European Energy Crisis Intensifies Impact on U.S. Companies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy PG?
Source: NASDAQ.COM
- Rising Energy Costs: The conflict with Iran has led to a near doubling of European natural gas benchmark prices by mid-March, resulting in significantly higher energy costs for U.S. companies operating in Europe, which could compress their margins and negatively impact stock prices.
- Manufacturing Squeeze: Companies like Procter & Gamble (PG) and Mondelez International (MDLZ), which have substantial manufacturing operations in Europe, are facing dual pressures from rising energy costs and declining consumer purchasing power, leading to further downward revisions in their fiscal 2026 earnings-per-share growth forecasts.
- Tight Market Dynamics: Europe must urgently refill its gas reserves over the summer, with global buyers competing for limited liquefied natural gas (LNG) supplies, exacerbating operational challenges for U.S. multinationals in Europe and potentially impacting their profitability.
- Energy Producers Benefit: Despite some Middle Eastern production constraints, companies like ExxonMobil (XOM) and Chevron (CVX) may benefit from rising crude oil prices and high premiums in the European market, illustrating the divergent impacts of the energy crisis on various sectors.
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Analyst Views on PG
Wall Street analysts forecast PG stock price to rise
17 Analyst Rating
10 Buy
7 Hold
0 Sell
Moderate Buy
Current: 144.900
Low
150.00
Averages
164.50
High
180.00
Current: 144.900
Low
150.00
Averages
164.50
High
180.00
About PG
The Procter & Gamble Company is focused on providing branded consumer packaged goods to consumers across the world. The Company’s segments include Beauty, Grooming, Health Care, Fabric & Home Care and Baby, Feminine & Family Care. The Company’s products are sold in approximately 180 countries and territories primarily through mass merchandisers, e-commerce, including social commerce channels, grocery stores, membership club stores, drug stores, department stores, distributors, wholesalers, specialty beauty stores, including airport duty-free stores), high-frequency stores, pharmacies, electronics stores and professional channels. It also sells direct to individual consumers. It has operations in approximately 70 countries. It offers products under brands, such as Head & Shoulders, Herbal Essences, Pantene, Rejoice, Olay, Old Spice, Safeguard, Secret, SK-II, Braun, Gillette, Venus, Crest, Oral-B, Ariel, Downy, Gain, Tide, Always, Always Discreet, Tampax, Bounty and others.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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