周四，宝洁股价盘中大跌5%，主要受到公司第三季度业绩不及预期以及下调全年业绩指引的影响。
宝洁公布的2025财年第三季度净销售额为197.8亿美元，同比下降2%，不及分析师预期的201亿美元。公司表示，美国消费者在2月和3月明显减少了支出，反映出消费需求的疲软。受此影响，宝洁下调了全年业绩预期，预计2025财年总净销售额将与上一财年大致持平，远低于此前2%至4%的增长目标。
宝洁CEO乔恩·莫勒在财报声明中表示："在充满挑战且动荡的消费市场和地缘政治环境下，本季度我们实现了温和的有机销售额和每股收益增长。我们正在对近期前景进行适当调整，以反映潜在的市场状况。"莫勒还指出，公司可能在下一财年开始实施提价，以应对关税带来的成本压力。然而，宝洁也面临着来自零售商自有品牌日益增长的竞争威胁。
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