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Kimberly-Clark(KMB) - 2025 Q2 - Earnings Call Presentation
2025-08-01 12:00
Financial Performance - Organic sales growth for Q2 2025 was 3.9% [43], driven by strong volume growth in North America and International Personal Care [16] - Adjusted operating profit growth for Q2 2025 decreased by 2.2% [43] - Adjusted EPS growth attributable to Kimberly-Clark for Q2 2025 decreased by 2.0% [43] - Adjusted free cash flow year-to-date is $829 million [43] - The company is targeting 5-6% gross productivity savings in 2025 [34] Business Strategy and Initiatives - The company announced a $2 billion investment in North America to support growth and unlock efficiencies [10, 16] - A joint venture with Suzano was announced to create a preeminent international tissue and professional products company [12, 16, 38] - The company streamlined product platforms from 30 to 11 to drive simplicity and improve quality [36, 37] Segment Performance - North America experienced organic growth of 4.5% in Q2 2025 [45], driven by 5% volume growth [47] - International Personal Care saw organic growth of 6.0% in Q2 2025 [48], with focus markets growing volume by 8% [50] 2025 Outlook - The company anticipates low-to-mid single-digit organic sales growth ahead of market growth in constant currency [51] - Adjusted free cash flow for 2025 is expected to be approximately $2 billion, including $1.0-$1.2 billion in capital expenditures [51]
Governor DeWine, Lt. Governor Tressel Announce Kimberly-Clark to Bring 491 Jobs to Ohio
GlobeNewswire News Roomยท 2025-05-01 19:36
Core Points - Kimberly-Clark Corporation will establish an $800 million advanced manufacturing facility in Trumbull County, Ohio, creating 491 new high-quality jobs [1][4][11] - This facility will be Kimberly-Clark's first investment in Ohio and is part of a strategic expansion to enhance its operations in the American market [3][4] - The project received a 10-year Job Creation Tax Credit from the Ohio Tax Credit Authority, which was approved earlier this week [2] Company Overview - Kimberly-Clark is a leading manufacturer of personal care and hygiene products, with a portfolio that includes brands such as Huggies, Kleenex, and Scott, and operates in over 175 countries [6] - The new facility will span over one million square feet and is expected to serve approximately 117 million consumers in the Midwest and Northeast [4][6] Economic Impact - The investment is anticipated to have a long-term economic impact on the region, not only by creating direct jobs but also by attracting ancillary businesses and boosting local housing and economy [11][12] - The project is seen as a catalyst for regional revitalization and reflects Ohio's pro-business climate and commitment to workforce development [7][11] Collaboration and Support - The successful establishment of the facility is attributed to close collaboration among local, regional, and state partners, including JobsOhio and the Ohio Department of Development [8][10] - The site received $17.2 million from the All Ohio Future Fund to assist in site readiness and infrastructure development [5]