PGHousehold & Personal Products
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Get what investors say about PG next
2 new calls on PG this week are not on this page yet. Follow PG free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what PG did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about PG
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-20 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Procter & Gamble is a dependable long-term holding because it has industry-leading brands, a strong balance… |
| 2026-01-08 | Terry SmithFounder & CIO, Fundsmith | Bullish | Superinvestors | Procter & Gamble corrected its over-reliance on price increases to drive revenue after Nelson Peltz joined… |
| 2026-01-07 | Dan Nathan (RiskReversal)Trader & co-host, RiskReversal Media | Bullish | CNBC Fast Money Final Trade | Procter & Gamble has dropped from 180 to 140 in a short period and the selloff looks overdone, setting up a… |
| 2025-12-29 | Andrew BerryAssociate Editor, Barron's | Bullish | Barron's Roundtable | Procter & Gamble offers defensive consumer staples exposure as an alternative to AI-heavy S&P 500… |
| 2024-04-10 | Terry SmithFounder & CIO, Fundsmith | Bullish | Algy's Investment Podcast | Post-Peltz board engagement, P&G shifted from pure pricing-led growth to volume-led growth, removing the… |
| 2022-07-27 | Nelson PeltzActivist investor — Trian Partners | Bullish | David Rubenstein | P&G had a bloated matrixed organizational structure with no P&L accountability below CEO level, causing… |
| 2018-10-18 | Pat DorseyFounder & Portfolio Manager, Dorsey Asset Management | Bearish | Investing Principle | P&G's brand moat rests on mass-marketing spend convincing consumers of false product superiority, a barrier… |
| 2017-10-06 | Nelson PeltzActivist investor — Trian Partners | Bullish | CNBC | P&G has lost market share for a decade due to an ineffective matrix organization and a board lacking CPG… |
| 2017-06-19 | Pat DorseyFounder & Portfolio Manager, Dorsey Asset Management | Bearish | Dorsey Asset Management | P&G's low-search-cost brands like Tide rest on marketing spend rather than social consensus, making them… |
| 2013-08-14 | Bill AckmanCEO, Pershing Square | Bullish | investary0 | Procter & Gamble's 175 years of brand equity was being squandered by underperforming management, and the… |
Show all 11 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2011-12-17 | David WintersManaging member & portfolio manager, Wintergreen Advisers | Bullish | Chris Davis | Procter & Gamble is a proven high-quality consumer franchise offering a 3–4% dividend yield, appropriate for… |
Next report: 20 Jan 2027 before the open
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 22 Oct 2026 | before the open | 2.00 vs 1.94 | +4.4% |
Notable options days
Sessions in the last 120 where PG’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-22 | ||||||
| 2026-10-06 | ||||||
| 2026-09-24 | ||||||
| 2026-08-05 | ||||||
| 2026-07-02 | ||||||
| 2026-06-30 | ||||||
| 2026-06-05 |
PG on the Wheel
PG passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2021–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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