Kimberly-Clark(US:KMB)2025-04-22 12:44Q1 2025 Performance & Strategy - The company is embarking on "Powering Care" to establish a strong foundation, scaling initiatives in 2025 while transforming, and aiming to accelerate growth by leveraging scale for industry-leading returns in 2026+[9] - The company is focused on accelerating pioneering innovation, optimizing its margin structure, and wiring its organization for growth to navigate a complex and uncertain operating environment[12] - Gross productivity delivered 5.2% of Adjusted COGS in Q1, with higher contributions expected from Network Optimization & Value Stream Simplification initiatives in 2025[20] - The company is on track to deliver $200 million of SG&A savings from rewiring the organization, with Q1 showing initial results[20] Financial Results & Outlook - Q1 2025 organic sales growth was down 1.6%[46], while adjusted operating profit growth was down 3.8%[46], and adjusted EPS growth was down 4.0%[46] - Q1 2025 adjusted free cash flow was $183 million[46] - North America organic growth was down 0.6%[48], while operating profit growth was up 1.3%[48] - International Personal Care organic growth was 2.8% decrease[52], while International Family Care & Professional organic growth was 2.3% decrease[55] - The company projects approximately $2 billion of adjusted free cash flow for 2025, including $1.0-$1.2 billion of capital expenditures[57] Innovation & Market Performance - In Indonesia Adult Care, thinner, more breathable solutions drove +37% organic growth and +31% volume growth[32] - Poise experienced +6.6% consumption growth in the US xAOC+, a 36% increase in first-time buyers at a key online customer, and a ~30 bps share gain in Light Inco in the US xAOC+[35]