Flowvium
返回探索器

Procter & Gamble Company

PGleader

Procter & Gamble is the world's largest consumer goods company, with a portfolio of billion-dollar brands spanning laundry, baby care, beauty, and grooming. Its scale in R&D, marketing, and distribution creates deep competitive moats across every aisle of the grocery store.

分享:
⇄ Compare

产品与营收

产品营收占比

营收构成 ($84.0B)

静态数据（加载实时财务…）

Fabric & Home Care (35%)
Baby, Feminine & Family Care (28%)
Beauty (20%)
Health Care (10%)
Grooming (7%)

业务板块构成与主要客户

产品详情

Fabric & Home Care (Tide, Downy, Swiffer)35%

Laundry detergents, fabric enhancers, and home cleaning products

Baby, Feminine & Family Care (Pampers, Always)28%

Diapers, feminine hygiene, and paper towels/toilet tissue

Beauty (SK-II, Olay, Pantene)20%

Skin care, hair care, and prestige beauty brands

供应链关系

竞争对手

Colgate-Palmolive Company

Oral care, household cleaning

影响: Direct household products rival

Kimberly-Clark Corporation

Diapers, tissue (Pampers vs Huggies)

影响: Major diaper/tissue competition

Church & Dwight Co., Inc.

Laundry and home care (Tide vs OxiClean)

影响: Niche household competitor

主要客户

Walmart Inc.

Full P&G product portfolio

影响: $10B+ retail channel

宏观与市场背景

필수소비재行业新闻

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

近期催化剂

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

机构信号

机构操作价值季度申报日期
BlackRockaccumulating$826M2024.062024-08-13↑
BlackRockreducing$240M2024.062024-08-13↓
BlackRockreducing$360M2024.062024-08-13↓
BlackRockreducing$31M2024.062024-08-13↓
BlackRockreducing$55M2024.062024-08-13↓
BlackRockreducing$535M2024.062024-08-13↓
BlackRockreducing$180M2024.062024-08-13↓
BlackRockaccumulating$9.9B2024.062024-08-13↑
BlackRockaccumulating$8.4B2024.062024-08-13↑
BlackRockaccumulating$742M2024.062024-08-13↑
BlackRockaccumulating$708M2024.062024-08-13↑
BlackRockreducing$413M2024.062024-08-13↓
BlackRockaccumulating$736M2024.062024-08-13↑
BlackRockreducing$18M2024.062024-08-13↓
BlackRockaccumulating$2.1B2024.062024-08-13↑
BlackRockreducing$124M2024.062024-08-13↓
BlackRockreducing$46M2024.062024-08-13↓
BlackRockreducing$85M2024.062024-08-13↓
BlackRockreducing$79M2024.062024-08-13↓
BlackRockreducing$19M2024.062024-08-13↓
BlackRockreducing$508K2024.062024-08-13↓
BlackRockaccumulating$584M2024.062024-08-13↑
Vanguard Groupaccumulating$1.9B2025.122026-01-29↑
Vanguard Groupaccumulating$30.6B2025.122026-01-29↑
Vanguard Groupaccumulating$158M2025.122026-01-29↑
Vanguard Groupreducing$1K2025.122026-01-29↓
Vanguard Groupaccumulating$739M2025.122026-01-29↑
Vanguard Groupreducing$2M2025.122026-01-29↓
Vanguard Groupaccumulating$625M2025.122026-01-29↑
State Streetaccumulating$14.6B2025.122026-02-13↑
Wellington Managementaccumulating$1.3B2025.122026-02-17↑
Wellington Managementreducing$7M2025.122026-02-17↓
Wellington Managementreducing$12M2025.122026-02-17↓
Wellington Managementreducing$27M2025.122026-02-17↓
Wellington Managementreducing$856K2025.122026-02-17↓
Wellington Managementreducing$21M2025.122026-02-17↓
Wellington Managementreducing$7M2025.122026-02-17↓
Wellington Managementreducing$20M2025.122026-02-17↓
FMR (Fidelity)accumulating$2.1B2025.122026-02-17↑
FMR (Fidelity)reducing$659K2025.122026-02-17↓
FMR (Fidelity)accumulating$57M2025.122026-02-17↑
FMR (Fidelity)accumulating$983M2025.122026-02-17↑
FMR (Fidelity)accumulating$82M2025.122026-02-17↑
FMR (Fidelity)accumulating$700M2025.122026-02-17↑
FMR (Fidelity)accumulating$14M2025.122026-02-17↑

最新新闻

加载新闻中...

AI 分析

点击「获取 AI 分析」以获得 Procter & Gamble Company 的 AI 供应链分析。

企业信息

总部

Cincinnati, Ohio, USA

成立时间

1837

员工人数

107,000+

官网

pg.com

行业概况 — 필수소비재

行业新闻

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

核心主题

  • •원재료비 안정 → 대형 FMCG 마진 회복 (PG·MDLZ·KMB)
  • •사모라벨 강세 — 월마트·코스트코 자체브랜드 점유율 확대
  • •신흥국 프리미엄화 — Nestlé·Unilever 아시아 고마진 제품 확대

近期催化剂

  • ◆P&G·KO·PEP·WMT Q1 실적 (2026.04)
  • ◆미국 3월 PCE 물가 발표