CLAIM #49166 · Procter & Gamble Company (PG) · 2025Q2 earnings call · Jan 22, 2025 · due Jun 30, 2025
“Our base case, Dara, to summarize, continued strong performance around 4%, in the 85% of the business continued recovery on the 15%.”
Andre Schulten · CFO
In context
“t the US to continue to grow at the pace that we've seen in quarter two and quarter one. We expect some increased momentum across Europe and Latin America, specifically as comps ease versus the base period. And with that, if we are combining hopefully a little bit stronger growth in North America, easier comps in Europe, L.A. and Asia, Middle East, Africa. And if China continues to move towards a more neutral contribution to sales growth, that would actually allow us to be at the midpoint of organic sales growth guidance, maybe a little bit higher. Conversely, if we saw weakening across some of the core markets of North America and Europe, all we saw China returning to more negative territory, that would move us to the lower end or slightly below the current organic sales growth guidance. Our base case, Dara, to summarize, continued strong performance around 4%, in the 85% of the business continued recovery on the 15%. Operator: The next question will come from Lauren Lieberman of Barclays. Please go ahead. Lauren Lieberman: Thanks. Good morning. So Andre, I think you were kind of running through projected performance for P&G's business, but I was hoping you could also comment on what you're seeing in terms of consumer behavior and dynamics. I think in December, you guys had flagged a little bit of a softening in the consumer environment in the US as maybe it's something that sticks, maybe it doesn't. But would just love to get a read on that and same in Europe, sort of the consumer dynamic, not just your own performance and market share trajectory? Thanks. Andre Schulten: Yes. Hey, Lauren. Generally, I would describe the consumer in our categories, which are again nondiscretionary and very focused on p”
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SEC filings for PG ↗ · Claim quote is verbatim from the 2025Q2 earnings call.