Procter & Gamble Co at Morgan Stanley Global Consumer & Retail Conference Transcript

Dec 02, 2025 / 01:45PM GMT

Release Date Price: €123.54 (-3.39%)

Transcript

Dara Mohsenian

Morgan Stanley - Analyst

Good morning, everyone. I'm Dara Mohsenian, Morgan Stanley's household products and beverage analyst. I'm very pleased to welcome Procter & Gamble back to Morgan Stanley's Global Consumer and Retail Conference.

And just before we get started, I have to give a quick disclosure. Please see the Morgan Stanley research website at www.morganstanley.com for important research disclosures. And feel free to reach out to your Morgan Stanley representative with any questions.

So joining us today from Procter & Gamble, we have Procter's CFO, Andre Schulten; and Head of Investor Relations, John Chevalier. Great to have you guys here again. Thanks so much for joining us.

Questions & Answers

Dara Mohsenian

Morgan Stanley - Analyst

So I thought maybe first, we could start off on the short-term consumer landscape here, Andre, since there's been so much volatility, the backdrop is muted category growth. And maybe we can just start

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