Procter & Gamble posts earnings beat: CFO on the results
View original at finance.yahoo.comProcter & Gamble posts earnings beat: CFO on the results Procter & Gamble (PG) reported adjusted earnings of $1.88 per share and revenue of $22.2 billion for its fiscal second quarter…
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P&G reduced tariff exposure through productivity work, sourcing changes, formulation changes, and innovation-based pricing
80% confidenceIf base effect of inventory loading is removed, US would have already shown growth
80% confidenceTypical category growth rate is 3-4%, and current 1-2% growth is slower than normal
80% confidenceP&G firmly believes categories will return to 3-4% growth over time
80% confidenceP&G offers three tiers of diapers: Swaddlers (super premium), Baby Dry (mid-tier), and Luvs (value tier close to private label pricing)
80% confidenceP&G categories in US have grown between 1-2% in value growth and flat in volume growth over past three months
80% confidenceSix figure jobs are being created from AI data centers
80% confidenceUS economy is growing at 4-5% and could continue at that growth rate
80% confidenceBusiness outside the US is growing 3% with Latin America at 8%, China at 3%, Europe at 3%, and Asia/Africa at 2%
80% confidenceUS had weak shipment quarter due to significant inventory build in base year from two port strikes and hurricane about a year ago
80% confidenceTariff exposure reduced from $1 billion at beginning of year to $400 million after tax
80% confidenceP&G consumption in US over last three months would have been 1.5% to 2% in value terms excluding pantry loading
80% confidenceGillette is one of P&G's most profitable businesses from an operating margin perspective
80% confidenceInnovation capabilities across biology, chemistry, fiber technology, assembled products, and electronics have never been stronger
80% confidence