Procter & Gamble 10/27/2020 Q1 Earnings Play (NYSE: PG)

Alright retards, buckle up. Daddy’s taking you on a trip by way of boomer-ville and the one cease we’re making is at tendie-town.

What’s Procter & Gamble?
P&G is without doubt one of the largest and most profitable FMCPG corporations on the market and a boomer favourite for long-term dividend investing. In addition they manufacture, promote, and handle among the most premium and greatest performing client staples on the market. With a give attention to child care, cloth care, household care, female care, grooming, hair care, house care, oral care, private well being care, and pores and skin & private care. Yeah, that is a fuck ton of classes they play in. And but, they’ve market-leading manufacturers in every of those classes. Check out their portfolio of manufacturers on this fairly collage of logos I made for you faggots.

r/wallstreetbets - Procter & Gamble to the fucking MOON - [DD inside]
r/wallstreetbets - Procter & Gamble to the fucking MOON - [DD inside]
r/wallstreetbets - Procter & Gamble to the fucking MOON - [DD inside]
r/wallstreetbets - Procter & Gamble to the fucking MOON - [DD inside]

In case you might be too debilitated from down syndrome to catch a few of their massive hitters, I am going to checklist them out right here for you. All these manufacturers web over $1,000,000,000 in retail gross sales per yr:

  • Tide

  • At all times

  • Bounty

  • Charmin

  • Braun

  • Crest

  • Daybreak

  • Downy

  • Achieve

  • Fusion

  • Gillette

  • Head & shoulders

  • Mach 3

  • Pampers

  • Oral-B

  • Pantene

  • Olay

  • Swiffer

Sounds boring… so why the fuck are we speaking about P&G?
As a result of this 182 yr previous firm has milked the FUCK out of this pandemic. While not having to attend for vaccine rumors, journey restriction alleviation, stimulus rallies, & election bullshit P&G has been fucking the proverbial shit up by promoting to the 130,000,000 American households a fuckton of bathroom paper, paper towels, multipurpose cleaners, dish detergent, laundry detergent, air fresheners, and so on. fr the previous 7 months. That is proper, the empty cabinets induced by panic purchaser has an undisputable winner – P&G.

r/wallstreetbets - Procter & Gamble to the fucking MOON - [DD inside]

Bathtub Tissue Aisle – Walmart

r/wallstreetbets - Procter & Gamble to the fucking MOON - [DD inside]

Family Cleansing Aisle – Walmart

r/wallstreetbets - Procter & Gamble to the fucking MOON - [DD inside]

Diaper Aisle – Kroger

However hurr durr panic shopping for has stopped”

Do not be a fucking retard. Learn the following part.

Cloth Care (Tide, Achieve, Downy, Bounce, Dreft, Period, Cheer)
P&G gross sales increase as stay-at-home shoppers do extra laundry.

That is proper, what occurs when the wage slaves of the world are working from house? They mute themselves, flip off the video, and run fucking the washer. Lockdown and shelter-in-place has led to an explosion in family chores to incorporate washing and drying garments. Guess what all people is carrying at house? Not their fucking costume garments however informal garments that at the moment are being redirected to the house washer/dryer reasonably than out-sourced to dry cleansing providers. Actually, the one headwind to P&G’s cloth care enterprise is you greasy fucks refreshing the day by day thread and sorting by new posts hoping to safe early entry on the following massive pump have in all probability stopped doing laundry altogether.

Household Care (Charmin, Bounty, Puffs)
Why toilet-paper demand spiked 845%.

Self-explanatory. Rest room paper, paper towels, and even tissues have been perpetually out-of-stock. And it isn’t as a result of we’re out of timber to cut down however as a result of pantry loading and consumption have exploded. At house pantry ranges are growing resulting from worry of one other panic purchase. Working from house and shitting on firm time means you at the moment are utilizing much more bathroom paper than earlier than. Staying at house extra means you might be cleansing extra which ends up in greater paper towel consumption. Youngsters studying from house as a substitute of in school means extra messes which implies extra Bounty gross sales.

Dish and Air Care (Febreze, Daybreak, Achieve, Cascade)
Dishwashing Amid the COVID-19 Pandemic: Provides Anticipated to Develop by 275%.

Staying at house and restaurant shut downs means an explosion in house cooking. Which implies consumption of dish detergent and auto dish detergent are skyrocketing. Extra cooking, extra messes, extra physique odors at house results in extra air freshener use. I hope you are beginning to get the fucking pattern right here.

Child Care (Pampers, Luvs)
Households Scramble to Discover Child Components, Diapers and Wipes.

Look, infants aren’t shitting extra however you may’t cause with the facility of post-birth mind lapse group suppose. Households are stocking the fuck up on diapers and wipes trigger they’re afraid of rampant out-of-stocks. And I do know this one will likely be onerous on your virgins to know, however as soon as we’re 9 months into the pandemic (Dec/Jan) we’ll see an explosion of latest births resulting from all of the keep at house child making main to a different increase in daiper gross sales.

Floor Care (Swiffer, Mr. Clear, Microban)
Gross sales of cleansing merchandise are skyrocketing throughout the pandemic.

That is the massive one. Whereas a handful of retards refill on bathroom paper, everybody in your entire fucking nation is cleansing extra. The fucking CDC is releasing cleansing suggestions. Mommy blogs are fucking writing about easy methods to effectively clear. Late night time speak reveals are speaking about cleansing. Swiffer and Mr. Clear have been out of inventory since March and consumption is thru the roof. However that is not even the most important signal that we’re on our method to tendie-town… Let’s discuss Microban.

As Virus Considerations Rise, P&G Introduces Product To Kill Micro organism For 24 Hours

r/wallstreetbets - Procter & Gamble to the fucking MOON - [DD inside]
r/wallstreetbets - Procter & Gamble to the fucking MOON - [DD inside]
r/wallstreetbets - Procter & Gamble to the fucking MOON - [DD inside]

That is proper. In March of 2020 – this fucking yr – proper when the pandemic hit. P&G launches a brand new model that disrupted the sanitization and antibacterial area. A client sanitizer that has residual, lengthy lasting, kill and efficient on SARS-CoV-2. Aggressive santizers solely kill micro organism on contact and Microban is ready to defend the floor for a 24hr interval. This can be a groundbreaking product with none aggressive parities that launched at first of the pandemic. Guess what issues to stockholders & the share worth? Development vs. prior yr. Guess what blockbuster model did not exist in P&G’s portfolio within the prior yr – Microban. The key phrase right here is incrementality. This killer product, launched on the most serendipitous time, goes to be utterly incremental to P&G’s income and revenue and has been utterly offered out for the reason that first week of launch.

How do we all know P&G’s provide chain can provide all this progress potential?
The New Building Strategy That Helped P&G Construct Their “Plant Of The Future”. P&G simply constructed a brand new plant that requires 1,800 fucking manufacturing facility staff in West Virginia.
P&G gears up new $500M plant.. They threw $500,000,000 at this bitch to face up a 2million sq ft manufacturing website. Building began in 2015 and new stories say that it was full operational solely not too long ago. And guess what they produce at this plant? Cloth Care, Family Cleaners, Dish Detergent, and extra.

Okay, so what does all this imply to P&G’s earnings?
Fucking 🚀🚀🚀.

All of the classes we simply lined characterize 60% of P&G’s web gross sales in 2019. Which means 60% of P&G’s gross sales yr in the past has been consuming full tilt to the purpose that they can not even preserve cabinets in inventory.

r/wallstreetbets - Procter & Gamble to the fucking MOON - [DD inside]

P&G beat earnings per share of their This autumn by 14%. October 27th will likely be their first earnings within the new fiscal yr and they’re going to equally crush analyst expectations.

Analysts are estimating solely a measily 3% progress YoY on EPS.

They bought the estimates utterly improper final quarter and they’re going to undervalue the surge in consumption on this subsequent quarter as properly.

That is proper P&G solely must beat a 3% progress YoY. With 60% of their enterprise utterly exploding as a result of pandemic, a 3% progress goal goes be completely decimated like your TSLA FDE calls on battery day.

Want extra cause to consider? P&G income grew 4.8% of their earlier fiscal yr. And three/Four of the fiscal yr didn’t profit from pandemic consumption ranges.

Further oblique indicators that P&G goes to exceed expectations:

All these retailers are beating earnings and posting comp retailer progress… Guess who the fuck is supplying them with all their product? Procter and fucking Gamble.

What the play to print?
30 days earlier than their final earnings there was a $11 run-up after which one other $9 run-up the 30 days after. Since then PG has been buying and selling sideways. IV is low and we’re about 30 days earlier than the following earnings name which implies the time is now to get into the pre-earnings run-up. And since this is not a meme inventory being traded by retards the world over, the post-earnings run-up will print with out substantial IV crush.

r/wallstreetbets - Procter & Gamble to the fucking MOON - [DD inside]

Hop in faggots, we’re headed in direction of tendie-town.

10/23 $140c
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