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Procter & Gamble to shut down business in Pakistan, following Shell and Pfizer exits
BusinessLine· 2025-10-02 08:11
Procter & Gamble Co said it will discontinue its business in Pakistan, months after the company announced a global restructuring programme.The maker of Tide detergent and other household items will wind down manufacturing and commercial activities of P&G Pakistan, as well as its razors division Gillette Pakistan Ltd, the Cincinnati-based company said in a statement. It will continue to serve consumers from other operations in the region, it said.P&G had in June announced it would pare its portfolio of brand ...
Procter & Gamble will shut down business in Pakistan, following Shell and Pfizer exits
The Economic Times· 2025-10-02 08:01
The maker of Tide detergent and other household items will wind down manufacturing and commercial activities of P&G Pakistan, as well as its razors division Gillette Pakistan Ltd., the Cincinnati-based company said in a statement. It will continue to serve consumers from other operations in the region, it said.P&G had in June announced it would pare its portfolio of brands and slash as many as 7,000 jobs over two years as part of an operations overhaul. The company also lowered its guidance to reflect the ...
Are PG's Beauty and Health Units Driving the Next Leg of Growth?
ZACKS· 2025-06-17 18:26
公司核心战略与定位 - 宝洁公司通过产品创新和以目标为导向的企业社会责任(CSR)努力在全球健康与美容领域发挥关键作用[1] - 公司计划在口腔护理领域抓住50亿美元增长机会 通过iO2电动牙刷将手动牙刷用户转化为电动用户[2] - 在美容领域专注于皮肤护理和高端产品线 同时强化在百货渠道的布局和美容顾问投入[3] - 致力于提供健康美容产品组合 并通过卫生、健康教育和社区赋能项目支持可持续发展[6] 业务板块表现 美容部门 - 2025财年第三季度占季度销售额18% 有机销售额同比增长2%[4] - 护发产品有机销售额持平 拉美和北美提价被大中华区销量下降抵消[4] - 个人护理产品因创新驱动实现高个位数增长 护肤品因销量疲软和地区组合不利出现低个位数下滑[4] - 预计2025财年第四季度美容部门有机销售额将增长2%[5] 健康护理部门 - 2025财年第三季度占总销售额15% 有机销售额增长4%[5] - 口腔护理通过高端创新实现低个位数增长 个人健康护理因销量强劲和提价实现高个位数增长[5] - 预计2025财年第四季度健康护理部门有机销售额将增长5%[5] 行业竞争格局 - 主要竞争对手为高露洁棕榄(CL)和科洛克斯(CLX)[7] - 高露洁2025年第一季度口腔/个人/家居护理占总销售额77.6% 预计第二季度有机增长2.5%[8] - 科洛克斯健康与 wellness部门占季度销售额37.8% 2025财年第三季度净销售额增长3%[9][11] - 科洛克斯预计第四季度有机销售额增长6%[11] 财务指标与估值 - 年初至今股价下跌3.7% 同期行业跌幅0.7%[12] - 远期市盈率22.94倍 高于行业平均20.46倍[13] - 2025财年EPS共识预期同比增长2.9% 2026财年预期增长3.6%[14] - 当前季度(2025年6月)EPS共识预期1.43美元 同比增长2.14%[15] - 下一季度(2025年9月)EPS共识预期1.94美元 同比增长0.52%[15]