P&G preps for AI agents as CFO Schulten cites 4% organic growth

Procter & Gamble's comments come as AI agents—software that can shop and order on behalf of consumers—are beginning to reshape how products are discovered and purchased online. CFO Andre Schulten said the company is proactively working to understand how agent-to-agent marketing works and how to distribute brand information in the right way, even as he stressed that "it's still humans using our products." That tension between human consumers and AI intermediaries appears to be a new front for a company whose brands range from Tide detergent to grooming products.

Schulten also described how the technology is already changing P&G's internal operations. He said the company can discover molecules in a fraction of the time versus what it could do over the last decade, and that forecasting is no longer a task a human should do because algorithms can do it more productively and accurately. He framed the effort around three components: growth, consumer, and internal work processes.

The financial results underscored the company's current momentum. P&G delivered sales and profit upside for its fiscal first quarter and maintained its full-year outlooks, with Schulten calling the US consumer "remarkably resilient." The stock rose 5% on the session. Investors now face the question of whether AI-driven efficiencies and preparations for agentic commerce can help sustain growth as the company projects organic sales growth of 1% to 3% for the year.