The Procter & Gamble Company (PG)

Underperform Recap: Q4 FY26

The Turn Stalls: Organic Rounds to Zero, Share Slips to an Eight-Year Low, and the First FY27 Guide Lands Under the Street

Hold Recap: Q3 FY26

The Ship Turns Just as an Oil Shock Blows In: P&G's Operational Inflection Arrives Alongside a ~$1B Middle East Cost Overhang

Hold Recap: Q2 FY26

P&G's Softest Quarter Lands Mid-Year: Flat Organic Sales Put the Entire H2 Reacceleration Story on the Clock