Procter & Gamble (PG): FY26 Q4 earnings call, Jul 29, 2026

On its Jul 29, 2026 earnings call (FY26 Q4), Procter & Gamble said 12 of the 21 words Polymarket listed; Parrot’s count agreed with all 21 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

21 words · 12 settled yes · our count agreed on 21 of 21

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 speakersAgreesProbabilityClipMarket
Category Yes9494✓95%transcripts from the transcript modelHear it 2:59, Category–
Consumer 10+ timesYes5656✓87%transcripts from the transcript modelHear it 9:11, Consumer 10+ times–
Innovation 10+ timesYes3838✓83%transcripts from the transcript modelHear it 8:45, Innovation 10+ times–
Fiscal 10+ timesYes3737✓74%transcripts from the transcript modelHear it 2:28, Fiscal 10+ times–
Quarter 10+ timesYes3333✓81%transcripts from the transcript modelHear it 0:01, Quarter 10+ times–
Portfolio Yes2222✓95%transcripts from the transcript modelHear it 1:56, Portfolio–
China Yes2222✓95%transcripts from the transcript modelHear it 4:27, China–
Customer 5+ timesYes99✓23%transcripts from the transcript modelHear it 10:01, Customer 5+ times–
Supply Yes66✓95%transcripts from the transcript modelHear it 22:22, Supply–
Currency Yes66✓86%transcripts from the transcript modelHear it 5:23, Currency–
Commodity Yes55✓89%transcripts from the transcript modelHear it 25:29, Commodity–
Geopolitical Yes33✓85%transcripts from the transcript modelHear it 9:16, Geopolitical–
Income 10+ timesNo11✓7%transcripts from the transcript modelHear it 26:16, Income 10+ times–
Profit 10+ timesNo11✓4%transcripts from the transcript modelHear it 13:42, Profit 10+ times–
Toilet paper No00✓19%transcripts from the transcript model–
Valuation No00✓19%transcripts from the transcript model–
Collusion No00✓15%transcripts from the transcript model–
Insolvency No00✓15%transcripts from the transcript model–
Trump No00✓15%transcripts from the transcript model–
World Cup No00✓15%transcripts from the transcript model–
Revenue 10+ timesNo00✓3%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.

94 matches for “Category”; 5 quoted, at least 25 words apart.

Andre Schultencompanyprepared · 3:01Hear it 2:56, Andre Schulten

…We built plans to return the business to consistent growth across all categories and regions. We stabilized global market share, and we identified and are…

Andre Schultencompanyprepared · 3:56Hear it 3:53, Andre Schulten

…product form and go-to-market portfolio choices. Growth was broad-based across regions and categories. Nine of 10 product categories held or grew organic sales for the…

Andre Schultencompanyprepared · 4:45Hear it 4:44, Andre Schulten

…now representing 20% of total company sales. 26 of our top 50 category country combinations held or grew share for the fiscal. Five of 10…

Andre Schultencompanyprepared · 6:36Hear it 6:35, Andre Schulten

…and mix were also neutral for the quarter. Six of 10 product categories held or grew organic sales. Personal health care, hair care, and skin…

Andre Schultencompanyprepared · 8:08Hear it 8:07, Andre Schulten

…share was in line with prior year. 23 of our top 50 category country combinations held or grew share for the quarter. On the bottom…

Where the listed words were said

Shailesh Jejurikarcompany“Category” · prepared · 9:48Hear it 9:42, Shailesh Jejurikar

…that growth was broad-based with all seven regions and nine of 10 categories growing or holding organic sales. We exited the year holding global share…

Andre Schultencompany“Consumer (10+)” · prepared · 9:13Hear it 9:12, Andre Schulten

…of progress and foundational work to enable accelerated future growth. Momentum with consumers is improving. Results within guidance in a challenging macroeconomic and geopolitical environment.…

Andre Schultencompany“Innovation (10+)” · prepared · 8:47Hear it 8:41, Andre Schulten

…Very strong productivity improvement of 460 basis points with healthy reinvestment in innovation and demand creation. Currency neutral core operating margin decreased 130 basis points.…

Andre Schultencompany“Fiscal (10+)” · prepared · 2:30Hear it 2:27, Andre Schulten

…Shailesh. Good morning, everyone. I'll start with an overview of results for fiscal 2026 and the fourth quarter. Shailesh will add perspective on our strategic…

Operatoroperator“Quarter (10+)” · prepared · 0:03Hear it 0:01, Operator

Good morning. Welcome to Procter & Gamble's quarter-end conference call. Today's event is being recorded for replay. This discussion will include a number of forward-looking…

Shailesh Jejurikarcompany“Portfolio” · prepared · 1:58Hear it 1:52, Shailesh Jejurikar

…the company P&G is today, including his leading role in focusing P&G's portfolio and in designing our current operating structure. We have benefited from his…

Andre Schultencompany“China” · prepared · 7:44Hear it 7:44, Andre Schulten

…P&G sales trade consumption due to inventory dynamics and value interventions. Greater China organic sales grew 4%, another quarter of positive momentum heading into fiscal…

Shailesh Jejurikarcompany“Customer (5+)” · prepared · 17:17Hear it 17:11, Shailesh Jejurikar

…a result, P&G strengthens its position as a preferred supplier to these customers, achieving record levels of in-store visibility and support behind our joint priority…

Shailesh Jejurikarcompany“Supply” · prepared · 22:24Hear it 22:23, Shailesh Jejurikar

…and more powerful integration of innovation capabilities, leading to faster growth. Finally, supply chain capability. Supply Chain 3.0 is driving a more complete system connection…

Andre Schultencompany“Currency” · prepared · 5:25Hear it 5:25, Andre Schulten

…superior products, packages, and brand communication to drive market growth. On a currency-neutral basis, core EPS was in line with prior year, and core operating…

Andre Schultencompany“Commodity” · prepared · 25:31Hear it 25:28, Andre Schulten

…lower oil price. This is due to a larger impact from the non-commodity elements of the supply chain, like ocean freight and trucking surcharges, supplier…

Andre Schultencompany“Geopolitical” · prepared · 23:30Hear it 23:24, Andre Schulten

…volatile and challenging, from costs to currencies to consumer, competitor, retailer, and geopolitical dynamics. We believe our going and guidance for fiscal 2027 prudently reflects…

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