Procter & Gamble posts earnings beat: CFO on the results

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• US had weak shipment quarter due to significant inventory build in base year from two port strikes and hurricane about a year ago

  80% confidence

• Tariff exposure reduced from $1 billion at beginning of year to $400 million after tax

  80% confidence

• P&G consumption in US over last three months would have been 1.5% to 2% in value terms excluding pantry loading

  80% confidence

• Gillette is one of P&G's most profitable businesses from an operating margin perspective

  80% confidence

• Innovation capabilities across biology, chemistry, fiber technology, assembled products, and electronics have never been stronger

  80% confidence

• P&G reduced tariff exposure through productivity work, sourcing changes, formulation changes, and innovation-based pricing

  80% confidence

• If base effect of inventory loading is removed, US would have already shown growth

  80% confidence

• Typical category growth rate is 3-4%, and current 1-2% growth is slower than normal

  80% confidence

• P&G firmly believes categories will return to 3-4% growth over time

  80% confidence

• P&G offers three tiers of diapers: Swaddlers (super premium), Baby Dry (mid-tier), and Luvs (value tier close to private label pricing)

  80% confidence

• P&G categories in US have grown between 1-2% in value growth and flat in volume growth over past three months

  80% confidence

• Six figure jobs are being created from AI data centers

  80% confidence

• US economy is growing at 4-5% and could continue at that growth rate

  80% confidence

• Business outside the US is growing 3% with Latin America at 8%, China at 3%, Europe at 3%, and Asia/Africa at 2%

  80% confidence