Browsing Tag
Shailesh Jejurikar
2 posts
P&G bets $3.8bn on Thorne as Gen Z reshapes the supplements category
Procter & Gamble is paying $3.8 billion for Thorne, a 5.6x return for L Catterton in three years. Whether P&G's Healthcare arm can absorb it is the test.
August 5, 2026
Procter & Gamble (NYSE: PG) beats Q3 estimates on beauty momentum but Andre Schulten flags billion-dollar oil headwind for fiscal 2027
Procter & Gamble beat Q3 estimates, but a $1 billion fiscal 2027 oil warning is the harder question for investors banking on a clean earnings reset.
April 25, 2026