Company and Industry Overview * **Company**: The Procter & Gamble Company (NYSE:PG) * **Industry**: Consumer Goods, specifically household and personal care products Key Points and Arguments * **Strong Results**: P&G reported strong organic sales growth of 7% over the past three quarters, despite challenging cost and operational environments. Core earnings per share were down 1%, offsetting nearly 28 points of cost and foreign exchange headwinds. * **Balanced Growth**: P&G aims to achieve balanced top and bottom line growth, focusing on volume, pricing, and mix. The company is committed to reigniting underlying category volume growth and investing in innovation and brand superiority. * **Superiority Strategy**: P&G emphasizes the importance of "superiority" across five vectors: product, package, brand communication, retail execution, and value. This strategy aims to deliver irresistible value to consumers and retail partners. * **Innovation and Productivity**: P&G is investing in innovation and productivity to overcome cost headwinds and drive sustainable growth. This includes initiatives such as Supply Chain 3.0, digital capabilities, and environmental sustainability efforts. * **Market Share and Value Share**: P&G has maintained or grown market share in many categories, with 31 of its top 50 category country combinations holding or growing share. The company also aims to grow value share across all price tiers. * **Dividend and Share Repurchases**: P&G has a strong track record of returning cash to shareholders through dividends and share repurchases. The company recently announced a dividend increase, marking the 67th consecutive year of dividend increases. Other Important Points * **Consumer Demand**: P&G believes consumer demand remains stable, with categories growing value at around 6% to 7%. The company is focused on executing innovation and pricing strategies to drive category growth and consumption. * **Trade-Down**: P&G acknowledges some trade-down within its brands, particularly in laundry and paper categories. However, the overall category remains strong, and the company is confident in its ability to manage this trend. * **Retail Partnerships**: P&G maintains constructive discussions with retail partners, focusing on supply chain collaboration and innovation to drive market growth. * **China**: P&G remains optimistic about the Chinese market, expecting mid-single-digit growth over time. The company is focused on adapting to the post-pandemic environment and driving innovation and growth in the region. * **Superiority and Premiumization**: P&G distinguishes between "superiority" and "premiumization," aiming to offer superior offerings at every price tier rather than focusing solely on premium products.

The Procter & Gamble Company (NYSE:PG) Q3 2023 Earnings Conference Call April 21, 2023 8:30 AM ET Company Participants Andre Schulten - Chief Financial Officer Jon Moeller - Chairman, President and Chief Executive Officer Conference Call Participants Lauren Lieberman - Barclays Bryan Spillane - Bank of America Dara Mohsenian - Morgan Stanley Steve Powers - Deutsche Bank Kevin Grundy - Jefferies Robert Ottenstein - Evercore ISI Peter Grom - UBS Andrea Teixeira - J.P. Morgan Filippo Falorni - Citi Olivia Tong ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark one) x TrueQUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2023 OR o FalseTRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to pglogoa21.j THE PROCTER & GAMBLE COMPANY (Exact name of registrant as specified in its charter) Ohio OH 1-434 31-0411980 (State of Incorporation) ...

Procter & Gamble Company (NYSE: PG) CAGNY 2023 Conference Call Summary Company Overview - **Company**: Procter & Gamble Company (P&G) - **Date**: February 23, 2023 - **Participants**: Jon Moeller (Chairman, President and CEO), Andre Schulten (CFO), John Chevalier (VP, IR) Key Industry Insights - P&G has navigated several challenges including a global pandemic, input cost inflation, and supply chain issues while achieving growth ahead of peers [3][4] - The company has focused on simplifying its organizational structure, innovating products, and enhancing digital and supply chain capabilities [3] Financial Performance - **Organic Sales Growth**: Up 6% in the first half of the fiscal year despite market pressures in Greater China and reduced portfolio in Russia [4] - **Core Earnings Per Share**: Down 3%, primarily due to 26 points of headwinds from material costs, foreign exchange, and transportation [4] - **Market Share**: Global aggregate market share remains stable, with 29 out of 50 category-country combinations holding or growing share [5] - **North America Sales**: Exceeded $10 billion for the first time in Q1, tracking towards $40 billion for the fiscal year, up from $30 billion four years ago [6] Cash Return to Shareholders - P&G has paid dividends for 132 years and raised dividends for 66 consecutive years, returning nearly $10.5 billion to shareholders through dividends and share repurchases [7] Strategic Outlook - P&G maintains its outlook for core earnings per share growth in the range of flat to +4% versus the prior year [8] - The company is committed to balanced growth across top and bottom lines, focusing on productivity and pricing strategies [9] Market Dynamics - Input costs are moderating but remain significantly higher year-on-year, with foreign exchange continuing to be a headwind [10] - Consumer dynamics vary by region, with U.S. consumers showing resilience while European markets have softened due to high inflation [11] Innovation and Brand Superiority - P&G emphasizes the importance of brand superiority to drive category growth, investing in innovation and productivity to offset cost challenges [12][13] - The company aims to deliver superior value through sustained investment in brands, even in an inflationary environment [12] Regional Performance - **China**: Expected to return to mid-single-digit growth rates in the long term, with a modest recovery anticipated post-COVID [11] - **Europe**: Consumers are under more pressure compared to the U.S., with a need for strategic adjustments in response to market conditions [59] Sustainability Initiatives - P&G is committed to environmental sustainability, with initiatives to reduce plastic usage and improve recycling processes [31][32][33] Digital Transformation - The company is leveraging digital tools to enhance marketing effectiveness and improve retail execution [35] Conclusion - P&G's integrated strategies are designed to drive balanced growth and value creation, focusing on consumer needs and market dynamics [37][38]

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The Procter & Gamble Company (NYSE:PG) Q2 2023 Earnings Conference Call January 19, 2023 8:30 AM ET Company Participants Andre Schulten - Chief Financial Officer Jon Moeller - Chairman, President & Chief Executive Officer John Chevalier - Senior Vice President, Investor Relations Conference Call Participants Dara Mohsenian - Morgan Stanley Lauren Lieberman - Barclays Bryan Spillane - Bank of America Stephen Powers - Deutsche Bank Olivia Tong - Raymond James Chris Carey - Wells Fargo Securities Kaumil Gajr ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark one) x TrueQUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended December 31, 2022 OR o FalseTRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to https://repor THE PROCTER & GAMBLE COMPANY (Exact name of registrant as specified in its charter) Ohio OH 1-434 31-0411980 (State of Incorpora ...

The Procter & Gamble Company (NYSE:PG) Morgan Stanley Global Consumer & Retail Conference Call December 6, 2022 8:00 AM ET Company Participants Andre Schulten - CFO John Chevalier - SVP, Investor Relations Conference Call Participants Dara Mohsenian - Morgan Stanley Dara Mohsenian All right. Good morning, everyone. I am Dara Mohsenian, Morgan Stanley's household products and beverage analyst. I am thrilled to welcome you all here today back to Morgan Stanley's Global Consumer & Retail Conference. I am reall ...

The Procter & Gamble Company (NYSE:PG) Q1 2023 Earnings Conference Call October 19, 2022 8:30 AM ET Company Participants Andre Schulten - Chief Financial Officer Jon Moeller - Chairman of the Board, President & Chief Executive Officer Conference Call Participants Steve Powers - Deutsche Bank Lauren Lieberman - Barclays Dara Mohsenian - Morgan Stanley Bryan Spillane - Bank of America Kaumil Gajrawala - Credit Suisse Rob Ottenstein - Evercore Nik Modi - RBC Capital Markets Kevin Grundy - Jefferies Christopher ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark one) x True QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2022 OR o False TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to THE PROCTER & GAMBLE COMPANY (Exact name of registrant as specified in its charter) Ohio OH 1-434 31-0411980 (State of Incorporation) (Comm ...