Consumer Behavior Trends: Walmart's second quarter earnings indicate that American consumers are increasingly seeking value due to economic pressures, with the company gaining market share across various income levels.
Value-Seeking Across Brands: Executives from major brands like Coca-Cola, Kraft Heinz, and Procter & Gamble reported a shift towards more affordable options as consumers navigate inflation and economic uncertainty.
Impact on Household Goods: Companies such as Whirlpool and Lowe's noted a decline in consumer sentiment affecting demand for higher-end products, leading customers to opt for lower-priced alternatives.
Retail Performance: Discount retailers like TJ Maxx experienced growth in same-store sales, reflecting strong consumer interest in value offerings as shoppers prepare for back-to-school and holiday seasons.
PG
$145.13+Infinity%1D
Analyst Views on PG
Wall Street analysts forecast PG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PG is 169.44 USD with a low forecast of 153.00 USD and a high forecast of 180.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
Wall Street analysts forecast PG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PG is 169.44 USD with a low forecast of 153.00 USD and a high forecast of 180.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Buy
7 Hold
0 Sell
Moderate Buy
Current: 142.840
Low
153.00
Averages
169.44
High
180.00
Current: 142.840
Low
153.00
Averages
169.44
High
180.00
Deutsche Bank
Hold
downgrade
$176 -> $171
2025-12-08
Reason
Deutsche Bank
Price Target
$176 -> $171
2025-12-08
downgrade
Hold
Reason
Deutsche Bank lowered the firm's price target on Procter & Gamble to $171 from $176 and keeps a Hold rating on the shares after meeting with management. The firm says more patience is required by investors.
Barclays
Equal Weight
maintain
$153 -> $151
2025-12-08
Reason
Barclays
Price Target
$153 -> $151
2025-12-08
maintain
Equal Weight
Reason
Barclays lowered the firm's price target on Procter & Gamble to $151 from $153 and keeps an Equal Weight rating on the shares after meeting with management. The firm says the company's tone was "muted," mentioning it could take 12-18 months for P&G to get back to "firing on all cylinders."
Morgan Stanley
Overweight
downgrade
$180 -> $175
2025-10-27
Reason
Morgan Stanley
Price Target
$180 -> $175
2025-10-27
downgrade
Overweight
Reason
Morgan Stanley lowered the firm's price target on Procter & Gamble to $175 from $180 and keeps an Overweight rating on the shares. Fiscal Q1 upside provided a strong start to FY26, though it mainly comes out of Q2 with a tougher organic sales growth comparison in a difficult industry environment, the analyst tells investors in a post-earnings note.
JPMorgan
Neutral
maintain
$163 -> $165
2025-10-27
Reason
JPMorgan
Price Target
$163 -> $165
2025-10-27
maintain
Neutral
Reason
JPMorgan raised the firm's price target on Procter & Gamble to $165 from $163 and keeps a Neutral rating on the shares. The firm updated the company's model post the fiscal Q1 report. It views Procter's guidance as conservative.
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.
