Colgate-Palmolive (NYSE: CL) is a consumer products company that focuses on personal, household, and pet products.

Colgate-Palmolive reported revenues of $5.32 billion, up 8.4% year on year. This result topped analysts’ expectations by 1.8%. Overall, it was a satisfactory quarter as it also recorded a decent beat of analysts’ revenue estimates.

The stock is up 2.7% since reporting and currently trades at $87.69.

Read our full, actionable report on Colgate-Palmolive here, it’s free.

WD-40 (NASDAQ: WDFC)

Short for “Water Displacement perfected on the 40th try”, WD-40 (NASDAQ: WDFC) is a renowned American consumer goods company known for its iconic and versatile spray, WD-40 Multi-Use Product.

WD-40 reported revenues of $161.7 million, up 10.7% year on year. This print beat analysts’ expectations by 4.7%. It was a strong quarter as it also produced a solid beat of analysts’ EBITDA and revenue estimates.

WD-40 delivered the fastest revenue growth among its peers. The stock is down 7.9% since reporting and currently trades at $205.40.

Read our full, actionable report on WD-40 here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.