Overview

• Starting in August, P&G will raise prices by mid-single digits on about 25% of its U.S. portfolio to recoup roughly $1 billion in new tariff costs
• The company beat Q4 revenue and core EPS estimates with $20.89 billion in sales and $1.48 per share in earnings
• P&G projects 1%–5% net sales growth for fiscal 2026, below the 3.09% consensus forecast compiled by LSEG
• Shailesh Jejurikar, currently COO, will assume the CEO role on January 1, 2026, as Jon Moeller becomes executive chairman
• A two-year restructuring will cut about 7,000 non-manufacturing jobs and exit select brands to bolster productivity and margins