Kimberly-Clark Corporation (KMB) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Kimberly powers growth through surging digital sales and strong club channel gains as shoppers seek convenience and value.
Mike Hsu aims to stoke the consumer company's growth by veering into Kenvue's higher-margin but risky health products.
Kimberly-Clark Corporation ( KMB ) M&A Call November 3, 2025 8:00 AM EST Company Participants Christopher Jakubik - Investor Relations Contact Michael Hsu - Chairman & CEO Kirk Perry - Interim CEO & Director Sherilyn S. McCoy Nelson Urdaneta - Senior VP & CFO Conference Call Participants Nik Modi - RBC Capital Markets, Research Division Lauren Lieberman - Barclays Bank PLC, Research Division Dara Mohsenian - Morgan Stanley, Research Division Christopher Carey - Wells Fargo Securities, LLC, Research Division Javier Escalante Manzo - Evercore ISI Institutional Equities, Research Division Presentation Operator Good morning.
KMB's Q3 results highlight steady sales, solid volume gains and cost discipline amid ongoing margin pressures.
The headline numbers for Kimberly-Clark (KMB) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Kimberly-Clark Corporation ( KMB ) Q3 2025 Earnings Call October 30, 2025 8:00 AM EDT Company Participants Christopher Jakubik - Investor Relations Contact Michael Hsu - Chairman & CEO Russell Torres - President & COO Nelson Urdaneta - Senior VP & CFO Conference Call Participants Javier Escalante Manzo - Evercore ISI Institutional Equities, Research Division Lauren Lieberman - Barclays Bank PLC, Research Division Peter Grom - UBS Investment Bank, Research Division Christopher Carey - Wells Fargo Securities, LLC, Research Division Nik Modi - RBC Capital Markets, Research Division Anna Lizzul - BofA Securities, Research Division Presentation Operator 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, Investor Relations.
Kimberly-Clark's third-quarter profit fell 51% as a result of divestitures, business exits and recent tariffs, although sales ticked up slightly.
Huggies diaper maker Kimberly-Clark topped analysts' estimates for third-quarter sales on Thursday, as inflation-weary consumers gravitated toward its affordable staples.
Kimberly-Clark Corporation shares have been flat in price over the past decade, but a reversal higher could be at hand. KMB's valuation metrics have gradually improved, making the stock more attractive for both conservative blue-chip buyers and income-focused investors. The current 4.2% dividend yield is the highest since 2012, while the P/E ratio is the lowest since 2013, offering a compelling entry point.
Kimberly-Clark Corporation (NASDAQ:KMB ) Piper Sandler's Growth Frontiers Conference September 10, 2025 10:30 AM EDT Company Participants Michael Hsu - Chairman & CEO Nelson Urdaneta - Senior VP & CFO Conference Call Participants Michael Lavery - Piper Sandler & Co., Research Division Presentation Michael Lavery Managing Director & Senior Research Analyst All right. Well, thanks, everyone, for coming.
Kimberly-Clark Corporation (NASDAQ:KMB ) Barclays 18th Annual Global Consumer Staples Conference 2025 September 3, 2025 8:15 AM EDT Company Participants Russell Torres - President & COO Michael Hsu - Chairman & CEO Nelson Urdaneta - Senior VP & CFO Conference Call Participants Lauren Lieberman - Barclays Bank PLC, Research Division Presentation Lauren Lieberman MD & Senior Research Analyst Okay. We're going to get started.