Procter & Gamble (PG): FY27 Q1 earnings call, Oct 22, 2026
On its Oct 22, 2026 earnings call (FY27 Q1), Procter & Gamble said 12 of the 23 words Kalshi and Polymarket listed; Parrot’s count agreed with all 23 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
23 words · 12 settled yes · our count agreed on 23 of 23- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Innovation 5+ times | Yes | 24 | 24 | ✓ | 90%transcripts from the transcript model | – |
| China 10+ times | Yes | 18 | 18 | ✓ | 72%transcripts from the transcript model | – |
| China 3+ times | Yes | 15 | 18 | ✓ | 86%transcripts from the transcript model | – |
| Portfolio | Yes | 12 | 12 | ✓ | 97%n=1+tx from settlement history blended with transcripts | – |
| Supply | Yes | 6 | 6 | ✓ | 96%n=1+tx from settlement history blended with transcripts | – |
| Beauty | Yes | 4 | 5 | ✓ | 71%n=3+tx from settlement history blended with transcripts | – |
| Tide | Yes | 3 | 3 | ✓ | 94%transcripts from the transcript model | – |
| Charmin | Yes | 3 | 3 | ✓ | 53%transcripts from the transcript model | – |
| Tariff | Yes | 2 | 2 | ✓ | 89%n=3+tx from settlement history blended with transcripts | – |
| Laundry | Yes | 2 | 2 | ✓ | 75%n=3+tx from settlement history blended with transcripts | – |
| President / Trump | Yes | 1 | 1 | ✓ | 73%transcripts from the transcript model | – |
| Competition | Yes | 1 | 1 | ✓ | 41%n=3+tx from settlement history blended with transcripts | – |
| Dividend 3+ times | No | 2 | 2 | ✓ | 64%transcripts from the transcript model | – |
| Inflation | No | 0 | 4 | ✓ | 80%n=3+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | No | 0 | 0 | ✓ | 77%n=1+tx from settlement history blended with transcripts | – |
| Advertising | No | 0 | 0 | ✓ | 50%n=3+tx from settlement history blended with transcripts | – |
| Head & Shoulders / Head and Shoulders | No | 0 | 0 | ✓ | 49%transcripts from the transcript model | – |
| Old Spice | No | 0 | 0 | ✓ | 23%n=1+tx from settlement history blended with transcripts | – |
| Toothpaste | No | 0 | 0 | ✓ | 15%n=3+tx from settlement history blended with transcripts | – |
| Buyback / Buy Back | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Sensodyne | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Revenue | No | 0 | 1 | ✓ | 13%n=3+tx from settlement history blended with transcripts | – |
| WNBA | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
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 22, 2026 15:50 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Customer”; 5 quoted, at least 25 words apart.
…consumption across categories. We now have over 70% of our top U.S. customers holding or growing share, up from less than 10% in the first…
…progress we expected behind the interventions being executed across categories, countries, and customers. As we move forward, the fundamental elements of our strategy remain unchanged.…
But we are building momentum with consumers and customers, and we are excited about the long-term opportunities ahead. With that, we will be happy to…
…worked, the team has worked so hard over the last nine months, category by category, customer by customer, country by country, to improve this balance.
…ask about the U.S. business. Andre, you mentioned 70% of top U.S. customers holding or growing share. That's a significant improvement as you called out…
Where the listed words were said
…of consumers. This understanding leads to insights and signals that drive faster and better innovations grounded in industry-leading research, development, modeling, and testing capabilities.
Greater China organic sales grew 8%, continued strong growth in what remains a challenging consumer environment. Pampers and SK-II led the growth, with SK-II up…
…growing share. Pampers Prestige has been a significant growth driver of our China baby care business, with mid-teen growth consistently over the past eight quarters.…
…Brazil up low single digits. Organic sales in the IMETA region grew 8%. APAC Enterprise was up 2%, still impacted by our portfolio restructuring impacts.
…partnerships, and our supply chain is a differentiator where a resilient, agile supply chain is critical to respond to global volatility and cost pressures. We…
…very strong results in baby. Fem Care doing great. Adult incontinence improving. Beauty Care at 5%, very strong, and across all three segments within Beauty…
…examples we've discussed recently also continue to deliver strong results, including U.S. Tide Boosted, and Evo, Mexico fabric enhancers, Brazil haircare, and U.S. personal care.…
…making across price point corrections in the club channel, the launch of Charmin and Bounty Essentials, all of those are pushing momentum in the right…
…exchange rates. Significant additional currency weakness, commodity cost increases, geopolitical disruptions, tariffs, major supply chain disruptions, or store closures are not anticipated within…
…two largest markets in Fabric Care. Fabric enhancers are growing, and the laundry part of the business is growing. It is consistent across the portfolio.…
…the call today are Keri Cowan and John Chevalier, our Senior Vice Presidents of Investor Relations. I'll start with an overview of results for the…
…have fixed what I would call the hygiene factors, value versus close competition. We are building on the trend that we see as the future…
Agents: this page as TSV at /api/v1/appearances/procter-and-gamble:2026-10-22:earnings_call · words: /api/v1/brief?appearance=procter-and-gamble:2026-10-22:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP