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Created: 2025-07-25 08:10:07 UTC
JPMorgan Downgrades $PG to Neutral from Overweight, Lowers PT to $XXX from $XXX
Analyst comments: "We are downgrading Procter & Gamble to Neutral from Overweight. We are taking a pause because we believe PG’s organic sales growth will remain soft over the next few quarters as category growth continues to decelerate. On the positive side, we have confidence in management’s ability to continue growing ahead of the categories and executing on the recently announced efficiency program.
At this point, we see the bull and bear case for PG as balanced. On the bear side: (i) PG has been vocal about weak underlying consumption in the U.S. and Europe, alongside persistent challenges in China and other regions affected by the Middle East conflict, with limited visibility on when recovery might occur; and (ii) although we believe management made the right call with its recently announced two-year Non-Core Restructuring Program, the move signals a need for further changes in the middle of the P&L to improve margins and earnings, particularly in the absence of a near-term catalyst to reignite top-line momentum."
Analyst: Andrea Teixeira
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