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.
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.
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.
