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.”
“For FY2027, management assumes Brent crude at $90/bbl but notes a larger impact from non-commodity elements—ocean freight, trucking surcharges, supplier inflation; guidance embeds ~$1B after-tax of higher raw materials, energy, and transportation costs.”
“Well off consumers gravitate to larger pack sizes while the more pressured consumer seeks smaller packs and responds to promotions.”
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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On oil-roundtrip-to-staples-margin-tailwind, supply-shock-inflation-persistence:
"For FY2027, management assumes Brent crude at $90/bbl but notes a larger impact from non-commodity elements—ocean freight, trucking surcharges, supplier inflation; guidance embeds ~$1B after-tax of higher raw materials, energy, and transportation costs." — 2026-07-29-earnings-pg-q4-fy2026 (2026-07-29)
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On consumer-trade-down-to-private-label-manufacturer-treehouse:
"Well off consumers gravitate to larger pack sizes while the more pressured consumer seeks smaller packs and responds to promotions." — 2026-07-29-earnings-pg-q4-fy2026 (2026-07-29)
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