Share Nov 25, 2025 9:15 AM Eastern Standard Time P&G to Webcast Presentation From the Morgan Stanley Global Consumer & Retail Conference, December 2 CINCINNATI--(BUSINESS WIRE)--Andre Schulten, Chief Financial Officer of The Procter & Gamble Company (NYSE:PG) will be a featured speaker at the Morgan Stanley Global Consumer & Retail Conference on Tuesday, December 2, 2025 at 8:45 A.M. Eastern Time (ET). About Procter & Gamble P&G serves consumers around the world with one of the strongest portfolios of trust ...

Group 1 - Procter & Gamble (NYSE: PG) is considered a stock with potential for investment, particularly when purchased at its 52-week low [1] - The current yield of Procter & Gamble is 2.87%, with a suggested strategy to buy shares in increments as the yield increases to 3%, 3.25%, and 3.5% [1] - The company produces a wide range of consumer goods, including personal care, grooming, health, fabric, home, and baby products under well-known brands such as Pantene, Gillette, Crest, Tide, Pampers, and Bounty [2] Group 2 - While Procter & Gamble is acknowledged as a viable investment, certain AI stocks are believed to offer greater upside potential and less downside risk [3]

Core Insights - The Procter & Gamble Company (PG) is set to announce its fiscal Q1 earnings for 2026 on October 24, with a market cap of $357 billion and a diverse portfolio of well-known consumer goods brands [1] Financial Performance - Analysts predict PG will report a profit of $1.90 per share for fiscal Q1 2026, a decrease of 1.6% from $1.93 per share in the same quarter last year [2] - For fiscal 2026, PG is expected to achieve a profit of $6.99 per share, reflecting a 2.3% increase from $6.83 per share in fiscal 2025, with further growth anticipated to $7.42 per share in fiscal 2027 [3] Recent Stock Performance - Over the past 52 weeks, PG's stock has declined by 9.2%, underperforming the S&P 500 Index, which returned 17.9%, and the Consumer Staples Select Sector SPDR Fund, which saw a 3.4% decrease [4] - In its Q4 results reported on July 29, PG's net sales rose by 1.7% year-over-year to $20.9 billion, slightly exceeding consensus estimates, while net earnings increased by 15.3% to $3.6 billion [5] Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for PG, with 11 analysts recommending "Strong Buy," 3 suggesting "Moderate Buy," and 11 advising "Hold," indicating a mean price target of $171, which suggests a potential upside of 12.1% from current levels [6]

Core Viewpoint - Procter & Gamble Co is discontinuing its business operations in Pakistan as part of a global restructuring program, which includes winding down manufacturing and commercial activities in the region [1][2]. Group 1: Company Actions - P&G will cease operations in Pakistan, including its Gillette division, while continuing to serve consumers through other regional operations [1]. - The company announced plans to reduce its brand portfolio and cut up to 7,000 jobs globally over two years as part of its operational overhaul [2]. - A third-party distribution model will be adopted to serve consumers in Pakistan, with employees being considered for overseas placements or separation packages [6]. Group 2: Financial Performance - Gillette Pakistan's revenue nearly halved in the fiscal year ending June 2025, dropping from a record three billion rupees two years prior [3]. - The decision to exit follows a trend of multinational companies scaling back operations in Pakistan due to economic challenges, including profit-repatriation restrictions and weak demand [3][4]. Group 3: Industry Context - Other multinational companies, such as Shell, Pfizer, TotalEnergies, and Telenor, have also reduced their presence in Pakistan in recent years, highlighting broader economic difficulties despite the country's large population [4]. - The exit of P&G and other multinationals raises concerns about the business environment in Pakistan, with calls for improvements in infrastructure and regulatory conditions [7].

Core Viewpoint - Procter & Gamble (P&G) has decided to discontinue its manufacturing and commercial activities in Pakistan, including its Gillette division, as part of a broader restructuring effort amid challenging economic conditions in the country [1][3][7]. Company Actions - P&G will wind down its operations in Pakistan and shift to a third-party distribution model to continue serving consumers in the region [1][7]. - The company had previously announced plans to reduce its brand portfolio and cut up to 7,000 jobs globally over two years as part of an operational overhaul [2]. - Gillette Pakistan's revenue has significantly declined, nearly halving in the fiscal year ending June 2025, after reaching a peak of three billion rupees two years prior [3]. Industry Context - P&G's exit reflects a broader trend of multinational companies scaling back operations in Pakistan due to economic challenges, including profit-repatriation restrictions and weak consumer demand [3][8]. - Other major companies, such as Shell, Pfizer, TotalEnergies, and Telenor, have also reduced their presence in Pakistan in recent years [3]. - The decision to exit has raised concerns among industry leaders about the economic environment, highlighting issues like high power costs and regulatory pressures [8].

Business Performance - Procter & Gamble indicates a deceleration in consumer spending across its product lines [1]

Core Insights - Procter & Gamble (PG) is committed to enhancing health and beauty through product innovations and corporate social responsibility initiatives aimed at global well-being [1][10] - The company identifies significant growth opportunities in oral care, particularly with the launch of the iO2 electric toothbrush, projecting a $5 billion market potential [2] - PG is focused on innovation in its beauty segment, particularly in skin care and super-premium offerings, while maintaining a strong presence in department stores [3] Beauty Segment Performance - In the third quarter of fiscal 2025, the beauty segment accounted for approximately 18% of total sales, with organic sales increasing by 2% year over year [4] - Hair care organic sales remained flat due to higher pricing in Latin America and North America, offset by lower volumes in Greater China [4] - Personal care organic sales grew in the high single digits, driven by innovation-led volume growth, while skin care organic sales saw a slight decline [4] Health Care Segment Performance - The health care segment represented around 15% of total sales in the fiscal third quarter, with organic sales rising by 4% [5] - Oral care organic sales improved in the low single digits, supported by premium product innovations, while personal health care organic sales increased in the high single digits [5] - Projections indicate organic sales growth of 2% in the beauty segment and 5% in the health care segment for the fourth quarter of fiscal 2025 [5] Competitive Landscape - Major competitors in the beauty and health sector include Colgate-Palmolive and The Clorox Company [7] - Colgate focuses on strengthening its key product categories and expanding into new markets, with oral, personal, and home care accounting for 77.6% of its total sales [8] - Clorox emphasizes health and wellness, with its health and wellness segment contributing 37.8% to overall quarterly sales, showing a net sales growth of 3% [9][11] Financial Performance and Estimates - Procter & Gamble's shares have declined by approximately 3.7% year to date, compared to a 0.7% dip in the industry [12] - The company trades at a forward price-to-earnings ratio of 22.94X, higher than the industry average of 20.46X [13] - The Zacks Consensus Estimate indicates year-over-year EPS growth of 2.9% for fiscal 2025 and 3.6% for fiscal 2026, with stable estimates for fiscal 2025 and upward revisions for fiscal 2026 [14][15]