24/7 Wall Street
19 Jun 2026, 17:26 UTC · 2h ago
Procter & Gamble vs. Colgate-Palmolive: One Dividend Giant Stands Above the Rest
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
19 Jun 2026, 17:26 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Colgate-Palmolive's North American sales fell 1.8% with volume down 3.2% due to private label competition. — Loss of market share to generic brands in a core region suggests a fundamental weakness in pricing power and brand loyalty.
-0.60P&G reported a $400 million after-tax tariff drag and $150 million in commodity headwinds, contributing to a 100 basis point slip in core gross margin. — Direct hits to margins from external geopolitical factors create a headwind for earnings stability.
-0.40P&G demonstrated strong capital returns with over $600 million in buybacks last quarter and $5 billion planned for FY26. — Aggressive share repurchases provide a floor for the stock price and signal management's confidence in cash flow.
+0.40Continue reading
6 related stories
Top 3 movers · tap to explore
Colgate is implementing a Strategic Growth and Productivity Program with targeted annual savings of $200 million to $300 million, despite pretax charges up to $550 million. — While restructuring costs are immediate, the projected long-term savings could improve operating efficiency.
+0.30P&G's volume growth has returned, with pricing contributing only one point of organic growth. — Shift from price-driven to volume-driven growth indicates healthier demand for core products.
+0.30Which stocks this story touches
The author prefers PG for its dividend strength, broad-based growth, and volume recovery, despite tariff headwinds.
The company faces North American sales declines, private label competition, and a high valuation relative to its turnaround needs.
Mentioned in the context of needing a turnaround after quarterly results.
Mentioned in the context of needing a turnaround after quarterly results.
Mentioned as a dividend aristocrat but no specific positive or negative catalyst is detailed.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
No stock impact ranking available yet.
Zacks Investment Research
50m ago
