CLAIM #49207 · Procter & Gamble Company (PG) · 2025Q3 earnings call · Apr 24, 2025 · due Jun 30, 2025
“I continue to see North America contributing to high single-digit growth rates to our portfolio.”
Andre Schulten · CFO
In context
“of this is industry-specific versus how much of this might be more Procter-specific because we don't have a great deal of granularity on that? And then sort of more forward-looking as we think about fiscal 2026, what is the company's sort of expectation, broadly speaking, in terms of growth rates for enterprise markets? So any color there would be helpful. Thank you very much. Andre Schulten: Morning, Kevin. If you look at the growth rate of enterprise markets in our portfolio, it has been, you would say, it has been a great contributor to the company results. 6% last year, 15%, 10%, so a great run. The market dynamics are different by region. As I mentioned before, Latin America we feel very good about. The market growth rates are stabilizing. We are doing well within the key markets. So I continue to see North America contributing to high single-digit growth rates to our portfolio. Enterprise markets in Europe are heavily impacted by Turkey. And you've seen the situation in Turkey both from an economic standpoint and from a political standpoint. That continues to weigh on enterprise markets. But if you look outside of Turkey, again, growth rates are stabilizing, and I feel good about our ability to continue to drive growth at average portfolio rates or above from Europe enterprise markets. And then the last region, Asia, Middle East, Africa, within the portfolio, the biggest driver continues to be the Middle East. But if you look at markets like India, we are profitable, and India is driving mid-single-digit growth very nicely. We have local production on the ground. We have R&D capability on the ground. The market gets better every time we look at it. So again, we”
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SEC filings for PG ↗ · Claim quote is verbatim from the 2025Q3 earnings call.