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Kimberly-Clark (KMB) investor relations material
Kimberly-Clark M&A Announcement summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.M&A Announcement summary3 Nov, 2025
Deal rationale and strategic fit
The merger creates a global health and wellness leader with highly complementary portfolios, 10 billion-dollar brands, and broad geographic reach, serving consumers at every stage of life.
The deal leverages both companies' strengths in science-backed innovation, brand-building, and commercial execution to unlock new growth opportunities.
Driven by global health and wellness megatrends, including population aging and increased consumer focus on well-being, positioning the combined entity for long-term leadership.
The transaction follows a strategic review and is seen as a generational value creation opportunity for shareholders.
Combines iconic brands to enhance category leadership and growth potential across high-growth segments.
Financial terms and conditions
Kenvue is valued at $48.7 billion enterprise value; shareholders receive $3.50 in cash and 0.14625 Kimberly-Clark shares per Kenvue share, totaling $21.01 per share.
Acquisition multiple is 14.3x Kenvue LTM adjusted EBITDA, or 8.8x including expected run-rate synergies.
Upon closing, Kimberly-Clark shareholders will own 54% and Kenvue shareholders 46% of the combined company.
More than 80% of consideration is in stock, supporting a strong balance sheet.
Cash component funded through balance sheet, new debt, and sale of a 51% interest in International Family Care and Professional business.
Synergies and expected cost savings
Total expected synergies are $2.1 billion in EBITDA, including $1.9 billion in cost synergies and up to $500 million in incremental profit from revenue synergies.
Cost synergies are expected within three years post-close; revenue synergies within four years.
$2.5 billion in one-time integration costs to achieve synergies, invested within two years post-close.
Synergies will be realized through procurement, supply chain, sales, marketing, and G&A efficiencies.
Approximately 60% of profit from synergies will be reinvested to strengthen the business.
Synergy capture timeline and cash costs?
Kenvue acquisition multiple post-synergies?
Leverage Kenvue's healthcare professional network?
Kenvue's portfolio simplification strategy
Key drivers for revenue synergy confidence?
Strategic rationale for health & wellness pivot?
Kinview brand portfolio rationalization plan?
How will 2x EBITDA target be achieved?
Aligning KC/Kinview operating models and culture?
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Next Kimberly-Clark earnings date
Q4 202527 Jan, 2026
Next Kimberly-Clark earnings date
Q4 202527 Jan, 2026
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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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