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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Kaumil Gajrawala | Jefferies | 7 | 0% |
| Steve Powers | Deutsche Bank | 7 | 14% |
| Dara Mohsenian | Morgan Stanley | 7 | 0% |
| Rob Moskow | TD Cowen | 7 | 29% |
| Chris Carey | Wells Fargo | 7 | 14% |
| Rob Ottenstein | Evercore ISI | 7 | 0% |
| Olivia Tong | Raymond James | 7 | 0% |
| Filippo Falorni | Citigroup | 6 | 17% |
| Peter Grom | UBS | 6 | 0% |
| Lauren Lieberman | Barclays | 6 | 17% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Raymond James | 1 | 7 | 0% |
| Wells Fargo | 1 | 7 | 14% |
| Morgan Stanley | 1 | 7 | 0% |
| Deutsche Bank | 1 |
| 7 |
| 14% |
| Evercore ISI | 1 | 7 | 0% |
| TD Cowen | 1 | 7 | 29% |
| Jefferies | 1 | 7 | 0% |
| Bank of America | 2 | 6 | 0% |
Procter & Gamble delivered Q3 FY26 with organic sales increasing more than 3% and core EPS of $1.59, up 3% on a currency-neutral basis. Broad-based organic sales acceleration reflected innovation-driven volume recovery. China grew in a challenging market. Middle East conflict costs created headwinds, compressing core gross margin by 100 basis points and operating margin by 80 basis points. FY2026 guidance was maintained at in-line to +4% for organic sales and core EPS, with management expecting the lower end due to geopolitical costs.
Demand | Competitive Dynamics | Pricing | Innovation & R&D | Geographic Expansion | Cost Pressure | Guidance Reliability | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 7 | 2 | 4 | 4 | 3 | 1 | 2 | |
| 2025Q3 | 7 | 3 | 2 | 2 | 3 | 2 | 3 | 4 |
| 2025Q4 | 4 | 2 | 4 | 3 | 2 | 2 | 2 | 2 |
| 2026Q1 | 4 | 4 | 3 | 3 | 6 | 2 | 2 | |
| 2026Q2 | 6 | 4 | 3 | 4 | 1 | 3 | 1 | |
| 2026Q3 | 6 | 7 | 5 | 2 | 2 | 7 | 2 | 1 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|
| Demand | 7 | 7 | 4 | 4 | 6 | 6 |
| Competitive Dynamics | 2 | 3 | 2 | 4 | 4 | 7 |
| Pricing | 4 | 2 | 4 | 3 | 3 | 5 |
| Innovation & R&D | 4 | 2 | 3 | 3 | 4 | 2 |
| Geographic Expansion | 3 | 3 | 2 | 6 | 1 | 2 |
| Cost Pressure | 1 | 2 | 2 | 2 | 3 | 7 |
| Guidance Reliability | 2 | 3 | 2 | 1 | 2 | |
| Trade Tariffs | 4 | 2 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PG The Procter & Gamble Company | 5 | +7.4% | |
| CHD Church & Dwight | 6 | +0.1% | |
| CL Colgate-Palmolive | 7 | +8.4% | |
| CLX Clorox | 4 | +0.1% | |
| EL Estée Lauder Companies (The) | 9 | +4.6% | |
| KMB Kimberly-Clark | 5 | -14.0% | |
| KVUE Kenvue | 7 | +4.5% |