Trade with Eva: Analytics in action >>

Friday, July 29, 2022

Procter & Gamble (PG) reported earnings on Fri 29 July 22 (b/o)

  • Procter & Gamble, which makes Tide detergent, Pampers diapers and Crest toothpaste, reported fiscal fourth-quarter earnings of $1.21 a share, missing analysts’ estimates by 1 cent, and issued a fiscal-year forecast that also missed expectations.
 ** charts after earnings **





Procter & Gamble misses by $0.02, reports revs in-line; guides FY23 midpoint below consensus, revs mostly below consensus
  • Reports Q4 (Jun) earnings of $1.21 per share, $0.02 worse than the S&P Capital IQ Consensus of $1.23; revenues rose 3.0% year/year to $19.52 bln vs the $19.41 bln S&P Capital IQ Consensus.
    • Beauty segment organic sales were unchanged versus year ago.
    • Grooming segment organic sales increased three percent versus year ago.
    • Health Care segment organic sales increased nine percent for the quarter.
    • Fabric and Home Care segment organic sales increased nine percent for the quarter.
    • Baby, Feminine and Family Care segment organic sales increased seven percent versus year ago.
    • Gross margin for the quarter decreased 370 basis points versus year ago, 330 basis points on a currency-neutral basis.
    • Operating margin for the quarter decreased 30 basis points versus the prior year and increased 20 basis points on a currency-neutral basis. 
  • Co issues in-line guidance for FY23, sees EPS in-line to up 4% from FY22, which translates to $5.81-6.04 vs. $6.01 S&P Capital IQ Consensus; sees FY23 revs growth in-line to up 2%, which translates to $80.2-81.8 bln vs. $81.86 bln S&P Capital IQ Consensus.
    • The combined impact of commodities, freight and foreign exchange is approximately a $1.33 per share headwind to fiscal year 2023 EPS, or a 23 percentage point headwind to EPS growth. P&G added that it expects these costs and currency headwinds will be most pronounced in the first half of its fiscal year.

No comments:

Post a Comment