Coty (NYSE:COTY) Q2 2026 Earnings call February 05, 2026 04:45 PM ET Company ParticipantsLaurent Mercier - CFOMarkus Strobel - Executive Chairman and Interim CEOOperatorFollowing fiscal 2026 earnings. On Friday, February 6, 2026, at approximately 8:00 A.M. Eastern Time or 2:00 P.M. Central European Time, we will hold a separate live Q&A session on our results, which you can access via our investor relations website. Joining me for our presentation are Markus Strobel, Coty's Executive Chairman of the Board a ...

Coty (NYSE:COTY) Q2 2026 Earnings call February 05, 2026 04:45 PM ET Company ParticipantsLaurent Mercier - CFOMarkus Strobel - Executive Chairman and Interim CEOOperatorFull 11 fiscal 2026 earnings. On Friday, February 6, 2026, at approximately 8:00 A.M. Eastern Time or 2:00 P.M. Central European Time, we will hold a separate live Q&A session on our results, which you can access via our investor relations website. Joining me for our presentation are Markus Strobel, Coty's Executive Chairman of the Board and ...

Key Takeaways Procter & Gamble is prioritizing Beauty and Personal Care innovation as a core pillar of its growth strategy.PG's premium skin care and dermatology-inspired lines are aiding organic sales, led by international markets.Innovation helps PG offset inflation and private-label pressure while supporting pricing and margins.The Procter & Gamble Company (PG) has been leaning heavily on innovation in Beauty and Personal Care as a core pillar of its growth strategy, and management made that clear during ...

The Procter & Gamble Company (NYSE:PG) is one of the best long term low volatility stocks to invest in. On January 27, Berenberg Bank reaffirmed a Hold rating on The Procter & Gamble Company (NYSE:PG) and set a price target of $156. The same day, TD Cowen downgraded the stock to a Hold from a Buy while raising the price target to $156 from $150. TD Cowen Sees a Slower Recovery Path Taking Shape at Procter & Gamble (PG) The firm told investors that the pace of The Procter & Gamble Company’s (NYSE:PG) reco ...

Valued at a market cap of around $352.7 billion, The Procter & Gamble Company (PG) is a global consumer staples leader that produces and markets everyday household, personal care, and health products. Founded in 1837 and headquartered in Cincinnati, it operates in more than 180 countries and owns iconic brands such as Tide, Pampers, Gillette, and Olay. Shares of PG have underperformed the broader market over the past 52 weeks. PG has declined 9.3% over this time frame, while the broader S&P 500 Index ($S ...

Core Viewpoint - Procter & Gamble (P&G) is collaborating with Walmart and Matthew 25: Ministries to provide essential services such as laundry and shower facilities to communities in Mississippi affected by a severe winter storm, emphasizing their commitment to disaster relief efforts [1][3][4]. Group 1: Disaster Relief Efforts - P&G's Disaster Relief Program is activated to support recovery in Oxford and Ripley, MS, offering free laundry services and personal care items to families and first responders [3][4]. - The Tide Loads of Hope Mobile Laundry Unit will provide free laundry services, allowing residents to wash up to two loads of clothing per household [5][10]. - Shower trailers will be available, featuring five private units, including one ADA-compliant, and will provide personal care products from P&G brands [5][9]. Group 2: Community Impact - The severe winter storm has caused significant disruptions in Mississippi, including power outages and hazardous travel conditions, necessitating immediate community support [4][6]. - P&G's partnership with Matthew 25: Ministries aims to distribute personal care kits containing essential hygiene and cleaning products directly to impacted neighborhoods [5][12]. Group 3: Company Background - P&G has a long history of supporting communities affected by natural disasters, with initiatives like Tide Loads of Hope, which has served over 90,000 people since its inception [9][10]. - Walmart, as a partner, plays a crucial role in facilitating these relief efforts, leveraging its extensive network to reach affected individuals [13].

Core Insights - The competition between Procter & Gamble (PG) and Clorox (CLX) highlights the contrast between scale and specialization in the consumer goods market [2][4] Procter & Gamble (PG) - Procter & Gamble commands approximately 25% of the global daily-use consumer staples market, with leading positions in various categories including Fabric Care, Baby Care, Grooming, Oral Care, and Home Care [5] - In Q1 fiscal 2026, PG achieved its 40th consecutive quarter of organic sales growth, despite a 30 basis point decline in global market share due to increased competition [6] - PG's strategy focuses on "integrated superiority," emphasizing product innovation and digital commerce, particularly targeting younger demographics in markets like China and Latin America [7] - The near-term outlook for PG is challenged by slowing consumption in North America and Europe, increased promotional activities, and margin pressures [8] Clorox (CLX) - Clorox operates as a focused category leader, holding significant market shares in disinfecting wipes and bleach, while representing a low-single-digit share of the global consumer goods market [9] - The company is enhancing its brand positioning and operational agility through the IGNITE strategy, which includes innovations in product formats and sizes to cater to e-commerce [10][11] - Clorox's financial performance indicates a healthy gross margin, supporting innovation and brand investment, while maintaining stable household penetration and brand loyalty [13] - The Zacks Consensus Estimate for Clorox's fiscal 2026 sales and EPS suggests declines of 8.7% and 24.7%, respectively [15] Financial Performance & Valuation - Over the past three months, PG's stock has decreased by 0.3%, while CLX's stock has increased by 2.2% [16] - PG is trading at a forward P/E of 20.71X, below its five-year median of 23.44X, while CLX's forward P/E is at 17.83X, below its median of 24.52X [18] - Clorox's valuation appears attractive compared to PG, indicating potential for multiple expansion as operational momentum builds [19] - Clorox shares have shown better recent performance, suggesting improving investor sentiment and potential upside if operational progress continues [22] Conclusion - Procter & Gamble is recognized for its extensive portfolio and market stability, but faces near-term pressures and a higher valuation [23] - Clorox is positioned as a stronger choice due to better recent performance, attractive valuation, and focused growth initiatives, making it a compelling pick in the current market cycle [24]

The Procter & Gamble Company (NYSE:PG) is one of the stocks Jim Cramer put under the microscope. Cramer highlighted the impact of the dollar’s value on the stock, as he remarked: Some may fret about a weak dollar, but if you did, that would be kind of like a heads-I-win-tails-you-lose argument. We have many international companies that are located in the US. For years, they’ve been smoked by a strong dollar. Hurts them competitively. Now, the opposite will occur. Procter & Gamble, with almost half of its ...

Group 1 - The Procter & Gamble Company (NYSE:PG) is recognized for its strong management under new CEO Shailesh Jejurikar, which has positively influenced investor sentiment [1] - Despite a less than stellar quarterly performance, the stock experienced a significant rally, indicating potential for further growth as it gains market share [1] - The company operates in various sectors, providing branded consumer goods including beauty, grooming, health care, home care, and family care through well-known brands like Tide, Pampers, Gillette, Crest, Olay, and Febreze [2] Group 2 - There is a belief that while Procter & Gamble has investment potential, certain AI stocks may offer greater upside with less downside risk [3]

Financial Data and Key Metrics Changes - The company reported organic sales growth of nearly 3%, with volume down one point and pricing up one point for the quarter [3][4] - Core earnings per share (EPS) were $1.88, in line with the prior year, while core gross margin decreased by 50 basis points and operating margin fell by 70 basis points compared to the previous year [5][6] - Adjusted free cash flow productivity was 88%, with $4.8 billion returned to shareholders, including $2.5 billion in dividends and $2.3 billion in share repurchases [6] Business Line Data and Key Metrics Changes - Seven out of ten product categories held or grew organic sales, with hair care growing mid-single digits and skin and personal care, personal health care, home care, and oral care each up low single digits [3][4] - Baby care and family care were down low singles, with family care specifically down approximately 10% due to base period dynamics [4] - Organic sales excluding family care were up 1% for the quarter [4] Market Data and Key Metrics Changes - Organic sales in North America were down 2%, with volume down three points, while European focus market organic sales were up 1% [4] - Greater China organic sales grew 3%, driven by Pampers and SK2, each up mid-teens or more [4] - Latin America organic sales were up 8%, with solid growth across Mexico, Brazil, and other smaller markets [5] Company Strategy and Development Direction - The company is focused on strong innovations supported by sharper consumer communication and retail execution, with a commitment to integrated growth strategies [11][12] - The strategy includes a long-term reinvention of P&G to adapt to changing consumer preferences and market dynamics, emphasizing the importance of brand building and consumer engagement [12][15] - The company aims to leverage superior data, technology, and capabilities to create competitive advantages and drive market growth [15][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in stronger growth in the second half of the fiscal year, despite a challenging start due to softer consumer markets and aggressive competition [22][25] - The company anticipates organic sales growth of in line to plus 4% for fiscal 2026, with expectations for improved performance in the U.S. as interventions take hold [22][23] - Management highlighted the need for continuous adaptation to the evolving retail landscape and consumer behavior, emphasizing the importance of innovation and execution quality [12][13] Other Important Information - The company is undergoing a restructuring program aimed at improving operational efficiency and focusing on higher growth segments [22][41] - There is an expectation of modestly higher interest expenses and a core effective tax rate in the range of 20%-21% for fiscal 2026 [23] Q&A Session Summary Question: What gives confidence in near-term acceleration? - Management noted strong growth outside the U.S., particularly in Latin America and Europe, as evidence of underlying acceleration [27][28] Question: What excites about the longer-term "reinvention" of P&G? - Management highlighted growth opportunities in changing media and retail landscapes, leveraging unique strengths and capabilities [32][33] Question: What are the most important priorities for driving better execution in the U.S.? - Key priorities include adjusting to the new media landscape, focusing on stronger core products, and enhancing consumer value across categories [46][49]