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The Procter & Gamble Company (PG) investor relations material
The Procter & Gamble Company Consumer Analyst Group of New York Conference (CAGNY) 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Conference recognition and opening
CAGNY conference highlighted as an all-volunteer effort, with special recognition for past and current leadership.
Steve Strycula acknowledged for exceptional contributions as current president.
Business results and financial performance
Organic sales growth for 1H FY26 was 1%, with category performance ranging from +6% in Skin & Personal Care to -5% in Family Care.
Core EPS growth slowed to 2% in 1H FY26, following several years of double-digit growth.
FY26 guidance projects organic sales and core EPS growth between 0% and 4%, with adjusted free cash flow productivity targeted at 85% to 90%.
Global market share held steady in most top categories, with 25 out of 50 category/country combinations growing or holding value share in FYTD '26.
Guidance for organic sales, core EPS, and adjusted free cash flow maintained for fiscal 2026.
Recent performance and market context
Fiscal 2026 first half impacted by U.S. headwinds, but most regions outside the U.S. showed growth or acceleration.
Organic sales in focus markets were flat, while enterprise markets grew 3% year-to-date; global market growth was around 2%.
Eight of ten categories grew or held organic sales, with sequential improvement expected in the second half of fiscal 2026.
- Q2 FY2026 saw 1% sales growth, flat core EPS, and maintained full-year guidance.PG
Q2 202611 Mar 2026 - Strong results, dividend growth, and all board proposals passed; pay gap proposal rejected.PG
AGM 20243 Feb 2026 - Two-year restructuring targets growth, efficiency, and innovation for long-term value.PG
2025 dbAccess Global Consumer Conference3 Feb 2026 - Core EPS up 12% in FY24; FY25 guidance targets 3–5% organic sales growth.PG
Q4 20242 Feb 2026 - Robust growth, productivity, and innovation support optimism despite market volatility.PG
2024 Deutsche Bank dbAccess Global Consumer Conference31 Jan 2026 - Strong results and resilient strategy amid global headwinds, with growth led by innovation.PG
Barclays 17th Annual Global Consumer Staples Conference22 Jan 2026 - Organic sales and core EPS grew, but net sales and diluted EPS declined on restructuring charges.PG
Q1 202519 Jan 2026 - Strong FY24 growth driven by integrated strategy, innovation, and productivity focus.PG
Investor Day 202413 Jan 2026 - Growth driven by innovation, productivity, and superior value, with resilience to volatility.PG
Morgan Stanley Global Consumer & Retail Conference12 Jan 2026
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