Procter & Gamble Co. (PG) in Fidelity Select Consumer Staples Portfolio Q2 2024

Household Products Leader with Strong Market Position

Apr 15, 2025

Summary

Leading position in household products with a strong brand portfolio.
Benefiting from easing inflation and lower input costs.
Potential challenges from consumer spending constraints.
Modest reduction in exposure to household products segment.
Continued focus on sustainable earnings and revenue growth.

In the Fidelity Select Consumer Staples Portfolio Q2 2024 review, Procter & Gamble Co. (PG, Financial) was highlighted as the top position and sixth-largest overweight in the fund. The company is a leader in the household products category, benefiting from its strong brand portfolio and market position. The fund manager noted the potential for rising profit margins due to easing inflation and lower input costs, which could allow for increased reinvestment in advertising to boost volume.

"Rounding out the fund's top stocks is Procter & Gamble, from the household products category, the No. 1 position and our sixth-largest overweight as of midyear." — Fidelity Select Consumer Staples Portfolio, Q2 2024 Fund Letter

Read full letter at gurufocus fidelity select consumer staples portfolio q2 2024 review 2024 Q2 page.

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