Consumer Staples
Consumer Staples Household
P&G is the household scale name
P&G FY2026 net sales $87.0B. Colgate, Kimberly-Clark, Kenvue, and Estee Lauder sit in a $15B to $20B band. Kimberly-Clark and Kenvue have a pending combination.
Household organic is low single digits, except Kenvue
Estee Lauder FY2026 organic +3%. Kimberly-Clark 2025 +1.7%. Colgate 2025 +1.4%. P&G FY2026 +1%. Kenvue 2025 organic -2.2%.
P&G is fabric and home first
FY2026: Fabric and Home Care $30.3B, Baby Feminine and Family Care $20.4B, Beauty $16.0B, Health Care $12.5B, Grooming $6.9B.
P&G organic was Beauty. The rest was flat.
FY2026 company organic +1%, all from pricing. Beauty +5%. Baby, Feminine and Family Care was the only sector down, at -1%.
P&G volume was unchanged. Price did the work.
FY2026 company volume 0%, price +1%, mix 0%, FX +2%, net sales +3%. Beauty volume +4% was the exception.
VolumePrice
Colgate is oral care, then pet
2025 worldwide mix: Oral Care 44%, Pet Nutrition 23%, Personal Care 17%, Home Care 16%. Hill's was $4.61B of $20.38B.
Kenvue is self care first
2025: Self Care $6.38B, Essential Health $4.63B, Skin Health and Beauty $4.11B. The three lines sum to $15.12B.
Estee Lauder is still skin care
FY2026: Skin Care $7.34B, Makeup $4.28B, Fragrance $2.78B (+12%), Hair Care $0.57B. Group net sales $15.0B.