P&G Names Shailesh Jejurikar as New CEO Amid Sales Struggles and Global Headwinds

What’s Next for P&G Under Jejurikar?

Jejurikar will inherit a complex global business in transition. P&G is in the early stages of a company-wide restructuring plan announced in June, aimed at streamlining operations and improving efficiency.

He will also face:

• Continued cost pressures from tariffs and logistics
  
  

• A need to restore investor confidence
  
  

• The challenge of revitalizing core categories like fabric care and grooming
  
  

Industry analysts say his operational background and global exposure make him a natural fit to stabilize and recalibrate the business.

Investor Reaction: Muted for Now

P&G shares were unchanged in post-market trading following the CEO announcement, suggesting investors had anticipated the internal promotion.

However, market watchers are closely monitoring:

• The tone of Tuesday’s earnings call
  
  

• Any shifts in P&G’s forward guidance
  
  

• Updates on restructuring progress and margin outlook
  
  

“The leadership change appears smooth, but all eyes will be on earnings and Jejurikar’s first public remarks as CEO-elect,” said a retail analyst at Bernstein.

Strategic Continuity or Course Correction?

P&G has long followed a “promote from within” approach. Both Moeller and his predecessor, David Taylor, were company veterans. The choice of Jejurikar continues that tradition.

What remains to be seen is whether his tenure will signal a strategic shift, or reinforce Moeller’s existing plans.

Areas to Watch:

• Execution of cost-cutting targets
  
  

• Brand innovation and R&D spending
  
  

• Global market expansion priorities
  
  

• Response to competitive pricing and private labels
  
  

About Shailesh Jejurikar: Career Highlights

What to Expect Over the Next 90 Days

The Bigger Picture

P&G’s leadership transition reflects a broader trend among multinationals to tap internal talent with global experience to steer through uncertain times. As inflation, geopolitical risk, and trade frictions persist, companies are leaning on steady operators to maintain resilience and protect margins.

For P&G, the decision to elevate Jejurikar suggests a desire for continuity with a readiness to tackle headwinds more decisively.

Final Word

Jejurikar steps into the CEO role at a pivotal moment for one of the world’s most iconic consumer brands. With global supply chains under stress and consumer loyalty evolving, the next 12 months will be a critical proving ground.

Will steady hands and institutional knowledge be enough to turn the tide at P&G? Investors won’t have to wait long to find out