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Kimberly-Clark Highlights Generational Value Creation Opportunity at 2026 CAGNY Conference

  • Kimberly-Clark presented at the 2026 CAGNY Conference to outline its agile operating model & growth strategy via the pending Kenvue acquisition.
  • CEO Mike Hsu stated the "Powering Care" transformation has repositioned the business to drive brand love & shareholder value since its 2024 launch.
  • The company reported market share gains in two-thirds of its country/category combinations over the past two years.
  • R&D reorganization has created the strongest innovation pipeline in company history, with 2025 innovation contributing over 75% of volume-plus-mix growth.
  • Kimberly-Clark plans to leverage Kenvue's consumer health brands to capitalize on demographic trends in baby care, women's health, & active aging.
  • The agile operating model has delivered gross productivity in the 6% of cost of goods sold range for the past two years.
  • A live webcast of the presentation began at 11:00am EST, with materials & an archived replay available on the Investor Relations website.
  • Kimberly-Clark operates in 175+ countries with brands holding No. 1 or No. 2 market share in approximately 70 countries.
  • The release includes a cautionary statement regarding forward-looking statements & risks associated with the proposed Kenvue transaction.