Procter & Gamble (PG): FY26 Q1 earnings call, Oct 24, 2025

On its Oct 24, 2025 earnings call (FY26 Q1), Procter & Gamble said 4 of the 13 words Kalshi and Polymarket listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 4 settled yes · our count agreed on 13 of 13

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Tariff Yes1822✓87%transcripts from the transcript model–
Trade Yes77✓88%transcripts from the transcript model–
Dividend Yes77✓87%transcripts from the transcript model–
Laundry Yes44✓80%transcripts from the transcript model–
Inflation No00✓84%transcripts from the transcript model–
Beauty No00✓77%transcripts from the transcript model–
Advertising No00✓69%transcripts from the transcript model–
Toothpaste No00✓39%transcripts from the transcript model–
E-commerce No00✓37%transcripts from the transcript model–
Revenue No00✓33%transcripts from the transcript model–
Competition No00✓29%transcripts from the transcript model–
Mason Campus No00✓16%transcripts from the transcript model–
Shutdown / Shut Down No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

7 matches for “Commodity”; 5 quoted, at least 25 words apart.

Andre Schultencompanyprepared

…increase, particularly in the U.S. and in Europe. This outlook includes a commodity cost headwind of approximately $100 million after tax and a foreign exchange…

Andre Schultencompanyprepared

…in fiscal '26. This outlook is based on current market growth estimates commodity prices and foreign exchange rates. Significant additional currency weakness, commodity or other…

Filippo Falornianalystqa

…you called out in the guidance. You clearly lowered the headwind from commodities and tariffs. So maybe if you can give us some more color…

Andre Schultencompanyqa

Thanks, Filippo. The commodity headwinds, you see the news on the petro complex oil is not -- is coming down. That's helping us from the…

Andre Schultencompanyqa

…last quarterly call. And so those components in aggregate are representing the commodity and tariff headwinds. On the question of guide impact. I will tell…

Where the listed words were said

Andre Schultencompany“Tariff” · qa

…Number two, a lot of the commodity -- a lot of the tariff changes. So for example, Canadian tariff rescinded was linked to pricing. So…

Andre Schultencompany“Trade” · prepared

…on June 15 went into effect on September 15. This caused some trade inventory volatility in the quarter, but shipments were largely in line with…

Andre Schultencompany“Dividend” · prepared

…$3.8 billion of cash to shareowners this quarter, EUR 2.55 billion in dividends and EUR 1.25 billion in share repurchases. In summary, a solid quarter…

Andre Schultencompany“Laundry” · prepared

…grease and stain fighting technology with an advanced perfume innovation, resulting in laundry that's cleaner, whiter, brighter and fresher. The significant innovation on liquid detergent…

Agents: this page as TSV at /api/v1/appearances/procter-and-gamble:2025-10-24:earnings_call · words: /api/v1/brief?appearance=procter-and-gamble:2025-10-24:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP