If You Can’t Clean Your Own Mess, Don’t Sell Me Bleach

The Clorox Company (CLX)

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• Ticker: CLX

• Current Price: ~$106

• The Narrative: A Green cleaning giant caught whitewashing its environmental record while tripping over its own IT cables.

  What do you invest in? Let us know.

• Helix Verdict: Structural Short. The tension between their clean world marketing and dirty operations reality is snapping.

• Key Data Points:

  • Revenue Growth: -19% YoY (Abysmal).

  • ROIC: ~24% (TTM), but highly volatile due to earnings crashes.

  • Greenwashing Risk: CRITICAL. Fined $8.25M for false Ocean Plastic claims.

  • Valuation: P/E ~16.4x (Discount to PG’s 21x, but a value trap).

    Are you joining me on Sunday?

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