CNBC's Jim Cramer reviewed recent market action and made the case for Procter & Gamble. He drew a distinction between companies like the consumer giant, which makes use of new technology, and tech hyperscalers that spend billions on artificial intelligence to compete with each other."My favorite tech stocks right now are the business-to-business users of technology," he said. "I think these companies will increasingly be given a chance to buy amazing tech that will help them cut costs and bring new products ...

Core Viewpoint - Procter & Gamble (NYSE:PG) has disappointed the market, but there is a belief that it remains a strong investment opportunity for those willing to be patient [1][2]. Group 1: Investment Potential - Procter & Gamble is currently trading at 21 times earnings and offers a yield of approximately 3%, which is considered low for a company known as a dividend aristocrat [2]. - The company provides a diverse range of branded consumer goods across various sectors, including beauty, grooming, health care, home care, and family care [2]. Group 2: Market Sentiment - Jim Cramer expressed confidence in Procter & Gamble's potential for future profitability, indicating that patience will be rewarded for investors [1]. - Despite the positive outlook for Procter & Gamble, there is a suggestion that certain AI stocks may present greater upside potential with less downside risk [2].

Core Insights - Procter & Gamble (P&G) will participate in the Morgan Stanley Global Consumer & Retail Conference on December 2, 2025, with CFO Andre Schulten as a featured speaker [1] - P&G reported first quarter fiscal year 2026 net sales of $22.4 billion, reflecting a 3% increase compared to the previous year, with organic sales up by 2% [5] - The company declared a quarterly dividend of $1.0568 per share, payable on or after November 17, 2025, to shareholders of record as of October 24, 2025 [6] Company Overview - P&G operates a strong portfolio of trusted brands, including Always, Gillette, Tide, and Pampers, serving consumers in approximately 70 countries [2][3] - The company is involved in various consumer sectors, including home goods, personal care, and baby products [3]

Core Viewpoint - Procter & Gamble (NYSE: PG) is considered a viable investment opportunity despite current market challenges, with a price-to-earnings ratio of 21 and a dividend yield of approximately 3% [1][2]. Company Overview - Procter & Gamble is a leading provider of branded consumer goods across various sectors, including beauty, grooming, health care, home care, and family care, with well-known brands such as Tide, Pampers, Gillette, Crest, Olay, and Febreze [2]. Market Context - Concerns exist regarding the consumer packaged goods sector, which is facing challenges such as high inflation and low growth, impacting stock performance [2]. - The current yield of Procter & Gamble is noted at 2.85%, with the company possessing the scale and innovation to reduce costs [2].

Core Viewpoint - The National Advertising Division (NAD) has found that certain claims made by Reckitt Benckiser regarding its Lysol Air Sanitizer are supported, while others, particularly unqualified "eliminates odor" claims, should be discontinued [1][2][7]. Odor Elimination Claims - P&G challenged various "eliminates odor" claims made by Reckitt for Lysol Air Sanitizer across multiple platforms, including product labels, websites, and social media [3][4]. - NAD determined that the evidence provided by Reckitt did not support the claim that Lysol Air Sanitizer eliminates all odors at a molecular level [5][6]. - NAD recommended discontinuing claims that suggest Lysol Air Sanitizer eliminates all household malodors and the perception of odor at a sensory level [6]. Comparison to Air Fresheners - P&G contested claims comparing Lysol Air Sanitizer to air fresheners, asserting that only Lysol can remove viruses and bacteria from the air [8][9]. - NAD found that the advertising did not convey a broad message of superiority over air fresheners like Febreze, but supported claims regarding odor reduction [9]. Social Media Advertising - P&G challenged TikTok posts by a Lysol influencer, but NAD found the product was used according to label instructions [10]. - NAD determined that certain claims in website videos and commercials implied that Lysol Air Sanitizer eliminates all malodors, which was unsupported [11]. - Reckitt voluntarily discontinued certain TikTok videos that misrepresented product use, which NAD treated as compliance with its recommendations [13]. Advertiser Response - Reckitt expressed disagreement with NAD's conclusions regarding its sensory testing but accepted the findings related to the reviewed advertising [14].