Q3 2025 Kimberly-Clark Corp Earnings Call Transcript
Key Points
- Kimberly-Clark Corp (KMB) achieved its seventh consecutive quarter of volume plus mix-led growth, indicating strong market performance.
- The company maintained its global weighted market share despite increased competitive promotional activities.
- Kimberly-Clark Corp (KMB) delivered consistent operating margin expansion and industry-leading productivity in the third quarter.
- The promotion of Russ Torres to President and Chief Operating Officer is expected to accelerate the company's momentum.
- The company is confident in its innovation-led strategy, which is driving volume and mix growth across different product tiers.
- Kimberly-Clark Corp (KMB) faces increased competition in the US diaper market from private labels and Chinese imports.
- The company had to shift some promotional activities from the third quarter to the fourth quarter due to competitive pressures.
- There is a potential risk of a price war in the US diaper market due to flat volume trends and low fertility rates.
- The company is experiencing a negative mix headwind in US diapers due to a shift towards the club channel.
- Kimberly-Clark Corp (KMB) is facing challenges in maintaining positive mix growth amidst competitive pressures from low-cost diaper brands.
Good day everyone, and welcome to the Kimberly-Clark third-quarter 2025 earnings call, question-and-answer session.
It is now my pleasure to hand the floor over to your host Chris Jakubik, Vice President, and Investor Relations. Sir, the floor is yours.
Thank you, and good morning, everyone. This is Chris Jakubik, Head of Investor Relations at Kimberly-Clark, and thank you for joining us. I would like to remind everyone that during our comments today we will make some forward-looking statements that are based on how we see things today. Actual results may differ due to risks and uncertainties, and these are discussed in our earnings released in our filings with the SEC.
We also discussed some non-GAAP financial measures during these remarks, and these non-GAAP financial measures should not be considered a replacement for and should be read together with GAAP results. And you can find the GAAP to non-GAAP reconciliations within our earnings release and the supplemental
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