The earnings call reflected a challenging environment with significant tariff and cost headwinds impacting profitability. Despite these challenges, Kimberly-Clark is making progress with its Powering Care strategy and product innovations. The SG&A savings and successful product launches are positive, but the significant impact of tariffs and less-than-expected sales growth present notable concerns.
Company Guidance
During Kimberly-Clark's first quarter 2025 earnings call, the company provided guidance reflecting a nuanced balance of challenges and strategic initiatives. Despite a slightly softer-than-expected top line, the company's performance aligned with its yearly plan, emphasizing its Powering Care strategy. Kimberly-Clark anticipates generating approximately $200 million in SG&A savings over the next few years and is targeting 1.5% to 2% organic sales growth by year-end, signaling a significant ramp-up from the first quarter. The company also faces a noteworthy $300 million gross impact from tariffs and aims to offset one-third of this in 2025, with full mitigation by 2026. To support its strategy, Kimberly-Clark is investing heavily in innovation and marketing, maintaining a 6% advertising level consistent with the prior year, and focusing on providing stronger consumer value propositions globally. As part of its long-term vision, the company seeks to deliver industry-leading productivity and aims to sustain its gross margin target of at least 40% by the decade's end.
Strong Progress in Powering Care Strategy
Kimberly-Clark reported solid progress across the three pillars of their Powering Care strategy, building on a strong foundation established in 2024. The company is optimizing margins and delivering world-class gross productivity enabled by their integrated margin management approach.
SG&A Savings on Track
Kimberly-Clark is on track to generate approximately $200 million of SG&A savings over the next few years, with some savings already realized in the first quarter.
Successful Product Innovations
The company is launching a slate of innovations, such as Huggies Snug & Dry in North America, which has received positive reviews from consumers and is expected to drive growth.
Kimberly Clark (KMB) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KMB Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 22, 2025
$140.07
$137.92
-1.53%
Jan 28, 2025
$130.25
$128.29
-1.50%
Oct 22, 2024
$141.67
$135.32
-4.48%
Jul 23, 2024
$140.44
$132.39
-5.73%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Kimberly Clark (KMB) report earnings?
Kimberly Clark (KMB) is schdueled to report earning on Jul 29, 2025, TBA Not Confirmed.
What is Kimberly Clark (KMB) earnings time?
Kimberly Clark (KMB) earnings time is at Jul 29, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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