Should PG’s Upcoming CEO-Led Earnings Test Its Pricing Power in a Discount-Heavy Consumer Staples Landscape?

• In recent days, attention on Procter & Gamble has intensified as investors look ahead to its January 22, 2026 earnings webcast under new CEO Shailesh Jejurikar, while analysts reassess the consumer staples sector amid cautious U.S. demand and heightened competitive discounting.
• At the same time, the company faces a mix of opportunities and challenges, from ongoing product liability litigation and shifting analyst views to its positioning in growing skincare and income-focused ETF markets, all of which could shape how investors view its resilience and pricing power.
• We’ll now examine how the upcoming earnings report under new leadership could affect Procter & Gamble’s longer-term investment narrative.

Find companies with promising cash flow potential yet trading below their fair value.

Procter & Gamble Investment Narrative Recap

To own Procter & Gamble today, you need to believe its global brands and pricing discipline can offset softer U.S. demand, currency swings and input cost pressures. The key near term catalyst is the January 22, 2026 earnings webcast under new CEO Shailesh Jejurikar, which may clarify how well price-led growth is holding up. The latest news around litigation and shifting analyst sentiment does not fundamentally change that focus, but it sharpens attention on headline and reputational risk.

The most relevant recent development is Piper Sandler’s new Neutral rating and cautious sector view, which underlines how closely the market is watching U.S. consumer momentum and competitive discounting ahead of the earnings call. Against that backdrop, investors are weighing P&G’s role in areas like facial skincare, where industry forecasts point to long run category expansion, alongside ongoing share buybacks and dividends that have supported income-focused ETFs.

Yet beneath P&G’s reputation for stability, the combination of product liability litigation and cost inflation is a risk investors should understand before they...

Read the full narrative on Procter & Gamble (it's free!)

Procter & Gamble's narrative projects $92.8 billion revenue and $17.8 billion earnings by 2028. This requires 3.3% yearly revenue growth and about a $2.1 billion earnings increase from $15.7 billion today.

Uncover how Procter & Gamble's forecasts yield a $168.13 fair value, a 22% upside to its current price.

Exploring Other Perspectives

Nineteen members of the Simply Wall St Community currently place Procter & Gamble’s fair value between US$119.81 and US$194.19, reflecting a wide spread of individual views. Against that backdrop, the upcoming January 22 earnings webcast under new leadership, amid cautious U.S. demand and cost headwinds, could be an important reference point for how you weigh those competing estimates and the company’s resilience.

Explore 19 other fair value estimates on Procter & Gamble - why the stock might be worth as much as 41% more than the current price!

Build Your Own Procter & Gamble Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Procter & Gamble research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Procter & Gamble research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Procter & Gamble's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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