Executive Leadership Transition: Jon Moeller will transition to Executive Chairman on January 1, 2026, with Shailesh Jejurikar elected as the new President and CEO. Shailesh is noted for his extensive 36-year experience at P&G and successful leadership in key business areas, which instills confidence in future leadership stability and strategy execution.
Fiscal Year 2025 Performance: P&G reported organic sales growth of 2% for the year, driven by a 1% increase in volume and a 1% increase in price/mix. Core earnings per share (EPS) rose 4% to $6.83, with a core operating margin improvement of 50 basis points despite headwinds like inflation and supply chain disruptions. These results reflect strong cash return to shareholders, with $16 billion returned through dividends and share buybacks.
Challenges Moving Forward: P&G anticipates ongoing volatility in the macroeconomic environment and consumer sentiment, with potential headwinds from tariffs, commodity costs, and geopolitical developments. Notably, tariffs are expected to impose a 5-point headwind to core EPS growth in fiscal 2026, complicating margin expansion efforts.