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.
UpdatedMarkets
21 words · 12 settled yes · our count agreed on 21 of 21- Polymarket: anyone
Polymarket
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Category | Yes | 94 | 94 | ✓ | 95%transcripts from the transcript model | Hear it 2:59, Category | – |
| Consumer 10+ times | Yes | 56 | 56 | ✓ | 87%transcripts from the transcript model | Hear it 9:11, Consumer 10+ times | – |
| Innovation 10+ times | Yes | 38 | 38 | ✓ | 83%transcripts from the transcript model | Hear it 8:45, Innovation 10+ times | – |
| Fiscal 10+ times | Yes | 37 | 37 | ✓ | 74%transcripts from the transcript model | Hear it 2:28, Fiscal 10+ times | – |
| Quarter 10+ times | Yes | 33 | 33 | ✓ | 81%transcripts from the transcript model | Hear it 0:01, Quarter 10+ times | – |
| Portfolio | Yes | 22 | 22 | ✓ | 95%transcripts from the transcript model | Hear it 1:56, Portfolio | – |
| China | Yes | 22 | 22 | ✓ | 95%transcripts from the transcript model | Hear it 4:27, China | – |
| Customer 5+ times | Yes | 9 | 9 | ✓ | 23%transcripts from the transcript model | Hear it 10:01, Customer 5+ times | – |
| Supply | Yes | 6 | 6 | ✓ | 95%transcripts from the transcript model | Hear it 22:22, Supply | – |
| Currency | Yes | 6 | 6 | ✓ | 86%transcripts from the transcript model | Hear it 5:23, Currency | – |
| Commodity | Yes | 5 | 5 | ✓ | 89%transcripts from the transcript model | Hear it 25:29, Commodity | – |
| Geopolitical | Yes | 3 | 3 | ✓ | 85%transcripts from the transcript model | Hear it 9:16, Geopolitical | – |
| Income 10+ times | No | 1 | 1 | ✓ | 7%transcripts from the transcript model | Hear it 26:16, Income 10+ times | – |
| Profit 10+ times | No | 1 | 1 | ✓ | 4%transcripts from the transcript model | Hear it 13:42, Profit 10+ times | – |
| Toilet paper | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – | |
| Valuation | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – | |
| Collusion | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| Insolvency | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| Trump | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| World Cup | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| Revenue 10+ times | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
22 matches for “Portfolio”; 5 quoted, at least 25 words apart.
…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…
…includes around 40 basis points of headwinds from product form and go-to-market portfolio choices. Growth was broad-based across regions and categories. Nine of 10 product…
…the roadmap for growth and value creation. This strategy starts with a portfolio of categories where performance matters. In performance-driven categories, we must deliver irresistible…
…core and a bigger more. One of P&G's biggest strengths is our portfolio of leading brands, the core of our business. We need to make…
…diapers. We have an opportunity to drive that strength through the entire portfolio. That's where the innovation plan is focused, and you see the next…
Where the listed words were said
…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…
…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.…
…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. 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…
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…
I'd just add one point, maybe to this, two points on the portfolio within that. One is that we do have a good vertical portfolio.…
…the year. North America and Europe focus markets each grew modestly. Greater China organic sales were up 4% for the year. Enterprise markets were up…
…our largest market, the U.S., as we measured the percentage of top customers growing or holding share. We had less than 10% holding or growing…
…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…
…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…
…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…
…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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