Ecolab has broadened its exclusive partnership with Home Depot by launching a new Scientific Clean product line in Canada, adding nine professional‑grade cleaners that will be sold in more than 180 Home Depot stores and online. The new line includes degreasers, bathroom cleaners, pressure‑wash concentrates, and floor‑care solutions, extending the brand’s reach into the Canadian consumer and commercial markets.
The partnership began in February 2023, when Ecolab first introduced its Scientific Clean line to Home Depot. Since then the line has grown from nearly 20 products to over 45, covering bathrooms, kitchens, outdoor spaces, and industrial applications. The Canadian launch adds a focused set of nine products that complement the existing portfolio and provide Home Depot customers with a full spectrum of professional‑grade cleaning solutions.
Ecolab’s strategy is to diversify its distribution channels and tap into the growing demand for high‑quality cleaning products among residential, small‑business, and institutional customers. By leveraging Home Depot’s extensive retail network, Ecolab can reach a broader customer base without the need for a dedicated retail presence, aligning with its goal of expanding the Scientific Clean brand and driving incremental revenue in North America.
Ecolab’s Q3 2025 earnings provide context for the partnership’s potential impact. The company reported an adjusted EPS of $2.07, beating the consensus estimate of $2.06 by $0.01 (0.5%) and a revenue of $4.17 billion, slightly ahead of the $4.12 billion forecast. The earnings beat was driven by a 3% lift in value pricing, a 1% volume increase, and an operating‑income margin expansion to 18.7% from 17.5% in the prior year, reflecting disciplined cost management and a favorable product mix. Revenue growth was supported by strong performance in the Institutional & Specialty and Food & Beverage segments, while the Life Sciences, Pest Elimination, Global High‑Tech, and Ecolab Digital engines all grew double‑digits.
Investors reacted to the earnings with concern over decelerating volume growth, prompting BMO Capital and Stifel to lower their price targets. The market’s focus on volume trends highlights the importance of sustained demand for the new Canadian retail channel, even as Ecolab maintains pricing power and margin expansion. The partnership is therefore seen as a strategic move to offset potential top‑line headwinds and reinforce the company’s growth trajectory.
CEO Christophe Beck praised the quarter’s performance, noting that “value pricing accelerated from 2% to 3%, volume grew 1%, and operating income margin expanded to 18.7%.” VP Lisa Kirkland added that the Canadian launch “brings professional‑grade cleaning solutions to Canadians, simplifying everyday routines and supporting healthier environments.” These comments underscore Ecolab’s confidence in its product mix and its commitment to expanding the Scientific Clean brand through retail channels.
The Canadian launch positions Ecolab to capture growth in both consumer and commercial cleaning segments, supporting its broader goal of delivering sustainable, high‑value solutions worldwide. With a target of 20% operating‑income margin by 2027, the partnership is expected to contribute to margin expansion and provide a new revenue stream that complements the company’s existing industrial and institutional businesses.
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