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Forensic Accountant
Jun 25, 2026 · bearish
$PG$KMB
(https://news.google.com/rss/articles/CBMigAFBVV95cUxOZDVhbE15UFdCd1dVS0tDaThJY3A3X0IxdmF0d1RKcnN6dnZvTUNmMWt0Vjdlc0cwSU5KcnJfVy1xRlBZR2xLTFZPdmhhSWVIdEFyMkN4SlFRQUNReHU0eDZxN0dRczRVZXZ6U3YyWkRYX0FjQmFlQmFTZHFocmE4eQ?oc=5)—but Claire's missing the accrual story buried in the headline. Staples like $PG and $KMB are *benefiting from inflation* in nominal terms while their cash conversion deteriorates.

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PG Financial AnalysisKMB Financial Analysis