Vertigo3d Investment thesis To avoid any misunderstandings - I own a certain position in Procter & Gamble (NYSE:PG), and I don't intend to sell it. It's an amazing business with a shareholder-friendly approach. I highly appreciate the dividends that grew over the years and don't see any "sell" rationale. Considering PG's: headwinds limiting (to some degree) its growth its improved yet below competitors' level organic volume growth its ability to uphold positive growth outstanding profitability leadership p ...

Procter & Gamble (PG) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this world's largest consumer products maker have returned +2.5%, compared to the Zacks S&P 500 composite's +3.5% change. During this period, the Zacks Soap and Cleaning Materials industry, which P&G falls in, has gained 1.4%. The key question now is: What could be the stock's fu ...

Here at Zacks, we offer our members many different opportunities to take full advantage of the stock market, as well as how to invest in ways that lead to long-term success.The Zacks Premium service, which provides daily updates of the Zacks Rank and Zacks Industry Rank; full access to the Zacks #1 Rank List; Equity Research reports; and Premium stock screens like the Earnings ESP filter, makes these more manageable goals. All of the features can help you identify what stocks to buy, what to sell, and what ...

Procter & Gamble (PG) closed the most recent trading day at $166.85, moving -0.95% from the previous trading session. The stock fell short of the S&P 500, which registered a gain of 0.09% for the day. Elsewhere, the Dow lost 0.1%, while the tech-heavy Nasdaq added 0.16%.Shares of the world's largest consumer products maker have appreciated by 1.89% over the course of the past month, outperforming the Consumer Staples sector's loss of 0.36% and lagging the S&P 500's gain of 2.83%.The upcoming earnings releas ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about Procter & Gamble (PG) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.P&G currently has an averag ...

ARLINGTON, Va., June 13, 2024 /PRNewswire/ -- March of Dimes, the leading nonprofit fighting for the health of all families, has awarded its 2024 March of Dimes Nursing Scholarship Awards to two outstanding nurses for their undergraduate and graduate studies. Established in 1998, the award recognizes and promotes excellence in nursing and furthers the organization's commitment to closing the health equity gap and ensuring all moms and babies receive the highest quality of medical care. Both winners will rec ...

文章核心观点 - 尽管存在经济周期波动,但美国经济仍展现出希望,GDP稳步增长,失业率接近历史低点,通胀下降稳定了价格,工资上涨和强劲的消费支出表明需求健康,基础设施和创新投资也带动了就业创造[2] - 如果经济出现下滑,投资于更稳定、财务状况良好的公司是明智之举[3] 行业和公司总结 餐饮行业 - 餐厅品牌国际(QSR)是一家多元化的快餐企业,在汉堡、鸡肉、咖啡、甜甜圈和三明治等细分领域具有广泛布局,在经济下滑时可能受益于消费者向这一细分市场的转移[4][5] - 该公司最近的业绩表现出色,本季度收入达17.4亿美元,超出预期,但股价仍下跌8.1%,因为公司的未来指引参差不齐[4] - 该公司本季度有机调整后的营业收入增长7.7%,反映了收入增长和成本管控有效[6] - 数字销售在各个细分市场都实现了大幅增长,尤其是在Tim Hortons,显示了公司在利用技术提升收入的能力[6] 指数基金 - 标普500指数基金(VTI)提供了对美国股票市场的广泛覆盖,包括了最大的7只股票以及其他众多中小型公司[8] - 作为一种被动投资工具,VTI为那些不想花时间深入研究个股的投资者提供了广泛的市场曝光[9] - VTI的大中小盘股票组合提供了多元化和稳定性,可能为长期投资者带来约8%的年化收益[10] 消费品行业 - 宝洁公司(PG)是一家支付稳定股息的公司,已连续100多年派发股息[11] - 该公司通过成本控制实现了利润增长和股东回报,本季度每股收益同比增长18%[12] - 尽管面临定价能力的担忧,但该公司通过提价来抵消成本上升,实现了3%的有机销售增长[13] - 凭借2.4%的股息收益率和27倍的市盈率,PG股票为寻求价值、防御性和收益的投资者提供了有吸引力的选择[13]

会议主要讨论的核心内容 - 公司在过去5年连续实现5%以上的有机销售增长 [5] - 公司在9个品类中有8个实现有机销售增长 [6] - 公司在重点市场和新兴市场的有机销售分别增长4%和8% [6] - 公司核心EPS同比增长15%,剔除汇率影响增长19% [7] - 公司通过提高生产效率和效率来提升利润,并用于再投资广告和创新 [7] - 公司致力于提升5大卓越性向量(产品、包装、品牌沟通、零售执行和价值) [13][23] - 公司在新兴市场如墨西哥、印度和波兰等市场取得了卓越性带来的优异业绩 [25][26][30] - 公司正在实施"供应链3.0"战略,提高供应链的敏捷性、灵活性和生产力 [33][34][35] - 公司在北美和印度等市场通过优化供应链实现了成本和现金流的改善 [43] 问答环节重要的提问和回答 问题1 **Steve Powers 提问** 消费者在美国、西欧和拉美等市场的韧性是否会持续 [49] **Andre Schulten 回答** 公司在美国、欧洲和拉美等市场的消费者需求仍然很强劲,没有观察到明显的消费者降级 [50][51][52][56][57] 公司会根据不同市场和品类的情况采取相应的策略,如在美国推出更强大的Luvs品牌创新 [58] 问题2 **Steve Powers 提问** 公司在中国市场的表现和前景如何 [66] **Shailesh Jejurikar 回答** 中国消费者信心仍然较弱,但公司正在采取措施提升关键品类如婴儿护理和美发的卓越性,取得了一定进展 [67][68][69] 问题3 **Steve Powers 提问** 公司对2025财年的展望是否乐观 [80] **Andre Schulten 回答** 公司将继续执行既定的战略,在强势市场保持增长,同时应对问题市场的挑战,目标是实现中高单位数的有机销售和利润增长 [81]

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Procter & Gamble (PG) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.P&G currently has an average brokera ...

The latest trading session saw Procter & Gamble (PG) ending at $164.65, denoting a +0.07% adjustment from its last day's close. The stock lagged the S&P 500's daily gain of 0.11%. On the other hand, the Dow registered a loss of 0.3%, and the technology-centric Nasdaq increased by 0.56%.Prior to today's trading, shares of the world's largest consumer products maker had gained 0.05% over the past month. This has lagged the Consumer Staples sector's gain of 0.83% and the S&P 500's gain of 5.06% in that time.In ...