Global Scans · Procter & Gamble · Weekly Summary

• [New] The circular economy gets a boost with digital capabilities - for instance, this year P&G plans to use digital watermarks to make the recycling of its products easier and cheaper. Netguru
• [New] The AI sector, which accounted for nearly 30% of the S&P 500 by 2025, has become a barometer for both technological optimism and macroeconomic vulnerability. Ainvest
• [New] Consensus expects 15% S&P 500 earnings growth and rising margins, driven by AI innovation, supporting a steady long-term outlook. Seeking Alpha
• [New] By early 2026, an estimated 78% of S&P 500 companies have integrated AI into core business functions to expand profit margins and offset higher labour costs. / USA FinancialContent
• [New] Current forward earnings estimates call for S&P 500 EPS to rise about 10.6% in 2025, 13% in 2026 to roughly $306, and another 12% in 2027 to about $342. investing.com
• [New] Nearly three-quarters of S&P 500 companies have disclosed at least one AI-related risk in Form 10-K filings so far in 2025. Journal of Accountancy
• Goldman Sachs Global Investment Research expect S&P 500 profits to rise by about 9% in 2025 and 14% next, while small-cap earnings are also improving. Highland Peak Wealth
• While the S&P 500's forward-looking optimism is commendable, its reliance on U.S. policy outcomes introduces asymmetrical risks. Ainvest
• The S&P 500 excluding the Magnificent Seven is growing earnings at just 5-9% annually, while the Magnificent Seven grew earnings at 36.8% in 2024 and are expected to grow at 17.1% in 2025. Market Architect - Gold, Stock Market, Money
• Looking ahead, S&P 500 earnings are projected to grow nearly 13% in 2026, reinforcing a constructive medium-term outlook. BNN Bloomberg
• The S&P 500's earnings are expected to grow 15% in 2025, 14% in 2026, and 10% in 2027. Torre Financial Newsletter
• The tech sector is expected to maintain its lead over the other 10 S&P 500 sectors into next year. Schwab Brokerage
• Full AI adoption across S&P 500 companies could add up to an annual net benefit of $920 billion. Yahoo Finance
• Procter & Gamble is sticking to its goal of a 50% reduction in virgin plastics use by 2030 from a 2017 baseline. American Chemical Society
• A considerable number of the S&P 500 will need to comply with the European Union's Corporate Sustainability Reporting Directive by 2027 and the California climate disclosure laws will similarly affect a number of large public and private U.S. firms. Edelman Smithfield

Last updated: 29 December 2025