PG · News · 20260930N

Competition and Market Share

PROCTER & GAMBLE Co · 2026-09-30 · Importance 10 · Surprise 6 · In source text

TD Cowen cited weakening consumer buying power as a risk to Procter & Gamble’s performance. The analyst said softened market share could temper growth expectations for P&G’s consumer staples portfolio. The note also highlighted inflation-related pressure on freight and raw material costs, which may constrain competitive pricing flexibility.

Key facts

• TD Cowen highlighted concerns that weakening consumer buying power could lead to softened market share for Procter & Gamble. source
• Procter & Gamble's first-quarter fiscal 2027 earnings discussion is scheduled for October 22, 2026. source
• Procter & Gamble reported fiscal 2026 revenue of USD 87.03 billion. source
• Procter & Gamble reported core EPS growth of 1% to USD 6.89 for fiscal 2026. source
• TD Cowen's $150.00 price target for Procter & Gamble suggests a modest 1.1% upside from its recent closing price. source
• Procter & Gamble has traded flat as it approaches its fiscal first-quarter earnings report in late October. source
• Analysts provided an average 12-month price target of USD 161.55 for Procter & Gamble. source
• TD Cowen reiterated its Hold rating on Procter & Gamble and set a price target of $150.00. source

Impact estimates