P&G (PG) Q2 2026 Earnings Call Transcript
View original at finance.yahoo.comP&G (PG) Q2 2026 Earnings Call Transcript Image source: The Motley Fool. DATE Jan. 22, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Shailesh Jejurikar Chief Financial Officer — Andre Schulten Senior Vice President, Investor Relations — John Chevalier Need a quote from a Motley Fool analyst?…
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The company is fully activated and it is working
80% confidenceMexican consumers describe the gold standard smell of clean as rich, tasty, fruity, and floral, like the scents from shampoos
80% confidenceUsage volume growth has been slow to honestly flat in H1 FY26 in US and Europe, with last quarter being flat in both regions
80% confidenceInnovation approach is 'stronger core, bigger more' adjusted to retail and media landscape changes
80% confidenceQ2 was the softest quarter of the fiscal year and the company has now completed it
80% confidenceThe company is inventing the CPG company of the future
80% confidenceChinese parents want only the best for their baby, including softness and comfort in addition to dryness
80% confidenceThe company is confident the interventions and investments made now will improve near-term performance
80% confidenceThe company is very deliberate on consumer value and significantly improving product performance without price changes
80% confidenceThe company has visibility to productivity components for the next two to three years
80% confidenceE-commerce is driving 60-80% of category growth depending on category
80% confidenceUS category growth expectation for H2 is 2% category growth
80% confidenceCEO is doubling down on the quality of brand campaign and architecture thinking in every review
80% confidenceThe company has begun a longer-term reinvention as the next important phase of constructive disruption
80% confidence
Data points we hold from this source
| Procter & Gamble · pricing growth | 1 percent |
