CINCINNATI – Procter & Gamble (P&G), the consumer goods giant, will present at the Consumer Analyst Group of New York (CAGNY) Conference on , at 9:00 a.m. Eastern Time. The presentation will feature P&G President and Chief Executive Officer Shailesh Jejurikar, Chief Financial Officer Andre Schulten, and Chief Information Officer Seth Cohen.
The company announced that a live audio webcast of the presentation will be available to the public at www.pginvestor.com. A replay of the webcast will also be accessible on the same website.
The announcement comes as P&G navigates a period of shifting consumer demand and increased cost pressures. Recent earnings reports, covering the second fiscal quarter of 2026, revealed that while the company exceeded Wall Street’s earnings estimates, revenue fell slightly short of expectations. This discrepancy highlights a key challenge for P&G: maintaining profitability in the face of declining volume in key product categories.
Specifically, demand for Gillette razors and Pampers diapers, two of P&G’s flagship brands, has been weakening. This decline in volume – a 1% decrease reported for the quarter – is particularly noteworthy as it excludes the impact of pricing, offering a clearer picture of underlying consumer behavior. While P&G has implemented price increases to offset rising costs, these have not been enough to maintain sales volume, suggesting consumers are becoming more price-sensitive or are seeking alternatives.
CFO Andre Schulten acknowledged the softness in demand, stating that the second fiscal quarter likely represented “the softest quarter of the fiscal year.” This suggests the company anticipates a rebound in sales as the year progresses, potentially driven by new product launches or improved economic conditions. However, the company has revised its full-year earnings outlook downward, projecting net earnings per share growth of 1% to 6%, a reduction from the previous forecast of 3% to 9%. This adjustment is attributed to higher-than-anticipated restructuring charges.
Despite the revised outlook, P&G shares experienced a more than 2% increase in morning trading following the earnings release, indicating investor confidence in the company’s long-term prospects. This positive reaction may be fueled by executives’ optimistic commentary regarding the remainder of the fiscal year and the expectation that the worst of the demand slowdown is over.
In the second fiscal quarter, P&G reported net income attributable to the company of , or , down from , or , in the same period the previous year. Adjusted earnings per share came in at , slightly exceeding the expected by analysts surveyed by LSEG. Net sales rose 1% to , but organic sales – which exclude the effects of currency fluctuations, acquisitions, and divestitures – remained flat.
P&G’s portfolio includes a wide range of well-known brands, including Always, Ambi Pur, Ariel, Bounty, Charmin, Crest, Dawn, Downy, Fairy, Febreze, Gain, Gillette, Head & Shoulders, Lenor, Olay, Oral-B, Pampers, Pantene, SK-II, Tide, Vicks, and Whisper. The company operates in approximately 70 countries worldwide.
The CAGNY Conference presentation is expected to provide further insights into P&G’s strategic priorities, including its efforts to navigate the evolving consumer landscape, manage costs, and drive sustainable growth. Investors will be closely watching for updates on the company’s innovation pipeline, its approach to pricing, and its outlook for key markets. The presentation will be a key event for stakeholders seeking to understand P&G’s plans for addressing the current challenges and capitalizing on future opportunities.
Media contact for inquiries is Henry Molski at +1-513-505-3587.
