What is The Procter & Gamble's latest dividend and current dividend yield?

What factors drove the changes in The Procter & Gamble's revenue and profit?

What is The Procter & Gamble's gross profit margin?

What guidance did The Procter & Gamble's management provide for the next earnings period?

What were the key takeaways from The Procter & Gamble’s earnings call?

Did The Procter & Gamble beat or miss consensus estimates last quarter?

What does The Procter & Gamble do and what are its main business segments?

What were the key takeaways from The Procter & Gamble's earnings call?

- **Topline Growth**: 2% organic sales driven by Latin America (+7%) and China (+5%), despite U.S. category deceleration.
- **Profitability**: Core EPS +3% to $1.99, with 102% free cash flow productivity and $3.8B shareholder returns.
- **Innovation Edge**: Tide evo test-market success, SK-II premium body wash +80% online, and Baby Dry mid-tier expansion.
- **Restructuring Impact**: 7,000 job cuts to enable $1.5B savings; China restructured go-to-market model driving Baby Care +20%.
- **Risks & Tailwinds**: Commodity headwinds reduced to $100M, but Q2 2026 softer due to prior year port strike distortions.

**【CFO Overview】**
- Q1 2026 organic sales growth of 2%, driven by broad-based category performance (8/10 categories grew) and regional strength in Latin America (+7%) and Greater China (+5%).
- Core EPS of $1.99, up 3% YoY, with strong free cash flow productivity (102%) and $3.8B returned to shareholders (dividends + buybacks).
- Global market share down 30bps, but 24/50 category-country combinations held or gained share.

**【Financial Highlights】**
- Core gross margin down 50bps, offset by 230bps productivity gains.
- Adjusted free cash flow of $1.8B, with $10B+ dividends and $5B+ buybacks planned for FY26.
- Commodity headwind reduced to $100M (from $300M), tariff tailwind of $300M, and $500M restructuring costs.

**【Strategy & Innovation】**
- **Product Innovation**: Tide evo (recyclable, no plastic) launched in test markets with strong retailer demand; SK-II premium body wash (+80% online); Pampers Baby Dry mid-tier innovation.
- **Restructuring**: 7,000 non-manufacturing job cuts (15% workforce reduction) to enable $1.5B+ COGS savings; portfolio rationalization (e.g., Pakistan import model, India laundry bar exit).
- **Market Focus**: China restructured go-to-market model, driving 20% Baby Care growth; Latin America Personal HealthCare +15%.

**【Q&A Highlights】**
- **North America Dynamics**: Fabric Care and Baby Care facing competitive promotions; response via innovation (Tide boosted formula, Luvs Platinum value tier).
- **China Recovery**: 5% organic growth driven by SK-II (+12%), Olay premium body wash (+80% online), and Baby Care (+20%).
- **Tariff Impact**: Exemptions for natural ingredients (e.g., psyllium) reduced headwinds; Q2 2026 softer due to prior year port strike distortions.
- **AI & Commerce**: Partnering with OpenAI/Walmart to leverage generative AI for consumer insights and basket optimization.


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