Q4 2025 Kimberly-Clark Corp Earnings Call Transcript
Key Points
- Kimberly-Clark Corp (KMB) achieved an eighth consecutive quarter of solid volume plus mix performance in Q4 2025.
- The company gained enterprise weighted share and marked a second straight year of industry-leading productivity.
- Kimberly-Clark Corp (KMB) is introducing consumer-directed, science-based innovation and breakthrough marketing faster than ever before.
- The company has a robust plan for 2026, focusing on differentiating trusted brands and ensuring healthy investment levels across the value chain.
- The acquisition of Kenvue is expected to advance Kimberly-Clark Corp (KMB)'s trajectory toward higher growth and higher-margin spaces.
- Kimberly-Clark Corp (KMB) faces pressure on the consumer and a focus on value, which is expected to persist.
- The company anticipates a partial loss of diapers and training pants distribution in the North America club channel, impacting growth.
- Pricing in North America took a step back in Q4 2025, with mix persistently negative.
- The competitive environment remains challenging, with significant promotional activity impacting pricing dynamics.
- Kimberly-Clark Corp (KMB) experienced a softer than anticipated fourth quarter in demand in North America and enterprise markets.
Greetings. Welcome to the Kimberly-Clark 4Q 2025 earnings call. (Operator Instructions) Please note, this conference is being recorded.
I will now turn the conference over to your host, Chris Jakubik, Vice President of Investor Relations. Chris, you may begin.
Thanks so much, 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 release and our filings with the SEC.
We will also discuss 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 and non-GAAP reconciliations within our earnings release and the
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