PG · News · 20260803N
Commodities and Input Costs
PROCTER & GAMBLE Co · 2026-08-03 · Importance 46 · Surprise 42 · In source text
P&G expects approximately $1 billion of after-tax commodity, energy, and transportation costs in fiscal 2027. Management estimates these costs will create a $0.56-per-share drag on earnings growth. The cost pressure is concentrated in raw materials, energy, logistics, and transportation and is a key reason for the 0% to 3% core EPS growth outlook. Persistent U.S. inflation is also expected to constrain organic revenue growth to 1% to 3%.
Key facts
- Management expects about $1 billion in after-tax commodity, energy, and transportation costs, which it said is part of a $0.56-per-share drag on earnings growth. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | negative | probable | -2.4% | Management expects about $1 billion in after-tax commodity, energy, and transportation costs, which it said is part of a $0.56-per-share… |