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Source document· January 22, 2026

P&G (PG) Q2 2026 Earnings Call Transcript

View original at finance.yahoo.com
P&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% confidence
  • Mexican consumers describe the gold standard smell of clean as rich, tasty, fruity, and floral, like the scents from shampoos

    80% confidence
  • Innovation approach is 'stronger core, bigger more' adjusted to retail and media landscape changes

    80% confidence
  • The company is confident the interventions and investments made now will improve near-term performance

    80% confidence
  • 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
  • The company is inventing the CPG company of the future

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

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

    80% confidence
  • The company has begun a longer-term reinvention as the next important phase of constructive disruption

    80% confidence

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Procter & Gamble · pricing growth1 percent
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The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Là où les sources divergent
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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P&G (PG) Q2 2026 Earnings Call Transcript — Source | Via News | fr.VIA.NEWS