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    How Investors Are Reacting To Procter & Gamble (PG) Influencer Push And Leadership Transition

    Simply Wall St·12/22/2025 18:12:27
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    • In recent days, Procter & Gamble’s Pantene brand expanded its influencer push by launching a limited‑edition “As seen in Alix’s Shower” Abundant & Strong kit with creator Alix Earle, while the company also confirmed the planned 2026 retirement of long‑time Health Care CEO Jennifer Davis.
    • Together with prior announcements on European logistics expansion and portfolio pruning, these moves highlight how P&G is refining its brand reach while tightening its operational footprint.
    • We’ll now examine how Pantene’s Alix Earle collaboration and P&G’s broader expansion efforts may influence the company’s existing investment narrative.

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    Procter & Gamble Investment Narrative Recap

    To own Procter & Gamble, you need to believe its global brands and steady cash flows can offset slower category growth and consumer volatility, particularly in the U.S. and Europe. The Pantene Alix Earle collaboration and Jennifer Davis’s planned retirement do not materially change the near term focus on the January 22 earnings webcast and on volume trends vs pricing, nor do they reduce key risks from softer demand and cost inflation.

    The most relevant recent announcement here is P&G’s expansion of its European logistics network with a 37,000 square meter Prague facility, expected to support operations from 2027. While separate from Pantene’s influencer push, it sits on the same continuum of P&G refining reach and efficiency as it tackles near term risks around consumer and retailer volatility and external cost pressures.

    Yet investors should be aware that softer consumer demand in key markets could...

    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 an earnings increase of about $2.1 billion from $15.7 billion today.

    Uncover how Procter & Gamble's forecasts yield a $168.50 fair value, a 17% upside to its current price.

    Exploring Other Perspectives

    PG 1-Year Stock Price Chart
    PG 1-Year Stock Price Chart

    Nineteen members of the Simply Wall St Community value P&G between US$119.81 and US$194.19, underscoring how differently its prospects are viewed. Set these views against ongoing concerns about consumer and retailer volatility and you can see why it pays to compare several perspectives before deciding how P&G might fit in your portfolio.

    Explore 19 other fair value estimates on Procter & Gamble - why the stock might be worth as much as 34% 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.

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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.