Deutsche Bank Global Consumer Conference June 6, 2023 Forward Looking Statements There can be no assurance that these future events will occur as anticipated or that the company's results will be as estimated. Forward-looking statements speak only as of the date they were made, and we undertake no obligation to publicly update them. For a description of certain factors that could cause the company's future results to differ from those expressed in any such forward-looking statements, see Item 1A entitled "R ...

Kimberly-Clark Corporation (NYSE:KMB) Deutsche Bank Global Consumer Conference Transcript June 6, 2023 9:45 AM ET Executives Michael Hsu - Chairman and CEO Nelson Urdaneta - Chief Financial Officer Analysts Steve Powers - Deutsche Bank Steve Powers Okay. Welcome back from break. I’m Steve Powers. I’m the U.S. consumer packaged goods analyst here at Deutsche Bank. I’m thrilled to welcome Kimberly-Clark to our conference. This is the first showing of Kimberly-Clark at the Deutsche Bank Global Consumer Confere ...

Kimberly-Clark Corporation (NYSE:KMB) Q1 2023 Earnings Conference Call April 25, 2023 8:30 AM ET Company Participants Christina Cheng - IR Mike Hsu - Chairman and CEO Nelson Urdaneta - CFO Conference Call Participants Chris Carey - Wells Fargo Kevin Grundy - Jefferies Andrea Teixeira - JPMorgan Jason English - Goldman Sachs Lauren Lieberman - Barclays Javier Escalante - Evercore Steve Powers - Deutsche Bank Operator Good day, everyone, and welcome to the Kimberly-Clark First Quarter 2023 Earnings Call. At t ...

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, 2023 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 ...

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 For the fiscal year ended December 31, 2022 ☐ 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) (State or other jurisdiction of incorporation) (I.R.S. Employer ...

Kimberly-Clark Corporation (NYSE:KMB) Q4 2022 Earnings Conference Call January 25, 2023 10:00 AM ET Company Participants Christina Cheng - Investor Relations Mike Hsu - Chairman and Chief Executive Officer Nelson Urdaneta - Chief Financial Officer Conference Call Participants Dara Mohsenian - Morgan Stanley Chris Carey - Wells Fargo Steve Powers - Deutsche Bank Anna Lizzul - Bank of America Andrea Teixeira - JPMorgan Lauren Lieberman - Barclays Javier Escalante - Evercore Kevin Grundy - Jefferies Operator L ...

Kimberly-Clark Corporation (NYSE:KMB) Q3 2022 Earnings Conference Call October 25, 2022 10:00 AM ET Company Participants Brian Ezzell - VP Finance and Interim Head of Investor Relations Mike Hsu - Chairman & CEO Nelson Urdaneta - CFO Conference Call Participants Lauren Lieberman - Barclays Kevin Grundy - Jefferies Christopher Carey - Wells Fargo Steve Powers - Deutsche Bank Jason English - Goldman Sachs Andrea Teixeira - JPMorgan Anna Lizzul - Bank of America Javier Escalante - Evercore ISI Jonathan Feeney ...

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 September 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 (St ...

Better Care for a Better World Barclays Global Consumer Staples Conference September 7, 2022 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, inc ...

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]