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P&G Beats Q1 Estimates, Halves Tariff Hit, Keeps Outlook as Beauty and Grooming Lead

Management describes demand as stable despite consumer caution and heavier promotions by rivals.

Overview

  • Revenue rose 3% to $22.39 billion and adjusted EPS reached $1.99, topping LSEG consensus on strength in beauty and grooming.
  • The company cut its expected fiscal-year tariff burden to about $400 million after tax following Canada’s removal of retaliatory duties.
  • P&G reaffirmed full‑year sales and earnings guidance as overall volumes were flat and operating margin declined about 50 basis points.
  • Beauty volumes increased 4% and prices ticked higher, grooming gained, and China showed brighter spots including double‑digit baby‑care growth.
  • Executives are advancing structural moves, including roughly 7,000 non‑manufacturing job cuts and selective portfolio exits, and said U.S.–Canada trade headlines do not change the current tariff exposure view.