📊 PRO: This Week in Visuals
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Today at a glance:
🧴 Procter & Gamble: Volume Boost
💊 Johnson & Johnson: MedTech Weakness
💳 American Express: Holiday Tailwind
🦾 Intuitive Surgical: Surging Growth
⚙️ Texas Instrument: Sluggish Demand
📱 Verizon: Broadband Momentum
🏦 Charles Schwab: Record Inflows
⚡ GE Vernova: Record Orders
🛩️ United Airlines: Demand Takes Off
🦅 American Airlines: Corporate Rebuild
1. 🧴 Procter & Gamble: Volume Boost
In its December quarter (Q2 FY25), Procter & Gamble’s revenue grew 2% Y/Y to $21.9 billion ($310 million beat), with an adjusted EPS of $1.88 ($0.02 beat). Organic sales rose 3% Y/Y. For the first time since 2019, pricing was flat Y/Y, while organic volume increased 2%, led by healthcare, grooming, and home care—though China’s slowdown weighed on beauty sales.
Despite inflation concerns, consumers are trading up—opting for premium products and bulk sizes, reinforcing P&G’s pricing power and brand strength. The company reaffirmed its FY25 guidance of 2-4% revenue growth and EPS between $6.91 and $7.05. The challenge now is sustaining volume growth of its essentials, from Gilette razors to Tide detergent, as the boost from pricing fades.