Procter & Gamble (PG): FY26 Q2 earnings call, Jan 22, 2026

On its Jan 22, 2026 earnings call (FY26 Q2), Procter & Gamble said 8 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.

Updated

Markets

11 words · 8 settled yes · our count agreed on 11 of 11

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
Trade Yes34✓91%n=1+tx from settlement history blended with transcripts–
Laundry Yes36✓84%n=1+tx from settlement history blended with transcripts–
Dividend Yes22✓91%n=1+tx from settlement history blended with transcripts–
Inflation Yes22✓59%n=1+tx from settlement history blended with transcripts–
Tariff Yes11✓92%n=1+tx from settlement history blended with transcripts–
Beauty Yes13✓53%n=1+tx from settlement history blended with transcripts–
Advertising Yes12✓52%n=1+tx from settlement history blended with transcripts–
Competition Yes11✓16%n=1+tx from settlement history blended with transcripts–
Toothpaste No00✓30%n=1+tx from settlement history blended with transcripts–
Revenue No00✓19%n=1+tx from settlement history blended with transcripts–
Holiday No00✓15%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 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

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

40 matches for “Innovation”; 5 quoted, at least 25 words apart.

Andre Schultencompanyprepared

…with an overview of results for 2026, and Shailesh will discuss strategy, innovation, and focus areas as we start calendar year 2026. I'll close with…

Andre Schultencompanyprepared

…year, Strong productivity improvement of 270 basis points with healthy reinvestment in innovation, and demand creation. Currency-neutral core operating margin was down 80 basis points.…

Andre Schultencompanyprepared

…will be the softest quarter of the fiscal year, We have strong innovation and productivity plans for the back half of the year, We continue…

Shailesh Jejurikarcompanyprepared

…and investments we are making now will improve our near-term performance. Strong innovation supported by sharper, consumer communication and retail execution. We are already seeing…

Shailesh Jejurikarcompanyprepared

…of the premium and super-premium segments of the market behind consumer insight-driven innovation, and brand communication. Chinese parents want only the best for their baby.…

Where the listed words were said

Andre Schultencompany“Trade” · prepared

…down three points, including a roughly two-point headwind. From the base period trade inventory impacts I mentioned. Pricemix added a point of growth. European focused…

Shailesh Jejurikarcompany“Laundry” · prepared

…the Brazil hair care business, U. S. Old Spice and US liquid laundry detergents businesses. Most of these interventions are starting now in The US…

Andre Schultencompany“Dividend” · prepared

…costs from the restructuring work. Expect to pay around $10 billion in dividends and to repurchase approximately $5 billion in common stock. Combined a plan…

Shailesh Jejurikarcompany“Inflation” · prepared

…increasingly fragmented with new media platforms, including social media and retail media. Inflation across food, energy, health care, and many other areas of spending has…

Andre Schultencompany“Tariff” · prepared

…continues to expect approximately $500 million before tax and higher costs from tariffs. Below the operating line, we continue to expect modestly higher interest expense…

Shailesh Jejurikarcompany“Beauty” · qa

…greater strength, and we've always talked about the fact that health and beauty are two areas where we find we have still opportunity to build…

Shailesh Jejurikarcompany“Advertising” · qa

…a little more on product, which one needs a little more on advertising or visibility will vary. So that's the only point I would add…

Andre Schultencompany“Competition” · prepared

…a challenging start to the fiscal year. With softer consumer markets, aggressive competition a dynamic geopolitical landscape. We expect stronger results in the second half…

Agents: this page as TSV at /api/v1/appearances/procter-and-gamble:2026-01-22:earnings_call · words: /api/v1/brief?appearance=procter-and-gamble:2026-01-22:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP