Overview

• P&G will raise prices on roughly a quarter of its U.S. products by mid-single digits starting in August to offset about $1 billion in tariff-related cost increases.
• The company beat Q4 expectations with $20.89 billion in revenue and $1.48 in core earnings per share for the quarter ended June 30.
• It forecast fiscal 2026 net sales growth of between 1% and 5%, below analysts’ consensus of 3.09%.
• Insider Shailesh Jejurikar is set to succeed Jon Moeller as CEO on January 1, 2026, to steer the business through ongoing tariff uncertainty.
• A multi-year restructuring plan will cut about 6% of the workforce and exit select brands to streamline operations and protect margins.