Andre Schulten
CFO, Procter & Gamble
“For perspective, the annual cost impact of Brent crude at around $100 per barrel is roughly $1.3 billion before tax, or $1 billion after tax, versus a pre-conflict oil price in the mid-sixties.”
“I do not think we have lost pricing power. Pricing power has to be earned, and the way to earn it is to combine pricing with a truly delightful experience for the consumer.”
“Our fiscal 2026 outlook continues to call for approximately $500 million before tax in higher costs from tariffs.”
Andre Schulten
One-line summary: CFO of P&G; quantified the Brent-crude consumer-staples cost mechanism (~B after-tax at Brent).
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Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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"For perspective, the annual cost impact of Brent crude at around $100 per barrel is roughly $1.3 billion before tax, or $1 billion after tax, versus a pre-conflict oil price in the mid-sixties." — 2026-04-24-earnings-pg-q3-fy2026 (2026-04-24)
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On iran-fuel-shock-consumer-bifurcation:
"I do not think we have lost pricing power. Pricing power has to be earned, and the way to earn it is to combine pricing with a truly delightful experience for the consumer." — 2026-04-24-earnings-pg-q3-fy2026 (2026-04-24)
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"Our fiscal 2026 outlook continues to call for approximately $500 million before tax in higher costs from tariffs." — 2026-04-24-earnings-pg-q3-fy2026 (2026-04-24)
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