Street View: Procter & Gamble pushes for share in tough U.S. aisles

Procter & Gamble's PG.N second-quarter revenue fell slightly short of Wall Street expectations on Thursday, as weak spending by U.S. consumers and the hit from a government shutdown offset stronger growth globally

Median PT of 27 brokerages covering the stock is $169 - LSEG data

INTERNATIONAL GROWTH SHINES

J.P. Morgan ("overweight," PT: $165) says that while there are execution risks to regaining market share, it believes PG deserves the benefit of the doubt, and co’s substantial marketing budget and consistent investments in AI are likely to strengthen returns on investment in the future

RBC Capital Markets ("outperform," PT: $172) says the U.S. remains PG’s toughest market, but early signs of improvement and solid international growth are encouraging. A U.S. reacceleration and clearer market‑share gains will likely be the key swing factors heading into FY’27

Piper Sandler ("neutral," PT: $150) says co "will step up promotional activity in F2H26 to help drive trial of its innovation, and PG continued its strong productivity savings in the quarter, but reinvested most of it for growth, which we expect to continue"

Evercore ISI ("in line," PT: $170) says shifting retail dynamics and changing consumer touchpoints are harder for a complex portfolio like P&G’s, making deeper data insights essential, and the new structure should spur a more entrepreneurial culture, though such changes take time to embed