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.

37 matches for “Fiscal”; 5 quoted, at least 25 words apart.

Andre Schultencompanyprepared · 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…

Andre Schultencompanyprepared · 3:17Hear it 3:16, Andre Schulten

Looking closer at fiscal 2026 on a semester basis, we delivered an acceleration in top-line results, up about one point in the first half and…

Andre Schultencompanyprepared · 4:49Hear it 4:44, Andre Schulten

…our top 50 category country combinations held or grew share for the fiscal. Five of 10 product categories held or grew share globally. In aggregate,…

Andre Schultencompanyprepared · 7:50Hear it 7:44, Andre Schulten

…and value interventions. Greater China organic sales grew 4%, another quarter of positive momentum heading into fiscal 2027. Enterprise markets grew 4% for the quarter.

Shailesh Jejurikarcompanyprepared · 9:34Hear it 9:31, Shailesh Jejurikar

…before moving to our strategic focus areas. As mentioned, we delivered the fiscal within our going in guidance ranges across all key financial metrics, despite…

Where the listed words were said

Andre Schultencompany“Category” · prepared · 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…

Shailesh Jejurikarcompany“Consumer (10+)” · prepared · 11:21Hear it 11:16, Shailesh Jejurikar

…and opportunities in our fast-changing industry. Finally, an organization that is fully engaged, enabled, and excited to serve consumers and to win in the marketplace.

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.…

Shailesh Jejurikarcompany“Fiscal (10+)” · prepared · 10:11Hear it 10:06, Shailesh Jejurikar

…than 10% holding or growing share in the first half of the fiscal year, and improved in the second half to around 50%. We will…

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…

Shailesh Jejurikarcompany“China” · prepared · 13:46Hear it 13:46, Shailesh Jejurikar

…growing market share, sales, and profit. Here are a few examples. Greater China Baby Care continues to lead the growth of the premium and super-premium…

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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