Consumer products giant Procter & Gamble Company (NYSE:PG) climbed nearly 1% after its quarterly results beat on both the top and bottom line, overshadowing lowered full-year revenue guidance amid a hit from a stronger dollar.
Latest Release
Oct 19, 2022
EPS / Forecast
1.57 / 1.56
Revenue / Forecast
20.6B / 20.37B
Procter & Gamble Co. NYSE: PG kosmetyki, środki higieny osobistej
Re: Procter & Gamble Co. NYSE: PG kosmetyki, środki higieny osobistej
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!
REKLAMA
Re: Procter & Gamble Co. NYSE: PG kosmetyki, środki higieny osobistej
Wolfe Research initiated Procter & Gamble (NYSE:PG) at Outperform with a $156 target price in a note Tuesday.
Analysts told investors the firm expects demand elasticities to beat expectations as brand investments and innovation drive wallet share to the company, while they also believe P&G's valuation is "not too demanding as investors flee to safety."
"We think Procter's efforts to streamline their portfolio while reinvesting in marketing/innovation should lead to better than anticipated demand elasticities. We are a bit worried about the premium skew of many brands (Tide / Gillette - see proprietary pricing study) but consumers' balance sheets are still healthy and wage growth has been strong, which should support demand for their daily use products," wrote the analysts.
Meanwhile, the firm is more optimistic about Procter & Gamble's Gillette, as "start-ups like Dollar Shave Club and Harry's need to focus on profitability, providing room for P&G to grab share."
The analysts stated that defensiveness is improved by the company's U.S. exposure.
"Procter over-indexes to the United States (~45% of sales) versus competitors (Colgate, Unilever (NYSE:UL), and Henkel average ~24% of sales). We think this insulates Procter from a deteriorating macro environment especially in developing countries," they continued. "P&G's In-Stock Rates Have Runway for Improvement. Supply chain is a competitive advantage for Procter, but we think there is still room to improve fill rates (tracking in the high 80% vs. CL in the high-90%). As this improves over the next few quarters we think this should drive incremental share to Procter."
Analysts told investors the firm expects demand elasticities to beat expectations as brand investments and innovation drive wallet share to the company, while they also believe P&G's valuation is "not too demanding as investors flee to safety."
"We think Procter's efforts to streamline their portfolio while reinvesting in marketing/innovation should lead to better than anticipated demand elasticities. We are a bit worried about the premium skew of many brands (Tide / Gillette - see proprietary pricing study) but consumers' balance sheets are still healthy and wage growth has been strong, which should support demand for their daily use products," wrote the analysts.
Meanwhile, the firm is more optimistic about Procter & Gamble's Gillette, as "start-ups like Dollar Shave Club and Harry's need to focus on profitability, providing room for P&G to grab share."
The analysts stated that defensiveness is improved by the company's U.S. exposure.
"Procter over-indexes to the United States (~45% of sales) versus competitors (Colgate, Unilever (NYSE:UL), and Henkel average ~24% of sales). We think this insulates Procter from a deteriorating macro environment especially in developing countries," they continued. "P&G's In-Stock Rates Have Runway for Improvement. Supply chain is a competitive advantage for Procter, but we think there is still room to improve fill rates (tracking in the high 80% vs. CL in the high-90%). As this improves over the next few quarters we think this should drive incremental share to Procter."
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!
Re: Procter & Gamble Co. NYSE: PG kosmetyki, środki higieny osobistej
Investing.com - Procter&Gamble (NYSE: PG) reported second quarter EPS of $1.59, $0.01 better than the analyst estimate of $1.58. Revenue for the quarter came in at $20.8B versus the consensus estimate of $20.67B.
Guidance
Procter&Gamble sees FY 2023 EPS of $5.93 versus the analyst consensus of $6.12.
Procter&Gamble's stock price closed at $146.41. It is up 13.87% in the last 3 months and down -9.62% in the last 12 months.
Procter&Gamble saw 2 positive EPS revisions and 15 negative EPS revisions in the last 90 days. See Procter&Gamble's stock price’s past reactions to earnings here.
Guidance
Procter&Gamble sees FY 2023 EPS of $5.93 versus the analyst consensus of $6.12.
Procter&Gamble's stock price closed at $146.41. It is up 13.87% in the last 3 months and down -9.62% in the last 12 months.
Procter&Gamble saw 2 positive EPS revisions and 15 negative EPS revisions in the last 90 days. See Procter&Gamble's stock price’s past reactions to earnings here.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!
Re: Procter & Gamble Co. NYSE: PG kosmetyki, środki higieny osobistej
Procter & Gamble recent underperformance 'unwarranted', says UBS and raises to Buy
UBS analysts upgraded Procter & Gamble (NYSE:PG) stock to Buy from Neutral as they believe the recent stock underperformance is “unwarranted.”
The analysts also raised the price target to $163 per share from the prior $157 to reflect revised FY24 forecasts.
“P&G has been the worst performing stock across our HPC coverage universe YTD, which is partially due to the unwind in the group but also concerns around the ability for P&G to deliver outsized EPS growth/positive revisions looking ahead. We view concerns on the latter as misplaced and believe an earnings inflection is on the horizon looking out to FY24,” analysts said in a client note.
The new price target implies an upside potential of nearly 20% relative to yesterday’s closing price as analysts believe the risk/reward at current levels is “attractive.”
“Our detailed bottom-up analysis points to nearly +5% organic revenue in FY24 predicated on LSD consumption, a return to share gains, premiumization, and a benefit from China reopening,” the analysts added.
UBS believes PG can deliver sustained high-single-digits EPS growth on a multi-year basis, driven by “strong top-line growth and a balanced approach towards reinvestment/flow-through.”
Procter & Gamble stock trades about 1% higher in pre-market Wednesday.
UBS analysts upgraded Procter & Gamble (NYSE:PG) stock to Buy from Neutral as they believe the recent stock underperformance is “unwarranted.”
The analysts also raised the price target to $163 per share from the prior $157 to reflect revised FY24 forecasts.
“P&G has been the worst performing stock across our HPC coverage universe YTD, which is partially due to the unwind in the group but also concerns around the ability for P&G to deliver outsized EPS growth/positive revisions looking ahead. We view concerns on the latter as misplaced and believe an earnings inflection is on the horizon looking out to FY24,” analysts said in a client note.
The new price target implies an upside potential of nearly 20% relative to yesterday’s closing price as analysts believe the risk/reward at current levels is “attractive.”
“Our detailed bottom-up analysis points to nearly +5% organic revenue in FY24 predicated on LSD consumption, a return to share gains, premiumization, and a benefit from China reopening,” the analysts added.
UBS believes PG can deliver sustained high-single-digits EPS growth on a multi-year basis, driven by “strong top-line growth and a balanced approach towards reinvestment/flow-through.”
Procter & Gamble stock trades about 1% higher in pre-market Wednesday.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!
Re: Procter & Gamble Co. NYSE: PG kosmetyki, środki higieny osobistej
On March 3, 2023, JP Morgan upgraded their outlook for Procter & Gamble from Neutral to Overweight.
Analyst Price Forecast Suggests 12.40% Upside
As of March 4, 2023, the average one-year price target for Procter & Gamble is $158.43. The forecasts range from a low of $120.19 to a high of $178.50. The average price target represents an increase of 12.40% from its latest reported closing price of $140.95.
The projected annual revenue for Procter & Gamble is $82,223MM, an increase of 2.42%. The projected annual non-GAAP EPS is $6.01.
For more in-depth coverage of Procter & Gamble, view the free, crowd-sourced company research report on Finpedia.
Procter & Gamble Declares $0.91 Dividend
On January 10, 2023 the company declared a regular quarterly dividend of $0.91 per share ($3.65 annualized). Shareholders of record as of January 20, 2023 received the payment on February 15, 2023. Previously, the company paid $0.91 per share.
At the current share price of $140.95 / share, the stock's dividend yield is 2.59%. Looking back five years and taking a sample every week, the average dividend yield has been 2.68%, the lowest has been 2.14%, and the highest has been 3.99%. The standard deviation of yields is 0.44 (n=237).
The current dividend yield is 0.19 standard deviations below the historical average.
Additionally, the company's dividend payout ratio is 0.60. The payout ratio tells us how much of a company's income is paid out in dividends. A payout ratio of one (1.0) means 100% of the company's income is paid in a dividend. A payout ratio greater than one means the company is dipping into savings in order to maintain its dividend - not a healthy situation. Companies with few growth prospects are expected to pay out most of their income in dividends, which typically means a payout ratio between 0.5 and 1.0. Companies with good growth prospects are expected to retain some earnings in order to invest in those growth prospects, which translates to a payout ratio of zero to 0.5.
The company's 3-Year dividend growth rate is 0.22%, demonstrating that it has increased its dividend over time.
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https://www.nasdaq.com/articles/jp-morg ... -gamble-pg
Analyst Price Forecast Suggests 12.40% Upside
As of March 4, 2023, the average one-year price target for Procter & Gamble is $158.43. The forecasts range from a low of $120.19 to a high of $178.50. The average price target represents an increase of 12.40% from its latest reported closing price of $140.95.
The projected annual revenue for Procter & Gamble is $82,223MM, an increase of 2.42%. The projected annual non-GAAP EPS is $6.01.
For more in-depth coverage of Procter & Gamble, view the free, crowd-sourced company research report on Finpedia.
Procter & Gamble Declares $0.91 Dividend
On January 10, 2023 the company declared a regular quarterly dividend of $0.91 per share ($3.65 annualized). Shareholders of record as of January 20, 2023 received the payment on February 15, 2023. Previously, the company paid $0.91 per share.
At the current share price of $140.95 / share, the stock's dividend yield is 2.59%. Looking back five years and taking a sample every week, the average dividend yield has been 2.68%, the lowest has been 2.14%, and the highest has been 3.99%. The standard deviation of yields is 0.44 (n=237).
The current dividend yield is 0.19 standard deviations below the historical average.
Additionally, the company's dividend payout ratio is 0.60. The payout ratio tells us how much of a company's income is paid out in dividends. A payout ratio of one (1.0) means 100% of the company's income is paid in a dividend. A payout ratio greater than one means the company is dipping into savings in order to maintain its dividend - not a healthy situation. Companies with few growth prospects are expected to pay out most of their income in dividends, which typically means a payout ratio between 0.5 and 1.0. Companies with good growth prospects are expected to retain some earnings in order to invest in those growth prospects, which translates to a payout ratio of zero to 0.5.
The company's 3-Year dividend growth rate is 0.22%, demonstrating that it has increased its dividend over time.
...
https://www.nasdaq.com/articles/jp-morg ... -gamble-pg
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!
Re: Procter & Gamble Co. NYSE: PG kosmetyki, środki higieny osobistej
Procter & Gamble raises dividend ahead of earnings next week
Procter & Gamble (NYSE:PG) hiked its dividend by 3% to $0.9407 per share, or $3.7628 annualized, for an annual yield of 2.5%. The dividend will be payable on May 15, 2023, to stockholders of record on April 21, 2023, with an ex-dividend date of April 20, 2023.
The company will report its Q3/23 earnings results on April 21. Consensus estimates stand at $1.32 for EPS and $19.25 billion for revenues.
Procter & Gamble (NYSE:PG) hiked its dividend by 3% to $0.9407 per share, or $3.7628 annualized, for an annual yield of 2.5%. The dividend will be payable on May 15, 2023, to stockholders of record on April 21, 2023, with an ex-dividend date of April 20, 2023.
The company will report its Q3/23 earnings results on April 21. Consensus estimates stand at $1.32 for EPS and $19.25 billion for revenues.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!
Re: Procter & Gamble Co. NYSE: PG kosmetyki, środki higieny osobistej
Nestle beats quarterly sales estimates with price hikes
LONDON (Reuters) - Nestle reported slightly better-than-expected first-quarter sales on Tuesday, as the world's biggest packaged food company increased prices to offset weak sales volumes.
The Swiss company, which makes KitKat chocolate bars, Nescafe coffee and Maggi stock cubes, said sales rose 5.6% to 23.5 billion Swiss francs ($26.48 billion) in the quarter ended March 31, beating the average estimate of 23.27 billion francs in a company-provided analyst consensus.
The maker of Purina pet food increased its prices by 9.8% during the quarter but sales volumes - which the company calls real internal growth - fell 0.5%.
Confectionary and pet food sales were bright spots, with volumes rising in both categories.
Nestle shares were up 1.5% at a one-year high in morning trade. Analysts and investors, including Bernstein, called the results "a strong start to the year".
"A very resilient set of numbers that underlines the strong results we've seen so far from staples in general, for instance, P&G and Coca Cola last week," said Richard Saldanha, a fund manager at Nestle investor Aviva (LON:AV), said.
"The concern going into this year was whether higher prices would have a major negative impact on volumes - but that doesn't seem to have been the case so far."
Consumer goods companies from Unilever (NYSE:UL) to P&G have raised prices sharply over the last two years to battle rising commodities and supply chain costs.
Margins have been squeezed by the impact of the COVID-19 pandemic and Russia's invasion of Ukraine, which sent energy prices to record highs.
Some shoppers - particularly those in Europe - have balked at higher prices, prompting lower sales volumes across the industry as people buy less or trade down to cheaper brands.
Yet many consumer companies are still seeing resilient demand, especially from U.S. shoppers.
Rival Unilever, which posts results later this week, said earlier this year that the industry was past "peak inflation, but not yet past peak pricing".
Food price inflation will start easing in the second half of this year, French ECB policymaker Francois Villeroy de Galhau said on Tuesday, saying this is when a decrease in crop prices will bear fruit.
However, sugar producer Associated British Foods (OTC:ASBFY) warned on Tuesday that sugar could be an exception to the easing of prices in the second half.
It's unclear whether companies will prioritise volume sales growth by passing on declining costs to consumers or look to protect margins. Several investors have said consumer goods companies should ease price increases as supply chain costs decline, mindful of protecting market share.
P&G, which makes Tide laundry detergent, Pampers diapers and Gillette razors, last week reported a 10% increase in average prices across its categories during the quarter, and a 3% decline in volumes.
https://www.investing.com/news/stock-ma ... ly-3063328
LONDON (Reuters) - Nestle reported slightly better-than-expected first-quarter sales on Tuesday, as the world's biggest packaged food company increased prices to offset weak sales volumes.
The Swiss company, which makes KitKat chocolate bars, Nescafe coffee and Maggi stock cubes, said sales rose 5.6% to 23.5 billion Swiss francs ($26.48 billion) in the quarter ended March 31, beating the average estimate of 23.27 billion francs in a company-provided analyst consensus.
The maker of Purina pet food increased its prices by 9.8% during the quarter but sales volumes - which the company calls real internal growth - fell 0.5%.
Confectionary and pet food sales were bright spots, with volumes rising in both categories.
Nestle shares were up 1.5% at a one-year high in morning trade. Analysts and investors, including Bernstein, called the results "a strong start to the year".
"A very resilient set of numbers that underlines the strong results we've seen so far from staples in general, for instance, P&G and Coca Cola last week," said Richard Saldanha, a fund manager at Nestle investor Aviva (LON:AV), said.
"The concern going into this year was whether higher prices would have a major negative impact on volumes - but that doesn't seem to have been the case so far."
Consumer goods companies from Unilever (NYSE:UL) to P&G have raised prices sharply over the last two years to battle rising commodities and supply chain costs.
Margins have been squeezed by the impact of the COVID-19 pandemic and Russia's invasion of Ukraine, which sent energy prices to record highs.
Some shoppers - particularly those in Europe - have balked at higher prices, prompting lower sales volumes across the industry as people buy less or trade down to cheaper brands.
Yet many consumer companies are still seeing resilient demand, especially from U.S. shoppers.
Rival Unilever, which posts results later this week, said earlier this year that the industry was past "peak inflation, but not yet past peak pricing".
Food price inflation will start easing in the second half of this year, French ECB policymaker Francois Villeroy de Galhau said on Tuesday, saying this is when a decrease in crop prices will bear fruit.
However, sugar producer Associated British Foods (OTC:ASBFY) warned on Tuesday that sugar could be an exception to the easing of prices in the second half.
It's unclear whether companies will prioritise volume sales growth by passing on declining costs to consumers or look to protect margins. Several investors have said consumer goods companies should ease price increases as supply chain costs decline, mindful of protecting market share.
P&G, which makes Tide laundry detergent, Pampers diapers and Gillette razors, last week reported a 10% increase in average prices across its categories during the quarter, and a 3% decline in volumes.
https://www.investing.com/news/stock-ma ... ly-3063328
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!
Re: Procter & Gamble Co. NYSE: PG kosmetyki, środki higieny osobistej
Latest Release
Jul 28, 2023
EPS / Forecast
1.37 / 1.32
Revenue / Forecast
20.6B / 19.97B
Procter & Gamble pobił w piątek szacunki analityków dotyczące kwartalnej sprzedaży i zysku, ponieważ gigant dóbr konsumpcyjnych skorzystał z wielu podwyżek cen i odpornego popytu na produkty czyszczące, ręczniki papierowe i inne produkty gospodarstwa domowego.
Akcje spółki wzrosły o około 1,5% w handlu przedrynkowym.
Wyniki, takie jak te z Unilever (NYSE:UL) i Nestle wskazują, w jaki sposób głównym światowym producentom produktów konsumpcyjnych i żywności udało się podnieść ceny na tyle, aby zrównoważyć niedawny wzrost kosztów transportu, towarów i pracy.
Inwestorzy wyrażają obecnie obawy o to, kiedy i czy ostatnie podwyżki cen zaczną zniechęcać kupujących do markowych produktów firm. Wielu konsumentów na całym świecie boryka się ze stosunkowo wysokimi kosztami utrzymania, w tym rosnącymi stopami procentowymi, które wpływają na budżety gospodarstw domowych.
Ogólne wolumeny P&G spadły o 1% w czwartym kwartale, a firma odnotowała niższe wolumeny, głównie w Chinach. Średnie ceny w poszczególnych kategoriach produktów wzrosły o 7%.
Dla porównania, firma podniosła ceny o 10% w trzecim kwartale, a jej wielkość sprzedaży spadła o 3%.
P&G prognozuje wzrost zysku na akcję w roku fiskalnym 2024 w przedziale od 6% do 9%, co stanowi od 6,25 USD do 6,43 USD na akcję, przy połowie 6,34 USD, w porównaniu z szacunkami analityków na poziomie 6,38 USD.
Rywal Kimberly-Clark Corp (NYSE:KMB) podniosła we wtorek roczne prognozy sprzedaży i zysku. Producent chusteczek Kleenex i KleenGuard powiedział, że podniósł ceny produktów o 8% w drugim kwartale fiskalnym, podczas gdy wielkość sprzedaży spadła o 3%.
P&G spodziewa się zysku netto w wysokości około 400 mln USD po opodatkowaniu z korzystnych kosztów surowców w roku podatkowym 2024, po odliczeniu wahań kursów walut.
Sprzedaż netto producenta detergentów Tide w czwartym kwartale wzrosła do 20,55 mld USD z 19,52 mld USD rok wcześniej.
Analitycy spodziewali się średnio 19,98 mld USD, wynika z danych IBES z Refinitiv.
Jul 28, 2023
EPS / Forecast
1.37 / 1.32
Revenue / Forecast
20.6B / 19.97B
Procter & Gamble pobił w piątek szacunki analityków dotyczące kwartalnej sprzedaży i zysku, ponieważ gigant dóbr konsumpcyjnych skorzystał z wielu podwyżek cen i odpornego popytu na produkty czyszczące, ręczniki papierowe i inne produkty gospodarstwa domowego.
Akcje spółki wzrosły o około 1,5% w handlu przedrynkowym.
Wyniki, takie jak te z Unilever (NYSE:UL) i Nestle wskazują, w jaki sposób głównym światowym producentom produktów konsumpcyjnych i żywności udało się podnieść ceny na tyle, aby zrównoważyć niedawny wzrost kosztów transportu, towarów i pracy.
Inwestorzy wyrażają obecnie obawy o to, kiedy i czy ostatnie podwyżki cen zaczną zniechęcać kupujących do markowych produktów firm. Wielu konsumentów na całym świecie boryka się ze stosunkowo wysokimi kosztami utrzymania, w tym rosnącymi stopami procentowymi, które wpływają na budżety gospodarstw domowych.
Ogólne wolumeny P&G spadły o 1% w czwartym kwartale, a firma odnotowała niższe wolumeny, głównie w Chinach. Średnie ceny w poszczególnych kategoriach produktów wzrosły o 7%.
Dla porównania, firma podniosła ceny o 10% w trzecim kwartale, a jej wielkość sprzedaży spadła o 3%.
P&G prognozuje wzrost zysku na akcję w roku fiskalnym 2024 w przedziale od 6% do 9%, co stanowi od 6,25 USD do 6,43 USD na akcję, przy połowie 6,34 USD, w porównaniu z szacunkami analityków na poziomie 6,38 USD.
Rywal Kimberly-Clark Corp (NYSE:KMB) podniosła we wtorek roczne prognozy sprzedaży i zysku. Producent chusteczek Kleenex i KleenGuard powiedział, że podniósł ceny produktów o 8% w drugim kwartale fiskalnym, podczas gdy wielkość sprzedaży spadła o 3%.
P&G spodziewa się zysku netto w wysokości około 400 mln USD po opodatkowaniu z korzystnych kosztów surowców w roku podatkowym 2024, po odliczeniu wahań kursów walut.
Sprzedaż netto producenta detergentów Tide w czwartym kwartale wzrosła do 20,55 mld USD z 19,52 mld USD rok wcześniej.
Analitycy spodziewali się średnio 19,98 mld USD, wynika z danych IBES z Refinitiv.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!
Re: Procter & Gamble Co. NYSE: PG kosmetyki, środki higieny osobistej
Latest Release
Oct 18, 2023
EPS / Forecast
1.83 / 1.72
Revenue / Forecast
21.9B / 21.57B
Oct 18, 2023
EPS / Forecast
1.83 / 1.72
Revenue / Forecast
21.9B / 21.57B
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!
REKLAMA
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