On Tuesday, consumer products giant Procter & Gamble reported its latest quarterly results. Given the mixed signals on where inflation and tariffs stand for the long term, advisors and investors were eager to hear how the company is doing and what it’s doing to position for the long term.
Procter & Gamble’s near-term results roundly outpaced analyst expectations. The company reported earnings per share of $1.48, with revenue of $20.89 billion. Meanwhile, net income came in around $3.6 billion at the time. This marked an increase of nearly half a billion from last year’s numbers.
“We grew sales and profit in fiscal 2025 and returned high levels of cash to shareowners in a dynamic, difficult and volatile environment,” noted Jon Moeller, chairman of the board, president and CEO. “We’ve put in place strong plans to continue to deliver for all stakeholders in the current environment. In fiscal 2026, we expect to deliver another year of organic sales growth, Core EPS growth and strong adjusted free cash flow productivity.”
However, the company is warning of potentially tougher times ahead. In its new fiscal year 2026 guidance, Procter & Gamble anticipates it will take a $1 billion hit due to tariffs.
Despite this, investors and advisors shouldn’t quickly bail on the company. Procter & Gamble still expects to see sales growth between 1%-5% for the fiscal year.
Furthermore, P&G also announced that Shailesh Jejurikar would be taking over as president and CEO as of January 1, 2026. He is a longtime member of the P&G team, having worked with the company since 1989. This shake-up in leadership could lead to further innovation for a company that is already posting strong results.
Keeping all of this in mind, there are plenty of reasons for advisors and investors to stay engaged with P&G in a risk-adverse manner. One straightforward means of doing so is through the use of a diversified ETF.
VDC Offers a Route to P&G Growth
For instance, take a look at the Vanguard Consumer Staples ETF (VDC). This low-cost fund provides distinct access to a wide variety of companies across the U.S. consumer staples sector.
Procter & Gamble remains a top holding in VDC’s portfolio, accounting for a little over 10% of the fund’s overall weight. However, the fund remains well-diversified with other companies, including investments in Coca-Cola, Mondelez, Philip Morris, and others.
This creates a relatively straightforward use case for VDC as a vehicle for hedged Procter & Gamble exposure. With 10% of the portfolio weight, VDC can gain significant momentum when P&G does well. However, the remainder of the fund remains well-diversified, letting VDC activate other avenues for growth while cultivating a compelling risk profile.
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