"Procter & Gamble ( NYSE: PG) stock has climbed 11.65% year-to-date as of February 11, 2026, reaching $160 per share from a year-end close of $142.31. That gain looks impressive until you examine the broader consumer staples landscape. Clorox ( NYSE: CLX) has surged 24.91%, Colgate-Palmolive ( NYSE: CL) jumped 20.62%, and Church & Dwight ( NYSE: CHD) gained 19.81%. P&G ranks middle of the pack in its own sector, raising questions about whether the company can justify its premium valuation while facing tariff headwinds and a leadership transition."
"P&G's tariff exposure breaks down to approximately $300 million from China tariffs and $600 million from rest of world. The company plans mid-single-digit price increases on roughly 25% of SKUs impacted by tariffs, translating to portfolio average pricing of about 2.5%. CFO Andre Schulten cautioned that "if there is a favorable shift in tariffs, a decrease will likely not lead to sustained pricing in the market," suggesting limited upside from potential tariff relief. The company faces a difficult choice: absorb costs and compress margins, or raise prices and risk volume losses to private label competitors already gaining ground"
Procter and Gamble's stock rose 11.65% year-to-date to $160 but trailed peers such as Clorox, Colgate-Palmolive, and Church & Dwight. Shailesh Jejurikar became president and CEO on January 1, 2026, after a 36-year P&G career and most recently served as COO with P&L responsibility for Enterprise Markets. Q4 fiscal 2025 showed approximately 2% organic sales growth and core EPS of $1.48, up 6% year-over-year. Tariff headwinds total about $900 million, down from $1 billion after an EU trade deal, and management forecasts fiscal 2026 organic sales of flat to 3%. The company plans mid-single-digit price increases on roughly 25% of SKUs, translating to about 2.5% portfolio pricing, and faces the choice to absorb costs or raise prices amid private-label competition.
Read at 24/7 Wall St.
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