Summary of Kimberly-Clark Corporation Conference Call Company Overview - **Company**: Kimberly-Clark Corporation (NYSE: KMB) - **Participants**: - Mike Hsu - CEO - Nelson Urdaneta - CFO - Lauren Lieberman - Barclays Key Messages - **Growth Strategy**: The company is executing strategies for growth and long-term value creation, focusing on elevating categories and expanding markets [4][14] - **Organic Sales Growth**: Achieved an average organic sales growth of 3% over the past three years, with a significant increase in the first half of the year [7][12] - **Inflation Impact**: Inflation and supply chain disruptions have negatively impacted earnings, with an estimated $3 billion drag on EPS over the last two years [7][9] - **Sustainability Goals**: Aiming to advance the well-being of 1 billion people and reduce environmental footprint by half by 2030 [5] Financial Performance - **Cumulative Savings**: Delivered over $1.5 billion in cumulative savings through restructuring and cost management initiatives [7] - **Shareholder Returns**: Returned $6.3 billion to shareholders through dividends and buybacks [7] - **EPS Guidance**: Despite inflationary pressures, the company maintains its full-year adjusted EPS range, albeit at the lower end [9] Market Insights - **Personal Care Growth**: The personal care segment, valued at $10 billion, has seen organic growth accelerate from 1% to over 5% [12] - **China Market**: The company has experienced double-digit growth in China, leveraging local consumer insights and technology [13][18] - **U.S. Market Recovery**: The company is regaining market share lost due to supply chain issues, with a focus on maintaining service levels [25][26] Strategic Initiatives - **Pricing and Cost Management**: The company is focused on price realization and cost savings to offset inflation [8][41] - **Digital Marketing**: 70% of global marketing investment is now digital, enhancing consumer engagement and efficiency [11] - **Product Innovation**: Continuous investment in product technology and innovation to drive premiumization and consumer benefits [9][11] Challenges and Adaptations - **Consumer Behavior**: Increasing consumer value consciousness due to economic pressures, prompting a shift towards value offerings [19][50] - **Tissue Business Vulnerability**: The consumer tissue segment is susceptible to private label trade-downs, necessitating a focus on margin protection [50][51] - **Professional Segment Recovery**: The professional business has been hardest hit by the pandemic, but recovery plans are in place to regain market share and improve margins [56][58] Capital Allocation and M&A - **Investment Focus**: Committed to investing in business growth, maintaining dividends, and pursuing strategic M&A opportunities [38][60] - **Softex Acquisition**: The acquisition of Softex is highlighted as a successful strategic move in a growing market [36][60] Conclusion - **Long-term Outlook**: Kimberly-Clark is confident in its ability to deliver balanced and sustainable growth, despite near-term challenges [14][45]

Kimberly-Clark Corp (NYSE:KMB) Q2 2022 Earnings Conference Call July 26, 2022 10:00 AM ET Company Participants Taryn Miller - Global Chief Financial Officer, Business Units Michael Hsu - Chairman & CEO Nelson Urdaneta - CFO Conference Call Participants Dara Mohsenian - Morgan Stanley Lauren Lieberman - Barclays Bank Kevin Grundy - Jefferies Christopher Carey - Wells Fargo Securities Stephen Powers - Deutsche Bank Peter Grom - UBS Andrea Teixeira - JPMorgan Chase & Co. Jason English - Goldman Sachs Group Ope ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission file number 1-225 KIMBERLY-CLARK CORPORATION (Exact name of registrant as specified in its charter Delaware 39-0394230 (State or other ju ...

Better Care for a Better World 1 Goldman Sachs Global Staples Forum May 17, 2022 63 Reminders Forward-Looking Information Certain matters contained in this presentation concerning the outlook, anticipated financial and operating results, growth initiatives and the anticipated cost savings from the company's FORCE program constitute forward-looking statements and are based upon management's expectations and beliefs concerning future events impacting the company. Many factors outside our control, including th ...

Summary of Kimberly-Clark Corporation Conference Call Company Overview - **Company**: Kimberly-Clark Corporation (NYSE: KMB) - **Date**: May 17, 2022 - **Participants**: - Mike Hsu - Chairman and CEO - Nelson Urdaneta - CFO - Jason English - Goldman Sachs Core Industry Insights - **Industry**: Consumer Staples, specifically in personal care and hygiene products - **Market Position**: Holds number one and number two market positions in about 80 countries with iconic brands like Huggies, Kleenex, Kotex, and Scott [4][5] Strategic Focus and Growth - **Purpose**: Committed to providing better care for a better world, aiming to advance the well-being of 1 billion people by 2030 and reduce environmental footprint by half [4] - **Growth Strategy**: - K-C Strategy 2022 focuses on driving growth through iconic brands, cost discipline, and capital allocation [5] - Achieved an average organic sales growth of 3% over the last three years and cumulative savings of over $1.5 billion through cost-saving programs [5][9] - Returned $6.3 billion to shareholders through dividends and buybacks [5] Market Dynamics - **Personal Care Segment**: - A $10 billion business with growth accelerating from 1% to over 5% in the past three years, reaching 9% growth in 2021 with Softex acquisition [7][9] - Personal care organic sales increased by 13% in the first quarter of 2022 [7] - **Challenges**: - Facing significant cost inflation of approximately $2.7 billion over the last two years due to global supply chain disruptions [8][9] - Increased selling prices to offset inflation and maintain market share [9] Organizational Changes - **Leadership Transition**: - Appointment of Nelson Urdaneta as CFO, bringing extensive operational and financial expertise [12][13] - Focus on diversity of thought and experiences within the leadership team [14][17] Transformation and Innovation - **Organizational Transformation**: - Emphasis on brand building and leveraging scale for faster market response [19][22] - Shift towards a more centralized approach while maintaining local agility [20][22] - **Innovation Focus**: - Development of products like the 5D diaper in China, which has led to market share growth despite overall market challenges [29][32] Market Outlook - **China Market**: - Remains a long-term growth engine despite recent challenges, with significant opportunities for share growth in the diaper and fem care markets [32][33] - **Emerging Markets**: - Indonesia identified as a key growth market, with Softex acquisition expected to enhance market presence [42][43] Financial Performance and Cost Management - **Cost Management**: - Committed to margin recovery and expansion despite ongoing cost pressures [55][56] - Expectation of neutral pricing net of costs by the end of the year, with a focus on productivity programs [52][57] Consumer Behavior Insights - **Price Sensitivity**: - Observations of varying consumer sensitivity across markets, with potential down-trading in Latin America due to economic pressures [65][66] - **Category Resilience**: - Essential nature of products like bath tissue leads to stable demand despite price increases [62][63] Conclusion - Kimberly-Clark is focused on sustainable growth through strategic brand management, innovation, and effective cost management while navigating challenges in the global market environment. The company remains committed to delivering long-term value to shareholders and enhancing its market position across various regions.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission file number 1-225 KIMBERLY-CLARK CORPORATION (Exact name of registrant as specified in its charter Delaware 39-0394230 (State ...

Kimberly-Clark Corporation (NYSE:KMB) Q1 2022 Earnings Conference Call April 22, 2022 10:00 AM ET Company Participants Taryn Miller - Investor Relations Mike Hsu - Chairman & Chief Executive Officer Maria Henry - Chief Financial Officer Conference Call Participants Kevin Grundy - Jefferies Lauren Lieberman - Barclays Chris Carey - Wells Fargo Securities Steve Powers - Deutsche Bank Jason English - Goldman Sachs Andrea Teixeira - JPMorgan Chase Peter Grom - UBS Wendy Nicholson - Citigroup Lauren Lieberman - ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 (Exact name of registrant as specified in its charter) For the fiscal year ended December 31, 2021 (State or other jurisdiction of incorporation) (I.R.S. Employer Identification No.) Delaware 39-0394230 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File ...

Kimberly-Clark Corporation (NYSE:KMB) Q4 2021 Earnings Conference Call January 26, 2022 10:00 AM ET Company Participants Taryn Miller - Investor Relations Mike Hsu - Chairman and Chief Executive Officer Maria Henry - Chief Financial Officer Conference Call Participants Chris Carey - Wells Fargo Securities Lauren Lieberman - Barclays Steve Powers - Deutsche Bank Kevin Grundy - Jefferies Andrea Teixeira - JPMorgan Dara Mohsenian - Morgan Stanley Jason English - Goldman Sachs Peter Grom - UBS Nik Modi - RBC Ca ...

Kimberly-Clark Corporation (NYSE:KMB) Q3 2021 Earnings Conference Call October 25, 2021 10:00 AM ET Company Participants Mike Hsu – CEO Maria Henry – Senior Vice President and CFO Taryn Miller – CFO Conference Call Participants Dara Mohsenian – Morgan Stanle Lauren Lieberman – Barclays Christopher Carey – Wells Fargo Securities Kevin Grundy – Jefferies Peter Grom – UBS Steve Powers – Deutsche Bank Nik Modi – RBC Capital Markets Jason English – Goldman Sachs Andrea Teixeira – JPMorgan Operator Ladies and gen ...