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Analyst
Edward Lewis
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 5).
- Questions
- 12on tracked calls
- Challenge rate
- 8%1 of 12 questions
- Companies
- 5questioned at least once
- Reporting periods
- 5with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 12 of 12 questions from 5 companies
PGThe Procter & Gamble Company4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
I think you referenced high-single-digit growth. Now is that in line or better than you would have expected?
Show response
Jejurikar said Tide beat expectations and is the template for strengthening the core; Schulten confirmed a shift from 100% price-driven post-COVID growth to a balanced volume and price model.
Calendar 2026 Q1
how much of an advantage do you see already from what you're doing on AI in sort of rating that into a certain extent
Show response
Andre clarified Supply Chain 3.0 is broader than AI, it is technology automation including unattended shifts and warehousing. Said these are embedded in the $2B-$2.2B productivity commitment.
Calendar 2025 Q4
as The U. S. Growth slows back to sort of, I guess, more normalized levels, we see continued growth in emerging markets
Show response
Shailesh cited Brazil 9%, Mexico double-digit, India e-commerce focus; Andre said enterprise market margin structure is self-funding, not dilutive to investment capacity.
Calendar 2024 Q4
So I wonder if you just talk to sort of what the consumer value side of the focus on superiority is telling you
Show response
Jon said innovation will continue to enable modest forward pricing.
CLColgate-Palmolive3 questions · 3 reporting periods · 1 of 3 challenging
Calendar 2026 Q2
can you just update us on the developments there around sort of all the AI initiatives
Show response
Noel outlined AI scaling: an internal AI hub, roughly 70% VP-level advanced AI training, data products and agentic process redesign, moving from pilots to scale.
Calendar 2025 Q3
I wanted to return to China. I guess it's another quarter of familiar trends with growth at Colgate China and then challenges at the H&H subsidiary
Show response
Wallace described shifting from transactional to strategic online brand-building for H&H. Premium innovation launching Q4. Colgate China continues mid-single-digit growth via e-commerce excellence.
Calendar 2024 Q4
how much of the incremental marketing support has gone into Europe?
Show response
Wallace highlighted record European market share up 300bps since 2016. Organic growth across all hubs, balanced pricing and volume. Ad-to-sales up 220bps in Europe driving brand health improvement.
CLXClorox2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
just wondering now how much of a role does price take when you're considering sort of value superiority
Show response
Linda: Value superiority = product + package + place + proposition + price (5 Ps). Aim for premium via first 4, use price surgically where gaps exist. Glad 80-count example: needed price adjustment to restore overall superiority. Testing more RGM adjustments across brands. Also doing PPA to give value without truckload price cuts. Luc on cost savings: large supply chain project accelerated from FY28 into FY27; investments include asset write-offs, engineering costs.
Calendar 2025 Q4
are you able to pitch these new products the kind of historic premium where we'd expect or does the current environment give you pause
Show response
Linda said testing confirms consumers willing to pay premium for superior products. Examples: wipes and ToiletWand leading category growth at premium price points. PURE allergen consumers willing to pay for allergy solution. Simultaneously must get value right for price-sensitive consumers, both premium innovation and right core pricing are needed. Not either/or.
KMBKimberly-Clark2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
if we think about the good, better, best, how you're performing on those is good doing better than better
Show response
Torres noted no significant tier shifts; branded mid-tier value propositions winning. Hsu highlighted Korea births +6.5%, category +20%. SE Asia double-digit growth continuing despite geopolitical concerns.
Calendar 2025 Q4
as I look at the results for nine months on the international gross margins, there's around about a seven percentage point gap
Show response
Torres cited premiumization, productivity leverage, and scaling growth in Brazil, Korea, Indonesia, and Australia. Hsu detailed IPC focus markets up ~50bps weighted share with China +270bps on diapers.
CHDChurch & Dwight1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
I just wondered how things are going in the U.S. for BATISTE. Is it a category challenge you're facing there?
Show response
Rick acknowledged BATISTE U.S. lost about 1.4% of share (category up 5.5% vs CHD ~2%) but sees an inflection, with innovation queued; international BATISTE is up double digits.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| PG The Procter & Gamble Company | 4 | 0%none of 4 questions |
| CL Colgate-Palmolive | 3 | 33%1 of 3 questions |
| CLX Clorox | 2 | —Rate withheld: fewer than 3 questions |
| KMB Kimberly-Clark | 2 | —Rate withheld: fewer than 3 questions |
| CHD Church & Dwight | 1 | —Rate withheld: fewer than 3 questions |
- PGThe Procter & Gamble Company · 4 questions0%none of 4 questions
- CLColgate-Palmolive · 3 questions33%1 of 3 questions
- CLXClorox · 2 questions—rate withheld: under 3 questions
- KMBKimberly-Clark · 2 questions—rate withheld: under 3 questions
- CHDChurch & Dwight · 1 question—rate withheld: under 3 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 2 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 1 | 100%1 of 1 question | 1 |
| 2025 Q4 | 3 | 0%none of 3 questions | 3 |
| 2026 Q1 | 3 | 0%none of 3 questions | 3 |
| 2026 Q2 | 3 | 0%none of 3 questions | 3 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q1No questions recorded
- 2025 Q2No questions recorded
- 2025 Q31 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q43 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- Geographic Expansion5
- Pricing4
- Innovation & R&D3
- Competitive Dynamics3
- Product Launch2
- Cost Pressure2
- Demand2
- Revenue Growth1
- Cloud & AI1
- Capital Allocation1
Show all 11 topics
- Margin1