Key Takeaways PG deploys pricing and mix gains to protect margins from tariffs, commodity inflation and supply-chain costs.PG saw 2Q26 gains from pricing and mix, with flat organic sales being offset by volume declines.PG invests in innovation, premium products and productivity actions to support growth and margin resilience.The Procter & Gamble Company (PG) is leveraging strategic pricing and mix actions to defend margins amid elevated costs from tariffs, commodity and supply-chain pressures, alongside bal ...

We recently published 12 Stocks Jim Cramer Talked About.  The Procter & Gamble Company (NYSE:PG) is one of the stocks that Jim Cramer talked about. The Procter & Gamble Company (NYSE:PG) is one of the biggest consumer goods firms in the world. The shares are down by 5.8% over the past year and are up by 12% year-to-date. In late January, TD Cowen downgraded the shares to Hold from Buy and raised the share price target to $156 from $150. The Procter & Gamble Company (NYSE:PG)’s growth prospects were on TD ...

Concord Asset Management LLC VA lowered its holdings in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 19.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,452 shares of the company’s stock after selling 4,214 shares during the quarter. Concord Asset Management LLC VA’s holdings in Procter & Gamble were worth $2,681,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Get Procter ...

Core Insights - Wall Street's focus on Amazon's AI spending overshadows immediate consumer weakness highlighted in recent earnings reports [2] - Consumer sentiment is declining, indicating a need for defensive investment strategies as consumers reduce spending [2] Consumer Weakness Evidence - November 2025 retail sales were flat at $735.9 billion, showing minimal month-over-month growth despite seasonal trends [3] - The University of Michigan Consumer Sentiment Index fell to 52.9 in December 2025, down 28.5% year-over-year, nearing recessionary levels [3] - Value-focused retailers and defensive staples are positioned to gain market share as consumers shift spending habits [3] Company Highlights - Procter & Gamble (NYSE:PG) shows resilience with a 26.3% operating margin and 31.6% return on equity, benefiting from brand loyalty [5] - The company has reported three earnings beats in four quarters during fiscal 2025, with a 2.66% dividend yield and an 11.59% year-to-date stock gain [5] - SPDR Gold Trust (NYSEARCA:GLD) has increased 72.15% over the past year, reflecting a flight to safety as consumer sentiment declines [6] - TJX Companies (TJX) has consistently beaten earnings in the last four quarters, indicating strong performance amidst consumer challenges [7] - Walmart (WMT) reported a 35.2% year-over-year growth in quarterly earnings, showcasing resilience in the retail sector [7]

2026年伊始，美妆巨头的竞争，已在印度拉开序幕。一边是联合利华分别以数百万美元风险投资，精准押注本土2个新兴品牌；另一边是欧莱雅豪掷近30 亿人民币，在印度腹地建设其全球AI美容科技中心。 开年1个多月，这两大巨头不约而同地落子同一市场，是对该市场试水，还是重仓的战略布局？为什么巨头们，都指向同一个战场印度？ 加速布局，巨头重仓印度！ 国际巨头对印度的青睐，远非简单的人口第一可以概括。其底层逻辑，是由人口基数，消费阶层、市场渗透率等因素构筑了该市场的机遇，印度美妆市场 的潜在价值正逐步显现。 1.人口结构红利凸显 据联合国最新报告显示，印度已取代中国，成为世界第一人口大国。更关键的是，联合国预测，到2050年，印度人口将达16亿多，而中国或降至13亿以 下，两国人口差距将持续拉大。 这意味着在未来，印度将持续释放庞大的、处于消费上升期与新生代消费者，为美妆市场提供新的增长潜力。 尤为关键的是，当前印度高端美妆渗透率仍处于较低水平，这意味着市场存在巨大的升级空间与挖掘潜力。 -联合利华们两年超10次投印度品牌！ 而这一红利，也吸引了众多企业们的目光。 美妆巨头对印度市场的布局可追溯至2008年，彼时雅诗兰黛通 ...

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 ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Investment Opportunity - A specific company is highlighted as a potential investment opportunity, possessing critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI data centers [3][7] - This company is not a chipmaker or cloud platform but is positioned to benefit significantly from the anticipated surge in electricity demand driven by AI technologies [3][6] Energy Demand and Infrastructure - AI technologies, particularly large language models like ChatGPT, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The company in focus is involved in the U.S. LNG exportation sector, which is expected to grow under the current administration's energy policies [7] Financial Position - The company is noted for being completely debt-free and holding a substantial cash reserve, amounting to nearly one-third of its market capitalization [8] - It is trading at a low valuation of less than 7 times earnings, making it an attractive investment compared to other firms in the energy sector [10] Market Trends - The article discusses the broader trends of onshoring and tariffs that are influencing the energy and manufacturing sectors, positioning this company favorably within these dynamics [5][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure [12] Conclusion - The company is described as a "toll booth" operator in the AI energy boom, suggesting it will benefit from the increasing demand for energy as AI technologies continue to evolve [4][6] - The overall message encourages investors to act quickly to capitalize on this unique opportunity before the market fully recognizes the company's potential [15][19]

We came across a bullish thesis on The Procter & Gamble Company on Value investing subreddit by  kaskoosek. In this article, we will summarize the bulls’ thesis on PG. The Procter & Gamble Company's share was trading at $149.90 as of January 28th. PG’s trailing and forward P/E were 21.83 and 21.05 respectively according to Yahoo Finance. The Procter & Gamble Company provides branded consumer packaged goods worldwide. PG presents a compelling opportunity for investors seeking a low-risk, resilient consume ...

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Share 11 TORONTO--(BUSINESS WIRE)--Gillette, the world's leading expert in men's grooming, announced the second year of its partnership with Lay-Up Youth Basketball (Lay-Up), a Toronto-based charity that harnesses the power of basketball to develop skills and confidence in young people from Toronto's Neighbourhood Improvement Areas. Together, Gillette and Lay-Up are focused on helping more boys access positive role models and mentorship opportunities, with Lay-Up's youth coaches helping make that possible. ...