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

    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

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

    80% confidence

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

    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

  • 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

  • The company is fully activated and it is working

    80% confidence

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

    80% confidence

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

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

    80% confidence

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Procter & Gamble · pricing growth1 percent
What we know · the intelligence behind this page
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What we're seeing
AI Capital Surge: Late-August 2026 Funding Wave Spans Fintech, Enterprise Agents, and Robotics
A dense cluster of funding rounds landing on 2026-08-28 — from identity/fraud fintech player Socure ($156M plus its acquisition of Fravity) to enterprise AI agent startups (Instinct, Generalist AI, Owner), model infrastructure (Stability AI, Emerald AI), and autonomous logistics/aerospace (Gatik, Regent Craft) — signals investors are rotating aggressively into AI-native companies with demonstrable ROI, especially in financial risk/compliance and back-office automation. Parallel signals (Multiverse Computing's compression benchmarks cutting inference cost/latency, and Arkestro/CloneOps.ai publishing hard savings and labor-displacement figures) suggest the funding is chasing efficiency and measurable economic impact rather than pure model scale.
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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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Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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P&G (PG) Q2 2026 Earnings Call Transcript — Source | Via News | Via News