C Kimberly-Clark 1 Barclays Global Consumer Staples Conference September 8, 2021 Reminders | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Summary of Kimberly-Clark Corporation Conference Call Company Overview - Kimberly-Clark Corporation (NYSE: KMB) is a global company with a strong history of innovation and category development, competing in three segments, with Personal Care being the largest, accounting for about 50% of sales [5][6]. Core Strategies and Growth - The company has introduced K-C's Strategy 2022, focusing on three pillars: growing iconic brands, leveraging cost and financial discipline, and capital allocation for value creation. Organic sales have averaged 3% over the last three years, with cumulative savings of $1.25 billion and over $5.4 billion returned to shareholders through dividends and buybacks [7][8]. - The focus on Personal Care is emphasized, particularly in developing and emerging markets (D&E), where there is significant growth potential. The company aims to enhance commercial capabilities and innovate to drive growth [10][12]. Sustainability Commitment - Kimberly-Clark has launched its Sustainability Strategy 2030, aiming to advance the wellbeing of one billion people and reduce its environmental footprint by half, focusing on plastics, water, carbon, and forests [6]. Market Performance and Challenges - The company has experienced volatility in consumer tissue demand due to the pandemic, with recent consumption showing high single-digit to low double-digit growth. However, the demand remains unpredictable [20][21]. - Despite challenges, the company is committed to offsetting inflation through price increases and cost savings, with a focus on maintaining strong brand performance [15][49]. Innovation and Advertising - The company has increased its media investment, with approximately 70% being digital, which has improved targeting and ROI. The focus on innovation and digital marketing is seen as key to driving growth in Personal Care [11][41]. - The advertising strategy emphasizes storytelling and purpose-driven marketing, leveraging data science for personalized consumer engagement [42][45]. Financial Outlook - The company faces unprecedented macro volatility, with commodity costs at all-time highs and supply chain disruptions impacting margins. Actions are being taken to stabilize margins, including price increases and cost-saving measures [47][49]. Key Market Insights - In China, despite declining birth rates, the company has achieved double-digit growth in personal care through premium innovation and strong e-commerce capabilities, positioning itself as a market leader [32][34][36]. Conclusion - Kimberly-Clark remains confident in its ability to deliver balanced and sustainable growth, focusing on innovation, market expansion, and effective cost management to navigate current challenges and create long-term shareholder value [17][49].

Kimberly-Clark Corporation (NYSE:KMB) Q2 2021 Earnings Conference Call July 23, 2021 10:00 AM ET Company Participants Taryn Miller - VP Finance, Interim Head IR Mike Hsu - Chairman and Chief Executive Officer Maria Henry - Chief Financial Officer Conference Call Participants Lauren Lieberman - Barclays Dara Mohsenian - Morgan Stanley Kevin Grundy - Jefferies Christopher Carey - Wells Fargo Securities Steve Powers - Deutsche Bank Peter Grom - UBS Jason English - Goldman Sachs Andrea Teixeira - JPMorgan O ...

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 June 30, 2021 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 Dallas, TX 75261-9100 (Address of principal executive offices) (Zip code) (972) 281-1200 (Registrant's teleph ...

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, 2021 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 CORPORATON (Exact name of registrant as specified in its charter (State or other jurisdiction ...

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, 2020 ☐ 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 ...

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, 2020 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 CORPORATON (Exact name of registrant as specified in its charter) (State or other jurisdi ...

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 June 30, 2020 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 CORPORATON (Exact name of registrant as specified in its charter) (State or other jurisdiction ...

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, 2020 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 CORPORATON (Exact name of registrant as specified in its charter) (State or other jurisdictio ...

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, 2019 | | ☐ | 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 ...