Procter & Gamble Stock Seen as Rebound Candidate Amid Cost Discipline and AI Optimizations
Procter & Gamble shares have declined 13% year-to-date despite posting 4% core EPS growth, presenting what Jim Cramer calls a buying opportunity at 20x earnings. The consumer goods giant has demonstrated operational resilience, achieving 240 basis points of SG&A reduction and 87% free cash FLOW productivity.
Supply chain enhancements powered by AI are driving efficiency gains, while e-commerce sales climbed 12% to 19% of total revenue. Market share expanded in 30 of PG's top 50 markets, supporting Wall Street's 'Moderate Buy' consensus with a $171 average price target.
The 2.91% dividend yield provides downside cushion as management executes on cost discipline. 'This is a classic case of the street underestimating a blue-chip's ability to adapt,' remarked one analyst, citing PG's simultaneous margin improvement and top-line growth in challenging conditions.
