From Zacks Investment Research: 2025-06-12 12:24:00

Procter & Gamble (PG) is facing $1-1.5 billion in annualized tariff costs affecting raw materials, packaging, and some finished goods. To counter this, PG is increasing productivity, considering pricing adjustments, and exploring new sourcing options. The company is implementing AI, automation, and predictive analytics to improve inventory control and demand forecasting. PG’s supply chain transformation focuses on digitization, regionalization, and agility to navigate rising costs and evolving consumer demands. This strategy includes real-time inventory tracking, AI-driven forecasting, and regional production hubs for improved efficiency and responsiveness. Kimberly-Clark (KMB) and Colgate-Palmolive (CL) are also enhancing their supply chains through automation, AI, and diversification strategies. Despite PG’s recent stock decline, its forward P/E ratio is higher than the industry average, with modest growth estimates for fiscal 2025 and 2026.



Read more at Zacks Investment Research: Is PG’s Supply Chain Revamp a Game-Changer in Consumer Staples? – June 12, 2025