Q1 2025 Kimberly-Clark Corp Earnings Call Transcript
Key Points
- Kimberly-Clark Corp (KMB) is making solid progress across its Powering Care strategy, focusing on innovation and consumer value propositions.
- The company is on track to generate approximately $200 million in SG&A savings over the next few years.
- Kimberly-Clark Corp (KMB) is maintaining its investment in innovation and marketing despite cost pressures, ensuring long-term growth.
- The company has a strong pipeline of new products and go-to-market activations, expected to drive volume and mix growth.
- Kimberly-Clark Corp (KMB) is leveraging its integrated margin management approach to optimize margins and deliver world-class productivity.
- The company faced a softer-than-expected top line in the first quarter, trailing behind scanner data results in North America.
- Kimberly-Clark Corp (KMB) is dealing with a significant $300 million impact from tariffs, affecting its cost structure.
- The company is experiencing lower year-on-year North America private label shipments, impacting organic sales.
- There is a need for strategic pricing investments in various markets due to a highly competitive environment.
- Kimberly-Clark Corp (KMB) is navigating a rapidly evolving external environment, which presents challenges in maintaining its growth trajectory.
Good morning, and welcome to the Kimberly-Clark first-quarter 2025 earnings call question-and-answer session. I'll now hand it over to Chris Jakubik, Vice President, Investor Relations. Please go ahead.
Thank you, 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. These non-GAAP financial measures should be -- should not be considered a replacement for and should be read together with GAAP results, and you can find the GAAP to non-GAAP reconciliations within our earnings release and the supplemental materials posted at investor.kimberly-clark.com. With that,
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