Procter & Gamble (NYSE:PG) will announce its second quarter results Friday. We expect the company’s earnings will continue to be slightly depressed owing to higher input commodity and energy costs despite pricing efforts. With slow market volume growth and higher pricing trends, we will watch out for P&G’s volume growth and market share performance. P&G competes with other leading players in the personal care segment such as Unilever (NYSE:UL), Kimberly-Clark (NYSE:KMB) and Colgate-Palmolive (NYSE:CL).
Articles for Procter & Gamble
P&G Earnings Preview: What We’re Watching This Friday
Graph ItNEW!Wednesday, January 25th, 2012 by Trefis Team
P&G Partners with ShopStyle for Women’s Focused Website
Graph ItNEW!Wednesday, December 7th, 2011 by Trefis Team
Procter & Gamble (NYSE:PG) is focused on women and has launched a beta version of its new beauty and fashion website, StyleUnited, in partnership with ShopStyle to provide comprehensive single-destination personalized content and advice to women. The beauty and grooming products are some of the leading growth drivers for companies like Unilever (NYSE:UL) and Kimberly-Clark (NYSE:KMB) competing in the personal care segments. By engaging this target market online P&G is showing that it is thinking ahead on how to engage in target customers as well as promote another sales channel online.
P&G Update: Tapping Further Into Latin American Laundry Market
Graph ItNEW!Tuesday, December 6th, 2011 by Trefis Team
Procter & Gamble (NYSE:PG) opened a new detergent production plant in Peru last week, which will more than triple Peru’s production capacity and help deepen P&G’s market share in Latin American laundry market. P&G leads the global laundry detergent market with a share of around 32% as of 2010, up from 30% in 2007. P&G sells laundry detergent products like Tide, Gain and Ariel – each brand contributing above $1 billion in annual sales – as well as fabric softeners. It competes with Unilever (NYSE:UL), and Colgate-Palmolive (NYSE:CL) in the fabric care market.
Should P&G Reconsider its Pringles Sale to Diamond Foods?
Graph ItNEW!Tuesday, December 6th, 2011 by Trefis Team
Procter & Gamble (NYSE:PG) has been reasserting its commitment to conclude the $2.35 billion Pringles sale to Diamond Foods (NYSE:DMND) by June 2012 despite Diamond’s recent internal accounting investigations and tanking of its stock price. But since the deal also requires P&G shareholders to exchange some of their shares with Diamond shares (that have now lost 60% of their value last month despite high profile acquisitions), should P&G start to look for other buyers or revise its deal?
Year of the Dragon: Kimberly Clark, P&G Ready for a Surge in Demand for Baby Products
Graph ItNEW!Friday, December 2nd, 2011 by Trefis Team
The infant product divisions at Procter & Gamble (NYSE:PG), Kimberly-Clark (NYSE:KMB) and Heinz (NYSE:HNZ) may get a boost next year from an expected baby boom during the Chinese Year of the Dragon, which begins on Jan 23. China is already one of the fastest growing markets for the companies where P&G’s Pampers brand diapers compete with Kimberly-Clark’s Huggies.
China’s baby products market has been growing at more than 30% a year, with demand expected to hit 2 trillion Renminbi ($314 billion) by 2015, according to Hong Kong Trade Development Council figures. Read More »
P&G Targets OTC Drug Market Growth with Teva JV
Graph ItNEW!Thursday, November 17th, 2011 by Trefis Team
Procter & Gamble (NYSE:PG) and Israeli drug maker, Teva Pharmaceutical Industries (TEVA), have recently wrapped up a deal to form a consumer health care joint venture, PGT Healthcare, which will focus on developing and selling branded over-the-counter (OTC) medicines. The deal was first announced in March 2011 and recently received approval from anti-trust regulators in North America and Europe. We believe this deal gives P&G a nice growth opportunity in a rapidly growing market. P&G competes with Unilever (NYSE:UL), Kimberly-Clark (NYSE:KMB) and Colgate-Palmolive (NYSE:CL).
P&G Updates: Teva JV Aims for $4 Billion by 2020
Graph ItNEW!Tuesday, November 15th, 2011 by Trefis Team
Procter & Gamble (NYSE:PG) recently concluded the deal with Teva Pharmaceuticals for the formation a consumer health care joint venture, PGT Healthcare after receiving approval from anti-trust authorities and is looking at double digit growth opportunity in the OCT drugs business. It competes with Unilever (NYSE:UL), Kimberly-Clark (NYSE:KMB) and Colgate-Palmolive (NYSE:CL) in the beauty, personal care and consumer goods category and will be competing with Johnson & Johnson (NYSE:JNJ) in the OTC segment.
See our complete analysis for Procter & Gamble’s stock.
Read More »
P&G Fights Cost Pressures with Emerging Markets Growth
Graph ItNEW!Monday, November 14th, 2011 by Trefis Team
Procter & Gamble (NYSE:PG) recently announced results that showed commodity costs weighing on gross margins that were offset by steady eddy volume and pricing growth. As a result, it maintained or improved market share in the majority of its product categories, fending off other leading players in the personal care segment such as Unilever (NYSE:UL), Kimberly-Clark (NYSE:KMB) and Colgate-Palmolive (NYSE:CL).
See our complete analysis for Procter & Gamble’s stock. Read More »
Delay of Pringles Sale Has Minimal Impact on P&G’s Stock Value
Graph ItNEW!Thursday, November 10th, 2011 by Trefis Team
Procter & Gamble (NYSE:PG) recently announced a delay in the $2.35 billion sale of its Pringles division to U.S. nut and popcorn maker Diamond Foods (NYSE: DMND). The sale unexpectedly hit a snag when Diamond announced an internal investigation into the accounting practices for particular crop payments to walnut growers. Previously scheduled for December 2011, the sale is now set for June of 2012. With this deal, P&G will be out of the food business, but this delay means the company will still have to operate in the market while undergoing its planned restructuring.
P&G Earnings Preview: Focusing on Volume Growth
Graph ItNEW!Tuesday, August 2nd, 2011 by Trefis Team
Procter & Gamble (NYSE:PG) plans to release earnings this Friday. P&G competes with other leading players in personal care such as Unilever (NYSE:UL), Kimberly-Clark (NYSE:KMB) and Colgate-Palmolive (NYSE:CL), and markets will watch these consumer goods bellwethers for signs on spending trends and inflationary concerns.
We value Procter & Gamble with a $68.40 Trefis price estimate of its stock, at almost a 10% premium to its current market price. In the upcoming earnings we’re less worried about margins and looking for volume growth give the company’s ambitious goals to penetrate new markets.
Procter & Gamble : All Articles
- Week of 2012-01-22
- Week of 2011-12-04
- 12/07/11 P&G Partners with ShopStyle for Women’s Focused Website
- 12/06/11 P&G Update: Tapping Further Into Latin American Laundry Market
- 12/06/11 Should P&G Reconsider its Pringles Sale to Diamond Foods?
- Week of 2011-11-27
- Week of 2011-11-13
- 11/17/11 P&G Targets OTC Drug Market Growth with Teva JV
- 11/15/11 P&G Updates: Teva JV Aims for $4 Billion by 2020
- 11/14/11 P&G Fights Cost Pressures with Emerging Markets Growth
- Week of 2011-11-06
- Week of 2011-07-31
- Week of 2011-07-03
- Week of 2011-06-19
- 06/22/11 How P&G Gains Market Share in Tough Times
- 06/21/11 P&G CEO Ad Spend Moving Online to Reach Emerging Markets
- Week of 2011-06-12
- 06/16/11 Unilever CEO Expects to Catch P&G in 5 Years
- 06/16/11 P&G’s Delay Increases Risk for Tide Pods Launch
- 06/15/11 Is it Time for P&G to Offload Duracell?
- Week of 2011-05-29
- 06/03/11 Why P&G Buying Unilever is Unlikely
- Week of 2011-05-22
- Week of 2011-05-08
- 05/11/11 What P&G Could Look Like in 5 Years
- 05/10/11 Why P&G is a Great Stock for Retirement
- 05/09/11 Volumes Drive Upside for P&G
- Week of 2011-04-24
- Week of 2011-04-17
- 04/22/11 P&G and Unilever Raise Prices on Laundry Care Products – Who Wins?
- 04/18/11 Should Colgate-Palmolive Focus on Volume?
- 04/18/11 Market Share Upside as P&G Sharpens Focus on OTC Drugs
- Week of 2011-04-03
- Week of 2011-03-20
- Week of 2011-03-06
- 03/10/11 P&G India Expansion Could Require Heavy Investment
- 03/09/11 India is Key to P&G’s Additional Billion Customer Goal
- Week of 2011-02-27
- Week of 2011-02-20
- Week of 2011-02-06
- Week of 2011-01-30
- 02/04/11 Estee Lauder Surprised, Let’s Look at Avon
- 02/02/11 Upside to P&G’s Laundry Products Market Share
- 02/01/11 Green Initiatives at Kimberly-Clark Add to Upside
- Week of 2011-01-23
- 01/29/11 Kimberly Clark Diapers Market Share Could Add 10% Upside
- 01/28/11 Can Kimberly Clark Learn from P&G’s Recession Strategy?
- 01/26/11 A Breakdown of Colgate’s Businesses by Value
- Week of 2011-01-16
- 01/21/11 Unilever’s Agflation Challenge: To Preserve Margins or Market Share?
- 01/21/11 A Breakdown of P&G’s Value and Outlook by Product Segment
- 01/20/11 Unilever’s Alberto Culver Acquisition Adds Shine to Stock?
- 01/18/11 Consumer Proximity in Emerging Markets Could Lift Kimberly Clark’s Market Share
- 01/17/11 P&G Targeting Gillette Market Share in India
- Week of 2011-01-09
- 01/14/11 Rise in Online and Mobile Shopping Can Threaten Avon’s Stock
- 01/13/11 Colgate Should Embrace Social Media and Innovation in Place of Ad Spending
- 01/12/11 P&G’s Strategy to Win Market Share to Pay Off
- Week of 2011-01-02
- 01/07/11 China, the Next Engine of Growth for Estee Lauder
- 01/06/11 Significant Upside for Unilever, With Added Push from Skin Care Market Share
- 01/06/11 P&G’s Growth Hinges on Good Execution in China and India
- 01/03/11 Colgate Can Target Oral Care to Counter Competitor Growth
- Week of 2010-12-26
- Week of 2010-12-12
- 12/18/10 P&G’s Outlook Lifted by Market Share Gains
- 12/16/10 A Look at Unilever’s Stock Value by Product Line
- 12/16/10 Revlon: What’s the Way Ahead?
- 12/13/10 Estee Lauder – Makeup and Fragrance Trends Encouraging
- Week of 2010-12-05
- Week of 2010-11-28
- 12/03/10 L’Oreal Hair Care and Skin Care – 50% of Stock Value
- 11/30/10 Proctor & Gamble’s Fabric Care Business Hinges on Emerging Markets Growth
- Week of 2010-11-21
- Week of 2010-11-14
- Week of 2010-08-22
- 08/27/10 New Coverage: $53 Trefis Price Estimate for Estee Lauder
- 08/25/10 Colgate’s Stock to Benefit from Higher Oral Care Share
- Week of 2010-08-01
- Week of 2010-07-25
- Week of 2010-07-18
- Week of 2010-07-11
- Week of 2010-07-04
- Week of 2010-06-27
- Week of 2010-06-13
- Week of 2010-06-06