Kimberly-Clark Q4 Earnings Call Highlights

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MarketBeat

Tue, January 27, 2026 astatine 9:54 AM CST 7 min read

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Eighth consecutive quarter of volume‑plus‑mix gains with enterprise‑weighted stock maturation and a 2nd consecutive twelvemonth of industry‑leading productivity, which absorption credits for sustaining show successful a value‑focused user environment.
Management said it expects a partial nonaccomplishment of diapers and Pull‑Ups distribution successful the North America nine transmission opening successful Q1, modeled arsenic astir a 60 basis‑point headwind to full‑year results, though the institution reported planetary diaper stock gains successful Q4.
Company reiterated the planned Kenvue acquisition (shareholder ballot Jan. 29 reportedly >90% successful favor) and expects adjacent successful the backmost fractional of the year; for 2026 it forecasts mostly level costs, ~6% productivity, borderline enlargement and long‑term targets of ≥40% adjusted gross margin and 18–20% operating margin earlier 2030.
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Kimberly-Clark (NASDAQ:KMB) executives emphasized continued momentum nether the company’s “Powering Care” strategy during the company’s fourth-quarter 2025 net call, pointing to sustained volume-plus-mix gains, marketplace stock progress, and productivity initiatives arsenic cardinal supports amid what absorption described arsenic a value-focused user environment.

CEO Mike said the institution delivered its “eighth consecutive 4th of coagulated volume-plus-mix performance” successful Q4 and “gained enterprise-weighted share.” He besides highlighted what helium called a “second consecutive twelvemonth of industry-leading productivity,” noting Q4 was the strongest 4th of the twelvemonth connected that front.

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Mike said the institution has been accelerating “consumer-directed, science-based innovation and breakthrough marketing” and has “pivoted” its portfolio toward “higher growth, higher-margin idiosyncratic attraction categories.” He added that Kimberly-Clark entered 2026 with a program focused connected differentiation and maintaining what helium called “healthy levels of investment” crossed the worth chain, portion expecting user unit and a absorption connected worth to persist.

In effect to a question astir wherefore Kimberly-Clark has been increasing volumes successful a hard environment, Mike said the institution anticipated rising unit connected consumers “2, 2.5 years ago” and focused connected delivering “superior propositions” crossed “every rung of the good, better, champion ladder.” He said the institution is combining innovation astatine the apical extremity with efforts to “rush that innovation done into our worth tiers,” aiming to present “superiority astatine a very, precise competitory cost.”