P&G (PG) Q2 2026 Earnings Call Transcript

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• The company is very deliberate on consumer value and significantly improving product performance without price changes

  80% confidence

• The company has visibility to productivity components for the next two to three years

  80% confidence

• Usage volume growth has been slow to honestly flat in H1 FY26 in US and Europe, with last quarter being flat in both regions

  80% confidence

• Mexican consumers describe the gold standard smell of clean as rich, tasty, fruity, and floral, like the scents from shampoos

  80% confidence

• E-commerce is driving 60-80% of category growth depending on category

  80% confidence

• The company is inventing the CPG company of the future

  80% confidence

• CEO is doubling down on the quality of brand campaign and architecture thinking in every review

  80% confidence

• The company is fully activated and it is working

  80% confidence

• The company has begun a longer-term reinvention as the next important phase of constructive disruption

  80% confidence

• Innovation approach is 'stronger core, bigger more' adjusted to retail and media landscape changes

  80% confidence

• Q2 was the softest quarter of the fiscal year and the company has now completed it

  80% confidence

• US category growth expectation for H2 is 2% category growth

  80% confidence

• Chinese parents want only the best for their baby, including softness and comfort in addition to dryness

  80% confidence

• The company is confident the interventions and investments made now will improve near-term performance

  80% confidence

Data points we hold from this source