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Source document· January 22, 2026

P&G (PG) Q2 2026 Earnings Call Transcript

View original at finance.yahoo.com
P&G (PG) Q2 2026 Earnings Call Transcript Image source: The Motley Fool. DATE Jan. 22, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Shailesh Jejurikar Chief Financial Officer — Andre Schulten Senior Vice President, Investor Relations — John Chevalier Need a quote from a Motley Fool analyst?…
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  • The company has begun a longer-term reinvention as the next important phase of constructive disruption

    80% confidence

  • The company is very deliberate on consumer value and significantly improving product performance without price changes

    80% confidence

  • The company has visibility to productivity components for the next two to three years

    80% confidence

  • Usage volume growth has been slow to honestly flat in H1 FY26 in US and Europe, with last quarter being flat in both regions

    80% confidence

  • Innovation approach is 'stronger core, bigger more' adjusted to retail and media landscape changes

    80% confidence

  • The company is inventing the CPG company of the future

    80% confidence

  • The company is confident the interventions and investments made now will improve near-term performance

    80% confidence

  • Mexican consumers describe the gold standard smell of clean as rich, tasty, fruity, and floral, like the scents from shampoos

    80% confidence

  • The company is fully activated and it is working

    80% confidence

  • E-commerce is driving 60-80% of category growth depending on category

    80% confidence

  • Q2 was the softest quarter of the fiscal year and the company has now completed it

    80% confidence

  • US category growth expectation for H2 is 2% category growth

    80% confidence

  • Chinese parents want only the best for their baby, including softness and comfort in addition to dryness

    80% confidence

  • CEO is doubling down on the quality of brand campaign and architecture thinking in every review

    80% confidence

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Procter & Gamble · pricing growth1 percent
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Q4 2026 Biotech Catalyst Window: ESMO Data, the Ivonescimab PDUFA and Small-Cap Delistings
Mid-October to November 2026 is a dense catalyst period for clinical-stage biotech. Positive late-stage readouts (ALOFT-IPF, TELIGAN, MIUDELLA, the duvakitug extension) and the ESMO 2026 presentations lead up to the FDA's 14 November PDUFA date for the ivonescimab BLA. At the opposite end of the market, Spago Nanomedical is moving to delist from Nasdaq First North, which shows how hard it is for micro-cap developers to fund themselves. Value is concentrating in companies with late-stage data and near-term regulatory outcomes.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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P&G (PG) Q2 2026 Earnings Call Transcript — Source | Via News | ViaNews Market