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Kimberly-Clark Corp
NYSE:KMB

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Kimberly-Clark Corp Logo
Kimberly-Clark Corp
NYSE:KMB
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Price: 96.47 USD -0.07% Market Closed
Market Cap: $32B

Kimberly-Clark Corp
Investor Relations

Kimberly-Clark makes everyday paper and personal-care products that people buy and use up again and again. Its best-known brands include Kleenex tissues, Huggies diapers, Scott toilet paper, Cottonelle, Kotex, and Depend. The company sells these products to households, as well as to businesses and institutions that need supplies for restrooms, offices, healthcare settings, and other public spaces. Most of Kimberly-Clark’s money comes from selling branded disposable products through supermarkets, drugstores, mass merchants, club stores, online retailers, and wholesale channels. It also sells away-from-home products in bulk to commercial customers. Because its items are used constantly and replaced often, the business depends less on one-time purchases and more on repeat demand for basic necessities. What makes Kimberly-Clark stand out is that it sits in the middle of the consumer staples supply chain: it turns raw materials into trusted, everyday essentials and sells them under names shoppers already know. That gives it a business built around routine needs, shelf space, and brand loyalty rather than big-ticket spending or fast-changing fashion.

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Last Earnings Call
Fiscal Period
Q1 2026
Call Date
Apr 28, 2026
AI Summary
Q1 2026

Results: Kimberly-Clark said first-quarter results showed solid organic sales growth, with volume plus mix up 3%, supported by innovation and improving market share.

Costs: Management flagged new inflation pressure from the Middle East conflict and the California distribution center fire, but said it has multiple levers to offset cost shocks over time.

Outlook: The company kept full-year guidance intact even as it modeled a $20 million second-quarter sales hit from the California fire and warned that higher oil could add $150 million to $170 million of gross costs in the back half.

Margins: Management expects gross margin and operating profit margin to expand for the full year by about 70 to 80 basis points.

Kenvue: Executives said integration planning is progressing well, with over 40 teams working on the combined company and a leadership team split roughly 50-50 between the two businesses.

Key Financials
Volume plus mix growth
3%
Category growth outlook
2.5%
North America category growth
3.3%
Q2 North America sales impact from California DC fire
$20 million
Q2 North America headwind from California DC fire
70 to 80 basis points
Q2 inflationary impact from Middle East war and LA DC fire
$50 million
Potential back-half incremental input costs if oil stays at $100 per barrel
$150 million to $170 million
First-quarter gross productivity
6%
Full-year gross productivity
6%
First-quarter gross margin change
down 60 basis points
First-quarter operating profit margin change
up 20 basis points
Full-year gross margin expansion
70 to 80 basis points
Full-year operating profit margin expansion
70 to 80 basis points
Last 2 years of input cost inflation
$200 million
2022 input cost increase
$1.6 billion
2023 input cost increase
$1.7 billion
Korea category growth
20%
Korea births growth
6.5%
Kenvue leadership split
about 50-50
North America share markets
95%
International share markets
84%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Michael D. Hsu
Chairman & CEO

Michael D. Hsu is the Chairman and Chief Executive Officer (CEO) of Kimberly-Clark Corporation, a multinational personal care corporation that produces mostly paper-based consumer products. He was appointed CEO in January 2019 and later became the Chairman of the Board in 2020. Hsu joined Kimberly-Clark in 2012 as the Group President of the company's nearly $8 billion North American consumer products business. He has played a crucial role in leading Kimberly-Clark's efforts in driving growth and expanding its global leadership across various categories, such as baby and child care, adult care, and consumer tissues. Before joining Kimberly-Clark, Hsu held several senior executive positions at Kraft Foods and H.J. Heinz Company, where he developed extensive experience in leading major consumer brands and driving successful business transformations. His leadership style focuses on innovation, efficiency, and improving the consumer experience, playing into Kimberly-Clark’s continued focus on sustainability and social impact. Michael Hsu holds a Bachelor of Science degree from Carnegie Mellon University and an MBA from the University of Chicago. Throughout his career, Hsu has been recognized for his strategic vision and commitment to driving sustainable growth, making him a significant figure in the consumer goods industry.

Mr. Nelson Urdaneta
Senior VP & CFO

Nelson Urdaneta is the Chief Financial Officer (CFO) of Kimberly-Clark Corporation. He was appointed to this role in 2022, bringing extensive experience in global financial leadership to the company. Prior to joining Kimberly-Clark, Urdaneta had a successful career at Mondelēz International, where he held several key positions, including Senior Vice President of Corporate Finance and other leadership roles in finance across different regions. He is recognized for his strategic vision and expertise in leading financial operations, mergers and acquisitions, and performance management. Urdaneta's leadership is instrumental in driving Kimberly-Clark's financial strategies and contributing to the company's growth objectives.

Mr. Zackery A. Hicks
Chief Digital & Technology Officer

Zackery A. Hicks is known for his influential role as a business executive, particularly during his tenure with Kimberly-Clark Corporation. He joined Kimberly-Clark in 2020 as the Chief Digital and Technology Officer. In this role, Hicks is responsible for driving digital transformation and technological advancements within the company. His focus includes integrating digital capabilities across operations to enhance efficiency, innovation, and consumer engagement. Before joining Kimberly-Clark, Hicks had an extensive career at Toyota, where he played a pivotal role in advancing the company's digital transformation. He served as the Executive Vice President and Chief Digital Officer at Toyota Motor North America and as the CEO of Toyota Connected North America. His expertise in leveraging technology for business growth and improving customer experiences has been a significant asset throughout his career. Hicks holds a Master of Business Administration from the University of Southern California and a Bachelor of Science in Business Finance from California State University, Long Beach. His background in both business and technology positions him uniquely to drive digital initiatives and foster innovation within large organizations.

Mr. Jeffrey P. Melucci
Chief Business & Transformation Officer

Jeffrey P. Melucci is a notable executive at Kimberly-Clark Corporation, where he has served in several significant capacities. Recognized for his leadership and strategic insight, Melucci has played a pivotal role in driving the company’s legal, governance, and compliance strategies. In his position, he is responsible for overseeing global legal operations, including corporate governance, compliance programs, and intellectual property matters. Melucci's contributions extend beyond the legal domain; he is involved in shaping the company's strategic initiatives, ensuring that Kimberly-Clark maintains its competitive edge in the consumer goods industry. His educational background includes a Juris Doctor degree, which laid the foundation for his expertise in legal and regulatory matters. Prior to joining Kimberly-Clark, Melucci had accumulated extensive experience within various industries, showcasing his versatility and adeptness across different business landscapes. In summary, Jeffrey P. Melucci is a key figure within Kimberly-Clark Corp., instrumental in steering its legal framework and contributing to its broader strategic goals. His leadership continues to support Kimberly-Clark’s reputation as a global leader in health and hygiene products.

Mr. Russell C. Torres
Group President of North America

Russell C. Torres serves as the Chief Transformation, Business Development, and Global Supply Chain Officer at Kimberly-Clark Corp. In his role, Torres plays a crucial part in driving the company’s strategic initiatives and overseeing supply chain operations at a global level. He leads efforts to transform and optimize business processes, ensuring that Kimberly-Clark can effectively meet market demands and enhance operational efficiency. Torres’s work involves spearheading business development opportunities that align with the company’s growth objectives and long-term vision. Russell Torres’s experience prior to joining Kimberly-Clark includes significant roles in various sectors, bringing with him a wealth of knowledge in supply chain management and business transformation. His leadership and strategic insights have been instrumental in enhancing Kimberly-Clark's capabilities in delivering innovative solutions to consumers and maintaining its competitive edge in the market. His role is pivotal in advancing the company's commitments to sustainability and operational excellence.

Brian Ezzell
VP of Finance & Interim Head of Investor Relations

Brian Ezzell is not a widely recognized executive associated with Kimberly-Clark Corp in the publicly available information. Therefore, it is possible that he might not be a major corporate officer or public figure within the organization. Without specific and verified details about his role or contributions, it's challenging to provide a comprehensive biography. If you have any additional information or context about his position or achievements, that might help in identifying any notable details. Otherwise, more detailed information might be accessible through company-specific resources or internal directories.

Mr. Grant B. McGee
Senior VP & General Counsel
No Bio Available
Ms. Sandra R. A. Karrmann
Senior VP & Chief Human Resources Officer

Sandra R. A. Karrmann is the Chief Human Resources Officer at Kimberly-Clark Corporation, a global leader in the manufacturing of personal care products. In her role, she is responsible for leading the company’s human resources strategy, which includes talent management, leadership development, compensation and benefits, organizational effectiveness, and the company’s commitment to diversity, equity, and inclusion. Karrmann joined Kimberly-Clark with extensive experience in the field, having previously held senior HR positions at large organizations, where she focused on aligning HR strategies with business goals, enhancing employee engagement, and driving cultural transformation. Her leadership style emphasizes fostering a positive work environment that supports both individual growth and the company's broader objectives. Through her initiatives, Karrmann plays a critical role in ensuring Kimberly-Clark attracts, retains, and develops the talent needed to maintain its competitive edge in the market.

Ms. Preeti Binoy
Head Corporate Communications & Government Affairs - India
No Bio Available
Mr. Mainak Dhar
VP and MD of India & South Asia

Mainak Dhar is the President of Kimberly-Clark in the Asia-Pacific Region. Before taking this role, he spent 25 years at Procter & Gamble where he held various regional and global roles including the head of marketing and managing director for the region. Dhar is also a recognized author, and he blends his corporate experiences with his passion for storytelling in several books that he has written. Known for his leadership and innovative approach, Dhar contributes significantly to driving Kimberly-Clark’s strategic growth and operations across the Asia-Pacific markets. His educational background includes a degree from the Indian Institute of Management, Ahmedabad, one of the leading business schools in India.

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Address
TEXAS
Irving
351 Phelps Dr
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