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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.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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