CLAIM #49202 · Procter & Gamble Company (PG) · 2025Q3 earnings call · Apr 24, 2025 · due Apr 24, 2028
“So the one piece I would want you to take away is assume category growth rates return to normal levels. And we will focus really on a glide path over two to three years to deliver mid-low to mid-singles in terms of top line, and mid to high singles in terms of EPS growth.”
Andre Schulten · CFO
How to check this claim
Look at: Net sales growth rate and EPS growth rate, annual, over a two-to-three year glide path
It came true if: Net sales growth in low-to-mid single digits (approx. 2-5%) and EPS growth in mid-to-high single digits (approx. 5-9%) by fiscal year 2027 or 2028
Where: Company income statement and management commentary (10-K / annual earnings call)
In context
“and superiority and enable actually more investment in those areas in the short term and the midterm. And that innovation that we are pushing out will have to carry some level of pricing. If you think about the short and midterm, the uncertainty around tariffs, and honestly the difficulty to adjust sourcing formulation, or even asset location, I think it's clear that productivity, innovation, and pricing are probably the short-term levers that we will employ. But looking at all the other levers, including formulation and sourcing changes, obviously, as well, the fact that we are close to our consumer for the majority of our production, I think, is a benefit for us. But the number in and of itself, obviously, is still not immaterial, so we'll have to continue to figure out how to do that. So the one piece I would want you to take away is assume category growth rates return to normal levels. And we will focus really on a glide path over two to three years to deliver mid-low to mid-singles in terms of top line, and mid to high singles in terms of EPS growth. Operator: The next question will come from Steve Powers of Deutsche Bank. Please go ahead. Steve Powers: Yes. Hey. Good morning. So, Andre, you talked about, you know, the innovation pipeline strength and the importance of maintaining the momentum on that front. Haven't I haven't parsed through all of them, the math, implied in the updated guidance, but could you just talk about whether kind of net of everything, the level of investment that you're putting behind that innovation and behind demand building going forward, has changed all in this updated outlook. And then, you know, whether or not the magnitude has given what you're seeing in the consumer, has the nature of that investment changed at all? In terms of, you know, advertising versus trade or the like? Just how you're thinking a”
Verify independently
SEC filings for PG ↗ · Claim quote is verbatim from the 2025Q3 earnings call.