The Procter & Gamble Company

“Tyson Foods was the only food company in consumer staples growing volume and dollar share in the most recent report. The only other one was P&G, which is not in the food space.”

Tyson cites P&G as the only other consumer-staples company growing both volume and dollar share, an implied positive read-through on P&G's share momentum.

“we're going to be exceeding our contractual agreements we have with P&G this coming January, right? And so essentially, we will repurchase 20% of that P&G currently own, and we'd probably finance that through a mix of cash and borrowing.”

Clorox is buying out P&G's remaining 20% stake in the Glad joint venture in January 2026, eliminating a quarterly royalty payment to P&G worth roughly 50 basis points of annual gross margin.

“the dynamics at play at Costco, you know, given Proctor is now entering after decades of exclusivity for Huggies.”

Procter & Gamble is entering the Costco diaper category after decades of Huggies exclusivity, a competitive share gain for P&G at KMB's expense in the club channel.

“Proctor's coming out with Tide EVO. That does nothing but bring more awareness to a different form in the laundry category, fantastic. We are going to be a value to Tide EVO in a big way.”

Procter & Gamble is launching Tide EVO laundry sheets; Church & Dwight frames itself as the value alternative in the emerging sheet format.

“In the third quarter, we announced Procter & Gamble as an anchor tenant.”

Procter & Gamble signed on as an anchor tenant of Trimble's freight marketplace, bringing shipper freight spend onto the platform.

“Procter & Gamble talked about some exclusions on tariffs or some inputs.”

An analyst referenced P&G's commentary on tariff input exclusions as a benchmark for KMB's own tariff exposure; KMB confirmed some exclusions including Brazilian eucalyptus.

“we announced and launched our freight marketplace offering with Procter & Gamble as our anchor shipper customer.”

Procter & Gamble is the anchor shipper customer for Trimble's new freight marketplace, reflecting P&G's investment in supply-chain optimization technology.

“we will repurchase the 20% that P&G currently owns and we'll determine how to do that through cash or some form of borrowing. But then the other impact you'll see on our P&L is, this is what I describe as a contractual joint venture where we pay P&G 20% of the cash flows every quarter and we charge those cost of goods sold.”

Clorox is buying out P&G's remaining 20% stake in the Glad trash-bag joint venture as the long-standing agreement expires, ending the quarterly cash-flow-sharing arrangement between the two companies.

“Share gains have continued versus Procter seemingly in those categories just based on what they've had to say about those businesses.”

Analyst notes Kimberly-Clark's continued share gains versus competitor Procter & Gamble in personal care categories, based on P&G's own commentary.

“Amazon. You know, our data is showing that it's driving a disproportionate amount of the growth in your categories depending on category anywhere from 60 to 80% or so.”

An analyst notes Amazon is driving a disproportionate share (60-80%) of category growth for P&G's US business; management frames e-commerce as a channel where strong core items and premium innovation win, underscoring Amazon's growing importance as a retail customer.

“more than our 7 closest competitors, Unilever, Kenvue, Kimberly-Clark, Colgate, L'Oreal, Clorox, Reckitt Benckiser, combined, for the fifth consecutive year.”

P&G's count of top-25 Circana Pacesetters innovation launches exceeded the combined total of its 7 largest CPG rivals, including Clorox, for a fifth straight year.

“more than our 7 closest competitors, Unilever, Kenvue, Kimberly-Clark, Colgate, L'Oreal, Clorox, Reckitt Benckiser, combined, for the fifth consecutive year.”