PG

In April 2026, P&G marked its 70th consecutive year of increasing its dividend. On October 6, 2026, Evercore ISI upgraded P&G to 'Outperform' and raised its price target, citing improving U.S. execution, stabilizing category volumes, and the effectiveness of its new organization, which led to a rise in PG shares. Evercore previously had concerns about P&G's underperformance in the Amazon channel but now believes the company is no longer losing U.S. e-commerce market share. P&G has faced cost pressures from climbing oil prices, higher shipping and freight rates, and tariff-related expenses. Over the past twelve months, P&G's stock returned 1.2%, trailing the S&P 500's 17.1% return, and revenue grew a modest 1.5% in the latest quarter. In fiscal Q4 2026, P&G experienced a 1% organic sales decline in North America and is losing market share in more than half of its biggest category and country pairings, prompting management to adjust innovation plans.