CLAIM #49337 · Procter & Gamble Company (PG) · 2026Q3 earnings call · Apr 24, 2026 · due Jun 30, 2027
“This gives us confidence that we can continue that level of productivity.”
Andre Schulten · CFO
How to check this claim
Look at: Annualized cost productivity savings, including cost of goods portion
It came true if: Cumulative productivity savings within or exceeding the $2.0-$2.2 billion range (with >= $1.5 billion in cost of goods) over the multi-year program
Where: Company-disclosed productivity/cost savings commentary (10-K, investor presentations, or earnings calls)
In context
“round AI and supply chain 3.0. Andre Schulten: Look, I wouldn't call Supply Chain 3.0 AI. I think it's really applying technology that is available to us in our manufacturing and supply chain processes. Some of it is AI, but a lot of it is a lot more basic automation that we're driving. We are scaling the technologies across all categories. Again, we talked about unattended shift models that is rolling out throughout more and more categories and more and more plants. Unattended warehousing, including loading and unloading of finished product, pack and raw materials rolling out globally, real-time touchless quality rolling out across the corporation. All of that is embedded in the productivity commitments we've made, so the $2 billion to $2.2 billion, $1.5 billion of that in cost of goods. This gives us confidence that we can continue that level of productivity. And what we'll be pushing now is how much can we accelerate? How much can we accelerate that 2030 vision that carries the supply chain 3.0 endpoint in our mind. How much of that can we carry forward to help the situation. And I think that will be the conversation over the next 90 days and will inform part of our guidance. But we know -- we know it works, and we know what to do. We have the technologies available. It's about how fast do we roll them out. And I think that's where we'll push the envelope. Operator: Your final question will come from the line of Michael Lavery of Piper Sandler. Michael Lavery: I just wanted to come back to inflation mitigation and maybe a couple of parts to it. I guess just if the pressure is primarily oil price driven, and given the stretched consumer, how d”
Verify independently
SEC filings for PG ↗ · Claim quote is verbatim from the 2026Q3 earnings call.