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What's driving Procter & Gamble's monster start to 2026 — and how it can continue
Procter & Gamble has seen a strong start to 2026, with shares up 10% following a challenging 2025. This surge is attributed to a broader rotation of investors from high-growth tech stocks, concerned about AI’s impact and capital expenditures, into defensive consumer staples like P&G. The company’s performance is further bolstered by improving fundamentals, including strength in emerging markets, a weaker U.S. dollar, and lower oil prices, all contributing to better margins and sales.