Kimberly-Clark
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Kimberly-Clark (KMB) investor relations material

Kimberly-Clark Consumer Analyst Group of New York Conference (CAGNY) 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Consumer Analyst Group of New York Conference (CAGNY) 2026 summary19 Feb, 2026

Strategic transformation and growth momentum

  • Leadership team has driven a major transformation, focusing on branded personal care and building a veteran executive group.

  • The Powering Care strategy has delivered consistent volume-driven organic growth, expanded profit margins, and industry-leading momentum.

  • Portfolio is pivoting toward high-growth personal care categories, with six $1B+ global brands and leading positions in over 80% of key markets.

  • Positioned to benefit from demographic trends in baby care, women’s health, and active aging, with scalable growth blueprints.

  • Significant investments in advertising, R&D, and capital expenditures support ongoing transformation and innovation.

Innovation and product leadership

  • Innovation ecosystem focuses on consumer intimacy, agile design, and a robust pipeline spanning short to long-term horizons.

  • Over 75% of volume plus mix-led growth in 2025 came from innovation, with new launches delivering 285 bps margin accretion.

  • Innovation pipeline for FY26–28 is 160% larger than in 2020, with 670 bps higher average margins.

  • Rapid global scaling of innovations and premium features, such as Cloud Waistband, Kotex Gravity, and harmonized platforms across 65 markets.

  • Digital and creative excellence recognized globally, with 11 Cannes Lions and increased market share and household penetration.

Brand building and digital transformation

  • Holistic blueprint for growth leverages consumer insights, brand lab, and digital transformation to unlock long-term growth.

  • End-to-end approach has driven significant market share gains and improved ROI in key markets like Brazil, Indonesia, and the U.S.

  • Digital-first strategies in China and Indonesia have delivered strong share gains and lower costs per view.

  • E-commerce leadership in the U.S. and China, with advanced AI and data-driven category discovery.

  • Brand relaunches and creative campaigns have reduced stigma and increased loyalty in adult and feminine care.

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Frequently asked questions

Kimberly-Clark Corporation, manufactures andmarkets personal care and consumer tissue products worldwide. The company operates through four segments: Personal Care,Consumer Tissue, K-C Professional, and Health Care. It offers disposable diapers,training and youth pants, swimpants, baby wipes, feminine care products, adult incontinence products and related services; tissues,pouches, and rolls under the Kleenex brand; toilet paper under the Cottonellebrand; paper towels under the Scott brand. Kimberly-Clark Corporation was founded in 1872 and is headquartered in Dallas, Texas.

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